Team Associate jobs at J.P. Morgan - 208 jobs

Understanding customers' unique needs and recommending appropriate ACE products and services. Communicating effectively with customers, empathizing with their challenges, and building trust. Providing exceptional customer service to foster lasting re Sales Associate, Part Time, Associate, Sales, Retail

At FNBO, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success. Summary of the Job: Provide front line supervision to personnel and ensure all policies and procedures are followed as directed by Manager. Make recommendations and assist Manager in the planning, prioritizing, monitoring, coaching/development, and performance reporting of the work of the Relationship Associates. Assist in the identification and implementation of enhancements to department procedures/protocol, training, and technology. About This Role: Develop and maintain a comprehensive knowledge of the Relationship Associate role. Continuously evaluate workloads and priorities across all assigned Regions; assign available resources to meet workflow deadlines as needed. Monitor RA productivity volumes through capacity reporting. Research and resolve escalated issues from team members. Work collaboratively with team members to understand and resolve issue(s). Develop and maintain departmental procedures in Sharepoint Create/Modify Business Objects and Salesforce reports Onboard new hires. Identify and recommend to manager additional training opportunities for self and team members. Provide on the job training as needed. Lead and coordinate the completion of assigned projects. Assist the department manager by representing the Relationship Associates for the assigned region in business partner and project meetings. Assist manager with one-on-one employee meetings on a regularly scheduled basis to provide the following: Coaching: To consistently meet and/or exceed the desired outputs for assigned role. Feedback: Regarding production output, departmental policies/procedures, etc. Collaborate with manager on day-to-day coaching, feedback, reporting, performance evaluation and monitoring of the accuracy and quality results. Responsible for Time Sheet and PTO management; ensuring all submissions are timely and compliant with policy. Document and deliver quarterly and yearly performance reviews. Exhibit professional behavior and promote working relationships. Practice positive values and support goals and strategic plans. Understand and adhere to all bank policy, laws, and regulations applicable to role, to include FNNI “Code of Ethics”. Other tasks as assigned. Compliance: Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties. Complete compliance training and adhere to internal procedures and controls, as required. Report any known violations of compliance policy, laws, or regulations. Report any suspicious customer and/or account activity. Ensure direct reports meet the above requirements and take action to address employee performance issues The Ideal Candidate for This Role: Bachelor's degree or relevant work experience as Relationship Associate or in loan documentation, credit analysis, compliance, auditing, or equivalent Minimum two years' experience in the banking industry Excellent verbal and written communication skills are required in the areas of human relations, interpersonal conversation; must have the ability to effectively communicate with lending, operations, and technical staff. Excellent time management skills including but not limited to the ability to organize, prioritize and manage multiple projects with minimal supervision within assigned deadlines. Exceptional attention to detail. Must be proficient in the use of personal computers and the Microsoft suite of software products. Ability to complete multiple assignments/projects with quality, accuracy and within set deadlines. Candidates must possess unrestricted work authorization and not require future sponsorship. Compensation: Compensation range (base pay): $46,679.00-$77,020.00 This role may have a specific starting pay within this range. Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level. Work Environment: It is anticipated that the incumbent in this role will work remotely, offering you the freedom to contribute to our mission from wherever you work best, without compromising on career growth or connection to our team. Regardless of your location, you'll be fully integrated into our team through robust digital collaboration tools and regular communication. The incumbent can work remotely from any of the states listed on the job posting, though occasional travel may be required for in-person meetings. Please note, work location is subject to change based on business needs. Benefits Overview: We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs: Medical, Dental, Vision Insurance 401k, With Matching Contributions Time Off Programs Health Savings Account (HSA)/Dependent Care Employee Banking Growth Opportunities Tuition Assistance Short-Term/Long-Term Disability Insurance Learn more about FNBO benefits here: *************************************** For additional information regarding compensation and benefits, e-mail FNBO at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message. Job number: R-20260064 Equal Opportunity & Belonging: FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey. Learn more here. FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity. Click here to download 'EEO is The Law' Self-Print Poster Click here to download 'EEO is The Law' Supplement for Federal Contractors Click here to download 'EEO is The Law' GINA Supplement FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC FNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants) Application Deadline: All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.

