2026 Focused Analytics Solutions Team (FAST) Full-Time Associate - Analytics Solutions
Columbus, OH jobs
JobID: 210648393 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $115,000.00-$115,000.00; New York,NY $125,000.00-$125,000.00 The Chase Consumer & Community Bank Data & Analytics Team serves as the driving force behind Chase, providing insights that create competitive advantages for the business, inspire customer-centric innovation, and address complex business challenges.
Our team encompasses a wide range of disciplines, including data governance, data strategy and partnerships, reporting, business intelligence, data science, and machine learning, and we work closely with our technology, product, and design partners to deliver practical and impactful solutions.
The scope and diversity of our work span across Chase Consumer & Community businesses and functions, such as Consumer Banking, Home Lending, Card Services, Business Banking, Auto Finance, Digital, and Marketing.
Chase Consumer & Community Bank Data & Analytics is a collaborative, supportive, and dynamic team where you will contribute your diverse perspectives to help us deliver innovative and actionable insights, products, and solutions for our business and clients.
We offer training, mentoring, and guidance to ensure success, along with significant learning and mobility opportunities to support career development and growth.
Job Summary
As a FAST Analytics Solutions Full-Time Associate within the Focused Analytics Solutions Team (FAST), you will have your professional growth and development supported throughout the program via project work related to your professional interests, mentorship, structured training sessions, and more.
Job Responsibilities
* Helping FAST and our internal clients develop actionable data-driven insights, solutions, products, and services that drive business decisions and enhance customer / employee experience at scale
* Managing projects day-to-day to ensure a clear understanding of business impact, scope, and requirements; delivery by key milestones; clear communication within the project team and stakeholders; and adherence to risk and controls procedures
* Partnering with data scientists to enable them to execute technical work (e.g., modeling, automation, etc.) by providing clear guidance aligned to business objectives and outcomes as well as delivering supplementary, exploratory data analysis as needed
* Operating as an effective storyteller, communicating complex technical approaches by developing understandable and actionable story and presentation deck materials for stakeholders, including senior leadership
Required qualifications, capabilities, and skills
* Enrolled in an MBA or Master's degree program, with an expected graduation between December 2025 and August 2026
* Authorization to work permanently in the U.S.
* Proven track record of utilizing data to answer business problems effectively
Preferred qualifications, capabilities, and skills
* Exceptional communication (written and verbal) and presentation skills - an ability to communicate effectively with diverse audiences across business and technology partners, including senior leadership
* Experience managing projects and using project management tools; strong time management skills, with the ability to multi-task and keep multiple projects on track
* Strong consulting toolkit that can rapidly advance projects while maintaining positive stakeholder relationships.
* Ability to work effectively in a global environment on a team with multiple disciplines.
* Self-starter with out-of-the box problem-solving skills
* Familiarity with innovation and design thinking (e.g., creating solutions with the end user in mind) or product management principles
* Basic awareness of data wrangling, data analytics techniques, and/or visualization techniques (e.g. SQL, Python, Tableau)
Locations you may join:
* Chicago, IL
* Columbus, OH
* Dallas Metro
* Delaware Metro
Must be authorized to work in the USA. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JP Morgan Chase & Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT)
What's next?
Help us learn about you by submitting a complete and thoughtful application, which includes your resume and location preference. Your application and resume are a way for us to initially get to know you, so it's important to complete all relevant application questions so we have as much information about you as possible.
After you confirm your application, we will review it to determine whether you meet certain required qualifications.
Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled.
JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We strive to hire qualified, diverse candidates, and we will provide reasonable accommodations for known disabilities.
Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
2025 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer. Including affirmative action employer Disability/Veteran.
Auto-ApplyAssociate, Reconciliations / Investigations (Delaware)
Wilmington, DE jobs
**About this role** Want to elevate your career by being a part of the world's largest asset manager? Do you thrive in an environment that fosters positive relationships and recognizes stellar service? Are analyzing complex problems and identifying solutions your passion? Look no further. BlackRock is currently seeking a Cash Operations Associate to become part of our team. We recognize that strength comes from diversity, and will embrace your rare skills, eagerness, and passion while giving you the opportunity to grow professionally and as an individual.
We know you want to feel valued every single day and be recognized for your contribution. At BlackRock, we strive to empower our employees and actively engage your involvement in our success. We have an extraordinary responsibility: our technology and services empower millions of investors to save for retirement, pay for college, buy a home and improve their financial well-being. Come join our team and experience what it feels like to be part of an organization that makes a difference.
**Team Overview &Job Purpose:**
The GIO Cash & Asset Operations Team is a dedicated group of professionals who ensure that all BlackRock cash & position data are accurate for critical processes including investment management, analytics, compliance, and regulatory. Cash & Position types include, but are not limited to, equities, fixed income, OTC derivative positions (swaps, swaptions, FXs, and synthetics) and collateral. Our team provides information services and solutions in support of all BlackRock and BlackRock Solutions businesses.
**Responsibilities:**
+ Understanding and adherence to all regulatory requirements
+ Lead and motivate team towards finding opportunities for process enhancements and other strategic operational enhancements that facilitates operational processes or mitigates operational risk
+ Accurately record metrics related to responsibilities to enable management to have a good view of team productivity and efficiency
+ Understand upstream processes impactful to the reconciliation and develop ability to correlate the effect of change
+ Build and maintain strong interactions with key internal & external partners including; leading & coordinating problem resolution
+ Maintain accurate and current desktop procedures
+ Embracing the BlackRock Principles and role modeling these behaviors to other team members
**Experience:**
+ Candidate should possess 3-5 years of financial services experience and have a good understanding of Financial Markets, preferably within the Investment Management, or Global Custody environment.
+ Previous experience in Income Process, Cash & Asset Reconciliation process is preferred
+ Proficiency in Microsoft Office products (with an emphasis on Excel) or other programming languages and an interest in learning new applications
+ Strong, effective analytical and problem-solving skills
+ Attention to detail to ensure a high degree of accuracy for all deliverables
+ Excellent communication skills to effectively articulate solutions to internal and external partners
+ Ability to multi-task and balance requests without losing sight of overall objectives and deadlines
+ Ability to work in a team environment and build strong relationships with colleagues and external contacts such as custodians, counterparties and other third-party providers
+ Capability to assist in crafting a team vision, planning and accomplishing steps to enable a consistently productive team
For Wilmington, DE Only the salary range for this position is USD$85,000.00 - USD$117,500.00 . 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.
