Team Associate jobs at JPMorgan Chase & Co. - 3042 jobs

Asset & Wealth Management A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world's leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions and building meaningful relationships with your clients. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. Bringing together traditional and alternative investments, Goldman Sachs Asset & Wealth Management provides clients around the world with a dedicated partnership and focus on long-term performance. As primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals. Goldman Sachs Asset & Wealth Management delivers innovative investment solutions through a global, multi-product platform that offers clients the advantages that come with working with a large firm, while maintaining the benefits of a boutique. AWM is one of the pre-eminent investment management organizations globally. Critical to the success of AWM is our ability to leverage a global team of talented professionals and deliver continued innovation to meet our client's evolving needs. Job Summary & Responsibilities: The Wealth Investment Solutions Exchange Funds team is seeking a highly motivated individual to work as an Associate to help manage the Exchange Fund complex. The team provides tax efficient diversification solutions to high net worth clients owning highly appreciated equity positions. Product offerings are made available to some of the most important client relationships of both Goldman private wealth as well as our distribution partners. With a twenty-five-year plus history of alternative investment product structuring, client engagement and broad platform distribution, the Exchange fund solutions are one of AWM's core alternative product offerings available across the street. Role: The successful candidate would become a member of the Exchange Funds team within our Wealth Investment Solutions business, responsible for helping in portfolio management, client engagement and operational design and infrastructure. This role is analytical and detail-oriented provides a multi-faceted opportunity to participate in the business development and portfolio management of the various alternative investment tax aware offerings within our franchise. Core Responsibilities: Develop product knowledge of exchange funds and underlying structuring rules and regulations Engage with clients, advisors and distribution platforms to understand their specific needs and provide tax aware solutions Participate in product innovation, structuring and designing of new product offerings Participate in the creation of marketing materials and bespoke client studies Assist sales in fund specific inquires to deliver commercial outcomes Work with Engineering teams to design portfolio management algorithms and investment processes to support business Build an understanding of the interaction of the private and public assets within fund Work closely with the lead portfolio manager to manage client onboarding Responsible for regular fund maintenance (risk monitoring, credit facility servicing, etc.) Liaise with engineering teams to execute strategic roadmap for delivering a digital experience for our clients Basic Qualifications: 3-7 years of asset management or wealth management experience Strong analytical and problem-solving skills with strong attention to detail Experience and background with quantitative techniques and investment strategies would be preferable Experience supporting exchange funds and/or experience in evaluating client portfolios and tax considerations a plus Strong interest in capital markets, asset management, and understanding of traditional and alternative asset classes Risk management and control orientation Team player, self-motivated; able to work in an autonomous, yet collaborative environment Well organized, proactive, decisive, and willing to take on more responsibility, with the ability to manage multiple tasks in a fast-paced environment Creative, with good problem-solving abilities Excellent communication and writing skills Ability to interact and build relationships with a wide variety of people Bachelor's degree ABOUT GOLDMAN SACHS At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: ********************************************************************* © The Goldman Sachs Group, Inc., 2021. All rights reserved. Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law. Salary Range The expected base salary for this Chicago, Illinois, United States-based position is $80000-$160000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end. Benefits Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.

Asset & Wealth Management A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world's leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions and building meaningful relationships with your clients. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. Bringing together traditional and alternative investments, Goldman Sachs Asset & Wealth Management provides clients around the world with a dedicated partnership and focus on long-term performance. As primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals. Goldman Sachs Asset & Wealth Management delivers innovative investment solutions through a global, multi-product platform that offers clients the advantages that come with working with a large firm, while maintaining the benefits of a boutique. AWM is one of the pre-eminent investment management organizations globally. Critical to the success of AWM is our ability to leverage a global team of talented professionals and deliver continued innovation to meet our client's evolving needs. Job Summary & Responsibilities: The Wealth Investment Solutions Exchange Funds team is seeking a highly motivated individual to work as an Associate to help manage the Exchange Fund complex. The team provides tax efficient diversification solutions to high net worth clients owning highly appreciated equity positions. Product offerings are made available to some of the most important client relationships of both Goldman private wealth as well as our distribution partners. With a twenty-five-year plus history of alternative investment product structuring, client engagement and broad platform distribution, the Exchange fund solutions are one of AWM's core alternative product offerings available across the street. Role: The successful candidate would become a member of the Exchange Funds team within our Wealth Investment Solutions business, responsible for helping in portfolio management, client engagement and operational design and infrastructure. This role is analytical and detail-oriented provides a multi-faceted opportunity to participate in