About this role Portfolio Compliance Group Implementation Team Have a passion for the investment industry and an interest in programming? Are you a compliance professional who is looking for a rewarding, challenging, multi-faceted role with the world's largest asset manager? Look no further! BlackRock is currently seeking a Portfolio Compliance Implementation Associate to become a member of our team. We recognize that strength comes from diversity, and will embrace a new joiner's rare skills, eagerness, and passion while giving the opportunity to grow professionally and as an individual. Team Overview: Our Portfolio Compliance Group (PCG) is accountable for implementing controls & processes to ensure we stay in line with all applicable regulatory and portfolio issued guidelines. We are very passionate about this opportunity! The successful candidate will have the opportunity to learn about all internal business departments and investment products across BlackRock globally. You can expect to acquire knowledge of global regulatory regimes and jurisdictions as well as an opportunity to grow, develop skills and build a strong network within the team and also across the firm. Primary responsibilities include: The role is part of our Implementations team within PCG. You will be primarily responsible for interpreting and analyzing the investment guidelines of our clients and coding them into BlackRock's compliance system. Our primary compliance system is Aladdin, where we code the guidelines using BlackRock's proprietary coding language, which is similar to SQL. There are many ways in which we use coding in this role: New account coding - interpreting the client's investment guidelines from the completed Investment Management Agreement (IMA) and implementing the required controls through coding of compliance rules in BlackRock's Aladdin platform. Guideline changes - supporting the process through which a client may change their investment guideline provisions over time, based on their preferences or market conditions. The coding may need to be updated in Aladdin to reflect the updated requirements for clients. We also maintain restrictions on behalf of Legal & Compliance Crafting new system rules, improving existing compliance coding, and investigating or trouble shooting potential errors when needed Coordinating the implementation of Manual tests, where a rule cannot be implemented in Aladdin. Through your training and performance of the role, you will also have exposure to the following: Becoming acquainted with BlackRock's various Aladdin applications, trade flow process, and data environment Participating in efficiency and improvement initiatives by providing ideas and suggestions on possible improvements to systems or processes Leading or running strategic projects and initiatives To be successful, candidates will need to demonstrate the following skills: Experience of working in the investment management industry and knowledge of investment products is desired, along with a background in finance or similar fields. Strong technical knowledge will be a significant advantage. Specifically, knowledge of programming languages (such as Visual Basic, C++, or Java) and an understanding of relational database concepts (including SQL). Other key technology skills we look for include: Aladdin suite experience Coding experience within Compliance Monitoring tools (Aladdin, Sentinel, Charles River, think Folio, or In-House systems) (preferable) Strong Microsoft Office knowledge We are a global firm, and we need someone who is confident in working as part of a team that spans many functions, geographies and partners with a pragmatic approach and good judgement. The role demands strong time management, being able to priorities and keeping calm under pressure in what can be a challenging environment. Other key skills we are looking for include: Proven interpersonal skills Strong multi-tasking skills and attention to detail Dedicated approach to issue resolution Ability to handle complexity and not being afraid to ask difficult questions For Wilmington, DE Only the salary range for this position is USD$82,000.00 - USD$108,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. Our benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. Our hybrid work model BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement. BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy. BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.

