Associate jobs at J.P. Morgan - 295 jobs

The Customer Service Associate I is a business-to-business role which is accountable for facilitating accurate resolution of internal and external inquiries and issues pertaining to processing for assigned clients. Also, responsible for timely response to inquiries and issues, while maintaining a high level of customer satisfaction. ** Schedule: Monday - Friday with a flexible start time between 7:30am - 9:00am PRINCIPAL RESPONSIBILITIES AND DUTIES: Independently analyzes issues and processes, and clearly communicates, both verbally and in writing, to routine questions, processing issues, and requests according to company defined procedures/standards. Researches and analyzes payment history and recognizes when to contact vendors or customers to resolve exceptions and make payment decisions in a timely manner for all clients. Acts as a positive representative of the company, both internally and externally, making customers and their needs the primary focus of one's actions by helping to develop customer relationships. Keeps management informed of significant issues that may require additional attention, or may threaten the account relationship, on a timely basis. Suggests changes and/or enhancements to existing procedures to improve service to clients and internal processes. Works independently and with other internal departments to coordinate file maintenance and client validation file/database updates. Seeks guidance from the appropriate resource on significant non-routine issues. Documents and reports on errors made by all other Utility departments. Works overtime as needed. Other duties as assigned. Training is onsite Monday-Friday from 8:30am-4:00pm for approximately 90 days. SKILLS/ABILITIES AND MINIMUM REQUIREMENTS: Good interpersonal skills that will maximize client responsiveness and facilitate development of a solid working relationship with both utility clients and other staff members. Strong organizational skills with the ability to handle multiple tasks simultaneously. Working knowledge of office equipment such as fax machine, copy machine, and telephone. Proficient in Microsoft Office. Good problem-solving skills and attention to details. College-level course work in a general or business administration area or equivalent experience. Minimum 6 months customer service experience in a general business environment or equivalent experience.

Employer: DWS Group Title: CLO Structuring Associate Job Code: #LI-MB1 #LI-02 Today, markets face a whole new set of pressures - but also a whole lot of opportunity too. Opportunity to innovate differently. Opportunity to invest responsibly. And opportunity to make change. Join us at DWS, and you can be part of an industry-leading firm with a global presence. You can lead ambitious opportunities and shape the future of investing. You can support our clients, local communities, and the environment. We're looking for creative thinkers and innovators to join us as the world continues to transform. As whole markets change, one thing remains clear; our people always work together to capture the opportunities of tomorrow. That's why we are ‘Investors for a new now'. As investors on behalf of our clients, it is our role to find investment solutions. Ensuring the best possible foundation for our clients' financial future. And in return, we'll give you the support and platform to develop new skills, make an impact and work alongside some of the industry's greatest thought leaders. This is your chance to achieve your goals and lead an extraordinary career. Team / Division Overview The DWS Private Infrastructure business (“DWS Infrastructure”), acquires and manages Debt and Equity investments in businesses that provide essential Infrastructure services in the transport, energy, utilities, digital, circular economy and healthcare sectors. With investment teams located in Europe and the US, the business has a global footprint and is focused on managing infrastructure portfolios that can meet the needs of institutional investors and private clients worldwide. The division has funds under management of approximately €15 billion. The US Infrastructure Debt platform currently manages in excess of $5 billion of committed capital through multiple credit funds and separately managed accounts. Since the Platform's inception in 2014 the investment team has deployed capital into over 170 investments. Role Details As a CLO Structurer, you will be responsible for: Executing new warehouses, borrowing base facilities, term CLO issuances, TRS facilities, NAV facilities, and subscription lines. CLO structuring, negotiation and documentation. Preparation of target portfolios in connection with CLO issuances. Coordinating with banks, legal counsel, and investors in Strategic Trade & Investment Partnership (STIP) negotiations. Responding to investor Q&A, DDQ questionnaires and RFPs. Building, reviewing, and updating Fund and CLO financial models Updating the business's marketing materials, preparing investor update materials and preparing materials for the Fund's Board. Liaising with colleagues in the Fund Finance/Operations functions to ensure data accuracy across the CLO's Middle Office, Trustee, and in-house portfolio management systems. Review and ensure data accuracy in CLO monthly Trustee and ESMA reports, Intex, Moody's SF, Bloomberg and Manager Factbooks. Ensuring compliance with CLO concentration limitations, collateral quality tests, eligibility criteria and other covenants. Conducting portfolio optimization exercises and cash management activities to maximize Fund returns Supporting the business with ad-hoc strategic initiatives linked to AI/Machine Learning to help optimize process flows and automation. We are looking for: Proven CLO expertise, with 2+ years' experience gained at a Bank, CLO issuer or Ratings Agency. CLO structuring and/or portfolio management experience, with the ability to coordinate between counterparties and revise compliance models, collateral quality and concentration limits. Strong analytical, AI prompting and automation skills utilising tools such as MS CoPilot with the ability to interpret data and make informed decision. Proven proficiency in Excel, Word, PowerPoint, Outlook, Intex, Bloomberg, Moody's SF, CDO Edge Strong verbal and written communication and interpersonal skills. Excellent organizational skills, attention to detail and ability to handle multiple tasks simultaneously. Ability to take direction and work efficiently in a dynamic team environment. Proficiency in the use of Windows, Excel, Word, PowerPoint and Outlook. Experience with complex excel calculations and macros a plus. What we'll offer you: At DWS we're serious about diversity, equity and creating an inclusive culture where colleagues can be themselves sand it's important to us that you enjoy coming to work - feeling healthy, happy and rewarded. At DWS, you'll have access to a range of benefits which you can choose from to create a personalized plan unique to your lifestyle. Whether you're interested in healthcare, company perks, or are thinking about your retirement plan, there's something for everyone. The base salary range for this position in New York is $100,000 to $200,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate's skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration. At DWS, we recognize that our benefit programs have a profound impact on our colleagues. That's why we are focused on providing benefits and perks that enable our colleagues to live authenti cally and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more! DWS' Hybrid Working model is designed to find the right balance between in-person collaboration and engagement in the office, which is core to our working culture, and working from home. Each business group varies on the split between time spent in the office and at home, but this will be discussed and made clear as part of your application and interview process. We will continue to review and evolve our working environments and methods to ensure that we are working in the best way possible for our people. If you require any adjustments or changes to be made to the interview process for any reason including, or related to a disability or long-term health condition, then please contact your recruiter and let them know what assistance you may need. Examples of adjustments include providing a change to the format of the interview, or providing assistance when at the DWS office. This will not affect your application and your recruitment team will discuss options with you. Privacy Statement The California Consumer Privacy Act outlines how companies can use personal information. Click here to view DWS' Privacy Notice. We at DWS are committed to creating a diverse and inclusive workplace, one that embraces dialogue and diverse views, and treats everyone fairly to drive a high-performance culture. The value we create for our clients and investors is based on our ability to bring together various perspectives from all over the world and from different backgrounds. It is our experience that teams perform better and deliver improved outcomes when they are able to incorporate a wide range of perspectives. We call this #ConnectingTheDots. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view Deutsche Bank's Equal Opportunity Policy Statement and the following notices: EEOC Know Your Rights; Employee Rights and Responsibilities under the Family and Medical Leave Act; and Employee Polygraph Protection Act.