Associate, Reconciliations / Investigations (Delaware)
Wilmington, DE jobs
About this role
Want to elevate your career by being a part of the world's largest asset manager? Do you thrive in an environment that fosters positive relationships and recognizes stellar service? Are analyzing complex problems and identifying solutions your passion? Look no further. BlackRock is currently seeking a Cash Operations Associate to become part of our team. We recognize that strength comes from diversity, and will embrace your rare skills, eagerness, and passion while giving you the opportunity to grow professionally and as an individual.
We know you want to feel valued every single day and be recognized for your contribution. At BlackRock, we strive to empower our employees and actively engage your involvement in our success. We have an extraordinary responsibility: our technology and services empower millions of investors to save for retirement, pay for college, buy a home and improve their financial well-being. Come join our team and experience what it feels like to be part of an organization that makes a difference.
Team Overview &Job Purpose:
The GIO Cash & Asset Operations Team is a dedicated group of professionals who ensure that all BlackRock cash & position data are accurate for critical processes including investment management, analytics, compliance, and regulatory. Cash & Position types include, but are not limited to, equities, fixed income, OTC derivative positions (swaps, swaptions, FXs, and synthetics) and collateral. Our team provides information services and solutions in support of all BlackRock and BlackRock Solutions businesses.
Responsibilities:
Understanding and adherence to all regulatory requirements
Lead and motivate team towards finding opportunities for process enhancements and other strategic operational enhancements that facilitates operational processes or mitigates operational risk
Accurately record metrics related to responsibilities to enable management to have a good view of team productivity and efficiency
Understand upstream processes impactful to the reconciliation and develop ability to correlate the effect of change
Build and maintain strong interactions with key internal & external partners including; leading & coordinating problem resolution
Maintain accurate and current desktop procedures
Embracing the BlackRock Principles and role modeling these behaviors to other team members
Experience:
Candidate should possess 3-5 years of financial services experience and have a good understanding of Financial Markets, preferably within the Investment Management, or Global Custody environment.
Previous experience in Income Process, Cash & Asset Reconciliation process is preferred
Proficiency in Microsoft Office products (with an emphasis on Excel) or other programming languages and an interest in learning new applications
Strong, effective analytical and problem-solving skills
Attention to detail to ensure a high degree of accuracy for all deliverables
Excellent communication skills to effectively articulate solutions to internal and external partners
Ability to multi-task and balance requests without losing sight of overall objectives and deadlines
Ability to work in a team environment and build strong relationships with colleagues and external contacts such as custodians, counterparties and other third-party providers
Capability to assist in crafting a team vision, planning and accomplishing steps to enable a consistently productive team
For Wilmington, DE Only the salary range for this position is USD$85,000.00 - USD$117,500.00 . 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.
Auto-ApplyAssociate, Trade Clearance/Settlement - Princeton
Princeton, NJ jobs
About this role
Since 2000, BlackRock has delivered Investment Accounting and Middle Office services, supporting a diverse client base with approximately $2.7 trillion in assets across 250,000 positions. Our team processes over 300,000 trades and reconciles more than 1 million transactions annually across 1,700 portfolios. To enhance scalability, mitigate risk, and deliver exceptional client experiences, we established Outsourced Platform Services (OPS).
At the heart of our outsourced services are the functional teams that support our clients' portfolios, assets & transactions daily.
Team Overview
BlackRock's Outsourced Platform Services (OPS) provides global middle- and back-office support for BlackRock Solutions' outsourcing business, encompassing trade support, transaction servicing, collateral management, data governance, payments, corporate actions, reconciliations, alternative operations, and investment accounting-delivering operational excellence worldwide.
Global Client Alternative Services (GCAS), a specialized team within Tech & Ops under OPS, ensures the integrity of cash and position data for middle-office clients and delivers comprehensive outsourcing solutions for Aladdin clients investing in Alternatives and Private Markets. Lead global collaboration, supervise Private and Alternative assets, engage clients, perform daily IBOR reconciliation.
This role necessitates proficiency in reconciliation, exception management, and client service, improved by adept problem-solving, data analysis, and operational improvement capabilities. Additional responsibilities include maintaining documentation, supporting management initiatives, and driving operational efficiency.
Role Responsibilities
Apply extensive knowledge in loan and private markets, including project finance, structured credit, real assets, and syndicated loans, to establish strong connections with collaborators, customers, interested parties, participants, partners, and team members.
Review and interpret complex legal documentation, translating key terms into clear, actionable steps.
Support settlement processes across a wide range of instruments, including syndications, secondary trades, CLOs, restructurings, infrastructure debt, renewable power, real estate debt, and trade claims.
Partner with internal and external teams to ensure accuracy and integrity of the Investment Book of Record (IBOR).
Maintain thorough knowledge of portfolios and deal documentation to uphold control standards and meet regulatory requirements.
Lead initiatives to automate processes and strengthen controls, improving efficiency and reducing operational risk.
Resolve cash, position, and transaction discrepancies with precision and urgency.
Apply working knowledge of loan systems to enhance operational workflows.
Manage several priorities in a fast-paced environment while paying attention to detail and meeting deadlines.
Contribute to innovation at the intersection of private markets and operations, supporting BlackRock's mission to deliver scalable, risk-aware solutions.
Experience & Qualifications
Experience of 3-6 years in loan operations, including hands-on involvement in settlements, reconciliations, and transaction-related documentation.
Strong understanding of private credit, real assets, and project finance.
Strong communication skills and proficiency in delivering outstanding service, proven by a track record of encouraging reliable connections.
Broad knowledge of banking and investment management, including alternatives such as private credit, bank loans, credit strategies, registered funds, and financial institutions.
Proven ability to perform under pressure in high-volume, high-risk environments.
Self-motivated and collaborative, with a proactive approach to taking on new responsibilities.
Skilled at managing competing priorities while staying dedicated to goals and deadlines.
Good judgment and decision-making skills, with a willingness to seek clarity when needed.
Comfortable working in diverse teams that value different perspectives and problem-solving styles.
Advanced proficiency in Microsoft Excel; familiarity with loan-centric systems is a plus.
Solid understanding of trading instruments and settlement processes.
Strong analytical and organizational skills, with a dedication to accuracy and efficiency.
Demonstrates initiative and a team-first approach, contributing beyond core responsibilities.
For Princeton, NJ Only the salary range for this position is USD$95,000.00 - USD$127,500.00 . 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.