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

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

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

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

About the Company Gemini is a global crypto and Web3 platform founded by Cameron and Tyler Winklevoss in 2014, offering a wide range of simple, reliable, and secure crypto products and services to individuals and institutions in over 70 countries. Our mission is to unlock the next era of financial, creative, and personal freedom by providing trusted access to the decentralized future. We envision a world where crypto reshapes the global financial system, internet, and money to create greater choice, independence, and opportunity for all - bridging traditional finance with the emerging cryptoeconomy in a way that is more open, fair, and secure. As a publicly traded company, Gemini is poised to accelerate this vision with greater scale, reach, and impact. The Department: Credit Risk The Role: Associate, Credit Risk Gemini is hiring for an Associate, Credit Card Risk to be part of the risk management function. You'll use SQL (and optionally Python) to analyze portfolio performance, implement rules, build monitoring, and prepare clear data-driven recommendations. This is a hands‑on role supporting senior risk leaders and partnering with Product, Engineering, Data, Operations, Compliance, and Collections to ship safe, customer‑friendly credit experiences. The role provides an exciting opportunity to understand and build risk infrastructure of an evolving asset class and products. Responsibilities: Execute analyses to inform underwriting rules, cutoffs, policies, and operational flows for Gemini's credit card product Translate ambiguous questions into well‑scoped queries and concise findings; propose data‑backed next steps Build and maintain daily/weekly dashboards and reports for KRIs/KPIs (approval, utilization, delinquency, roll rates, charge‑offs) Partner with Product/Engineering/Data to implement rules and thresholds in decisioning systems; validate inputs/outputs and run A/B or champion/challenger tests Run post‑implementation reviews of strategy changes; identify drift, stability issues, and quick optimizations Prepare ad‑hoc analyses and management readouts that tell a clear analytical story Document change logs, assumptions, and expected impacts Communicate clearly with Product, Operations, Engineering, Data, Compliance, Collections, and Fraud to triage issues, refine requirements, and close the loop on outcomes Minimum Qualifications: Bachelor's degree in a related field or commensurate work experience 3-5 years of credit card risk experience Experience with relational databases and SQL Strong data communication skills Great verbal, written and communication skills Roll-up-the-sleeves, no-task-is-too-small-attitude - willingness to do what's necessary to ensure the safety of our customers Preferred Qualifications: Data visualization using Business Intelligence tools (e.g. Tableau, Looker etc.) is a huge plus Python experience is a plus It Pays to Work Here The compensation & benefits package for this role includes: Competitive starting salary A discretionary annual bonus Long-term incentive in the form of a new hire equity grant Comprehensive health plans 401K with company matching Paid Parental Leave Flexible time off Salary Range: The base salary range for this role is between $82,500 - $110,000 in the State of New York, the State of California and the State of Washington. This range is not inclusive of our discretionary bonus or equity package. When determining a candidate's compensation, we consider a number of factors including skillset, experience, job scope, and current market data. In the United States, we offer a hybrid work approach at our hub offices, balancing the benefits of in-person collaboration with the flexibility of remote work. Expectations may vary by location and role, so candidates are encouraged to connect with their recruiter to learn more about the specific policy for the role. Employees who do not live near one of our hubs are part of our remote workforce. This role is hybrid for candidates located near one of our listed hubs and remote for those outside our hubs. Please note compensation is adjusted based on location. At Gemini, we strive to build diverse teams that reflect the people we want to empower through our products, and we are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or Veteran status. Equal Opportunity is the Law, and Gemini is proud to be an equal opportunity workplace. If you have a specific need that requires accommodation, please let a member of the People Team know. #LI-ES1