Sectors | Energy, Renewables & Power | Associate | NYC/HOU About ING: In Americas, ING's Wholesale Banking division offers a broad range of innovative financial products and services to domestic and international corporate and institutional clients. When you come to work at ING, you're joining a team where individuality isn't just accepted, it's encouraged. We've built a culture that's fun, friendly and supportive - it's the kind of place where you can be yourself and make the most of whatever you have to offer. We give people the freedom to take risks, think differently, take ownership of their work, and make great things happen. We're here to help you get ahead. And with our global network, there's plenty of scope to take your career in new directions, perhaps even ones you've never considered. ING Americas follows a hybrid work model, allowing for in-office / work from home flexibility. Hybrid work arrangements vary based on business area. Sound like the kind of place you'd feel at home? We'd love to hear from you. About the position: The Energy - Renewables & Power (“R&P”) team is part of ING Sector Coverage. The R&P team covers the power & renewables market in the Americas, with a primary focus on leading project finance lending transactions. The team covers all power generation technologies including natural gas, solar, wind, hydro, geothermal and battery storage. Responsibilities : New Deal Origination/Execution Support: New Deal Origination/Execution Support: support MDs, Directors and VPs in the R&P Team in the origination of and/or participation in power project financings Performing due diligence and preparing presentation materials for new financing opportunities, capital structuring or M&A transactions Prepare pitches, briefing notes, and marketing materials for client meetings and new commercial opportunities Identify and drive cross-sell opportunities from meetings with product partners and clients Support product partners in leading and structuring private placement and ABS transactions Reviewing financing documents and material project agreements; liaise with internal and external legal counsels. Demonstrate thought leadership and contribute strategic insights for the development of ING's business Qualifications and Competencies Requisite Skill Set: Strong academic track record with Undergraduate or Masters from top school Solid math skills essential Strong written and oral communication skills Must be highly detail-oriented Must be able to manage multiple projects simultaneously and meet tight deadlines Proficiency in MS Office (Excel, Word, PowerPoint): Must have strong Excel skills and be able to build financial debt models. Fundamental understanding of GAAP accounting principles and comfort with core financial statements (Income Statement, Cash Flow Statement and Balance Sheet). Fundamental understanding of key financial markets and products. Basic understanding of corporate and bankruptcy law. Team Player, self-motivated high quality/high quantity producer Other: Writing sample - preferably a credit analysis Taking a basic debt modelling test References Education : Bachelor's Degree in Accounting, Finance, Economics, Math or Engineering Experience: 4-5 years of relevant project/corporate finance experience ideally in the North American power industry Microsoft Excel, PowerPoint, Word Series 79/63 preferred but not required Salary: $130,000 - $175,000 In addition to comprehensive health benefits, a generous 401k savings plan, and competitive PTO, ING provides a broad array of benefits including adoption, surrogacy, and fertility services; student debt assistance; and subsidies for expenses associated with commuting and fitness. ING is a committed equal opportunity employer. We welcome applicants of diverse backgrounds and hire without regard to race, gender, religion, national origin, citizenship, disability, age, sexual orientation, or any other characteristic protected by law. We celebrate these differences and rely upon your unique perspective to innovate and seize new opportunities. Come as you are. ING Bank does not have a commercial banking license in the U.S. and therefore not permitted to conduct a commercial banking business in the U.S. Through its wholly owned subsidiary ING Financial Services LLC, and its affiliates, it offers a full array of wholesale products such as commercial lending and a full range of FM products and services.

About this role Company: BlackRock Financial Management, Inc. Job Title: Associate Job Duties: Design, implement, review and support reliable, robust, scalable software. Work closely with BlackRock investment teams to understand needs and identify opportunities for automation or new analytics services. Implementing eFront for BAI investment teams and working with colleagues to continually enhance functionality by designing and implementing future technology roadmaps for the eFront product suite and BAI franchise. Leverage artificial intelligence technologies, including natural language processing and machine learning, to turn unstructured data into meaningful insights. Qualifications: Bachelor's Degree in Computer Science, Computer Engineering, Information Technology, or a related field, and 36 months of experience in job offered, or as a Software Engineer, Data Engineer, or related field. 3 years of experience required in the following: Server-side Java Development, including Spring Boot, service-oriented architecture, message queue systems, multi-threading, unit test coverage. Data Modeling and management to include Relational and Nonrelational databases, SQL queries, stored procedure development. Agile methodology, Git, CI/CD pipelines, DevOps. ETL and Automation using ETL frameworks, Python scripting for data cleansing analysis, and automation. Front-end Web Development using JavaScript, HTML/CSS, React, Angular. Platforms including Cloud development, and AI/ML pipelines. To apply, please click “Apply” on this webpage. For Seattle, WA Only the salary range for this position is USD$142,000.00 - USD$162,000.00 . 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 We are looking for a dynamic and seasoned campus recruiting professional to join our Campus Recruiting Enablement team. In this role, you will play a pivotal part in supporting our global campus recruiting efforts by managing campus projects and supporting strategic initiatives. You will also drive organizational success by ensuring that the global campus recruiting team has the necessary resources, training, and support to advance our recruitment strategy. Key Responsibilities: Strategic Project Management: Lead and execute campus recruiting projects and related strategic initiatives across multiple regions and teams. Develop frameworks for project governance, timelines, and success metrics to ensure timely delivery, global adoption, and scalability. Partner with leadership to align projects with firm-wide priorities and talent goals Stakeholder Engagement & Communications: Build enablement resources (playbooks, toolkits, training) for recruiters and global team leads. Develop and drive communications and engagement plans for senior leaders participating in campus events and early-career programs. Enhance internal communications to connect global campus teams and partner teams. Data & Continuous Improvement: Track and analyze project metrics, recruitment data, and ROI to inform and refine strategy. Create compelling, data-driven materials tailored for senior leadership. Identify process improvement opportunities and implement best practices for efficiency and scalability. Stay ahead of industry trends and bring forward innovative ideas for campus and early-career programs. Qualifications Bachelor's degree. 3+ years of experience in campus recruitment, program management, or talent acquisition. Demonstrated experience managing global projects or strategic initiatives Strong interpersonal and communication skills; ability to influence and collaborate across diverse stakeholders. Excellent organizational, multitasking, and project management skills. Proficiency in Microsoft Office Suite and applicant tracking systems (Oleeo and Workday preferred). Analytical mindset with experience in data reporting and insights. Experience creating enablement materials and managing global project rollouts. Familiarity with project management tools and reporting dashboards. Why Join Us: Opportunity to work with a talented and dedicated team Competitive salary and benefits package Professional development and growth opportunities A supportive and inclusive work environment For New York, NY Only the salary range for this position is USD$105,000.00 - USD$135,000.00 . 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. USD$90,000.00 - USD$120,000.00 . 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 . 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.