Auto-ApplyAssociate, Equities Trading
New York, NY jobs
**About this role** BlackRock is one of the world's preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary, and individual investors around the world. The Global Trading business executes trades on behalf of all portfolio management teams at the firm. The team is organized along regions and asset classes, providing the best service to our investment teams, and achieving optimal outcomes for our clients. We believe BlackRock's size and scale serves as a distinct advantage, uniquely positioning us to access liquidity and deliver consistently strong execution.
**Business Unit Overview:**
The Equity Trading team in New York is part of the Global Trading group within BlackRock Global Markets (BGM) and is responsible for executing equity and equity derivative orders in the Americas. This includes substantial volumes of cash equities, CFDs, listed and OTC derivatives. The desk supports a variety of internal investment teams, including global macro, stock selection, ETFs, index funds and transition management.
**Responsibilities:**
· Seek to provide Best Execution across a range of equity derivative products (listed and OTC equity options, futures, ETFs, etc.) for all of BlackRock's internal businesses
· Manage equity orders in a logical, risk-controlled manner with a high sensitivity to fiduciary responsibilities
· Generate and enhance trading reports that analyze large data sets for Best Execution
· Monitor market activity in areas of specialization and provide feedback to portfolio managers
· Support investment teams in terms of information flow, trade ideas and data requests
· Oversee day-to-day administrative issues in support of trading activities and liaison with trading operations
· Pro-actively contribute to the investment process to both reduce transaction costs and identify outperformance opportunities
· Work with internal eTrading and Trading Research groups to innovate systems, trading analytics, and coordinate implementation
· Develop and maintain essential external relationships as required for Best Execution
**Qualifications:**
· BA/BS or higher degree(s) - Economics, mathematics, engineering, physical science preferred, but all majors considered
· 2-5 years of relevant equity trading experience with equity option and derivatives experience preferred
· Data analysis or financial coding skills preferred (Python, R, SQL, etc.)
· Basic understanding of fundamentals and concepts of portfolio/risk management
· Extensive experience using electronic/algorithmic execution tools
· Demonstrated proficiency with trading technology across various trading systems/platforms (FlexTrader and BBG EMSX experience preferred)
· Comprehensive understanding of the liquidity and microstructure of equity markets
· Effective communication skills and demonstrated ability to work with multiple partners and stakeholders
· Analytical and creative approach to solving complex problems
· Well organized, disciplined approach to work with a high level of attention to detail
· Willingness to learn and trade new asset classes and trading strategies
· Strong work ethic with high degree of self-motivation
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.
Associate, Equities Trading
New York, NY jobs
About this role
BlackRock is one of the world's preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary, and individual investors around the world. The Global Trading business executes trades on behalf of all portfolio management teams at the firm. The team is organized along regions and asset classes, providing the best service to our investment teams, and achieving optimal outcomes for our clients. We believe BlackRock's size and scale serves as a distinct advantage, uniquely positioning us to access liquidity and deliver consistently strong execution.
Business Unit Overview:
The Equity Trading team in New York is part of the Global Trading group within BlackRock Global Markets (BGM) and is responsible for executing equity and equity derivative orders in the Americas. This includes substantial volumes of cash equities, CFDs, listed and OTC derivatives. The desk supports a variety of internal investment teams, including global macro, stock selection, ETFs, index funds and transition management.
Responsibilities:
· Seek to provide Best Execution across a range of equity derivative products (listed and OTC equity options, futures, ETFs, etc.) for all of BlackRock's internal businesses
· Manage equity orders in a logical, risk-controlled manner with a high sensitivity to fiduciary responsibilities
· Generate and enhance trading reports that analyze large data sets for Best Execution
· Monitor market activity in areas of specialization and provide feedback to portfolio managers
· Support investment teams in terms of information flow, trade ideas and data requests
· Oversee day-to-day administrative issues in support of trading activities and liaison with trading operations
· Pro-actively contribute to the investment process to both reduce transaction costs and identify outperformance opportunities
· Work with internal eTrading and Trading Research groups to innovate systems, trading analytics, and coordinate implementation
· Develop and maintain essential external relationships as required for Best Execution
Qualifications:
· BA/BS or higher degree(s) - Economics, mathematics, engineering, physical science preferred, but all majors considered
· 2-5 years of relevant equity trading experience with equity option and derivatives experience preferred
· Data analysis or financial coding skills preferred (Python, R, SQL, etc.)
· Basic understanding of fundamentals and concepts of portfolio/risk management
· Extensive experience using electronic/algorithmic execution tools
· Demonstrated proficiency with trading technology across various trading systems/platforms (FlexTrader and BBG EMSX experience preferred)
· Comprehensive understanding of the liquidity and microstructure of equity markets
· Effective communication skills and demonstrated ability to work with multiple partners and stakeholders
· Analytical and creative approach to solving complex problems
· Well organized, disciplined approach to work with a high level of attention to detail
· Willingness to learn and trade new asset classes and trading strategies
· Strong work ethic with high degree of self-motivation
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 .
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.
Auto-Apply
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!
Turnaround & Restructuring
Our nationally recognized turnaround, restructuring and advisory team serves companies and their stakeholders across a wide spectrum of industries and sizes, with a focus on the middle market. We provide clients with a team of seasoned professionals who have notable track records of creating value through both operational turnarounds and financial restructurings.
We are actively recruiting Turnaround & Restructuring professionals to join our team. You will provide extensive financial and operational support on client engagements across a variety of industries and markets; utilize experience and on the job training to successfully deliver reports, models, work product and advice that helps guide the direction and decisions related to client turnaround and/or restructuring objectives.
This role can be based in any of our US office locations and is a hybrid role with the flexibility to work remotely 2 days a week. Ideal candidates should be local to the desired location..
This position is not eligible for immigration sponsorship.