About the Company Gemini is a global crypto and Web3 platform founded by Cameron and Tyler Winklevoss in 2014, offering a wide range of simple, reliable, and secure crypto products and services to individuals and institutions in over 70 countries. Our mission is to unlock the next era of financial, creative, and personal freedom by providing trusted access to the decentralized future. We envision a world where crypto reshapes the global financial system, internet, and money to create greater choice, independence, and opportunity for all - bridging traditional finance with the emerging cryptoeconomy in a way that is more open, fair, and secure. As a publicly traded company, Gemini is poised to accelerate this vision with greater scale, reach, and impact. The Department: Credit Risk The Role: Associate, Credit Risk Gemini is hiring for an Associate, Credit Card Risk to be part of the risk management function. You'll use SQL (and optionally Python) to analyze portfolio performance, implement rules, build monitoring, and prepare clear data-driven recommendations. This is a hands‑on role supporting senior risk leaders and partnering with Product, Engineering, Data, Operations, Compliance, and Collections to ship safe, customer‑friendly credit experiences. The role provides an exciting opportunity to understand and build risk infrastructure of an evolving asset class and products. Responsibilities: Execute analyses to inform underwriting rules, cutoffs, policies, and operational flows for Gemini's credit card product Translate ambiguous questions into well‑scoped queries and concise findings; propose data‑backed next steps Build and maintain daily/weekly dashboards and reports for KRIs/KPIs (approval, utilization, delinquency, roll rates, charge‑offs) Partner with Product/Engineering/Data to implement rules and thresholds in decisioning systems; validate inputs/outputs and run A/B or champion/challenger tests Run post‑implementation reviews of strategy changes; identify drift, stability issues, and quick optimizations Prepare ad‑hoc analyses and management readouts that tell a clear analytical story Document change logs, assumptions, and expected impacts Communicate clearly with Product, Operations, Engineering, Data, Compliance, Collections, and Fraud to triage issues, refine requirements, and close the loop on outcomes Minimum Qualifications: Bachelor's degree in a related field or commensurate work experience 3-5 years of credit card risk experience Experience with relational databases and SQL Strong data communication skills Great verbal, written and communication skills Roll-up-the-sleeves, no-task-is-too-small-attitude - willingness to do what's necessary to ensure the safety of our customers Preferred Qualifications: Data visualization using Business Intelligence tools (e.g. Tableau, Looker etc.) is a huge plus Python experience is a plus It Pays to Work Here The compensation & benefits package for this role includes: Competitive starting salary A discretionary annual bonus Long-term incentive in the form of a new hire equity grant Comprehensive health plans 401K with company matching Paid Parental Leave Flexible time off Salary Range: The base salary range for this role is between $82,500 - $110,000 in the State of New York, the State of California and the State of Washington. This range is not inclusive of our discretionary bonus or equity package. When determining a candidate's compensation, we consider a number of factors including skillset, experience, job scope, and current market data. In the United States, we offer a hybrid work approach at our hub offices, balancing the benefits of in-person collaboration with the flexibility of remote work. Expectations may vary by location and role, so candidates are encouraged to connect with their recruiter to learn more about the specific policy for the role. Employees who do not live near one of our hubs are part of our remote workforce. This role is hybrid for candidates located near one of our listed hubs and remote for those outside our hubs. Please note compensation is adjusted based on location. At Gemini, we strive to build diverse teams that reflect the people we want to empower through our products, and we are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or Veteran status. Equal Opportunity is the Law, and Gemini is proud to be an equal opportunity workplace. If you have a specific need that requires accommodation, please let a member of the People Team know. #LI-ES1

About the Company Gemini is a global crypto and Web3 platform founded by Cameron and Tyler Winklevoss in 2014, offering a wide range of simple, reliable, and secure crypto products and services to individuals and institutions in over 70 countries. Our mission is to unlock the next era of financial, creative, and personal freedom by providing trusted access to the decentralized future. We envision a world where crypto reshapes the global financial system, internet, and money to create greater choice, independence, and opportunity for all - bridging traditional finance with the emerging cryptoeconomy in a way that is more open, fair, and secure. As a publicly traded company, Gemini is poised to accelerate this vision with greater scale, reach, and impact. The Department: Credit Risk The Role: Associate, Credit Risk Gemini is hiring for an Associate, Credit Card Risk to be part of the risk management function. You'll use SQL (and optionally Python) to analyze portfolio performance, implement rules, build monitoring, and prepare clear data-driven recommendations. This is a hands‑on role supporting senior risk leaders and partnering with Product, Engineering, Data, Operations, Compliance, and Collections to ship safe, customer‑friendly credit experiences. The role provides an exciting opportunity to understand and build risk infrastructure of an evolving asset class and products. Responsibilities: Execute analyses to inform underwriting rules, cutoffs, policies, and operational flows for Gemini's credit card product Translate ambiguous questions into well‑scoped queries and concise findings; propose data‑backed next steps Build and maintain daily/weekly dashboards and reports for KRIs/KPIs (approval, utilization, delinquency, roll rates, charge‑offs) Partner with Product/Engineering/Data to implement rules and thresholds in decisioning systems; validate inputs/outputs and run A/B or champion/challenger tests Run post‑implementation reviews of strategy changes; identify drift, stability issues, and quick optimizations Prepare ad‑hoc analyses and management readouts that tell a clear analytical story Document change logs, assumptions, and expected impacts Communicate clearly with Product, Operations, Engineering, Data, Compliance, Collections, and Fraud to triage issues, refine requirements, and close the loop on outcomes Minimum Qualifications: Bachelor's degree in a related field or commensurate work experience 3-5 years of credit card risk experience Experience with relational databases and SQL Strong data communication skills Great verbal, written and communication skills Roll-up-the-sleeves, no-task-is-too-small-attitude - willingness to do what's necessary to ensure the safety of our customers Preferred Qualifications: Data visualization using Business Intelligence tools (e.g. Tableau, Looker etc.) is a huge plus Python experience is a plus It Pays to Work Here The compensation & benefits package for this role includes: Competitive starting salary A discretionary annual bonus Long-term incentive in the form of a new hire equity grant Comprehensive health plans 401K with company matching Paid Parental Leave Flexible time off Salary Range: The base salary range for this role is between $82,500 - $110,000 in the State of New York, the State of California and the State of Washington. This range is not inclusive of our discretionary bonus or equity package. When determining a candidate's compensation, we consider a number of factors including skillset, experience, job scope, and current market data. In the United States, we offer a hybrid work approach at our hub offices, balancing the benefits of in-person collaboration with the flexibility of remote work. Expectations may vary by location and role, so candidates are encouraged to connect with their recruiter to learn more about the specific policy for the role. Employees who do not live near one of our hubs are part of our remote workforce. This role is hybrid for candidates located near one of our listed hubs and remote for those outside our hubs. Please note compensation is adjusted based on location. At Gemini, we strive to build diverse teams that reflect the people we want to empower through our products, and we are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or Veteran status. Equal Opportunity is the Law, and Gemini is proud to be an equal opportunity workplace. If you have a specific need that requires accommodation, please let a member of the People Team know. #LI-ES1