Reporting to the Director, Investment Compliance, the Compliance Associate is responsible for assisting in the monitoring of the firm's investment compliance program. This role will focus on the oversight and maintenance of the compliance system for monitoring client investment guidelines and restrictions. The successful candidate will coordinate with Investment Teams, Legal and Technology personnel to communicate and resolve investment compliance issues. The individual will have a strong work ethic and high ethical standards. The ideal candidate should be able to work both independently and be engaged and supportive in a team environment. This is a hybrid work environment opportunity located in Boston, MA with a weekly in office schedule of Tuesdays, Wednesdays and Thursdays and remote work availability on Mondays and Fridays. Key Responsibilities: Perform daily investment compliance monitoring on a pre trade and post trade basis for registered funds, pooled investment vehicles and separately managed accounts. Identify exceptions and escalate any potential issues. Research pre trade or post trade investment compliance matters and collaborate with appropriate stakeholders (e.g., Portfolio Management, Trade Operations, or Data Operations) to resolve as needed. Perform daily review of global shareholder thresholds, including validating results and researching reporting requirements. Escalate any potential reporting requirements. Assist with preparing global shareholder ownership filings for submission to applicable regulatory authorities as needed. Assist in the implementation and maintenance of the compliance system to monitor client investment guidelines and restrictions. Ensure proper restriction coding in the order management system and conduct testing on new and existing investment restrictions. Identify compliance restrictions from governing documents for new accounts and amendments to existing accounts. Code restrictions into the compliance system, as needed. Identify opportunities to improve compliance workflows through technology-driven solutions. When needed, collaborate with Technology to effectively communicate requirements from business perspective. Skills You Bring: Bachelor's Degree and a minimum of three (3) years of related experience in investment compliance monitoring. Strong knowledge of trade order management and compliance systems (CRD preferred). Experience coding investment guidelines and restrictions in compliance systems (CRD preferred). Understanding of global shareholder disclosure (GSD) regulations across multiple jurisdictions, with experience in compliance processes. Familiarity with global share disclosure platforms such as CRD's GSD portal or FundApps is highly desirable. Familiarity with using financial software. to retrieve and analyze data (e.g., Bloomberg). Ability to understand complex issues and regulatory requirements and provide clear and concise explanations in written and verbal communications, for senior members of the firm and external clients. Ability to handle high volumes of work under tight deadlines while maintaining accuracy and minimizing risk, including ability to effectively prioritize tasks. Strong organizational, analytical and project management skills. Effective verbal, written and personal communication skills. Collaborates in a fully inclusive manner. Company Overview: Founded in 2001, Geode is headquartered in Boston's financial district, the center of one of the world's most vibrant finance and technology hubs and employs approximately 200 employees. Geode is an institutional asset manager providing core beta exposures across a range of equity and niche asset classes, with over $1.5 trillion. With a robust infrastructure and experienced investment professionals, Geode offers the scale of a large asset management firm with the benefits of a smaller organization. Our compensation philosophy is designed to attract, motivate, and retain top talent. We are committed to ensuring that compensation reflects the value our employees bring to Geode. Employees at all levels are eligible to receive a combination of base salary, variable compensation, and a comprehensive benefits package. Compensation decisions are informed by a range of factors including role, experience, education, and skillset. Our benefits program is designed to support employees both professionally and personally, offering comprehensive health coverage, 401(k) matching, annual profit sharing, paid family leave, and generous time off. We also provide tuition and certification reimbursement, student loan support, fitness and commuter reimbursements, charitable donation matching, family care assistance, and adoption and surrogacy support. Hybrid work arrangements and a culture that encourages community engagement through volunteer opportunities and employee events further enhance the employee experience at Geode. Geode is proud to be an equal opportunity employer and support a diversified work environment. Learn more about Geode at *****************************

We are the better way to work in finance. As private equity's value creation partner, we sit at the heart of PE-where sponsors and CFOs meet. Through financial consulting rooted in data, technology, and AI, we help clients drive value-supporting the office of the CFO to drive end-to-end value creation. If you crave challenging work and are looking to grow, come solve complex issues alongside 1,400+ finance & technology experts in a supportive, collaborative environment. Backed by premier private equity firms and headquartered in New York with 10 offices around the globe, we are a high-growth, entrepreneurial firm looking for people who want to be part of building something great. Come make your mark. Practice Overview Our Transactions group brings a methodical and action-oriented approach to identify and create value for our clients. We provide private equity buyers and sellers with a broad continuum of knowledge and tools for diligence, merger planning and post-merger integration, and carve-out support (stand-alone and integrated). The team combines Integration Management Office (IMO) / Separation Management Office (SMO) expertise with deep Finance & Accounting, Data & Analytics, Operational and Private Equity knowledge across a range of engagements, including pre-deal (e.g. synergy and carve-out diligence) and post-deal (e.g. integration planning, execution and tracking). As an Associate, you will be a vital member of the team executing M&A projects, focused on the CFO agenda and Finance function. You'll execute and manage projects across sectors, supporting our client service team in developing and executing strategies for transactions. This role will be based in our NYC or Dallas office locations and is a hybrid role with the flexibility to work remotely 2 days a week. Ideal candidates should be local to the desired location. This position is not eligible for immigration sponsorship. What You'll Do: Support client teams and larger, more complex projects in planning and executing operational diligence, merger integration and carve-out initiatives, to include: Day 1 readiness TSA development and operationalization 100-day plans Synergy identification and model development Program and workstream-level project management Executive/sponsor reporting Depending on the size of the engagement, support or lead the IMO / SMO, including development of functional integration and carve-out plans and execution activities, with heavy focus on cross-functional interdependencies by: Facilitating due diligence meetings focused on identifying operational and technology strategy, organizational structures, current state business processes and enabling technology Understand client strategy and investment priorities and embed those in our engagement deliverables Assist with the development of presentations for client proposals and thought leadership materials Drive the development and enhancement of Accordion's M&A methodologies (diligence, merger integration, carve-out, etc.) and approaches to client delivery Mentor and coach our consultants Travel to client site as needed You Have: Minimum of 2+ years of professional experience working in operational/ commercial diligence, merger integration, carve-outs, business transformation and change management Functional expertise in a variety of areas and in at least two or more of the following: Finance & Accounting Information Technology Human Resources Supply Chain Commercial / Sales & Marketing Consulting firm / industry experience preferred IMO / SMO / PMO experience required Outstanding written and verbal communication skills to influence both internal and external relationships Superior problem-solving and analytical skills that can be utilized to translate disparate data into meaningful insights for our clients Private industry experience preferred Prior experience serving interim or permanent finance roles (i.e. VP Finance, Controller or CFO) helpful but not required You Are: Excited to be part of a growing team, with a focus on driving future growth Passionate about delivering exceptional client service Knowledgeable about the relationship between Private Equity sponsors and their portfolio companies, particularly within the office of the CFO Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing) A self-starter with a strong work ethic Full of entrepreneurial spirit and comfortable in a fluid, flat organization Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary A team player, able to work with team members across all levels Someone who enjoys mentoring others and doing meaningful work A leader of others; you lead by example The annual salary for this role ranges from: $121,000 to $175,000 USD + benefits + bonus. Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, education, certifications, cost of labor and internal equity. Accordion is an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. Please note that as per Accordion policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our inclusive diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Accordion will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. #LI-VL1

