Post job

Operations Associate jobs at J.P. Morgan

- 154 jobs
  • Deposit Operations Associate

    Union Savings Bank 3.5company rating

    Cincinnati, OH jobs

    Since founded in 1904, Union Savings Bank has been serving the local community by promoting responsible home ownership through prudent lending. We are headquartered in Cincinnati, Ohio, where we began, and currently operate 38 full-service branches and lending offices in Ohio, Indiana, Kentucky, and Pennsylvania. Union Savings Bank is an Equal Opportunity Employer. Purpose of the role Union Savings Bank is seeking a reliable and motivated Deposit Operations Associate to support essential functions within the Accounting & Finance team. This role is ideal for individuals who bring a strong attention to detail, a team-first attitude, and a desire to grow their career in banking operations. The Deposit Operations Associate plays a vital role in wire processing, deposit account support, internal service, and cross-functional coordination. Essential Duties and Responsibilities Wires Manage daily wire initiations, including branch, escrow, construction, liquidity, and internal transfers Review outgoing wires for completeness and accuracy before submission Collaborate with internal stakeholders to ensure timely processing and documentation Maintain records and reconcile daily wire activity within the general ledger Operational Support Process customer address changes and manage return mail workflows Maintain accurate deposit records and follow up directly with customers when needed Assist with journal entry reviews and support the monthly and year-end close process Customer Service Assist the deposit operations phone team by fielding inquiries related to online banking or account maintenance Respond promptly and professionally to both internal and external requests Help ensure every customer interaction is handled with accuracy, clarity, and respect Team Engagement Contribute to a culture of shared accountability and mutual support within the team Remain open to coaching, process updates, and continuous improvement Take initiative in managing time, completing tasks, and solving problems Collaborate cross-functionally to streamline workflows and enhance service delivery Values Foster and model the values of the Bank in all activities, with a high value placed on building relationships, engagement and collaboration, with internal stakeholders as well as those in the communities served. Education and Experience High school diploma required Prior experience in banking operations, accounting, or administrative processing a plus Job competencies Responsibility & Follow-Through: Takes ownership of assigned tasks and ensures accuracy and timeliness Detail-Oriented: Understands the importance of precision in banking processes, documentation, and recordkeeping Service-Minded: Focuses on being helpful, responsive, and clear in all interactions Collaborative: Works well with teammates and communicates effectively across functions Adaptable: Embraces change and is willing to improve processes and learn new systems Accountable: Owns outcomes and handles mistakes constructively and professionally Please note this job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required for this position. Duties, responsibilities and activities may change at any time; with or without notice. Union Savings Bank is an Equal Employment Opportunity and Affirmative Action Employer and will make all employment-related decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
    $43k-78k yearly est. 1d ago
  • Travel Operations Coordinator

    Civista Bank 3.9company rating

    Norwalk, OH jobs

    Civista Bank A Branch Operations Specialist (BOS) is responsible for making sure that all employees adhere to branch operations guidelines as well as ensure all systems operate smoothly and efficiently according to established policy and procedures. The BOS is also responsible for creating an exceptional customer experience through their knowledge of available products and services. The BOS demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve. KEY ACCOUNTABILITIES, RESPONSIBILITIES, AND EXPECTATIONS: Ensure operational tasks are followed & completed daily by all Branch employees. Responsible for the retention of operational materials as well as managing audits to ensure operational soundness. Create an exceptional customer experience daily by processing transactions, building relationships, assessing needs, recommending products, and referring partners to our customers, thus growing the bank. Developing an expansive knowledge of products and services to fulfill customer needs and solve problems daily. Execute customer requests with speed and accuracy. Understanding all aspects of consumer lending in daily and weekly activities; building customer trust and managing relationships through the life of the lending process. Constant, consistent communication internally and externally to provide an outstanding customer experience. Adhering to regulations, following policies and procedures to ensure safety and soundness of customers and the bank. Dedication to daily personal growth through active learning, adapting to new procedures and systems, and refining skills to grow the organization, and the team. Understand and encourage the use of technology in every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc. Requirements: QUALIFICATIONS, KNOWLEDGE AND SKILLS: Minimum 2 or 3 years' experience in branch banking environment. Must be knowledgeable in all areas of operations; including customer service, new accounts, and lending. Excellent oral, written and presentation skills Detail oriented with the ability to work under deadlines with frequent interruptions. Associate's Degree preferred. High School diploma or equivalent required. PHYSICAL REQUIREMENTS: Work involves eye strain due to the constant use of computer screens, reading of reports and so forth. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves lifting and moving objects up to 50 lbs. Work involves ability to read, hear, write, and communicate professionally both in person and via telephone, and sitting for long periods at a time. Work involves some travel to attend meetings, training, and so forth. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. PI8d1ef4bd4d66-4252
    $31k-38k yearly est. 2d ago
  • Private Equity Operations Associate

    Blackrock 4.4company rating

    Dallas, TX jobs

    About this role As a FAIR Associate within the FAIR team, you will be part of a high impact team focused on delivering exceptional analytical reports. This team's work focuses on analyzing and recalculating fees and expenses relating to private equity and other alternative investments and providing insight to our LP clients regarding the expense structures of their investments. You will be responsible for providing post investment due diligence services through examining financial data that provides our clients insight into their management fee, expense, and carried interest structures. The Impact: If you are an experienced fund accountant, auditor, or financial due diligence professional who appreciates the nuances of private equity agreements, complex legal agreements, and financial structures - FAIR is the place for you. As a FAIR Associate, you will have the ability to add value across multiple clients within the FAIR team, enabling you to gain a deep perspective and awareness of the wider industry. You will be in charge of leading client engagements, reviewing FAIR reports, and conducting financial analysis. You will gain a rich knowledge of the alternative investment market as you create and review reports over the fees charged to our clients in multiple different alternative investments and lead conversations with our clients over their fee structures. Roles and Responsibilities: Review and Analysis Create and review detailed reports over management fees, partnership expenses, and carried interest for a variety of alternative investments, including private equity, real estate, private debt, and hedge funds Ensure consistent methodologies around data extraction, fee recalculation, and report creation is applied to all reports Identify inconsistencies or large variances and collaborate with our global team and external stakeholders to resolve them Perform detailed review of reports created by senior analysts/ analysts for adherence to our methodology, accurate calculations, formatting, and commentary Consult with other team members to resolve variances and seek help when methodologies are unclear Adhere to team KPIs to ensure timely report delivery for all clients Client Management Act as the main point of contact for clients in the North America region through responding to client email inquiries, conducting regular status calls, leading presentations, and coordinating report deliveries Breakdown and explain complex fund terms, especially those relating to carried interest and management fees Collaborate with our global team to create best in industry client experience Create detailed presentation materials and present FAIR findings to clients on a quarterly basis Communicate project status, issues, and solutions effectively to both clients and internal teams Conduct regular client meetings in which you present detailed status reports and review progress of the overall deliverables Key requirement for this role: Reporting and Analysis Minimum 4 years of experience in fund accounting, investment management, external audit, or another private equity-adjacent role from a reputed organization Excellent understanding of financial statements including notes to financial statements, capital account statements, cash flow notices, ILPA templates, and other information regularly published by General Partners General understanding of limited partnership agreements, private equity fund structures, and associated fees Meticulous attention to detail in creating and reviewing reports Demonstrates ownership, self-motivated to meet KPIs and delivers quality reports Excellent Microsoft Excel skills required including the ability to work with complex functionalities (Formulas, pivot tables, ability to run existing macros) Strong written and verbal communication skills to collaborate with a global team Prior experience with Jira and Power BI preferred but not required Bachelor's degree in accounting or finance required CPA, CFA, CAIA or other accounting/ finance certification(s) preferred Client Management 2+ years of experience in client management/ service as a financial consultant, auditor, investment advisor, or other financial service field Demonstrated ability to manage client relationships to ensure client satisfaction Strong presentation skills including the creation of presentation materials in Microsoft PowerPoint and the ability to break down and explain complex topics to key stakeholders Exceptional written communication and interpersonal skills to keep projects on track Ability to plan and manage multiple projects/ clients while maintaining excellent client service and on-time delivery For Dallas, TX Only the salary range for this position is USD$0.00 - USD$0.00 . 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.
    $59k-84k yearly est. Auto-Apply 25d ago
  • Private Equity Operations Associate