About the Company Gemini is a global crypto and Web3 platform founded by Cameron and Tyler Winklevoss in 2014, offering a wide range of simple, reliable, and secure crypto products and services to individuals and institutions in over 70 countries. Our mission is to unlock the next era of financial, creative, and personal freedom by providing trusted access to the decentralized future. We envision a world where crypto reshapes the global financial system, internet, and money to create greater choice, independence, and opportunity for all - bridging traditional finance with the emerging cryptoeconomy in a way that is more open, fair, and secure. As a publicly traded company, Gemini is poised to accelerate this vision with greater scale, reach, and impact. The Department: Credit Risk The Role: Associate, Credit Risk Gemini is hiring for an Associate, Credit Card Risk to be part of the risk management function. You'll use SQL (and optionally Python) to analyze portfolio performance, implement rules, build monitoring, and prepare clear data-driven recommendations. This is a hands‑on role supporting senior risk leaders and partnering with Product, Engineering, Data, Operations, Compliance, and Collections to ship safe, customer‑friendly credit experiences. The role provides an exciting opportunity to understand and build risk infrastructure of an evolving asset class and products. Responsibilities: Execute analyses to inform underwriting rules, cutoffs, policies, and operational flows for Gemini's credit card product Translate ambiguous questions into well‑scoped queries and concise findings; propose data‑backed next steps Build and maintain daily/weekly dashboards and reports for KRIs/KPIs (approval, utilization, delinquency, roll rates, charge‑offs) Partner with Product/Engineering/Data to implement rules and thresholds in decisioning systems; validate inputs/outputs and run A/B or champion/challenger tests Run post‑implementation reviews of strategy changes; identify drift, stability issues, and quick optimizations Prepare ad‑hoc analyses and management readouts that tell a clear analytical story Document change logs, assumptions, and expected impacts Communicate clearly with Product, Operations, Engineering, Data, Compliance, Collections, and Fraud to triage issues, refine requirements, and close the loop on outcomes Minimum Qualifications: Bachelor's degree in a related field or commensurate work experience 3-5 years of credit card risk experience Experience with relational databases and SQL Strong data communication skills Great verbal, written and communication skills Roll-up-the-sleeves, no-task-is-too-small-attitude - willingness to do what's necessary to ensure the safety of our customers Preferred Qualifications: Data visualization using Business Intelligence tools (e.g. Tableau, Looker etc.) is a huge plus Python experience is a plus It Pays to Work Here The compensation & benefits package for this role includes: Competitive starting salary A discretionary annual bonus Long-term incentive in the form of a new hire equity grant Comprehensive health plans 401K with company matching Paid Parental Leave Flexible time off Salary Range: The base salary range for this role is between $82,500 - $110,000 in the State of New York, the State of California and the State of Washington. This range is not inclusive of our discretionary bonus or equity package. When determining a candidate's compensation, we consider a number of factors including skillset, experience, job scope, and current market data. In the United States, we offer a hybrid work approach at our hub offices, balancing the benefits of in-person collaboration with the flexibility of remote work. Expectations may vary by location and role, so candidates are encouraged to connect with their recruiter to learn more about the specific policy for the role. Employees who do not live near one of our hubs are part of our remote workforce. This role is hybrid for candidates located near one of our listed hubs and remote for those outside our hubs. Please note compensation is adjusted based on location. At Gemini, we strive to build diverse teams that reflect the people we want to empower through our products, and we are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or Veteran status. Equal Opportunity is the Law, and Gemini is proud to be an equal opportunity workplace. If you have a specific need that requires accommodation, please let a member of the People Team know. #LI-ES1