We are the better way to work in finance. As private equity's value creation partner, we sit at the heart of PE-where sponsors and CFOs meet. Through financial consulting rooted in data, technology, and AI, we help clients drive value-supporting the office of the CFO to drive end-to-end value creation. If you crave challenging work and are looking to grow, come solve complex issues alongside 1,400+ finance & technology experts in a supportive, collaborative environment. Backed by premier private equity firms and headquartered in New York with 10 offices around the globe, we are a high-growth, entrepreneurial firm looking for people who want to be part of building something great. Come make your mark. Strategic Finance Accordion's Strategic Finance Practice helps Finance teams build capabilities to enhance performance visibility, planning activities, data analytics, and business partnering to enable and accelerate value creation. By combining extensive operational FP&A experience, data and technology skills, and a proprietary engagement model, we develop and implement tools and processes and deliver solutions that meet the rigor and pace required in a private equity-backed environment. This role can be based in our Boston, Chicago, Dallas, or New York City office locations and is a hybrid role with the flexibility to work remotely 2 days a week. Ideal candidates should be local to the desired location. This position is not eligible for immigration sponsorship. What You'll Do: As an Associate on a lean, cross-functional team, you will work collaboratively with a diverse set of colleagues with backgrounds in private equity, investment banking, FP&A, Big 4, and financial controllership, to identify and rectify issues across a broad range of scenarios. The following representative engagements are emblematic of the type of work you will do as an Associate at Accordion. A financial services company recently emerged from bankruptcy and underwent changes in ownership. They need additional visibility into company-wide financial and operational performance. You are brought in to: Determine data availability and reliability and design a structured process to aggregate relevant data sets that will serve as the foundation of all future reporting Work with the CFO, PE sponsor, and operating team to understand business drivers, verify KPIs, and establish a single source of numerical truth via monthly reporting packages Develop a reporting cadence and automated processes that combine sound data flows and insightful KPIs to generate monthly Board and management reporting packages Train the existing FP&A team to run and own process flows and forecast analysis tools A higher education enterprise that scaled up through a series of acquisitions requires a budget plan, better forecasting tools, and insightful analytics to guide decision-making. You are brought in to: Complete a diagnostic deep dive to identify anecdotes, root causes, and key corrective themes in the existing budgeting and forecasting processes Quarterback a comprehensive budget plan and process in partnership with FP&A, sales, operations, and senior leadership teams Build out and maintain 13-week cash flow forecasts by coordinating with the relevant departments within the company Leverage PowerQuery and PowerPivot for structuring, analyzing, and modeling data within Excel; despite back-end complexity, deliver reports that remain user friendly for the CFO, FP&A team, and other relevant stakeholders Following the acquisition of three stand-alone businesses, a PE sponsor has identified the need to consolidate operations and establish a singular finance function that will own budgeting, financial reporting, bank reporting, and new CFO onboarding, in order to realize the synergies identified in their investment thesis. Get ready to: Design a singular finance function that can serve all three businesses; including headcount, budget, and specific roles and responsibilities for each member of the team Assist in developing highly detailed, week-by-week training plans for each team member Select and implement a robust ERP solution which meets the needs of the newly combined business Build analytical tools and create template reporting You Have: Bachelor's degree in Finance, Accounting, or Economics; MBA is a plus Minimum 3 years of experience at a top tier private equity firm, investment bank, and/or consulting firm High attention to detail and advanced quantitative skills, especially as it relates to financial modeling and corporate valuation Proven ability to leverage Excel and other tools (e.g. PowerBI) to manage, simplify, analyze, and present large and complex datasets Transactional finance experience, as well as an understanding of operational finance Prior experience preparing reports, presentations, and memos; ability to present data-driven insights in a clear, succinct, and comprehensive manner Strong drive and motivation, adhering to the highest professional standards in working with clients and colleagues An ability to work collaboratively and independently in a team-oriented environment, understanding how to take initiative and seek guidance when needed in order to advance your projects You Are: Excited to be part of a growing team, with a focus on driving future growth Passionate about delivering exceptional client service Knowledgeable about the relationship between private equity sponsors and their portfolio companies, particularly within the office of the CFO Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing) A self-starter with a strong work ethic Full of entrepreneurial spirit and comfortable in a fluid, flat organization Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary A team player, able to work with team members across all levels Someone who enjoys mentoring others and doing meaningful work A leader of others; you lead by example The annual salary for this role ranges from: $112,500 to $160,000 + benefits + bonus. Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to geographic location, skill set, years and depth of experience, education, certifications, cost of labor and internal equity. Accordion is an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. Please note that as per Accordion policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our inclusive diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Accordion will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. #LI-VL1

We are the better way to work in finance. As private equity's value creation partner, we sit at the heart of PE-where sponsors and CFOs meet. Through financial consulting rooted in data, technology, and AI, we help clients drive value-supporting the office of the CFO to drive end-to-end value creation. If you crave challenging work and are looking to grow, come solve complex issues alongside 1,400+ finance & technology experts in a supportive, collaborative environment. Backed by premier private equity firms and headquartered in New York with 10 offices around the globe, we are a high-growth, entrepreneurial firm looking for people who want to be part of building something great. Come make your mark. Turnaround & Restructuring Our nationally recognized turnaround, restructuring and advisory team serves companies and their stakeholders across a wide spectrum of industries and sizes, with a focus on the middle market. We provide clients with a team of seasoned professionals who have notable track records of creating value through both operational turnarounds and financial restructurings. We are actively recruiting Turnaround & Restructuring professionals to join our team. You will provide extensive financial and operational support on client engagements across a variety of industries and markets; utilize experience and on the job training to successfully deliver reports, models, work product and advice that helps guide the direction and decisions related to client turnaround and/or restructuring objectives. This role can be based in any of our US office locations and is a hybrid role with the flexibility to work remotely 2 days a week. Ideal candidates should be local to the desired location.. This position is not eligible for immigration sponsorship. What You'll Do: Perform analysis of current and historical business performance and capital structure Develop 13-week cash flow forecasts that outline the liquidity profile and cash needs Create dynamic financial models that exhibit the client's historical and potential future performance Support the creation and preparation of corporate strategic plans Provide implementation support to approved business plans and strategies Engage with client personnel and management as necessary to achieve objectives Develop and furnish appraisal of business options and contingency plans as needed Effectively gather, analyze, and organize large data sets which may be incomplete Support the development of quality client deliverables Provide interim support on operating functions and job duties as directed Assist in bankruptcy preparation and administration Travel to client site as needed You Have: Bachelor's degree in finance and/or accounting is preferred Graduate business degree with concentration in finance, accounting and/or operations preferred Minimum 3+ years of relevant professional work experience Hands-on experience building / developing / maintaining fully dynamic, integrated 3-statement financial, and 13-week cash flow models Highly proficient in Microsoft Word, Excel, and PowerPoint Ability to build and sustain strong and trusted relationships with colleagues and stakeholders Demonstrated expertise and aptitude with conducting quantitative and qualitative analyses, particularly with constructing integrated financial models, analyzing financial underperformance and related services Experience working on projects delivering independent business reviews, short term cash flow assessments, capital structure analysis, and contingency planning Capacity to thrive in a fast-paced, challenging, and uncertain environment Deep understanding of how to interpret and analyze financial statements Possess strong analytical and business writing skills Able to work well under pressure and independently yet understand when to ask for guidance You Are: A self-starter with a strong work ethic A leader of others; you lead by example A strong team player, able to work with team members across all levels Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing). Excited to be part of a growing team, with a focus on driving future growth Full of entrepreneurial spirit and comfortable in a fluid, flat organization Knowledgeable about the relationship between Private Equity sponsors and their portfolio companies Passionate about delivering exceptional client service Someone who enjoys mentoring others and doing meaningful work Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture The annual salary for this role ranges from: $97,750 to $150,000 USD + benefits + bonus. Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to geographic location, skill set, years and depth of experience, education, certifications, cost of labor and internal equity. Accordion is an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. Please note that as per Accordion policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our inclusive diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Accordion will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. #LI-VL1