the business development and portfolio management of the various alternative investment tax aware offerings within our franchise. Core Responsibilities: * Develop product knowledge of exchange funds and underlying structuring rules and regulations * Engage with clients, advisors and distribution platforms to understand their specific needs and provide tax aware solutions * Participate in product innovation, structuring and designing of new product offerings * Participate in the creation of marketing materials and bespoke client studies * Assist sales in fund specific inquires to deliver commercial outcomes * Work with Engineering teams to design portfolio management algorithms and investment processes to support business * Build an understanding of the interaction of the private and public assets within fund * Work closely with the lead portfolio manager to manage client onboarding * Responsible for regular fund maintenance (risk monitoring, credit facility servicing, etc.) * Liaise with engineering teams to execute strategic roadmap for delivering a digital experience for our clients Basic Qualifications: * 3-7 years of asset management or wealth management experience * Strong analytical and problem-solving skills with strong attention to detail * Experience and background with quantitative techniques and investment strategies would be preferable * Experience supporting exchange funds and/or experience in evaluating client portfolios and tax considerations a plus * Strong interest in capital markets, asset management, and understanding of traditional and alternative asset classes * Risk management and control orientation * Team player, self-motivated; able to work in an autonomous, yet collaborative environment * Well organized, proactive, decisive, and willing to take on more responsibility, with the ability to manage multiple tasks in a fast-paced environment * Creative, with good problem-solving abilities * Excellent communication and writing skills * Ability to interact and build relationships with a wide variety of people * Bachelor's degree ABOUT GOLDMAN SACHS At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: ********************************************************************* The Goldman Sachs Group, Inc., 2021. All rights reserved. Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law. Salary Range The expected base salary for this Chicago, Illinois, United States-based position is $80000-$160000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end. Benefits Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.

About this role Elevate your career by joining the world's largest asset manager! Thrive in an environment that promotes positive relationships and recognizes outstanding performance! 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 effectively engage your involvement in our success. With over USD $13 trillion of assets we have an outstanding responsibility: our technology and services empower millions of investors to save for retirement, pay for college, buy a home and improve their financial well-being. Team Overview The Fee Oversight Team within Alternatives Operations is passionate about working with the relevant partner groups across the firm ranging from long-term strategic and tactical solutions to the complex issues presented by managing and operating alternative products. The team's engagements are high profile initiatives which require team members to have senior level exposure and play an active role in crafting the future state operating model of Alternatives Operations. Role Responsibilities We are looking for a candidate to work as part of a global team that will be able to make an immediate contribution to various projects with a specific focus on Management and Performance fees and complex waterfalls. This includes effectively understanding the business and specific issues that need to be addressed, developing a strategy, tracking key achievements, using firm resources and skills to execute on plans, and efficiently deploying the solution across the Alternatives Operations team. Specific responsibilities include: Fee Expertise and Calculations Review existing unrealized and realized waterfall models which include preferred return, recycling capital, carried interest and clawback Collaborate with team-members and third-party administrators to build and/or review fee calculations for funds that have launched recently Interpret complex fee agreements and other legal documentation to ensure timely and accurate fee calculations Participate in new business discussions with prospective and existing clients around fee structures Project Management and Oversight Lead the continuous assessment of the oversight model to ensure fee calculations follow the governing legal documents Ensure that the team operates within the best in class control environment Understand the various Alternatives strategies within BlackRock Private Funds and the challenges faced by each team Understand the alternatives industry and how changes to that industry will impact Private Funds Ensure new funds are onboarded within an outstanding control framework, ensuring external service providers have strong controls around fee calculations Ensure strict adherence with product policies and guidelines to ensure all legal, compliance, and audit standards are met Effectively communicate complex concepts and procedures to all levels throughout the firm Technology and Future State Partner with internal teams to build and troubleshoot management and performance fee calculations in eFront Drive the technology requirements for new and existing fee improvements, including appropriate test planning and rollout of process Build and maintain a strong knowledge of Aladdin infrastructure and the future roadmap Experience 3-5 years of work experience in financial services, 2+ years alternative investments preferred Complex modeling ability with experience in incentive fees, carried interest and management fee calculations Capability to read, understand, and follow complex partnership agreements and offering materials Aptitude to prioritize, multi-task, and work independently Excellent communication, presentation skills, and comfort in senior management communication Outstanding academic achievement, broad based work experience, and demonstrated leadership experience Creativity with an analytical mind and openness to using technology to solve problems Entrepreneurial spirit that is willing to take on additional responsibility quickly Proficiency with eFront Proficiency with Investran Management reporting and/or investment partnership accounting experience 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.