What You'll Do:
Perform analysis of current and historical business performance and capital structure
Develop 13-week cash flow forecasts that outline the liquidity profile and cash needs
Create dynamic financial models that exhibit the client's historical and potential future performance
Support the creation and preparation of corporate strategic plans
Provide implementation support to approved business plans and strategies
Engage with client personnel and management as necessary to achieve objectives
Develop and furnish appraisal of business options and contingency plans as needed
Effectively gather, analyze, and organize large data sets which may be incomplete
Support the development of quality client deliverables
Provide interim support on operating functions and job duties as directed
Assist in bankruptcy preparation and administration
Travel to client site as needed
You Have:
Bachelor's degree in finance and/or accounting is preferred
Graduate business degree with concentration in finance, accounting and/or operations preferred
Minimum 3+ years of relevant professional work experience
Hands-on experience building / developing / maintaining fully dynamic, integrated 3-statement financial, and 13-week cash flow models
Highly proficient in Microsoft Word, Excel, and PowerPoint
Ability to build and sustain strong and trusted relationships with colleagues and stakeholders
Demonstrated expertise and aptitude with conducting quantitative and qualitative analyses, particularly with constructing integrated financial models, analyzing financial underperformance and related services
Experience working on projects delivering independent business reviews, short term cash flow assessments, capital structure analysis, and contingency planning
Capacity to thrive in a fast-paced, challenging, and uncertain environment
Deep understanding of how to interpret and analyze financial statements
Possess strong analytical and business writing skills
Able to work well under pressure and independently yet understand when to ask for guidance
You Are:
A self-starter with a strong work ethic
A leader of others; you lead by example
A strong team player, able to work with team members across all levels
Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary
Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing).
Excited to be part of a growing team, with a focus on driving future growth
Full of entrepreneurial spirit and comfortable in a fluid, flat organization
Knowledgeable about the relationship between Private Equity sponsors and their portfolio companies
Passionate about delivering exceptional client service
Someone who enjoys mentoring others and doing meaningful work
Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture
The annual salary for this role ranges from: $97,750 to $150,000 USD + benefits + bonus. Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to geographic location, skill set, years and depth of experience, education, certifications, cost of labor and internal equity.
Accordion is an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical
condition, pregnancy, genetic information, gender, sexual orientation, gender identity or
expression, veteran status, or any other status protected under federal, state, or local law.
Please note that as per Accordion policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our inclusive diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Accordion will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
#LI-VL1
Auto-ApplyAssociate, Corporate Treasury
New York, NY jobs
**About this role** The Corporate Treasury team is responsible for managing the firm's corporate cash management, capital management, as well as liquidity and FX risk management activities globally. The group also provides financial oversight on regulatory capital requirements and seed capital programs.
BlackRock's central treasury is looking for an Associate with Treasury, Banking or other Corporate Finance experiences and a demonstrated ability to learn quickly, drive efficiency and deliver high quality results in a fast-paced and collaborative environment. The Associate will be responsible for analytical and operational activities relating to cash flows, financial income, capital management and financing activities, and will contribute to cash management operations and various treasury projects.
**Responsibilities:**
+ Monitor, forecast and report on the global liquidity and global financial income of the firm
+ Monitor, forecast and report on cash flows and regulatory requirements for the Americas region
+ Contribute as required to the cash management operations (daily liquidity, cash flow, funding, cash investments, payments, management of bank accounts and bank relationships)
+ Manage quarterly dividends and capital repatriation transactions for the Americas region
+ Analyze data and prepare executive level board or committee presentations
+ Contribute to ad hoc projects, financial analyses and other Treasury activities, such as FX hedging, market risk hedging, debt financing, share repurchase and capital management
+ Proactively look for opportunities to optimize Treasury processes and controls, enhance policies, reporting tools and data quality, as well as maintain operational excellence
+ Effectively manage and be accountable for regular weekly, monthly and quarterly deliverables
+ Partner with various internal teams on these activities, including Controllers, Tax, Legal, Product Management and Risk Management
**Qualifications:**
+ Bachelor's Degree or higher, preference for Accounting / Finance
+ 3-7 years of treasury, controllers, banking or other corporate finance experience, with a track record of strong performance
+ Prior experience in financial services, finance or banking operations, project management, risk management or capital market activities is desirable
+ Demonstrable problem-solving, quantitative and analytical skills, with exceptional attention to detail and rigor
+ Self-starter, quick learner, team player with collegial orientation and desire to take on responsibility
+ Organized and methodical, ability to multi-task and work under tight deadlines
+ Ability to clearly articulate and present ideas both in written presentations and orally
+ Strong accounting skills preferred
+ Proficiency in all Microsoft Office applications, with advanced or expert skills in Excel and VBA coding experience preferred, but not required
For New York, NY Only the salary range for this position is USD$100,000.00 - USD$130,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
**Our benefits**
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
**Our hybrid work model**
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
**About BlackRock**
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock (****************************** | Twitter: @blackrock (****************************** | LinkedIn: **********************************
BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement (************************************************************************************************************ **and the** **pay transparency statement (************************************************************************************************* **.**
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com . All requests are treated in line with our privacy policy (**************************************************************************************** .
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
Associate, Corporate Treasury
New York, NY jobs
About this role
The Corporate Treasury team is responsible for managing the firm's corporate cash management, capital management, as well as liquidity and FX risk management activities globally. The group also provides financial oversight on regulatory capital requirements and seed capital programs.
BlackRock's central treasury is looking for an Associate with Treasury, Banking or other Corporate Finance experiences and a demonstrated ability to learn quickly, drive efficiency and deliver high quality results in a fast-paced and collaborative environment. The Associate will be responsible for analytical and operational activities relating to cash flows, financial income, capital management and financing activities, and will contribute to cash management operations and various treasury projects.
Responsibilities:
Monitor, forecast and report on the global liquidity and global financial income of the firm
Monitor, forecast and report on cash flows and regulatory requirements for the Americas region
Contribute as required to the cash management operations (daily liquidity, cash flow, funding, cash investments, payments, management of bank accounts and bank relationships)
Manage quarterly dividends and capital repatriation transactions for the Americas region
Analyze data and prepare executive level board or committee presentations
Contribute to ad hoc projects, financial analyses and other Treasury activities, such as FX hedging, market risk hedging, debt financing, share repurchase and capital management
Proactively look for opportunities to optimize Treasury processes and controls, enhance policies, reporting tools and data quality, as well as maintain operational excellence
Effectively manage and be accountable for regular weekly, monthly and quarterly deliverables
Partner with various internal teams on these activities, including Controllers, Tax, Legal, Product Management and Risk Management
Qualifications:
Bachelor's Degree or higher, preference for Accounting / Finance
3-7 years of treasury, controllers, banking or other corporate finance experience, with a track record of strong performance
Prior experience in financial services, finance or banking operations, project management, risk management or capital market activities is desirable
Demonstrable problem-solving, quantitative and analytical skills, with exceptional attention to detail and rigor
Self-starter, quick learner, team player with collegial orientation and desire to take on responsibility
Organized and methodical, ability to multi-task and work under tight deadlines
Ability to clearly articulate and present ideas both in written presentations and orally
Strong accounting skills preferred
Proficiency in all Microsoft Office applications, with advanced or expert skills in Excel and VBA coding experience preferred, but not required
For New York, NY Only the salary range for this position is USD$100,000.00 - USD$130,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
Our benefits
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
Our hybrid work model
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
About BlackRock
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: **********************************
BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement.