We are the better way to work in finance. As private equity's value creation partner, we sit at the heart of PE-where sponsors and CFOs meet. Through financial consulting rooted in data, technology, and AI, we help clients drive value-supporting the office of the CFO to drive end-to-end value creation. If you crave challenging work and are looking to grow, come solve complex issues alongside 1,400+ finance & technology experts in a supportive, collaborative environment. Backed by premier private equity firms and headquartered in New York with 10 offices around the globe, we are a high-growth, entrepreneurial firm looking for people who want to be part of building something great. Come make your mark. Strategic Finance Accordion's Strategic Finance Practice helps Finance teams build capabilities to enhance performance visibility, planning activities, data analytics, and business partnering to enable and accelerate value creation. By combining extensive operational FP&A experience, data and technology skills, and a proprietary engagement model, we develop and implement tools and processes and deliver solutions that meet the rigor and pace required in a private equity-backed environment. This role can be based in our Boston, Chicago, Dallas, or New York City office locations and is a hybrid role with the flexibility to work remotely 2 days a week. Ideal candidates should be local to the desired location. This position is not eligible for immigration sponsorship. What You'll Do: As an Associate on a lean, cross-functional team, you will work collaboratively with a diverse set of colleagues with backgrounds in private equity, investment banking, FP&A, Big 4, and financial controllership, to identify and rectify issues across a broad range of scenarios. The following representative engagements are emblematic of the type of work you will do as an Associate at Accordion. A financial services company recently emerged from bankruptcy and underwent changes in ownership. They need additional visibility into company-wide financial and operational performance. You are brought in to: Determine data availability and reliability and design a structured process to aggregate relevant data sets that will serve as the foundation of all future reporting Work with the CFO, PE sponsor, and operating team to understand business drivers, verify KPIs, and establish a single source of numerical truth via monthly reporting packages Develop a reporting cadence and automated processes that combine sound data flows and insightful KPIs to generate monthly Board and management reporting packages Train the existing FP&A team to run and own process flows and forecast analysis tools A higher education enterprise that scaled up through a series of acquisitions requires a budget plan, better forecasting tools, and insightful analytics to guide decision-making. You are brought in to: Complete a diagnostic deep dive to identify anecdotes, root causes, and key corrective themes in the existing budgeting and forecasting processes Quarterback a comprehensive budget plan and process in partnership with FP&A, sales, operations, and senior leadership teams Build out and maintain 13-week cash flow forecasts by coordinating with the relevant departments within the company Leverage PowerQuery and PowerPivot for structuring, analyzing, and modeling data within Excel; despite back-end complexity, deliver reports that remain user friendly for the CFO, FP&A team, and other relevant stakeholders Following the acquisition of three stand-alone businesses, a PE sponsor has identified the need to consolidate operations and establish a singular finance function that will own budgeting, financial reporting, bank reporting, and new CFO onboarding, in order to realize the synergies identified in their investment thesis. Get ready to: Design a singular finance function that can serve all three businesses; including headcount, budget, and specific roles and responsibilities for each member of the team Assist in developing highly detailed, week-by-week training plans for each team member Select and implement a robust ERP solution which meets the needs of the newly combined business Build analytical tools and create template reporting You Have: Bachelor's degree in Finance, Accounting, or Economics; MBA is a plus Minimum 3 years of experience at a top tier private equity firm, investment bank, and/or consulting firm High attention to detail and advanced quantitative skills, especially as it relates to financial modeling and corporate valuation Proven ability to leverage Excel and other tools (e.g. PowerBI) to manage, simplify, analyze, and present large and complex datasets Transactional finance experience, as well as an understanding of operational finance Prior experience preparing reports, presentations, and memos; ability to present data-driven insights in a clear, succinct, and comprehensive manner Strong drive and motivation, adhering to the highest professional standards in working with clients and colleagues An ability to work collaboratively and independently in a team-oriented environment, understanding how to take initiative and seek guidance when needed in order to advance your projects You Are: Excited to be part of a growing team, with a focus on driving future growth Passionate about delivering exceptional client service Knowledgeable about the relationship between private equity sponsors and their portfolio companies, particularly within the office of the CFO Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing) A self-starter with a strong work ethic Full of entrepreneurial spirit and comfortable in a fluid, flat organization Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary A team player, able to work with team members across all levels Someone who enjoys mentoring others and doing meaningful work A leader of others; you lead by example The annual salary for this role ranges from: $112,500 to $160,000 + benefits + bonus. Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to geographic location, skill set, years and depth of experience, education, certifications, cost of labor and internal equity. Accordion is an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. Please note that as per Accordion policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our inclusive diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Accordion will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. #LI-VL1

Job Classification: Sales - SalesA GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers! If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today. At PGIM, You Can! What you will do We are looking for an astute, determined professional like you to join our RFP team as an RFP Associate. The team sits within the Business Development organization and collaborates closely with Product Strategy and Portfolio Management. This rewarding opportunity will enable you to make a big impact in our organization, so if this sounds exciting, then PGIM might be the place. This is a hybrid role based in Newark, NJ, where the team is working 3 days a week in the office. What you can expect Assist with RFP requests, investor diligence inquiries, and market surveys Track, coordinate, and complete requests Confirm source-data accuracy and appropriate application in responses Ensure clarity, brevity, and consistency Coordinate with internal stakeholders (portfolio teams, business development, legal, compliance, and others) to: Gather information and tailor responses Ensure timely delivery of proposals Project-manage document completion Fulfill internal requests for information used for standard and ad hoc client reporting Manage Consultant Database Updates Maintain updated content in our RFP database Collaborate with a team of experienced RFP / Investor Services colleagues located across the globe What you will bring 3+ years of marketing, product marketing, client services, or RFP experience Excellent communication skills, both verbal and written; Advanced knowledge of Microsoft office suite, using styles and formatting in Word and Excel Outstanding project management, relationship management, and organizational skills Ability to work in a fast-paced, deadline-driven environment High degree of professionalism and client service mindset Excellent writing, verbal, and editing skills What will set you apart? Knowledge of Private Credit &/or Private Real Estate (Equity/Debt) markets preferred *PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply. Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $95,000 - $115,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. #LI-Hybrid #LI-SC1 What we offer you: Market competitive base salaries, with a yearly bonus potential at every level. Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave. 401(k) plan with company match (up to 4%). Company-funded pension plan. Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs. Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development. Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs. Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com. If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.