    Blackrock, Inc. 4.4company rating

    Dallas, TX jobs

    About this role As a FAIR Associate within the FAIR team, you will be part of a high impact team focused on delivering exceptional analytical reports. This team's work focuses on analyzing and recalculating fees and expenses relating to private equity and other alternative investments and providing insight to our LP clients regarding the expense structures of their investments. You will be responsible for providing post investment due diligence services through examining financial data that provides our clients insight into their management fee, expense, and carried interest structures. The Impact: If you are an experienced fund accountant, auditor, or financial due diligence professional who appreciates the nuances of private equity agreements, complex legal agreements, and financial structures - FAIR is the place for you. As a FAIR Associate, you will have the ability to add value across multiple clients within the FAIR team, enabling you to gain a deep perspective and awareness of the wider industry. You will be in charge of leading client engagements, reviewing FAIR reports, and conducting financial analysis. You will gain a rich knowledge of the alternative investment market as you create and review reports over the fees charged to our clients in multiple different alternative investments and lead conversations with our clients over their fee structures. Roles and Responsibilities: Review and Analysis * Create and review detailed reports over management fees, partnership expenses, and carried interest for a variety of alternative investments, including private equity, real estate, private debt, and hedge funds * Ensure consistent methodologies around data extraction, fee recalculation, and report creation is applied to all reports * Identify inconsistencies or large variances and collaborate with our global team and external stakeholders to resolve them * Perform detailed review of reports created by senior analysts/ analysts for adherence to our methodology, accurate calculations, formatting, and commentary * Consult with other team members to resolve variances and seek help when methodologies are unclear * Adhere to team KPIs to ensure timely report delivery for all clients Client Management * Act as the main point of contact for clients in the North America region through responding to client email inquiries, conducting regular status calls, leading presentations, and coordinating report deliveries * Breakdown and explain complex fund terms, especially those relating to carried interest and management fees * Collaborate with our global team to create best in industry client experience * Create detailed presentation materials and present FAIR findings to clients on a quarterly basis * Communicate project status, issues, and solutions effectively to both clients and internal teams * Conduct regular client meetings in which you present detailed status reports and review progress of the overall deliverables Key requirement for this role: Reporting and Analysis * Minimum 4 years of experience in fund accounting, investment management, external audit, or another private equity-adjacent role from a reputed organization * Excellent understanding of financial statements including notes to financial statements, capital account statements, cash flow notices, ILPA templates, and other information regularly published by General Partners * General understanding of limited partnership agreements, private equity fund structures, and associated fees * Meticulous attention to detail in creating and reviewing reports * Demonstrates ownership, self-motivated to meet KPIs and delivers quality reports * Excellent Microsoft Excel skills required including the ability to work with complex functionalities (Formulas, pivot tables, ability to run existing macros) * Strong written and verbal communication skills to collaborate with a global team * Prior experience with Jira and Power BI preferred but not required * Bachelor's degree in accounting or finance required * CPA, CFA, CAIA or other accounting/ finance certification(s) preferred Client Management * 2+ years of experience in client management/ service as a financial consultant, auditor, investment advisor, or other financial service field * Demonstrated ability to manage client relationships to ensure client satisfaction * Strong presentation skills including the creation of presentation materials in Microsoft PowerPoint and the ability to break down and explain complex topics to key stakeholders * Exceptional written communication and interpersonal skills to keep projects on track * Ability to plan and manage multiple projects/ clients while maintaining excellent client service and on-time delivery For Dallas, TX Only the salary range for this position is USD$0.00 - USD$0.00 . 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.
    $59k-84k yearly est. 52d ago
  • Private Equity Operations Associate

    Blackrock 4.4company rating

    Dallas, TX jobs

    **About this role** As a **FAIR Associate** within the FAIR team, you will be part of a high impact team focused on delivering exceptional analytical reports. This team's work focuses on analyzing and recalculating fees and expenses relating to private equity and other alternative investments and providing insight to our LP clients regarding the expense structures of their investments. You will be responsible for providing post investment due diligence services through examining financial data that provides our clients insight into their management fee, expense, and carried interest structures. **The Impact:** If you are an experienced fund accountant, auditor, or financial due diligence professional who appreciates the nuances of private equity agreements, complex legal agreements, and financial structures - FAIR is the place for you. As a FAIR Associate, you will have the ability to add value across multiple clients within the FAIR team, enabling you to gain a deep perspective and awareness of the wider industry. You will be in charge of leading client engagements, reviewing FAIR reports, and conducting financial analysis. You will gain a rich knowledge of the alternative investment market as you create and review reports over the fees charged to our clients in multiple different alternative investments and lead conversations with our clients over their fee structures. **Roles and Responsibilities:** Review and Analysis + Create and review detailed reports over management fees, partnership expenses, and carried interest for a variety of alternative investments, including private equity, real estate, private debt, and hedge funds + Ensure consistent methodologies around data extraction, fee recalculation, and report creation is applied to all reports + Identify inconsistencies or large variances and collaborate with our global team and external stakeholders to resolve them + Perform detailed review of reports created by senior analysts/ analysts for adherence to our methodology, accurate calculations, formatting, and commentary + Consult with other team members to resolve variances and seek help when methodologies are unclear + Adhere to team KPIs to ensure timely report delivery for all clients Client Management + Act as the main point of contact for clients in the North America region through responding to client email inquiries, conducting regular status calls, leading presentations, and coordinating report deliveries + Breakdown and explain complex fund terms, especially those relating to carried interest and management fees + Collaborate with our global team to create best in industry client experience + Create detailed presentation materials and present FAIR findings to clients on a quarterly basis + Communicate project status, issues, and solutions effectively to both clients and internal teams + Conduct regular client meetings in which you present detailed status reports and review progress of the overall deliverables **Key requirement for this role:** Reporting and Analysis + Minimum 4 years of experience in fund accounting, investment management, external audit, or another private equity-adjacent role from a reputed organization + Excellent understanding of financial statements including notes to financial statements, capital account statements, cash flow notices, ILPA templates, and other information regularly published by General Partners + General understanding of limited partnership agreements, private equity fund structures, and associated fees + Meticulous attention to detail in creating and reviewing reports + Demonstrates ownership, self-motivated to meet KPIs and delivers quality reports + Excellent Microsoft Excel skills required including the ability to work with complex functionalities (Formulas, pivot tables, ability to run existing macros) + Strong written and verbal communication skills to collaborate with a global team + Prior experience with Jira and Power BI preferred but not required + Bachelor's degree in accounting or finance required + CPA, CFA, CAIA or other accounting/ finance certification(s) preferred Client Management + 2+ years of experience in client management/ service as a financial consultant, auditor, investment advisor, or other financial service field + Demonstrated ability to manage client relationships to ensure client satisfaction + Strong presentation skills including the creation of presentation materials in Microsoft PowerPoint and the ability to break down and explain complex topics to key stakeholders + Exceptional written communication and interpersonal skills to keep projects on track + Ability to plan and manage multiple projects/ clients while maintaining excellent client service and on-time delivery For Dallas, TX Only the salary range for this position is USD$0.00 - USD$0.00 . 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.
    $59k-84k yearly est. 60d+ ago
  • PGIM Quantitative Solutions - Investment Operations Associate