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

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

About this role Our mission within the Client Experience (CX) organization is to make it easier for clients to do business with BlackRock, making service so simple it becomes a source of alpha. We have a dedicated Client Experience Transformation function, which is responsible for understanding the needs of our clients and colleagues and evolving our transformation strategy and roadmap and delivering across people, process and technology initiatives with key partners across the entire enterprise. A critical part of our client experience vision is the continued evolution of our enterprise CRM, Microsoft Dynamics, which enables 5,000+ sales, service, investment and other client-facing teams to deliver for our clients. We are seeking a highly motivated and experienced CRM enablement team member to join our team. This role will be focused on understanding challenges our Microsoft Dynamics users might be facing, providing assistance and guidance to users of the Microsoft Dynamics CRM Platform, resolving issues, enhancing the knowledge hub and support documentation, identifying opportunities for training or change management based on support volumes and themes, providing training and onboarding support to new users or around new enhancements or releases. The successful candidate will play a critical role in ensuring they are supporting the 5,000 users of our Microsoft Dynamics platform and identifying ways to drive adoption and resolve issues quickly and innovatively. Key responsibilities The main responsibilities encompass a blend of technical, analytical, and interpersonal skills: User Training and Support: Provide training and ongoing support to team members using the CRM system, ensuring they understand how to effectively leverage its tools and capabilities Release Support: Create, update, and maintain necessary documentation, videos, and guides for releases; Provide ongoing functional trainings, e.g. features releases and office hours User Feedback Management & Insights: Collect and analyze customer feedback from user chats, super user community, usage analytics, ticket insights, using insights to make recommendations for service improvements and product enhancements Inquiry Management: Triage support tickets to ensure timely and effective resolution; Collaborate with other teams to address and resolve complex issues New User Onboarding: Support the onboarding process for new users including system setup and access, documentation, training, etc. Analyze support & usage metrics: Develop and provide metrics in a timely manner to track the overall support performance, identify trends / themes or areas for improvement in support, documentation or training 2+ years' experience with Microsoft Dynamics CRM is essential; Experience with Service Now is a plus Strong communication skills and ability to communicate technical information clearly and concisely to non-technical audiences Proven customer service skills and ability to communicate effectively with users, listen to their needs and provide empathetic and helpful problem solving and support Problem solving skills and the ability to identify, analyze and resolve issues in a timely and efficient manner Strong written and verbal communication and excellent presentation skills Excellent organization skills and time management Experience in organizational change management Experience working on enterprise wide or global programs of work Strong analytical skills to be able to analyze data and identify trends to identify areas of opportunity for training or potential feature enhancements For Atlanta, GA Only the salary range for this position is USD$90,000.00 - USD$120,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. Our benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. Our hybrid work model BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement. BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy. BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.