There's a better way to work in finance-and more specifically, a better way to unlock value potential in private equity-backed portfolio companies. Working at the intersection of sponsors and management teams across every stage of the investment lifecycle, our team provides hands-on, execution-oriented support to elevate the office of the CFO. So, what does it mean to work at Accordion? It means joining 1,400+ finance & technology experts in a high-growth, agile, and entrepreneurial environment while changing the way portfolio companies drive value. It also means making your mark on Accordion's future-by embracing a culture rooted in collaboration and a firm-wide commitment to building something great, together. Accordion is headquartered in New York City with 10 offices around the globe. Join us! Operational & Technical Accounting Practice With the increase in complexity of the business environment and transactions, CFOs of private equity-backed companies are increasingly being looked towards to drive strategic insights for their business. Finance organizations are no longer simply result reporters, but rather, they couple these results with forward-looking data to provide strategic insights which are leveraged to make business decisions. Efficiency of process and meaningful control environments allows for speed of financial reporting with increasingly accurate measures, leaving more time for the finance team to add future enterprise value, rather than look backwards. Accordion's Operational & Technical Accounting Advisory (O&T) Practice is comprised of a dedicated team providing accounting and financial advice to support PE-backed portfolio companies on a wide range of transactions and events, including Accounting Policies & Procedures, ERP/Financial System Execution, Financial Statement Close Process, Process & Controls Implementation, Technical Accounting, Finance/Accounting Assessment & Design and Finance & Accounting Organization Standup from a Carve-Out or Merger. We are doers and problem solvers - making sense of complexity and bolstering sponsors' value creation theses. This role can be based in any of our US office locations (NYC, Chicago, Dallas, Boston, San Francisco, or Los Angeles) and is a hybrid role with the flexibility to work remotely 2 days a week. Ideal candidates should be local to the desired location. Travel to client sites will be required as needed. This position is not eligible for immigration sponsorship. What You'll Do: As part of a lean, cross-functional team, the O&T Associate will play a vital role in identifying and rectifying issues across a broad range of scenarios. The following representative engagements are emblematic of the type of work you'll do as an O&T Associate at Accordion: A rapidly growing company with a global footprint routinely takes 45 days to close its books and produce financial statements. You and the team are brought in to: Perform deep-dives and gain an understanding of current state processes, people, and systems (both on paper and in reality) Identify root causes and provide recommendations on how to improve broken processes, bridge control gaps, and better align roles and responsibilities with best practices Implement tools and creative solutions that the accounting function can use to streamline their close process (e.g. introduce materiality limits, close checklists, and calendars) The team is advising a cash-basis company going through their first-year audit. You will assist the team with the following initiatives: Cash to US GAAP conversion, adopting key accounting standards such as revenue recognition and lease accounting The timely and accurate preparation of financial statements, account reconciliations, and supporting schedules Project managing the audit timeline throughout the engagement Following the acquisition of three similar, stand-alone businesses, a PE Sponsor has identified the need to consolidate operations in order to realize the synergies identified in their investment thesis. Get ready to: Design a singular finance function that can serve all three businesses; you'll put together intuitive processes and controls and realign roles and responsibilities to suit the strengths of the individuals Draft a unified set of policies and procedures that speak to all three businesses and encourages them to operate with consistency Design a standard chart of accounts for a consolidated business Select, implement, and champion a robust ERP solution which meets the needs of the combined business Conduct purchase accounting analyses and establish US GAAP-compliant opening balance sheets for each transaction Consolidate their existing financial reporting from disparate systems, including aligning with US GAAP and adjusting for deviations in accounting policies and procedures, to produce a single source of numerical truth In order to keep pace with its competitors, a technology company is looking to move away from a traditional subscription-based model to a SaaS model, and requires guidance in dealing with the key finance and accounting implications which will ensue. You are part of a team that will: Address changes in revenue recognition requirements and draft accounting policies that affirm the new normal Challenge existing assumptions in underlying revenue forecasts and associated cost-drivers Evolve the invoicing process to reflect new business processes You Have: Minimum 3 years of experience (ideally 3+) working in financial accounting or operations at a top-tier public accounting or financial advisory firm, and/or private company Bachelor's degree in Accounting or related field; CPA is a plus A strong and up-to date knowledge of US GAAP (exposure to IFRS is a plus), with deep technical understanding of topics such as ASC 606 revenue recognition, lease transactions, purchase accounting, etc. Experience in the following areas: technical accounting advisory, audit readiness, and functional accounting / controllership support Strong Excel and PowerPoint skills Strong client service mindset and communication skills You Are: A self-starter with a strong work ethic A leader of others; you lead by example A strong team player, able to work with team members across all levels Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing) Excited to be part of a growing team, with a focus on driving future growth Full of entrepreneurial spirit and comfortable in a fluid, flat organization Knowledgeable about the relationship between Private Equity sponsors and their portfolio companies Passionate about delivering exceptional client service Someone who enjoys mentoring others and doing meaningful work Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture The annual salary for this role ranges from: $85,000 to $130,000 USD + benefits + bonus. Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to geographic location, skill set, years and depth of experience, education, certifications, cost of labor and internal equity. Accordion is an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. Please note that as per Accordion policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our inclusive diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Accordion will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. #LI-RM1

JobID: 210691366 JobSchedule: Full time JobShift: : Ready to transform data into impactful insights? Join us as a Quantitative Analytics Associate and make your mark with our dynamic team! Dive into data analysis, support diverse Lines of Businesses such as Auto Finance and Business Banking and drive strategic decision while advancing your career. With highly supportive leadership and programs to foster growth and career mobility, your skills and capabilities can increase and be fine-tuned to make you more agile and versatile in reaching your career potential. As a Quantitative Analytics Associate- Remediations & Corrections in Regulatory Operations, you will be crucial in identifying, classifying, and resolving customer impacts stemming from business process or operational disruptions at JPMorganChase. You will address affected customers by recalculating and crediting finance charges, fees, and processing account adjustments to rectify account issues and to succeed, you must be highly motivated, analytical, detail-oriented, and an outstanding problem solver who takes pride in managing customer issues comprehensively and delivering exceptional service. Job responsibilities * Collaborate with key stakeholders across the firm to understand case contexts and translate high-level requirements into detailed analytic steps. * Query databases and manipulate data to identify correction populations, analyze financials, and create execution files using account, customer, and transaction-level data. * Ensure accuracy in analytics by maintaining attention to detail and supporting the independent validation team with case requirements and code review. * Automate repetitive analytics steps across cases using SAS macros and other relevant tools. * Develop and apply analytics skills to deliver best-in-class solutions for customer issue treatment. Required qualifications, capabilities, and skills * Bachelor's degree in a quantitative discipline (Mathematics, Statistics, Physics, Engineering, Economics, Finance or related fields) * Strong analytical and problem-solving skills with demonstrated ability to manage complex customer issues. * Proficiency in data analysis tools and techniques (e.g., SAS, SQL, Python, R). * Excellent attention to detail and commitment to accuracy. * Ability to communicate complex findings clearly to both technical and non-technical stakeholders. * Experience working in a fast-paced, deadline-driven environment with ability to work collaboratively across multiple teams and lines of business. * High level of motivation and initiative with strong organizational and time management skills, and commitment to delivering exceptional customer service.