    PGIM 4.5company rating

    Newark, NJ jobs

    Job Classification: Investment Management - Investment Operations * A 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: The associate will have daily contact with various operations groups within PGIM Quantitative Solutions (PQS), as well as the portfolio management team, client services and numerous other internal and external stakeholders. The associate will be responsible for working through exception reporting, processing corporate events, short-term daily deliverables and email requests. The PQS corporate actions and pricing team utilizes multiple vendor solutions and applications to complete daily tasks. Each set of tasks is completed by one of several associates. This role is within a group that is team oriented and the applicant will be expected to be able to work well within that dynamic. What you can expect: * Day-to-day management of the trade processing workflow * Review and resolve trade discrepancies with brokers and custodians, gain agreement on all trade details (financial info as well as settlement info) * Confirm any necessary adjustments/corrections with Traders and process trade corrections as needed * Ensure all trades are settled by market deadlines on settlement date, with particular emphasis on sensitive markets and short-settlement trades. * Handle incoming email issues; resolve or route accordingly * Monitor all trade processing in our Trade Order Management system * Post all cash adjustments and flows accurately and timely based on days cash package reconciliations. * Build and maintain collaborative relationships with internal and external parties * Follow-up on issues as related to assignments * Assist with ad hoc projects * Monthly Nav reconciliations to Fund Accountant or Custodians What you will bring: * BA/BS degree, preferably in Finance/Economics/Accounting * 1- 2 years of related experience in the accounting/operations area of the investment management industry preferred * Proficient in MS Excel, with an ability to learn new systems * Preferred knowledge of various AI platforms (Power BI, Co-Pilot, others) * Basic Bloomberg knowledge * Quantitative/Analytical skills * During peak periods, the individual may be required to work after regular hours to get the job done What will set you apart? * Excellent communication skills both verbal and written * Detail Oriented * Able to work in a team environment while taking individual responsibility for the quality and accuracy of his/her work * Excellent time management skills; work efficiently under the pressure of deadlines PGIM believes in the Power of a Hybrid work arrangement. The Power of Hybrid is both the flexibility of work from home, as well as the networking and career development of in-person work with colleagues through weekly anchor day(s). This position will work a hybrid schedule in our Newark, NJ office. 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 $60,000 to $70,000. 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. 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. About PGIM Quantitative Solutions Group Our Business: PGIM Quantitative Solutions is the quantitative, multi-asset and liquid alternatives specialist of PGIM. For more than 45 years, PGIM Quant Solutions has helped investors around the world solve their unique needs by leveraging the power of technology and data as well as advanced academic research. PGIM Quant Solutions manages portfolios across equities, multi-asset and liquid alternatives and offers defined contribution solutions. For more information, please visit PGIM Quantitative Solutions #LI-MM1 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.
    $60k-70k yearly Auto-Apply 44d ago
  • Claims Operations Associate

    Nirvana Insurance 3.8company rating

    Atlanta, GA jobs

    Who we are Nirvana is on a mission to harness the power of data to revolutionize commercial insurance and enable a safer world. We are bringing much-needed innovation into the legacy, trillion-dollar commercial insurance industry. We have developed cutting-edge predictive models that use real-time IoT data from billions of connected devices, allowing us to better understand and price risk. Our AI-driven platform fundamentally changes the way an insurance company operates with personalized risk scoring, faster underwriting, modernized claims, and proactive, data-driven insights to help customers prevent accidents. We've already proven the scale-reaching well over $100 million in premiums and more than doubling year over year. Our data moat is growing exponentially with more than 20 billion miles of telematics data, leading to more predictive models and new insights into how we can better understand and reduce risk. Altogether, our loss ratio, efficiency, and customer experience are redefining what can be done in the industry. With $170+ million raised, including an industry-leading Series C round in January 2025, we're only accelerating our growth, with strong support from top-tier VCs including Lightspeed, General Catalyst, and Valor. Nirvana's leadership team has previously helped scale multi-billion-dollar companies from scratch, including Samsara, Rubrik, and Flexport, and includes industry veterans from Hiscox, The Hartford, and RLI. About the role We're looking for a Claims Operations Associate who is excited about a unique opportunity to help build modern commercial insurance from the ground up! In this role, you will play a critical role in driving Nirvana's world class claims organization by helping insureds and agents report new losses and provide updates on claims previously reported directly to Nirvana or our third party administrator. We're a distributed team spread across the US and India, with offices in San Francisco, CA & Columbus, OH. What you'll do Accept inbound calls and/or emails from agents, brokers and insureds reporting new losses. Communicate effectively while entering data accurately into our claims management system. Provide high level claim insights for losses previously reported, such as claim number, the name of the handling adjuster and their phone number and/or email address. Handle special projects or additional duties assigned related to your role as an individual contributor of the claims organization. About You 2+ years of experience in a call center environment or a customer facing role where strong communication, time management, attention to detail, and efficient handling were essential to success. Commercial Insurance background a plus Strong property and casualty exposure in auto preferred Proficient in Microsoft Office and Google Suite Strong communication skills, both written and verbal Experience in high-growth fast paced environments. Strong collaborator with team members based across multiple teams and organizations. High school diploma or equivalent. Initial coverage needed from 9am - 6pm EST, but subject to change depending on business need Additional Information Working hybrid 3-4 days a week in office Benefits Competitive salary Medical, dental & vision insurance 401k with company match Flexible PTO Work from home friendly #LI-Remote We set our salary ranges using compensation data from companies similar to our stage and size. For this role, the estimated salary range for this position is $47,000 - $55,000. The actual base salary will vary depending on multiple factors unique to each candidate, including location, job-related knowledge, transferable skills, work experience and our assessment of your level during the interview process. Nirvana offers equity for all full-time employees, which is not included in the range listed above and will have an impact on your overall compensation. Nirvana offers a wide range of best-in-class, comprehensive benefits including 100% employer paid healthcare plans, an up to 4% 401k match program, paid time off, parental leave, wellness reimbursement, work-from-home stipend and more.Nirvana is committed to building a diverse and inclusive workforce. If you're interested in this role, but do not meet 100% of the qualifications listed above, we encourage you to apply. We'd like to consider you for this position and roles that may be a fit in the future. Nirvana is an Equal Opportunity Employer and considers applicants for employment without regard to race, color, religion, sex, orientation, national origin, age, disability, genetics or any other basis forbidden under federal, state, or local law. Nirvana considers all qualified applicants in accordance with the San Francisco Fair Chance Ordinance.
    $47k-55k yearly Auto-Apply 60d+ ago
  • Consultant - Operations Associate Organizing Resilience