About this role Portfolio Compliance Group Implementation Team Have a passion for the investment industry and an interest in programming? Are you a compliance professional who is looking for a rewarding, challenging, multi-faceted role with the world's largest asset manager? Look no further! BlackRock is currently seeking a Portfolio Compliance Implementation Associate to become a member of our team. We recognize that strength comes from diversity, and will embrace a new joiner's rare skills, eagerness, and passion while giving the opportunity to grow professionally and as an individual. Team Overview: Our Portfolio Compliance Group (PCG) is accountable for implementing controls & processes to ensure we stay in line with all applicable regulatory and portfolio issued guidelines. We are very passionate about this opportunity! The successful candidate will have the opportunity to learn about all internal business departments and investment products across BlackRock globally. You can expect to acquire knowledge of global regulatory regimes and jurisdictions as well as an opportunity to grow, develop skills and build a strong network within the team and also across the firm. Primary responsibilities include: The role is part of our Implementations team within PCG. You will be primarily responsible for interpreting and analyzing the investment guidelines of our clients and coding them into BlackRock's compliance system. Our primary compliance system is Aladdin, where we code the guidelines using BlackRock's proprietary coding language, which is similar to SQL. There are many ways in which we use coding in this role: * New account coding - interpreting the client's investment guidelines from the completed Investment Management Agreement (IMA) and implementing the required controls through coding of compliance rules in BlackRock's Aladdin platform. * Guideline changes - supporting the process through which a client may change their investment guideline provisions over time, based on their preferences or market conditions. The coding may need to be updated in Aladdin to reflect the updated requirements for clients. We also maintain restrictions on behalf of Legal & Compliance * Crafting new system rules, improving existing compliance coding, and investigating or trouble shooting potential errors when needed * Coordinating the implementation of Manual tests, where a rule cannot be implemented in Aladdin. Through your training and performance of the role, you will also have exposure to the following: * Becoming acquainted with BlackRock's various Aladdin applications, trade flow process, and data environment * Participating in efficiency and improvement initiatives by providing ideas and suggestions on possible improvements to systems or processes * Leading or running strategic projects and initiatives To be successful, candidates will need to demonstrate the following skills: * Experience of working in the investment management industry and knowledge of investment products is desired, along with a background in finance or similar fields. * Strong technical knowledge will be a significant advantage. Specifically, knowledge of programming languages (such as Visual Basic, C++, or Java) and an understanding of relational database concepts (including SQL). Other key technology skills we look for include: * Aladdin suite experience * Coding experience within Compliance Monitoring tools (Aladdin, Sentinel, Charles River, think Folio, or In-House systems) (preferable) * Strong Microsoft Office knowledge We are a global firm, and we need someone who is confident in working as part of a team that spans many functions, geographies and partners with a pragmatic approach and good judgement. The role demands strong time management, being able to priorities and keeping calm under pressure in what can be a challenging environment. Other key skills we are looking for include: * Proven interpersonal skills * Strong multi-tasking skills and attention to detail * Dedicated approach to issue resolution * Ability to handle complexity and not being afraid to ask difficult questions For Wilmington, DE Only the salary range for this position is USD$82,000.00 - USD$108,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. Our benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. Our hybrid work model BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement. BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy. BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.

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

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. As a Bilingual Premier Brokerage Associate, you will take inbound calls, from new and existing Empower clients, on all retail products and account types. You will have the expertise to provide exceptional service and support to clients in both English and Spanish, and be a subject matter expert with Empower's systems and platforms. Schedule will vary by time zone. Candidates must be available to work the following Monday - Friday schedule for their location: Eastern Time (ET): 11:30 a.m. - 8:00 p.m. Central Time (CT): 10:30 a.m. - 7:00 p.m. Mountain Time (MT): 9:30 a.m. - 6:00 p.m. What you will do: Provide exceptional service and support to Empower's retail customers while effectively explaining concepts in an easy-to-understand manner Assist clients with trading of Equity, ETF, Mutual Fund, Options and Fixed Income securities in an inbound call center setting Manage a wide array of service requests including account opening, asset movement, facilitating trades, and maintenance needs on Empower's retail products Deliver an efficient and responsive client experience by taking ownership, delivering accurate information and initiate proactive follow up Demonstrate knowledge of Brokerage transaction and regulatory requirements including Corporate Actions, Exchange Rules, Suitability, and Tax Implications Uncover leads and opportunities to hand off to the Retirement Advisor Team and drive new business opportunities What you will bring: Ability to communicate fluently in English and Spanish and provide exceptional service to customers in both languages Active FINRA Series 7 and Series 63 required FINRA fingerprinting required 2+ years of customer service experience, preferably in financial services Knowledge of equities trading ,fixed income, and options What will set you apart: Retail, IRA and/or 401K customer service, and past brokerage and mutual fund trading experience preferred Strong customer service background, preferably in a high-volume inbound call center environment Firm understanding of the diverse operational and investment needs of our customers Knowledge of current financial markets and retirement account operations Strong written, verbal and presentation skills Strong technological skills and an ability to multi-task across systems Prior remote work experience preferred #LI-Remote #PJPW2 ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $50,300.00 - $69,125.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 01-27-2026 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency.