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our .
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.
Auto-ApplyAssociate, Corporate Treasury
New York, NY jobs
About this role The Corporate Treasury team is responsible for managing the firm's corporate cash management, capital management, as well as liquidity and FX risk management activities globally. The group also provides financial oversight on regulatory capital requirements and seed capital programs.
BlackRock's central treasury is looking for an Associate with Treasury, Banking or other Corporate Finance experiences and a demonstrated ability to learn quickly, drive efficiency and deliver high quality results in a fast-paced and collaborative environment. The Associate will be responsible for analytical and operational activities relating to cash flows, financial income, capital management and financing activities, and will contribute to cash management operations and various treasury projects.
Responsibilities:
* Monitor, forecast and report on the global liquidity and global financial income of the firm
* Monitor, forecast and report on cash flows and regulatory requirements for the Americas region
* Contribute as required to the cash management operations (daily liquidity, cash flow, funding, cash investments, payments, management of bank accounts and bank relationships)
* Manage quarterly dividends and capital repatriation transactions for the Americas region
* Analyze data and prepare executive level board or committee presentations
* Contribute to ad hoc projects, financial analyses and other Treasury activities, such as FX hedging, market risk hedging, debt financing, share repurchase and capital management
* Proactively look for opportunities to optimize Treasury processes and controls, enhance policies, reporting tools and data quality, as well as maintain operational excellence
* Effectively manage and be accountable for regular weekly, monthly and quarterly deliverables
* Partner with various internal teams on these activities, including Controllers, Tax, Legal, Product Management and Risk Management
Qualifications:
* Bachelor's Degree or higher, preference for Accounting / Finance
* 3-7 years of treasury, controllers, banking or other corporate finance experience, with a track record of strong performance
* Prior experience in financial services, finance or banking operations, project management, risk management or capital market activities is desirable
* Demonstrable problem-solving, quantitative and analytical skills, with exceptional attention to detail and rigor
* Self-starter, quick learner, team player with collegial orientation and desire to take on responsibility
* Organized and methodical, ability to multi-task and work under tight deadlines
* Ability to clearly articulate and present ideas both in written presentations and orally
* Strong accounting skills preferred
* Proficiency in all Microsoft Office applications, with advanced or expert skills in Excel and VBA coding experience preferred, but not required
For New York, NY Only the salary range for this position is USD$100,000.00 - USD$130,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
Our benefits
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
Our hybrid work model
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
About BlackRock
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: **********************************
BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement.
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy.
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
PGIM - RFP Associate (Hybrid)
Newark, NJ jobs
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' minimum experience working within the investment management industry, with a focus on RFP writing & DDQ processes or Investor Services
Strong written/verbal communication and quantitative skills
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
*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 $90,000 - $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.
Auto-ApplyAssociate, O&T
New York, NY jobs
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
Auto-ApplyAssociate, Reconciliations / Investigations (Delaware)
Wilmington, NC jobs
About this role Want to elevate your career by being a part of the world's largest asset manager? Do you thrive in an environment that fosters positive relationships and recognizes stellar service? Are analyzing complex problems and identifying solutions your passion? Look no further. BlackRock is currently seeking a Cash Operations Associate to become part of our team. We recognize that strength comes from diversity, and will embrace your rare skills, eagerness, and passion while giving you the opportunity to grow professionally and as an individual.
We know you want to feel valued every single day and be recognized for your contribution. At BlackRock, we strive to empower our employees and actively engage your involvement in our success. We have an extraordinary responsibility: our technology and services empower millions of investors to save for retirement, pay for college, buy a home and improve their financial well-being. Come join our team and experience what it feels like to be part of an organization that makes a difference.
Team Overview &Job Purpose:
The GIO Cash & Asset Operations Team is a dedicated group of professionals who ensure that all BlackRock cash & position data are accurate for critical processes including investment management, analytics, compliance, and regulatory. Cash & Position types include, but are not limited to, equities, fixed income, OTC derivative positions (swaps, swaptions, FXs, and synthetics) and collateral. Our team provides information services and solutions in support of all BlackRock and BlackRock Solutions businesses.
Responsibilities:
* Understanding and adherence to all regulatory requirements
* Lead and motivate team towards finding opportunities for process enhancements and other strategic operational enhancements that facilitates operational processes or mitigates operational risk
* Accurately record metrics related to responsibilities to enable management to have a good view of team productivity and efficiency
* Understand upstream processes impactful to the reconciliation and develop ability to correlate the effect of change
* Build and maintain strong interactions with key internal & external partners including; leading & coordinating problem resolution
* Maintain accurate and current desktop procedures
* Embracing the BlackRock Principles and role modeling these behaviors to other team members
Experience:
* Candidate should possess 3-5 years of financial services experience and have a good understanding of Financial Markets, preferably within the Investment Management, or Global Custody environment.
* Previous experience in Income Process, Cash & Asset Reconciliation process is preferred
* Proficiency in Microsoft Office products (with an emphasis on Excel) or other programming languages and an interest in learning new applications
* Strong, effective analytical and problem-solving skills
* Attention to detail to ensure a high degree of accuracy for all deliverables
* Excellent communication skills to effectively articulate solutions to internal and external partners
* Ability to multi-task and balance requests without losing sight of overall objectives and deadlines
* Ability to work in a team environment and build strong relationships with colleagues and external contacts such as custodians, counterparties and other third-party providers
* Capability to assist in crafting a team vision, planning and accomplishing steps to enable a consistently productive team
For Wilmington, DE Only the salary range for this position is USD$85,000.00 - USD$117,500.00 . 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.
Alternatives Associate
Chicago, IL jobs
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.
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.
Auto-ApplyM&A Relationship Associate
Denver, CO jobs
SRS Acquiom has built its reputation on shaking up the financial services technology world by redefining how complex M&A and loan agency transactions get done. Since 2007, we've been the partner dealmakers rely on for speed, precision, and less friction -supporting over 10,000 deals worth more than $1.7 trillion along the way.