    Amalgamated Foundation 4.5company rating

    Houston, TX jobs

    HOW TO APPLY Applications will be reviewed on a rolling basis and must be received by November 17, 2025. Applications received after the deadline may be reviewed dependent upon qualifications. Submit a resume and cover letter that demonstrates your understanding of the role and how your experience aligns with the contract deliverables. Applications will be considered on a rolling basis until the position is filled. To protect the integrity of our structure candidacy process, we kindly ask that all applicants do not call, email, or message our office or any member of the Organizing Resilience or Amalgamated Charitable Foundation (ACF) Team about this opportunity. ABOUT US The Amalgamated Foundation is a platform for progressive, social change philanthropy that manages more than 200 donor-advised funds and collaborative funds. Committed to innovation, the Foundation is uniquely nimble and efficient in forging connections between individual donors, institutional funders, and grantees. Organizing Resilience (OR) coordinates national and local expertise to develop the tools, talent, and networks that will allow movement organizations, the philanthropic community, and government leaders to respond to the humanitarian and political crises that unfold during and after moments of disaster. By pre-building key aspects of disaster response and networks across regions and sectors before crises surface OR connects resources to on-the-ground leaders where they will have an immediate and lasting impact. Organizing Resilience is a sponsored project of the Amalgamated Charitable Foundation. Contract: Operations Associate Location: Houston, TX (Hybrid - in-person at shared office space with some remote work flexibility, 20 hours a week on contract Pay: $30/hour Term: 6 Months Reports to: Operations Manager Contract Summary: Seeking a part time, short term, contracted Operations Associate to support high-priority internal systems and special projects under the direction of the Operations Manager. This contract will focus on logistics, data management, events, and creative resource development support, ensuring that day-to-day operations and coordination efforts executed in a timely and efficient manner. The ideal consultant is detail-oriented, proactive, and comfortable supporting multiple workstreams in a fast-paced, responsive environment. Experience and/interest in nonprofit operations, event management, and movement infrastructure is preferred. Core Duties and Deliverables1. Invoice & Data Management (35%) Track and log contractor invoices and reimbursements across operations. Maintain accurate and updated documentation of invoice history and expense categories. Manage and clean contact and email data lists across CRM and spreadsheets. Input and track data related to funders, grantees, organizational partners, and disaster-impacted communities. 2. Event & Logistical Support (30%) Coordinate logistics for virtual and in-person events (set-up, registrations, calendars, tech support) for upcoming events during term of contract. Provide day-of support for Zoom, Slack, and other tools during team gatherings or public events. Take meeting notes, track follow-ups, and ensure clear post-event documentation. 3. Graphic Design & Resource Creation (20%) Design flyers, one-pagers, and toolkits in Canva or Adobe. Update and format documents and materials for internal and external use. Assist in the layout and visual consistency of branded assets. 4. Administrative & Tech Operations (15%) Organize and maintain Google Drive folders and file naming conventions. Troubleshoot tech issues related to Zoom, Slack, and Google Workspace. Must-Have: Experience with Google Workspace, Slack, and Zoom. Strong comfort and experience with spreadsheets and data entry. Strong organizational skills and ability to manage multiple tasks simultaneously. Detail-oriented, proactive, and a strong problem solver. Familiarity with Canva and/or Adobe for basic design work. Proficiency in digital tools for scheduling, tracking, and managing event logistics. Nice-to-Have: Experience with CRM platforms (e.g. Bloomerang). Familiarity with mutual aid, community organizing, or disaster response. Experience working remotely on distributed teams. Knowledge of basic project or event planning workflows.
    $30 hourly Auto-Apply 37d ago
  • Consultant - Operations Associate Organizing Resilience

    Amalgamated Foundation 4.5company rating

    Houston, TX jobs

    Job Description HOW TO APPLY Applications will be reviewed on a rolling basis and must be received by November 17, 2025. Applications received after the deadline may be reviewed dependent upon qualifications. Submit a resume and cover letter that demonstrates your understanding of the role and how your experience aligns with the contract deliverables. Applications will be considered on a rolling basis until the position is filled. To protect the integrity of our structure candidacy process, we kindly ask that all applicants do not call, email, or message our office or any member of the Organizing Resilience or Amalgamated Charitable Foundation (ACF) Team about this opportunity. ABOUT US The Amalgamated Foundation is a platform for progressive, social change philanthropy that manages more than 200 donor-advised funds and collaborative funds. Committed to innovation, the Foundation is uniquely nimble and efficient in forging connections between individual donors, institutional funders, and grantees. Organizing Resilience (OR) coordinates national and local expertise to develop the tools, talent, and networks that will allow movement organizations, the philanthropic community, and government leaders to respond to the humanitarian and political crises that unfold during and after moments of disaster. By pre-building key aspects of disaster response and networks across regions and sectors before crises surface OR connects resources to on-the-ground leaders where they will have an immediate and lasting impact. Organizing Resilience is a sponsored project of the Amalgamated Charitable Foundation. Contract: Operations Associate Location: Houston, TX (Hybrid - in-person at shared office space with some remote work flexibility, 20 hours a week on contract Pay: $30/hour Term: 6 Months Reports to: Operations Manager Contract Summary: Seeking a part time, short term, contracted Operations Associate to support high-priority internal systems and special projects under the direction of the Operations Manager. This contract will focus on logistics, data management, events, and creative resource development support, ensuring that day-to-day operations and coordination efforts executed in a timely and efficient manner. The ideal consultant is detail-oriented, proactive, and comfortable supporting multiple workstreams in a fast-paced, responsive environment. Experience and/interest in nonprofit operations, event management, and movement infrastructure is preferred. Core Duties and Deliverables1. Invoice & Data Management (35%) Track and log contractor invoices and reimbursements across operations. Maintain accurate and updated documentation of invoice history and expense categories. Manage and clean contact and email data lists across CRM and spreadsheets. Input and track data related to funders, grantees, organizational partners, and disaster-impacted communities. 2. Event & Logistical Support (30%) Coordinate logistics for virtual and in-person events (set-up, registrations, calendars, tech support) for upcoming events during term of contract. Provide day-of support for Zoom, Slack, and other tools during team gatherings or public events. Take meeting notes, track follow-ups, and ensure clear post-event documentation. 3. Graphic Design & Resource Creation (20%) Design flyers, one-pagers, and toolkits in Canva or Adobe. Update and format documents and materials for internal and external use. Assist in the layout and visual consistency of branded assets. 4. Administrative & Tech Operations (15%) Organize and maintain Google Drive folders and file naming conventions. Troubleshoot tech issues related to Zoom, Slack, and Google Workspace. Must-Have: Experience with Google Workspace, Slack, and Zoom. Strong comfort and experience with spreadsheets and data entry. Strong organizational skills and ability to manage multiple tasks simultaneously. Detail-oriented, proactive, and a strong problem solver. Familiarity with Canva and/or Adobe for basic design work. Proficiency in digital tools for scheduling, tracking, and managing event logistics. Nice-to-Have: Experience with CRM platforms (e.g. Bloomerang). Familiarity with mutual aid, community organizing, or disaster response. Experience working remotely on distributed teams. Knowledge of basic project or event planning workflows. Powered by JazzHR rtk6WWgiuB
    $30 hourly 7d ago
  • Claims Operations Associate