Focus Partners Wealth is seeking an Alternatives Associate to will work closely with the firm's Wealth Management Team. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader. Primary Responsibilities Prepare and review subscription documents for alternative investments (i.e., private equity funds, private real estate funds and hedge funds) and handle follow up questions and requests for supporting materials. Identify operational process improvements and contribute to the implementation of productivity and efficiency improvements to drive exceptional client service and risk mitigation. Work closely with our Wealth Management Team to satisfy AML/KYC requirements for client investments in alternative investments. Review and understand offering documents (PPMs), limited partnership agreements and related documents for alternative investments. Assist in developing, educating, and training the firm's staff on alternative investment operations processes. Track closing dates and other deadlines for alternative investments, ensuring timely completion. Play a significant role in assisting in the development of robust processes and reports to keep the Wealth Management Team informed about crucial pre-fund status, processes, and requirements. Monitor and reconcile money movement associated with capital activity. Communicate effectively with internal teams, fund managers, investors, custodians, and auditors, fostering strong relationships. Assist with the distribution of tax documents and audited financial statements. Onboard new alternative investment offerings to the firm's platform. Maintain accurate client records and record information in the firm's CRM. Execute service requests in conjunction with the Wealth Management Team and maintain appropriate follow-up with sponsors, custodians, and clients. Assist with recurring audits, reporting, and projects as needed. Qualifications Required: 3+ years of experience in the alternative investments or wealth management industry. Bachelor's degree in finance, business administration, or a related field (or equivalent work experience). Prior experience completing or reviewing subscription documents for private equity funds, private real estate funds, and/or hedge funds. Familiarity with trust, estate, and legal entity structures. Know Your Client and Anti-Money Laundering experience (KYC/AML). Proficiency in Microsoft Excel and ability to learn new applications. High attention to detail and organizational skills. Ability to work in a fast-paced environment while managing numerous projects and clients. Ability to work independently and take initiative while also being a team player. Strong interpersonal skills and a positive attitude. Adaptability and ability to learn new concepts quickly. Excellent problem-solving skills. Outstanding customer service skills. Excellent communication and organizational skills. Capability to develop and deliver innovative ideas as the position grows. Ability to collaborate and work with teammates to accomplish daily deliverables. The annualized base pay range for this role is expected to be between $75,000-$80,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package. #LI-KP1 Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit ******************************* The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

About this role We are looking for a dynamic and seasoned campus recruiting professional to join our Campus Recruiting Enablement team. In this role, you will play a pivotal part in supporting our global campus recruiting efforts by managing campus projects and supporting strategic initiatives. You will also drive organizational success by ensuring that the global campus recruiting team has the necessary resources, training, and support to advance our recruitment strategy. Key Responsibilities: Strategic Project Management: Lead and execute campus recruiting projects and related strategic initiatives across multiple regions and teams. Develop frameworks for project governance, timelines, and success metrics to ensure timely delivery, global adoption, and scalability. Partner with leadership to align projects with firm-wide priorities and talent goals Stakeholder Engagement & Communications: Build enablement resources (playbooks, toolkits, training) for recruiters and global team leads. Develop and drive communications and engagement plans for senior leaders participating in campus events and early-career programs. Enhance internal communications to connect global campus teams and partner teams. Data & Continuous Improvement: Track and analyze project metrics, recruitment data, and ROI to inform and refine strategy. Create compelling, data-driven materials tailored for senior leadership. Identify process improvement opportunities and implement best practices for efficiency and scalability. Stay ahead of industry trends and bring forward innovative ideas for campus and early-career programs. Qualifications Bachelor's degree. 3+ years of experience in campus recruitment, program management, or talent acquisition. Demonstrated experience managing global projects or strategic initiatives Strong interpersonal and communication skills; ability to influence and collaborate across diverse stakeholders. Excellent organizational, multitasking, and project management skills. Proficiency in Microsoft Office Suite and applicant tracking systems (Oleeo and Workday preferred). Analytical mindset with experience in data reporting and insights. Experience creating enablement materials and managing global project rollouts. Familiarity with project management tools and reporting dashboards. Why Join Us: Opportunity to work with a talented and dedicated team Competitive salary and benefits package Professional development and growth opportunities A supportive and inclusive work environment For New York, NY Only the salary range for this position is USD$100,000.00 - USD$130,000.00 . 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. USD$90,000.00 - USD$115,000.00 . 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 The Corporate Treasury team is responsible for managing the firm's corporate cash management, capital management, as well as liquidity and FX risk management activities globally. The group also provides financial oversight on regulatory capital requirements and seed capital programs. BlackRock's central treasury is looking for an Associate with Treasury, Banking or other Corporate Finance experiences and a demonstrated ability to learn quickly, drive efficiency and deliver high quality results in a fast-paced and collaborative environment. The Associate will be responsible for analytical and operational activities relating to cash flows, financial income, capital management and financing activities, and will contribute to cash management operations and various treasury projects. Responsibilities Monitor, forecast and report on the global liquidity and global financial income of the firm Monitor, forecast and report on cash flows and regulatory requirements for the Americas region Contribute as required to the cash management operations (daily liquidity, cash flow, funding, cash investments, payments, management of bank accounts and bank relationships) Manage quarterly dividends and capital repatriation transactions for the Americas region Analyze data and prepare executive level board or committee presentations Contribute to ad hoc projects, financial analyses and other Treasury activities, such as FX hedging, market risk hedging, debt financing, share repurchase and capital management Proactively look for opportunities to optimize Treasury processes and controls, enhance policies, reporting tools and data quality, as well as maintain operational excellence Effectively manage and be accountable for regular weekly, monthly and quarterly deliverables Partner with various internal teams on these activities, including Controllers, Tax, Legal, Product Management and Risk Management Qualifications Bachelor's Degree or higher, preference for Accounting / Finance 3-7 years of treasury, controllers, banking or other corporate finance experience, with a track record of strong performance Prior experience in financial services, finance or banking operations, project management, risk management or capital market activities is desirable Demonstrable problem-solving, quantitative and analytical skills, with exceptional attention to detail and rigor Self-starter, quick learner, team player with collegial orientation and desire to take on responsibility Organized and methodical, ability to multi-task and work under tight deadlines Ability to clearly articulate and present ideas both in written presentations and orally Strong accounting skills preferred Proficiency in all Microsoft Office applications, with advanced or expert skills in Excel and VBA coding experience preferred, but not required For New York, NY Only the salary range for this position is USD$100,000.00 - USD$130,000.00 . 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.