Our solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support. Each service works seamlessly on its own, but when brought together by our expert team, they form an end‑to‑end system that helps even the most complex deals cross the finish line.
We're equally committed to building careers as we are to building solutions. At SRS Acquiom, internal mobility isn't just a buzzword, it's part of how we grow. We invest in our people, creating opportunities to learn, stretch, and step into new roles as the business evolves.
If you're looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we'd love to talk.
A few benefits our employees enjoy
Day‑one coverage: medical, dental, and vision plans so you're protected from the start
A 401(k) with a 4% company match to keep your future on track
Discretionary time off - take the time you need, when you need it
Employer‑paid life insurance, with the option to add extra coverage for peace of mind
Employee Assistance Programs for confidential support when life gets complicated
Discounted pet insurance (because furry family members count, too)
A fitness credit to back your health and wellness goals
Pre‑tax plans for dependent care, transportation, and flexible spending
Position Summary
SRS Acquiom is currently recruiting an experienced Relationship Associate to handle the pre-closing and post-closing administration of M&A escrow, payment, and pre-closing solicitation transactions. This individual will work directly with a Relationship Manager on transactions and will be required to interact with outside counsel, company principals, and internal partners (operations, compliance, legal, etc.) to onboard new escrow and payment administration appointments and administer the deals post-closing to ensure compliance with the governing documents. They will be the primary point of contact for all participants in the M&A escrow and payment transactions.
Additionally, the Relationship Associate will have the primary role of acting as a bridge between the deal parties and our internal operations and payments teams to ensure that these groups are processing the deal correctly. The ideal candidate will be focused on providing an exceptional client experience, have good availability and a sense of urgency, be able to juggle various time-sensitive responsibilities, and be detail-oriented.
This position can be fully remote from the US.
The salary range for this position is between $70k - $77k, depending on level of experience.
Primary Responsibilities
Coordinates internally with operations and payments departments to successfully solicit and distribute proceeds to shareholders.
Requests and reviews payment spreadsheets to ensure all relevant information is provided, and forwards the same to internal operations
Reviews, comments on, and finalizes Letters of Transmittal and other solicitation documents to ensure they comply with operational procedures.
Updates deal specifics on the Agent's internal database
Fields inquiries from corporate principals, buy/sell-side counsel, and major shareholders.
Confirms deal documents are appropriately accounted for and loaded into the internal database (request executed copies of the governing documents, etc.)
Responsible for tracking all pending and closed transactions
Opportunity to accompany the sales team or the Relationship Manager on a sales meeting
Required Qualifications & Skills
Minimum 3-5 years of experience (M&A, banking, or finance helpful)
Bachelor's Degree preferred, or equivalent combination of education, training, and experience
Top-notch Customer Service and written communication skills
Ability to become a subject matter expert in payment processes (e.g., know-your-customer requirements, ACH/wire payment process, etc.)
Knowledge or ability to quickly learn the basics of M&A transactions, and be open to coaching or teaching
Must be able to work within a group and handle the activities of an administrative assistant
Ability to project manage and juggle various time-sensitive tasks.
NetSuite experience highly preferred, but not required
Desired Characteristics
Self-motivated
Intellectually curious, receptive to feedback, and teaching
Collaborative
Ability to explain complex ideas in a simplified manner
Attention to detail, even in a fast-paced environment
Ability to prioritize and multitask across many projects
Physical Requirements/Special Demands
Must be available to work standard business hours, and occasional nights/weekends, including occasionally checking email during off hours.
** We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process. **
This job description is not intended to be a comprehensive listing of all activities, duties, or responsibilities required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without advanced notice.
With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status. Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources.
Deal Onboarding Associate
Denver, CO jobs
SRS Acquiom has built its reputation on shaking up the financial services technology world by redefining how complex M&A and loan agency transactions get done. Since 2007, we've been the partner dealmakers rely on for speed, precision, and less friction -supporting over 10,000 deals worth more than $1.7 trillion along the way.
Our solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support. Each service works seamlessly on its own, but when brought together by our expert team, they form an end‑to‑end system that helps even the most complex deals cross the finish line.
We're equally committed to building careers as we are to building solutions. At SRS Acquiom, internal mobility isn't just a buzzword, it's part of how we grow. We invest in our people, creating opportunities to learn, stretch, and step into new roles as the business evolves.
If you're looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we'd love to talk.
A few benefits our employees enjoy
Day‑one coverage: medical, dental, and vision plans so you're protected from the start
A 401(k) with a 4% company match to keep your future on track
Discretionary time off - take the time you need, when you need it
Employer‑paid life insurance, with the option to add extra coverage for peace of mind
Employee Assistance Programs for confidential support when life gets complicated
Discounted pet insurance (because furry family members count, too)
A fitness credit to back your health and wellness goals
Pre‑tax plans for dependent care, transportation, and flexible spending
Position Summary
SRS Acquiom is currently recruiting for a Deal Onboarding Associate, reporting to the Senior Director, Contract Administration. Under general direction, the Deal Onboarding Associate is responsible for overseeing all functions as it relates to the onboarding process of new M&A transactions. The role also requires development and maintenance of processes related to client communication and support.
This position requires fielding complex analytical questions across business lines, being able to communicate effectively and professionally, and document findings in the internal database. This position requires a motivated, highly detail oriented, individual with a strong work ethic. This person should have excellent oral and written communication, analysis, and documentation skills.
The hourly rate for this position is between $31.00/hr and $35.00/hr, depending on level of experience.