    Nirvana Insurance 3.8company rating

    Georgia jobs

    Who we are Nirvana is on a mission to harness the power of data to revolutionize commercial insurance and enable a safer world. We are bringing much-needed innovation into the legacy, trillion-dollar commercial insurance industry. We have developed cutting-edge predictive models that use real-time IoT data from billions of connected devices, allowing us to better understand and price risk. Our AI-driven platform fundamentally changes the way an insurance company operates with personalized risk scoring, faster underwriting, modernized claims, and proactive, data-driven insights to help customers prevent accidents. We've already proven the scale-reaching well over $100 million in premiums and more than doubling year over year. Our data moat is growing exponentially with more than 20 billion miles of telematics data, leading to more predictive models and new insights into how we can better understand and reduce risk. Altogether, our loss ratio, efficiency, and customer experience are redefining what can be done in the industry. With $170+ million raised, including an industry-leading Series C round in January 2025, we're only accelerating our growth, with strong support from top-tier VCs including Lightspeed, General Catalyst, and Valor. Nirvana's leadership team has previously helped scale multi-billion-dollar companies from scratch, including Samsara, Rubrik, and Flexport, and includes industry veterans from Hiscox, The Hartford, and RLI. About the role We're looking for a Claims Operations Associate who is excited about a unique opportunity to help build modern commercial insurance from the ground up! In this role, you will play a critical role in driving Nirvana's world class claims organization by helping insureds and agents report new losses and provide updates on claims previously reported directly to Nirvana or our third party administrator. We're a distributed team spread across the US and India, with offices in San Francisco, CA & Columbus, OH. What you'll do * Accept inbound calls and/or emails from agents, brokers and insureds reporting new losses. * Communicate effectively while entering data accurately into our claims management system. * Provide high level claim insights for losses previously reported, such as claim number, the name of the handling adjuster and their phone number and/or email address. * Handle special projects or additional duties assigned related to your role as an individual contributor of the claims organization. About You * 2+ years of experience in a call center environment or a customer facing role where strong communication, time management, attention to detail, and efficient handling were essential to success. * Commercial Insurance background a plus * Strong property and casualty exposure in auto preferred * Proficient in Microsoft Office and Google Suite * Strong communication skills, both written and verbal * Experience in high-growth fast paced environments. * Strong collaborator with team members based across multiple teams and organizations. * High school diploma or equivalent. * Initial coverage needed from 9am - 6pm EST, but subject to change depending on business need Additional Information * Working hybrid 3-4 days a week in office Benefits * Competitive salary * Medical, dental & vision insurance * 401k with company match * Flexible PTO * Work from home friendly * #LI-Remote We set our salary ranges using compensation data from companies similar to our stage and size. For this role, the estimated salary range for this position is $47,000 - $55,000. The actual base salary will vary depending on multiple factors unique to each candidate, including location, job-related knowledge, transferable skills, work experience and our assessment of your level during the interview process. Nirvana offers equity for all full-time employees, which is not included in the range listed above and will have an impact on your overall compensation. Nirvana offers a wide range of best-in-class, comprehensive benefits including 100% employer paid healthcare plans, an up to 4% 401k match program, paid time off, parental leave, wellness reimbursement, work-from-home stipend and more.Nirvana is committed to building a diverse and inclusive workforce. If you're interested in this role, but do not meet 100% of the qualifications listed above, we encourage you to apply. We'd like to consider you for this position and roles that may be a fit in the future. Nirvana is an Equal Opportunity Employer and considers applicants for employment without regard to race, color, religion, sex, orientation, national origin, age, disability, genetics or any other basis forbidden under federal, state, or local law. Nirvana considers all qualified applicants in accordance with the San Francisco Fair Chance Ordinance.
    $47k-55k yearly 29d ago
  • Webinar Operations Associate

    Surgent McCoy Cpe LLC 3.1company rating

    Pennsylvania jobs

    KnowFully Learning Group is growing and is currently in search of a Webinar Operations Associate! KnowFully Learning Group provides comprehensive and engaging continuing education for professionals at all experience levels and support those preparing for certification exams. We service two main industries - Finance/Accounting and Healthcare. Our employees are innovative and passionate about learning. We embrace each other's differences. Through our learning initiatives and teambuilding, we have created a great place to work. If you love what you do and want to work in an environment where hard work is valued, please apply! This position is a technically savvy and customer-centric individual who is responsible for administering live webinars for the learners and providing customer support via phone and live chat. Proficiency in audio/video technology, combined with their strong organizational and communication skills, will play a vital role in delivering top-notch services to customers. Demonstrating a successful track record in administering daily live webinar broadcasts while upholding excellent service standards and ensuring high customer satisfaction. Location: Remote Supervisory Responsibilities: None Duties/Responsibilities: Capture, record, and deliver high quality webinar broadcasts. Troubleshoot technical issues that customers might have when viewing our webinars. Pre-production equipment tests to prevent any issues during live broadcasts and recordings. Handle complaints, provide appropriate solutions, and alternatives within the time limits and follow up to ensure resolution. Assist customers with other support related needs. Follow communication procedures, guidelines, and policies. Available for evening/weekend work when necessary. Other duties and responsibilities as assigned. Required Skills/Abilities: Ability to collaborate and respond quickly. Excellent organizational skills and attention to detail, accuracy, and quality. Excellent communication skills, both written and oral. Excellent time management skills with a proven ability to meet deadlines. Strong Computer / Data Entry Skills - Microsoft Office Proficiency. Problem solving and troubleshooting skills. Continual focus on improvement, innovation, and creative development. Ability to work well independently and as a team. Ability to adapt to the changing needs of the company and department. Ability to portray a cooperative, professional, and positive attitude towards customers, managers, and other co-workers. Ability to function well in a high-paced and at times stressful environment. Ability to multi-task in a flexible environment with minimum supervision Proficient with Microsoft Office Suite or related software. Salary: The starting salary for the Webinar Operations Associate position is competitive and will be commensurate with the candidate's qualifications and experience. The starting hourly pay is $20/hour with the potential for an annual discretionary bonus based on company and individual performance. The final offer will be determined based on factors such as the candidate's skills, education, relevant work experience, and location. The company also offers a comprehensive benefits package, including health insurance, retirement plan, paid time off, and other perks like remote work. The total compensation package will be discussed in the interview process and based on fit for the role and the organization. The company is committed to providing a fair and competitive compensation structure that reflects the value and contributions of its employees. We believe in fostering a work environment that recognizes and rewards excellence, and we are dedicated to attracting and retaining top talent in the industry. Education and Experience: BA/BS College degree; Degrees specifically in TV/Film/Video production, Communications, Computer Science, Audio/Visual, or equivalent work experience preferred. Live Production Experience; Experience in a live production environment, filming, and/or outputting live streaming video. Remote Production Experience; Experience in a remote production environment, filming, and/or outputting live streaming video. Strong Computer Skills: Experience in video/audio editing through the Adobe Suite is a major plus. HTML5 video playback knowledge a plus. Familiarity with CRM systems and practices; Microsoft Dynamics experience preferred. Experience with Webinar/video conferencing technology and using webcams. Knowledgeable in both Microsoft and Apple products. Experience in Customer Service, Technical Support, or related areas with direct customer communication: Phone/Live Chat support experience preferred. Physical Requirements: Prolonged periods of sitting at a desk and working on a computer. Equal Opportunity Statement: KnowFully Learning Group provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
    $20 hourly Auto-Apply 60d+ ago
  • Product Operations Associate