Compliance Associate Cleveland Research Company is an independent research firm headquartered in Cleveland, Ohio. Founded in 2006, CRC has expanded to 15 research teams across 50 key channels publishing research on over 150 companies. We pride ourselves on a disciplined research process that has us regularly engaged with the channels and companies we cover. We built the foundation of CRC in the equity research business with institutional money managers as our primary client base (mutual funds, hedge funds, pension funds). We are mainly focused on uncovering fundamental business inflection points via rigorous digging in the channel that serve as a foundation for our company and industry forecasts. Our clients find value from getting in front of key themes and trends that lead to faster and better strategic and financial decisions. Cleveland Research Company is a truly independent firm owned by its founders and employees. Our independent research provides our customers with the insights needed to gain conviction behind their business decisions. We are committed to a singular focus on providing the most accurate and reliable research product in the market. Cleveland Research Company, LLC, an equity research firm and Broker Dealer registered in Cleveland, Ohio, is seeking a qualified candidate to help promote and maintain the firm's culture of regulatory compliance. The Compliance Associate is a key resource for the firm by assisting the Chief Compliance Officer in identifying and mitigating potential conflicts and risks associated with a Broker Dealer firm. Our Compliance Department develops and maintains strong relationships across the departments to foster a culture of professional, ethical, and responsible behavior. A successful candidate will possess a high level of initiative, professionalism, attention to detail, and organizational skills. The position will have daily interaction with individuals from all departments. Responsibilities Review written research product for approval prior to being sent to clients in our Equity business as well as our Market Research business. Review of email correspondence and social media accounts, prepare weekly report to review with CCO Review of alpha account trades, prepare weekly report to review with CCO Review and approve personal trading requests and monitor exception reports Conduct vendor risk assessment reviews Conduct reviews of client account files and other required FINRA files Attend internal department training sessions and client webinars for any Compliance questions Assist with FINRA exams as applicable Assist with annual compliance reporting requirements Review FINRA notices and relevant industry news, follow up with CCO Prompt escalation of any potential issues to CCO Develop and maintain positive working relationships with internal clients, staff, and peers. Other duties as assigned to support the CCO and Compliance Team Required Qualifications Undergraduate degree is required; Business related degree is preferred Critical thinking skills and a high attention to detail Outstanding time management skills High ethical standards Able to communicate to all levels of staff effectively, both written and verbally Able to multi-task and remain organized and focused in a high-paced environment Able to work and adapt as needed to provide support to all levels of the organization Applicants must have passed at least three of the four following FINRA exams: SIE, Series 7, Series 24 and Series 16. Must be willing to obtain the fourth if not already held. Materials provided by CRC upon hire This position requires a full-time, on-site presence at our downtown Cleveland office in order to effectively work with teams. Apply at: ******************************************************************************** BENEFITS: Competitive salary, fully paid health insurance coverage, 401(k), training and development and a variety of other perks and benefits.

About this role BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations. About this Role We are adding to our team and are looking for a Portfolio Specialist who will work closely with portfolio management and trading teams and will support their operational workflow. We are looking for candidates who are bright, motivated, articulate, and has a sense of humor. Ideal candidates will also have excellent problem-solving skills, a high degree of attention to detail, and outstanding organizational abilities. This position offers an excellent opportunity for someone interested in gaining experience in the finance industry and working for an established investment management firm. Our headquarters is in Sausalito, California, only one block from the beautiful harbor. It's a short, 20-minute drive from much of San Francisco (opposite the normal commute), and many of our team members are spread throughout San Francisco, the North Bay, and East Bay. Key Responsibilities: * Support the portfolio management and trading teams' operational workflows * Review and validate incoming client trade and analysis requests * Manage and maintain SalesForce dashboards and workflows * Assign client requests to appropriate Portfolio Managers and other internal teams * Reply to diverse internal and external requests in a timely manner * Document and refine operational processes for consistency and transparency * Contribute to initiatives that enhance overall client experience and service delivery * Support automation and efficiency improvements across various operational processes * Assist with ad hoc projects and responsibilities as needed. Qualifications: * BA/BS required * Minimum 3+ years prior work experience * Strong attention to detail and accuracy * Excellent written and verbal communication skills * Outstanding problem-solving and interpersonal skills * Strong organizational and multitasking skills * Ability to work independently and in a small group environment * A high degree of integrity with the ability to handle confidential matters * Capacity to work in a fast-paced environment * Collaborative attitude is a must * Familiarity with Salesforce a plus * Trade operations experience a plus For Sausalito, CA Only the salary range for this position is USD$116,000.00 - USD$155,000.00 . 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. We recruit, hire, train, promote, pay, and administer all personnel actions without regard to race, color, religion, sex (including pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), sex stereotyping (including assumptions about a person's appearance or behavior, gender roles, gender expression, or gender identity), gender, gender identity, gender expression, national origin, age, mental or physical disability, ancestry, medical condition, marital status, military or veteran status, citizenship status, sexual orientation, genetic information, or any other status protected by applicable law. We interpret these protected statuses broadly to include both the actual status and also any perceptions and assumptions made regarding these statuses.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 SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations. About this Role We are adding to our team and are looking for a Portfolio Specialist who will work closely with portfolio management and trading teams and will support their operational workflow. We are looking for candidates who are bright, motivated, articulate, and has a sense of humor. Ideal candidates will also have excellent problem-solving skills, a high degree of attention to detail, and outstanding organizational abilities. This position offers an excellent opportunity for someone interested in gaining experience in the finance industry and working for an established investment management firm. Our headquarters is in Sausalito, California, only one block from the beautiful harbor. It's a short, 20-minute drive from much of San Francisco (opposite the normal commute), and many of our team members are spread throughout San Francisco, the North Bay, and East Bay. Key Responsibilities: · Support the portfolio management and trading teams' operational workflows · Review and validate incoming client trade and analysis requests · Manage and maintain SalesForce dashboards and workflows · Assign client requests to appropriate Portfolio Managers and other internal teams · Reply to diverse internal and external requests in a timely manner · Document and refine operational processes for consistency and transparency · Contribute to initiatives that enhance overall client experience and service delivery · Support automation and efficiency improvements across various operational processes · Assist with ad hoc projects and responsibilities as needed. Qualifications: · BA/BS required · Minimum 3+ years prior work experience · Strong attention to detail and accuracy · Excellent written and verbal communication skills · Outstanding problem-solving and interpersonal skills · Strong organizational and multitasking skills · Ability to work independently and in a small group environment · A high degree of integrity with the ability to handle confidential matters · Capacity to work in a fast-paced environment · Collaborative attitude is a must · Familiarity with Salesforce a plus · Trade operations experience a plus For Sausalito, CA Only the salary range for this position is USD$116,000.00 - USD$155,000.00 . 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. We recruit, hire, train, promote, pay, and administer all personnel actions without regard to race, color, religion, sex (including pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), sex stereotyping (including assumptions about a person's appearance or behavior, gender roles, gender expression, or gender identity), gender, gender identity, gender expression, national origin, age, mental or physical disability, ancestry, medical condition, marital status, military or veteran status, citizenship status, sexual orientation, genetic information, or any other status protected by applicable law. We interpret these protected statuses broadly to include both the actual status and also any perceptions and assumptions made regarding these statuses.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.