This role is fully remote within the Continental United States, and does require that you work standard working hours in Mountain Time
Primary Responsibilities
Act as the primary point of contact for deal onboarding inquiries related to the Shareholder Representative Services product
Communicate effectively and in a timely manner with sell or buy-side M&A attorneys for post-closing follow-ups for various internal groups
Perform wire callback verification for SRS Acquiom products
Track all pending and closed transactions
Assist with executing agreements
Onboard new deals by collecting M&A documents and materials and uploading them into our system of record
Responsible for collecting fees and funding from the closing of M&A transactions
Timely response to questions from clients regarding accounts and other issues that arise post-close
Facilitate special projects related to onboarding M&A deals
Assist internal teams with closing/closed deal-related tasks as needed
Complete full reconciliations by reviewing the system of record and compare to reporting to ensure no task is missed
Compile, analyze and send report to Senior leadership
Collaborate with internal groups to ensure fees and wires are routed appropriately
Other administrative or project-related duties as assigned
Required Qualifications & Skills
2-3 years of experience in the financial industry
Bachelor's Degree preferred, or equivalent combination of education, training, and experience
Excellent written and oral communication skills with the ability to convey sometimes complex aspects of a deal to M&A Attorneys effectively and in a timely manner
Previous experience prioritizing multiple tasks that require a high level of attention to detail in a fast-paced office environment
Working to advanced knowledge of Microsoft Office (Excel, Word) is required; NetSuite experience would be an added benefit, but not required
Can work within deadlines and complete work in a timely manner
Takes ownership of issues and follows through to resolution
Can work independently or as part of a team, as the issue requires
Strong attention to detail
Strong analytical and organizational skills
The ability to manage multiple time-sensitive tasks in a challenging, fast-paced, deadline-driven, and fluid environment
Maintain a high level of confidentiality and integrity
Desired Characteristics
Self-motivated
Intellectually curious
Collaborative
Ability to take initiative in learning and applying new skills
Highly motivated self-starter with the ability to work collaboratively and independently
Amiable
Operates with the highest integrity and attention to detail
Passionate about efficient, scalable business processes
Ability to prioritize and multitask across many projects
Physical Requirements/Special Demands
Ability to work irregular hours, such as nights/weekends or after hours, may be required
Work in a fast-paced environment
Ability to travel to the corporate office in Denver, Colorado twice a year
Must be able to operate standard office productivity machinery and equipment, including a phone, computer/laptop, mouse and keyboard
** We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process. **
This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without advanced notice.
With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status. Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources.
M&A Relationship Associate
Remote
SRS Acquiom has built its reputation on shaking up the financial services technology world by redefining how complex M&A and loan agency transactions get done. Since 2007, we've been the partner dealmakers rely on for speed, precision, and less friction -supporting over 10,000 deals worth more than $1.7 trillion along the way.
Our solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support. Each service works seamlessly on its own, but when brought together by our expert team, they form an end‑to‑end system that helps even the most complex deals cross the finish line.
We're equally committed to building careers as we are to building solutions. At SRS Acquiom, internal mobility isn't just a buzzword, it's part of how we grow. We invest in our people, creating opportunities to learn, stretch, and step into new roles as the business evolves.
If you're looking for a company with entrepreneurial energy, a proven record of growth and innovation, and a culture that supports your next career move, we'd love to talk.
A few benefits our employees enjoy
Day‑one coverage: medical, dental, and vision plans so you're protected from the start
A 401(k) with a 4% company match to keep your future on track
Discretionary time off - take the time you need, when you need it
Employer‑paid life insurance, with the option to add extra coverage for peace of mind
Employee Assistance Programs for confidential support when life gets complicated
Discounted pet insurance (because furry family members count, too)
A fitness credit to back your health and wellness goals
Pre‑tax plans for dependent care, transportation, and flexible spending
Position Summary
SRS Acquiom is currently recruiting an experienced Relationship Associate to handle the pre-closing and post-closing administration of M&A escrow, payment, and pre-closing solicitation transactions. This individual will work directly with a Relationship Manager on transactions and will be required to interact with outside counsel, company principals, and internal partners (operations, compliance, legal, etc.) to onboard new escrow and payment administration appointments and administer the deals post-closing to ensure compliance with the governing documents. They will be the primary point of contact for all participants in the M&A escrow and payment transactions.
Additionally, the Relationship Associate will have the primary role of acting as a bridge between the deal parties and our internal operations and payments teams to ensure that these groups are processing the deal correctly. The ideal candidate will be focused on providing an exceptional client experience, have good availability and a sense of urgency, be able to juggle various time-sensitive responsibilities, and be detail-oriented.
This position can be fully remote from the US.
The salary range for this position is between $70k - $77k, depending on level of experience.
Primary Responsibilities
Coordinates internally with operations and payments departments to successfully solicit and distribute proceeds to shareholders.
Requests and reviews payment spreadsheets to ensure all relevant information is provided, and forwards the same to internal operations
Reviews, comments on, and finalizes Letters of Transmittal and other solicitation documents to ensure they comply with operational procedures.
Updates deal specifics on the Agent's internal database
Fields inquiries from corporate principals, buy/sell-side counsel, and major shareholders.
Confirms deal documents are appropriately accounted for and loaded into the internal database (request executed copies of the governing documents, etc.)
Responsible for tracking all pending and closed transactions
Opportunity to accompany the sales team or the Relationship Manager on a sales meeting
Required Qualifications & Skills
Minimum 3-5 years of experience (M&A, banking, or finance helpful)
Bachelor's Degree preferred, or equivalent combination of education, training, and experience
Top-notch Customer Service and written communication skills
Ability to become a subject matter expert in payment processes (e.g., know-your-customer requirements, ACH/wire payment process, etc.)
Knowledge or ability to quickly learn the basics of M&A transactions, and be open to coaching or teaching
Must be able to work within a group and handle the activities of an administrative assistant
Ability to project manage and juggle various time-sensitive tasks.
NetSuite experience highly preferred, but not required
Desired Characteristics
Self-motivated
Intellectually curious, receptive to feedback, and teaching
Collaborative
Ability to explain complex ideas in a simplified manner
Attention to detail, even in a fast-paced environment
Ability to prioritize and multitask across many projects
Physical Requirements/Special Demands
Must be available to work standard business hours, and occasional nights/weekends, including occasionally checking email during off hours.
** We are unable to sponsor or take over sponsorship of employment visas. Candidates must be legally authorized to work in the United States without the need for current or future visa sponsorship to move forward in the hiring process. **
This job description is not intended to be a comprehensive listing of all activities, duties, or responsibilities required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without advanced notice.
With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status. Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources.
Auto-ApplyTeam Sponsored Launch - Northwest Ohio Associates
Toledo, OH jobs
Team-Sponsored Launch
Our financial advisors serve clients in new markets, creating opportunities for people who share our passion to enable clients to lead lives full of meaning and gratitude. By joining an existing team, you can leverage the diverse skill sets of
experienced financial advisors to serve more clients and accelerate the growth of your business. In this role, support and joint fieldwork opportunities will come directly from experienced financial advisors.
The Team-Sponsored Launch position provides some stability of income and the ability to focus on learning and development rather than production. This model can accommodate candidates seeking their first opportunity, career changers, and professionals currently working in the financial industry, with the goal of joining the team as a financial advisor within three months to three years.