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH jobs

    JobID: 210686983 JobSchedule: Full time JobShift: : Join the Product Operations team for an exciting opportunity to help support key strategic priorities aimed at improving operational effectiveness and productivity across Consumer & Community Banking (CCB) Product, Experience and Technology (PXT). Work together with strategic partners to operationalize comprehensive measurement frameworks, support insightful reporting to drive actionable outcomes, drive accountability around new capabilities, coordinate development of insight platforms, facilitate collaborative uplift and enhance the user experience by optimizing tools. As a Senior Associate in the Product Operations CMEX team, you will help support the operationalization of key capabilities to drive overall effectiveness, productivity and empowerment across PXT. You will play a valuable role in providing programmatic execution support for the socialization, adoption and enhancement of PXT measurement solutions, including integration into ways of working, while also aiding in creating valuable insights reporting and knowledge management resources for stakeholders. You will engage with key partners to execute areas of improvement across tools to better support organizational strategies. Job Responsibilities * Support execution and program management activities to manage and deliver work on key workstreams and tasks * Track and manage project milestones and communicate any potential delays / blockers to leadership effectively * Expand knowledge resources, persona-based user guides and best practice playbooks for measurement capabilities * Identify and help prioritize backlog enhancements based on user feedback and gathered requirements * Brainstorm how to organize complex information in a strategic and compelling way to support PXT reporting insights at all levels of the organization * Execute a standard change management lifecycle framework, including success measurement * Engage directly with end users to educate, drive collaboration and gather feedback * Support touchpoints with PXT leadership and strategic partners to align on strategic priorities and task prioritization Required qualifications, capabilities and skills * Bachelor's degree in Business, Finance, Economics or other related area * 4+ years of relevant experience in Consulting, Strategy, Transformation, Analytics, Product or Business Management roles * Advanced skills in Microsoft Excel and PowerPoint * Excellent attention to detail, project management and organizational skills * Highly motivated self-starter with excellent time management / prioritization skills * Adept at forging strong internal relationships across a broad range of functions * Ability to execute and identify enhancement opportunities across E2E processes * Self-motivated and able to work independently * Strong written / verbal communication, analytical and logical problem solving skills Preferred qualifications, capabilities and skills * Exposure to product operating model preferred * Familiarity with Align / JIRA / Confluence / data manipulation tools preferred Applicants must be authorized to work for any employer in the U.S. We are not able to provide immigration sponsorship or take over sponsorship of an employment Visa at this time. Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting. This role does not provide relocation assistance so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring.
    $104k-138k yearly est. Auto-Apply 16d ago
  • Product Operations Associate

    Jpmorgan Chase 4.8company rating

    Columbus, OH jobs

    Join the Product Operations team for an exciting opportunity to help support key strategic priorities aimed at improving operational effectiveness and productivity across Consumer & Community Banking (CCB) Product, Experience and Technology (PXT). Work together with strategic partners to operationalize comprehensive measurement frameworks, support insightful reporting to drive actionable outcomes, drive accountability around new capabilities, coordinate development of insight platforms, facilitate collaborative uplift and enhance the user experience by optimizing tools. As a Senior Associate in the Product Operations CMEX team, you will help support the operationalization of key capabilities to drive overall effectiveness, productivity and empowerment across PXT. You will play a valuable role in providing programmatic execution support for the socialization, adoption and enhancement of PXT measurement solutions, including integration into ways of working, while also aiding in creating valuable insights reporting and knowledge management resources for stakeholders. You will engage with key partners to execute areas of improvement across tools to better support organizational strategies. **Job Responsibilities** + Support execution and program management activities to manage and deliver work on key workstreams and tasks + Track and manage project milestones and communicate any potential delays / blockers to leadership effectively + Expand knowledge resources, persona-based user guides and best practice playbooks for measurement capabilities + Identify and help prioritize backlog enhancements based on user feedback and gathered requirements + Brainstorm how to organize complex information in a strategic and compelling way to support PXT reporting insights at all levels of the organization + Execute a standard change management lifecycle framework, including success measurement + Engage directly with end users to educate, drive collaboration and gather feedback + Support touchpoints with PXT leadership and strategic partners to align on strategic priorities and task prioritization **Required qualifications, capabilities and skills** + Bachelor's degree in Business, Finance, Economics or other related area + 4+ years of relevant experience in Consulting, Strategy, Transformation, Analytics, Product or Business Management roles + Advanced skills in Microsoft Excel and PowerPoint + Excellent attention to detail, project management and organizational skills + Highly motivated self-starter with excellent time management / prioritization skills + Adept at forging strong internal relationships across a broad range of functions + Ability to execute and identify enhancement opportunities across E2E processes + Self-motivated and able to work independently + Strong written / verbal communication, analytical and logical problem solving skills **Preferred qualifications, capabilities and skills** + Exposure to product operating model preferred + Familiarity with Align / JIRA / Confluence / data manipulation tools preferred Applicants must be authorized to work for any employer in the U.S. We are **not able** to provide immigration sponsorship or take over sponsorship of an employment Visa at this time. Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting. This role does not provide relocation assistance so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
    $104k-138k yearly est. 14d ago
  • Senior Product Portfolio Operations Associate - Portfolio Management

    Jpmorgan Chase 4.8company rating

    Columbus, OH jobs

    Take on the challenge of synchronizing efforts across diverse products and interpreting operations data for growth opportunities. Unleash your potential in a role that lets you shape change initiatives and strategize resource allocation. As a Senior Product Portfolio Operations Associate in Operations Portfolio Management Team, you are a significant contributor to your team with a strong knowledge of optimization and integration. You understand what it takes to bring together all the key elements of a product line and its products to ensure coordinated outcomes. Consumer & Community Banking (CCB) Operations Product organization provides critical cross-line of business support across JPMC and serves as one of the largest product portfolios in CCB, delivering value to millions of customers and over 30,000 employees. As a product team member, your problem-solving skills will place you on the cutting edge of defining the vision, creating the strategy and building the roadmap to solutions that impact millions. Along the way, you'll develop a deep, end-to-end understanding of the business and find an inclusive culture that welcomes diverse ideas and supports your individual growth and career mobility. **Job responsibilities** + Creates synergies across products to ensure successful delivery against business objectives + Collects key inputs from across products to ensure the full product-line framework highlights our core cross-product priorities, sequencing, and trade-offs + Calculates metrics for portfolio management operations and analyzes data for areas of opportunity + Develops change initiative materials and change timelines + Assists in the product-level collection strategy consisting of controls, financials, and resourcing needs **Required qualifications, capabilities, and skills** + 3+ years of experience or equivalent expertise in program management or performance optimization + Proven ability to implement operational effectiveness initiatives + Prior working exposure to operations of the product development life cycle and agile methodologies **Preferred qualifications, capabilities, and skills** + Proven ability to operate within matrixed, cross-functional teams, through collaboration, influence, and conflict resolution skills to achieve desired results + Strong communication, presentation, and interpersonal communications skills with ability to develop and maintain relationships + Prior working exposure to analytical problem solving, creativity, and attention to detail, demonstrated by the ability to make timely and sound decisions + Demonstrated flexibility to effectively shift between strategic and detailed tactical management + Consumer Community Banking (CCB) Operation and product management experience a plus Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
    $104k-138k yearly est. 48d ago
  • Senior Product Associate - Operations