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. As a Premier Brokerage Associate, you will take inbound calls, from new and existing Empower clients, on all retail products and account types. You will have the expertise to provide exceptional service and support to clients, and be a subject matter expert with Empower's systems and platforms. Schedule will vary by time zone. Candidates must be available to work the following Monday - Friday schedule for their location: Eastern Time (ET): 11:30 a.m. - 8:00 p.m. Central Time (CT): 10:30 a.m. - 7:00 p.m. Mountain Time (MT): 9:30 a.m. - 6:00 p.m. What you will do Provide exceptional service and support to Empower's retail customers while effectively explaining concepts in an easy-to-understand manner Assist clients with trading of Equity, ETF, Mutual Fund, Options and Fixed Income securities in an inbound call center setting Manage a wide array of service requests including account opening, asset movement, facilitating trades, and maintenance needs on Empower's retail products Deliver an efficient and responsive client experience by taking ownership, delivering accurate information and initiate proactive follow up Demonstrate knowledge of Brokerage transaction and regulatory requirements including Corporate Actions, Exchange Rules, Suitability, and Tax Implications Uncover leads and opportunities to hand off to the Retirement Advisor Team and drive new business opportunities What you will bring: Active FINRA Series 7 and Series 63 required FINRA fingerprinting required 2+ years of customer service experience, preferably in financial services Knowledge of equities trading ,fixed income, and options What will set you apart: Retail, IRA and/or 401K customer service, and past brokerage and mutual fund trading experience preferred Strong customer service background, preferably in a high-volume inbound call center environment Firm understanding of the diverse operational and investment needs of our customers Knowledge of current financial markets and retirement account operations Strong written, verbal and presentation skills Strong technological skills and an ability to multi-task across systems Prior remote work experience preferred ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** #LI-Remote #PJPW What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $50,300.00 - $69,125.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 01-27-2026 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency.

About this role BlackRock Global Markets group (BGM) was created to advance our investment processes and platform architecture, and ensure we most efficiently engage with other market participants in a collaborative, strategic way. Within BGM, BlackRock's Trading organization operates with the goals of enhancing trading standards across asset classes, streamlining, and leveraging counter-party relationships, attracting, and retaining top trading talent in the industry, and developing a One BlackRock culture around trading activities. Partnering with portfolio management and regional leadership teams, Trading strives to deliver benefits of scale, enhance processes and transparency, improve trading performance, and drive innovation to provide tangible benefits to our clients, investment professionals and shareholders. Job Purpose/Background: The Fixed Income Trading Team in the US is seeking a trader to primarily aid in the execution of MBS products and related hedges. The successful candidate will be able to demonstrate the ability to interact effectively with both internal and external partners to provide best execution and market flow information for investment activities in the agency MBS market. Fundamental knowledge of fixed income markets is strongly preferred. Key Responsibilities: Primarily support trading order workflow and execution of specified pools, TBAs, agency CMOs, and related hedges Provide insight into market activity and disseminate market intelligence and flow information to multiple PM teams Engage actively with sell-side liquidity partners and provide ongoing feedback on counterparty relationships Identify areas for process improvements and coordinate with internal stakeholders to lead development of workflow efficiency across the mortgage and rates platform Qualifications: Experience with fixed income cash and derivatives products, preferably including agency MBS Fundamental competence with basic fixed income concepts Strong quantitative skills, attention to detail, and a sense of urgency are vital Programming and scripting skills are preferred Demonstrated ability to prioritize demands in a high-volume, high-pressure business Ability to work in an entrepreneurial environment and to be a motivated and adaptable self-starter Excellent communication skills are a must Series 7 and 63 are preferred but not required For New York, NY Only the salary range for this position is USD$116,000.00 - USD$155,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. Our benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. Our hybrid work model BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement. BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy. 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.