Licensing and Training
Candidates in the Team- Sponsored Launch model will obtain the necessary licenses.
These licenses include:
Resident state Life, Health and Annuity
Securities Industry Essentials
Series 6/63 or 7/66 (7/63 and 65).
After completing licensing, participants may enroll in a comprehensive training program.
What you can expect
After licensing and training, you'll start building your book of business with the ultimate goal of joining the sponsoring team in the traditional financial advisor role within three months to three years. During this period, typical activities include:
Meeting with potential clients to build genuine, long-term relationships based on shared values and goals.
Empowering clients to make knowledgeable financial decisions about education, investments, insurance, and retirement.
Building a strong personal network through local nonprofits, churches, and businesses for future growth.
Developing skills and best practices to be a successful financial advisor.
Desired Characteristics
Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're:
Self-disciplined, independent, and driven to succeed.
Motivated by helping others and seeing them achieve their goals.
A natural coach or guide with strong interpersonal skills.
Passionate about living a life of generosity by serving others, not just selling products.
Successful Thrivent Financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role.
Compensation and Benefits
Team-Sponsored Launch candidates receive stable income through individual and team sales commissions, and incentive pay structures. Candidates will also be eligible for Thrivent's industry-leading benefits:
Medical, dental and vision insurance.
Disability, accidental death and dismemberment insurance.
401(k) and pension opportunities.
Access to unique tools to engage clients in their community to make a real impact.
About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.3 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.
Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.
To learn more about the privacy of your information, visit our
workforce privacy policy at thrivent.com/privacy.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color,
sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
Auto-ApplyAssociate, Equities Trading
Day, NY jobs
About this role
BlackRock is one of the world's preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary, and individual investors around the world. The Global Trading business executes trades on behalf of all portfolio management teams at the firm. The team is organized along regions and asset classes, providing the best service to our investment teams, and achieving optimal outcomes for our clients. We believe BlackRock's size and scale serves as a distinct advantage, uniquely positioning us to access liquidity and deliver consistently strong execution.
Business Unit Overview:
The Equity Trading team in New York is part of the Global Trading group within BlackRock Global Markets (BGM) and is responsible for executing equity and equity derivative orders in the Americas. This includes substantial volumes of cash equities, CFDs, listed and OTC derivatives. The desk supports a variety of internal investment teams, including global macro, stock selection, ETFs, index funds and transition management.
Responsibilities:
· Seek to provide Best Execution across a range of equity derivative products (listed and OTC equity options, futures, ETFs, etc.) for all of BlackRock's internal businesses
· Manage equity orders in a logical, risk-controlled manner with a high sensitivity to fiduciary responsibilities
· Generate and enhance trading reports that analyze large data sets for Best Execution
· Monitor market activity in areas of specialization and provide feedback to portfolio managers
· Support investment teams in terms of information flow, trade ideas and data requests
· Oversee day-to-day administrative issues in support of trading activities and liaison with trading operations
· Pro-actively contribute to the investment process to both reduce transaction costs and identify outperformance opportunities
· Work with internal eTrading and Trading Research groups to innovate systems, trading analytics, and coordinate implementation
· Develop and maintain essential external relationships as required for Best Execution
Qualifications:
· BA/BS or higher degree(s) - Economics, mathematics, engineering, physical science preferred, but all majors considered
· 2-5 years of relevant equity trading experience with equity option and derivatives experience preferred
· Data analysis or financial coding skills preferred (Python, R, SQL, etc.)
· Basic understanding of fundamentals and concepts of portfolio/risk management
· Extensive experience using electronic/algorithmic execution tools
· Demonstrated proficiency with trading technology across various trading systems/platforms (FlexTrader and BBG EMSX experience preferred)
· Comprehensive understanding of the liquidity and microstructure of equity markets
· Effective communication skills and demonstrated ability to work with multiple partners and stakeholders
· Analytical and creative approach to solving complex problems
· Well organized, disciplined approach to work with a high level of attention to detail
· Willingness to learn and trade new asset classes and trading strategies
· Strong work ethic with high degree of self-motivation
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.
Auto-ApplyAssociate, Corporate Treasury
Day, NY jobs
About this role
The Corporate Treasury team is responsible for managing the firm's corporate cash management, capital management, as well as liquidity and FX risk management activities globally. The group also provides financial oversight on regulatory capital requirements and seed capital programs.
BlackRock's central treasury is looking for an Associate with Treasury, Banking or other Corporate Finance experiences and a demonstrated ability to learn quickly, drive efficiency and deliver high quality results in a fast-paced and collaborative environment. The Associate will be responsible for analytical and operational activities relating to cash flows, financial income, capital management and financing activities, and will contribute to cash management operations and various treasury projects.
Responsibilities:
Monitor, forecast and report on the global liquidity and global financial income of the firm
Monitor, forecast and report on cash flows and regulatory requirements for the Americas region
Contribute as required to the cash management operations (daily liquidity, cash flow, funding, cash investments, payments, management of bank accounts and bank relationships)
Manage quarterly dividends and capital repatriation transactions for the Americas region
Analyze data and prepare executive level board or committee presentations
Contribute to ad hoc projects, financial analyses and other Treasury activities, such as FX hedging, market risk hedging, debt financing, share repurchase and capital management
Proactively look for opportunities to optimize Treasury processes and controls, enhance policies, reporting tools and data quality, as well as maintain operational excellence
Effectively manage and be accountable for regular weekly, monthly and quarterly deliverables
Partner with various internal teams on these activities, including Controllers, Tax, Legal, Product Management and Risk Management
Qualifications:
Bachelor's Degree or higher, preference for Accounting / Finance
3-7 years of treasury, controllers, banking or other corporate finance experience, with a track record of strong performance
Prior experience in financial services, finance or banking operations, project management, risk management or capital market activities is desirable
Demonstrable problem-solving, quantitative and analytical skills, with exceptional attention to detail and rigor
Self-starter, quick learner, team player with collegial orientation and desire to take on responsibility
Organized and methodical, ability to multi-task and work under tight deadlines
Ability to clearly articulate and present ideas both in written presentations and orally
Strong accounting skills preferred
Proficiency in all Microsoft Office applications, with advanced or expert skills in Excel and VBA coding experience preferred, but not required
For New York, NY Only the salary range for this position is USD$100,000.00 - USD$130,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
Our benefits
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
Our hybrid work model
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
About BlackRock
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: **********************************
BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement.
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy.
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
Auto-Apply