    Jpmorgan Chase 4.8company rating

    Columbus, OH jobs

    Unleash your expertise in product development and optimization by leveraging user research, analyzing metrics, and collaborating across one of the world's most innovative financial organizations. As a Senior Product Associate in Consumer and Community Banking, you contribute to the team by leveraging your expertise in product development and optimization to make a significant impact, supported by user research and customer feedback to fuel the creation of innovative products and continuously improve existing offerings. Collaborate closely with cross-functional teams and play a crucial role in shaping the future of our products and ongoing success. **Job responsibilities** + Partners with the Product Manager to identify new product opportunities that reflect the needs of our customers and the market through user research and discovery + Considers and plans for upstream and downstream implications of new product features on the overall product experience + Supports the collection of user research, journey mapping, and market analysis to inform the strategic product roadmap and provide insight on potential product features that provide value to customers + Analyzes, tracks, and evaluates product metrics including work to time, cost, and quality targets across the product development life cycle + Writes the requirements, epics, and user stories to support product development **Required qualifications, capabilities, and skills** + 3+ years of experience or equivalent expertise in product management or a relevant domain area + Proficient knowledge of the product development life cycle + Experience in product life cycle activities including discovery and requirements definition + Developing knowledge of data analytics and data literacy Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
    $104k-138k yearly est. 45d ago
  • Product Operations Associate

    Jpmorganchase 4.8company rating

    Columbus, OH jobs

    Join the Product Operations team for an exciting opportunity to help support key strategic priorities aimed at improving operational effectiveness and productivity across Consumer & Community Banking (CCB) Product, Experience and Technology (PXT). Work together with strategic partners to operationalize comprehensive measurement frameworks, support insightful reporting to drive actionable outcomes, drive accountability around new capabilities, coordinate development of insight platforms, facilitate collaborative uplift and enhance the user experience by optimizing tools. As a Senior Associate in the Product Operations CMEX team, you will help support the operationalization of key capabilities to drive overall effectiveness, productivity and empowerment across PXT. You will play a valuable role in providing programmatic execution support for the socialization, adoption and enhancement of PXT measurement solutions, including integration into ways of working, while also aiding in creating valuable insights reporting and knowledge management resources for stakeholders. You will engage with key partners to execute areas of improvement across tools to better support organizational strategies. Job Responsibilities Support execution and program management activities to manage and deliver work on key workstreams and tasks Track and manage project milestones and communicate any potential delays / blockers to leadership effectively Expand knowledge resources, persona-based user guides and best practice playbooks for measurement capabilities Identify and help prioritize backlog enhancements based on user feedback and gathered requirements Brainstorm how to organize complex information in a strategic and compelling way to support PXT reporting insights at all levels of the organization Execute a standard change management lifecycle framework, including success measurement Engage directly with end users to educate, drive collaboration and gather feedback Support touchpoints with PXT leadership and strategic partners to align on strategic priorities and task prioritization Required qualifications, capabilities and skills Bachelor's degree in Business, Finance, Economics or other related area 4+ years of relevant experience in Consulting, Strategy, Transformation, Analytics, Product or Business Management roles Advanced skills in Microsoft Excel and PowerPoint Excellent attention to detail, project management and organizational skills Highly motivated self-starter with excellent time management / prioritization skills Adept at forging strong internal relationships across a broad range of functions Ability to execute and identify enhancement opportunities across E2E processes Self-motivated and able to work independently Strong written / verbal communication, analytical and logical problem solving skills Preferred qualifications, capabilities and skills Exposure to product operating model preferred Familiarity with Align / JIRA / Confluence / data manipulation tools preferred Applicants must be authorized to work for any employer in the U.S. We are not able to provide immigration sponsorship or take over sponsorship of an employment Visa at this time. Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting. This role does not provide relocation assistance so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring.
    $104k-138k yearly est. Auto-Apply 16d ago
  • Senior Product Portfolio Operations Associate - Portfolio Management

    Jpmorganchase 4.8company rating

    Columbus, OH jobs

    Take on the challenge of synchronizing efforts across diverse products and interpreting operations data for growth opportunities. Unleash your potential in a role that lets you shape change initiatives and strategize resource allocation. As a Senior Product Portfolio Operations Associate in Operations Portfolio Management Team, you are a significant contributor to your team with a strong knowledge of optimization and integration. You understand what it takes to bring together all the key elements of a product line and its products to ensure coordinated outcomes. Consumer & Community Banking (CCB) Operations Product organization provides critical cross-line of business support across JPMC and serves as one of the largest product portfolios in CCB, delivering value to millions of customers and over 30,000 employees. As a product team member, your problem-solving skills will place you on the cutting edge of defining the vision, creating the strategy and building the roadmap to solutions that impact millions. Along the way, you'll develop a deep, end-to-end understanding of the business and find an inclusive culture that welcomes diverse ideas and supports your individual growth and career mobility. Job responsibilities Creates synergies across products to ensure successful delivery against business objectives Collects key inputs from across products to ensure the full product-line framework highlights our core cross-product priorities, sequencing, and trade-offs Calculates metrics for portfolio management operations and analyzes data for areas of opportunity Develops change initiative materials and change timelines Assists in the product-level collection strategy consisting of controls, financials, and resourcing needs Required qualifications, capabilities, and skills 3+ years of experience or equivalent expertise in program management or performance optimization Proven ability to implement operational effectiveness initiatives Prior working exposure to operations of the product development life cycle and agile methodologies Preferred qualifications, capabilities, and skills Proven ability to operate within matrixed, cross-functional teams, through collaboration, influence, and conflict resolution skills to achieve desired results Strong communication, presentation, and interpersonal communications skills with ability to develop and maintain relationships Prior working exposure to analytical problem solving, creativity, and attention to detail, demonstrated by the ability to make timely and sound decisions Demonstrated flexibility to effectively shift between strategic and detailed tactical management Consumer Community Banking (CCB) Operation and product management experience a plus
    $104k-138k yearly est. Auto-Apply 27d ago
  • Product Operation Strategist-Senior Associate

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH jobs

    JobID: 210683812 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $95,000.00-$150,000.00 Harness your technical and strategic expertise to shape innovative client solutions and bridge product capabilities with real-world challenges! Join our team of strategists, and help us provide data-informed strategies, design experiments, engage in product design, conduct exploratory analysis, and support driving prioritized organization change implementation. As a Product Operations Strategist on the Product & Experience Analytics Team, your role will be a mix of consulting (problem solving, thought leadership, client management), project management (building plans, stakeholder communication), user-centric product design (user research, experience, tech and business architecture design), and analysis. This role presents you with an opportunity to apply a range of skills to a broad range of challenges, learn about financial services lines of business and products (e.g., credit cards, home loans), and apply knowledge of innovative technologies and methods (e.g. design thinking, generative AI, Intelligent Automation). Ultimately, you will help develop and execute actionable data science and analytical solutions in a consulting-style environment to drive efficiency across the product development life cycle at Chase. Job Responsibilities * Serve as a consultant aiming to solve business problems that drive qualitative and quantitative business value * Conduct research to inform strategic proposals for inclusion in internal-facing products designed to drive productivity and efficiency across all employees engaged in building and maintaining the 107 software products at Chase. * Design and execute implementation plans across prioritized initiatives ranging from product enhancements to experiments across job family personas. * Manage relationships with senior leaders including supporting presentations to CFO, CTO, and CPO. * Leverage design thinking practices to develop strategic, end-to-end, scalable solutions; coach others to inject the same practices into their work. * Synthesize analytical findings for consumption by internal analytical clients and senior executives. * Establish and manage relationships with internal clients and partners. * Identify new project opportunities helping to grow our business pipeline for respective books of work. * Maintain a rigorous controls environment to ensure accurate and timely results. Required Qualifications, Capabilities, and Skills: * 3+ years of industry experience in consulting, solution design, or business analytics roles (e.g., marketing analytics, sales analytics, business insights) * Experience with data analytics and/or visualization techniques (e.g. SQL, Python, Tableau, Alteryx), as well as big data technologies (e.g. Hadoop, Cassandra, AWS) * Excellent communication, with an ability to convey the strategic vision in a digestible manner for varying technical and senior audiences * Experience with design thinking practices and tools (e.g., Lucid, Figma, customer journey mapping) and product management principles (e.g., Agile) * Consulting orientation with ability to influence and effectively lead cross-functional teams * Self-starter with out-of-the box problem solving skills and a drive to bring new ideas to life * Experience and knowledge of data science and analytical methodologies and approaches, and familiarity with various artificial intelligence functionalities * Undergraduate degree in a quantitative discipline Preferred Qualifications, Capabilities, and Skills: * 3+ years of experience at a consulting firm, in tech, or financial services/banking industry * Understanding of the financial services or retail banking industry This role is not eligible for visa sponsorship or relocation assistance
    $104k-138k yearly est. Auto-Apply 36d ago
  • Webinar Operations Associate

    Surgent McCoy Cpe LLC 3.1company rating

    Harrisburg, PA jobs

    KnowFully Learning Group is growing and is currently in search of a Webinar Operations Associate! KnowFully Learning Group provides comprehensive and engaging continuing education for professionals at all experience levels and support those preparing for certification exams. We service two main industries - Finance/Accounting and Healthcare. Our employees are innovative and passionate about learning. We embrace each other's differences. Through our learning initiatives and teambuilding, we have created a great place to work. If you love what you do and want to work in an environment where hard work is valued, please apply! This position is a technically savvy and customer-centric individual who is responsible for administering live webinars for the learners and providing customer support via phone and live chat. Proficiency in audio/video technology, combined with their strong organizational and communication skills, will play a vital role in delivering top-notch services to customers. Demonstrating a successful track record in administering daily live webinar broadcasts while upholding excellent service standards and ensuring high customer satisfaction. Location: Remote Supervisory Responsibilities: None Duties/Responsibilities: Capture, record, and deliver high quality webinar broadcasts. Troubleshoot technical issues that customers might have when viewing our webinars. Pre-production equipment tests to prevent any issues during live broadcasts and recordings. Handle complaints, provide appropriate solutions, and alternatives within the time limits and follow up to ensure resolution. Assist customers with other support related needs. Follow communication procedures, guidelines, and policies. Available for evening/weekend work when necessary. Other duties and responsibilities as assigned. Required Skills/Abilities: Ability to collaborate and respond quickly. Excellent organizational skills and attention to detail, accuracy, and quality. Excellent communication skills, both written and oral. Excellent time management skills with a proven ability to meet deadlines. Strong Computer / Data Entry Skills - Microsoft Office Proficiency. Problem solving and troubleshooting skills. Continual focus on improvement, innovation, and creative development. Ability to work well independently and as a team. Ability to adapt to the changing needs of the company and department. Ability to portray a cooperative, professional, and positive attitude towards customers, managers, and other co-workers. Ability to function well in a high-paced and at times stressful environment. Ability to multi-task in a flexible environment with minimum supervision Proficient with Microsoft Office Suite or related software. Salary: The starting salary for the Webinar Operations Associate position is competitive and will be commensurate with the candidate's qualifications and experience. The starting hourly pay is $20/hour with the potential for an annual discretionary bonus based on company and individual performance. The final offer will be determined based on factors such as the candidate's skills, education, relevant work experience, and location. The company also offers a comprehensive benefits package, including health insurance, retirement plan, paid time off, and other perks like remote work. The total compensation package will be discussed in the interview process and based on fit for the role and the organization. The company is committed to providing a fair and competitive compensation structure that reflects the value and contributions of its employees. We believe in fostering a work environment that recognizes and rewards excellence, and we are dedicated to attracting and retaining top talent in the industry. Education and Experience: BA/BS College degree; Degrees specifically in TV/Film/Video production, Communications, Computer Science, Audio/Visual, or equivalent work experience preferred. Live Production Experience; Experience in a live production environment, filming, and/or outputting live streaming video. Remote Production Experience; Experience in a remote production environment, filming, and/or outputting live streaming video. Strong Computer Skills: Experience in video/audio editing through the Adobe Suite is a major plus. HTML5 video playback knowledge a plus. Familiarity with CRM systems and practices; Microsoft Dynamics experience preferred. Experience with Webinar/video conferencing technology and using webcams. Knowledgeable in both Microsoft and Apple products. Experience in Customer Service, Technical Support, or related areas with direct customer communication: Phone/Live Chat support experience preferred. Physical Requirements: Prolonged periods of sitting at a desk and working on a computer. Equal Opportunity Statement: KnowFully Learning Group provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
    $20 hourly Auto-Apply 60d+ ago
  • Branch Operations Specialist

    Civista Bank 3.9company rating

    Spencer, OH jobs

    A Branch Operations Specialist (BOS) is responsible for making sure that all employees adhere to branch operations guidelines as well as ensure all systems operate smoothly and efficiently according to established policy and procedures. The BOS is also responsible for creating an exceptional customer experience through their knowledge of available products and services. The BOS demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve. KEY ACCOUNTABILITIES, RESPONSIBILITIES, AND EXPECTATIONS: Ensure operational tasks are followed & completed daily by all Branch employees. Responsible for the retention of operational materials as well as managing audits to ensure operational soundness. Create an exceptional customer experience daily by processing transactions, building relationships, assessing needs, recommending products, and referring partners to our customers, thus growing the bank. Developing an expansive knowledge of products and services to fulfill customer needs and solve problems daily. Execute customer requests with speed and accuracy. Understanding all aspects of consumer lending in daily and weekly activities; building customer trust and managing relationships through the life of the lending process. Constant, consistent communication internally and externally to provide an outstanding customer experience. Adhering to regulations, following policies and procedures to ensure safety and soundness of customers and the bank. Dedication to daily personal growth through active learning, adapting to new procedures and systems, and refining skills to grow the organization, and the team. Understand and encourage the use of technology in every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc. Requirements: QUALIFICATIONS, KNOWLEDGE AND SKILLS: Minimum 2 or 3 years' experience in branch banking environment. Must be knowledgeable in all areas of operations; including customer service, new accounts, and lending. Excellent oral, written and presentation skills Detail oriented with the ability to work under deadlines with frequent interruptions. Associate's Degree preferred. High School diploma or equivalent required. PHYSICAL REQUIREMENTS: Work involves eye strain due to the constant use of computer screens, reading of reports and so forth. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves lifting and moving objects up to 50 lbs. Work involves ability to read, hear, write, and communicate professionally both in person and via telephone, and sitting for long periods at a time. Work involves some travel to attend meetings, training, and so forth. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. PIdc3ecb2b80a3-31181-39132676
    $60k-93k yearly est. 8d ago

Learn more about J.P. Morgan jobs

View all jobs