Role: Are you a dynamic problem-solver who thrives at the intersection of strategy and impact? Imagine a role where you're not just analyzing business challenges but actively shaping solutions that drive measurable growth for industry-leading clients. As a Strategy Associate, you'll collaborate with subject matter experts (SMEs) and leadership to conduct due diligence calls to identify client constraints for business growth, develop tactical plans to resolve them, and build frameworks and playbooks for clients to leverage in implementation. Responsibilities: Business Insights and Data Analysis: Conduct client discovery calls and business diagnostics. Interpret data from consulting sessions, market research, and client materials to determine best growth trajectory for each client. Gather and analyze data from various internal sources and market research. Leverage insights and pattern recognition across clients to enhance playbooks and frameworks. Framework Development: Design, test, and refine scalable business frameworks and playbooks to address recurring challenges. Continuously update these materials to reflect industry trends, best practices from winning portfolio companies, and evolving business needs. Monitor industry trends and integrate best practices into ongoing project development. Consulting Deliverables: Own preparation and refinement of high-quality consulting memos and decks tailored to client needs. Ensure deliverables are in line with best practices, methodologies, and frameworks. Project Coordination & Support Execute project-based tasks under the direction of senior team members and leadership. Develop structured deliverables-including spreadsheets, memos, and presentations-to support ongoing initiatives. Coordinating with members of the advisory team to communicate findings, determine recommendations, and finalize client deliverables. Requirements: 0-4 years of business experience, with a proven track record of solving complex business challenges. B.A or B.S. in business, economics, engineering, computer science, mathematics, marketing, or communications is preferred Demonstrable ability to analyze data, think critically, and communicate results or analysis effectively Entrepreneurial or intrapreneurial experience building a business or organization is preferred. Strong understanding of business operations, strategy, and frameworks, with the ability to learn and adapt rapidly. Exceptional verbal and written communication skills with an emphasis on clarity and precision. Ability to present to key stakeholders. Demonstrable curiosity and growth mindset, willing and able to quickly learn new concepts, industries, and business models from scratch. Maintain a professional demeanor, be able to represent our brand in front of thoughtful, highly discerning clients. Eagerness to do the 'boring work' needed to deliver great results such as taking notes, creating slides, writing memos. Familiarity with key consulting deliverables such as client decks, spreadsheets, and memos preferred. Proven ability to collaborate effectively with cross-functional teams and stakeholders. Ability to manage multiple priorities and deliver high-quality results on time or early. A strong commitment to excellence and an eagerness to learn in a fast-paced, feedback-driven environment. High self-awareness, adaptability, and a feedback-driven mindset. Kindness, empathy, and humility. Results: Best-In-Class Consulting: Consistently deliver high-quality, actionable consulting materials that meet or exceed client expectations, delivered within 48 business hours of final review, and contributing to a Net Promoter Score (NPS) of 80% or higher. Process Ownership: Ensure seamless and high quality consulting experience by owning client discovery calls, data analysis, deliverable creation, and client engagement resulting in renewal rates of 80% or higher Strategic Eminence: Identify overarching themes and trends across clients, portfolio companies, and industry leaders to develop strategic insights and market research materials to leverage for guests and portfolio companies High-Quality Deliverables: Produce clear, data-driven materials that align with established frameworks and timelines. Client handling: represent the Acquisition.com brand with clients through every interaction, enabling our team to deliver superior results and a superior client experience Schedule: Able to work M-F onsite at the Acquisition.com Las Vegas headquarters with the goal of being available during all events PST (hours may vary) Must be flexible and able to work additional hours/weekends before workshop events/holidays if the situation warrants it. Location: Las Vegas, NV (Onsite) Compensation: $76,000-$114,000 base salary The salary range may be inclusive of several levels that would be applicable to the position. Final salary will be based on a number of factors including, level, relevant prior experience, skills, and expertise. This range is only inclusive of base salary, not benefits (more details below). Relocation Assistance: We know that great talent comes from all over, so we're here to help you make the move. For this role, we offer $5,000 in relocation support. Benefits: We offer a comprehensive, evolving benefits package designed to support your health, family, and wellbeing. Some key offerings: Flexible Unlimited Paid Time Off and Company-wide Holidays Employer sponsored Medical, Dental, & Vision plans $1,950 annual Employer HSA contribution FSA options including dependent care Employee assistance program and mental health resources Employer match program for 401(k), eligible for both Traditional and Roth accounts $1,200 annual wellness reimbursement through JOON that supports health, family care, pet care, fitness, and more! For local or visiting team members, enjoy access to a state of the art gym at our HQ in Las Vegas * Benefits eligibility applies only to full-time roles. ACQ Core Values: Our core values are the heart and soul of this incredible company. The right person for this role will appreciate each of these values, personally subscribe to them, and understand why each is critical to having a great business. Competitive Greatness Be at your best when your best is needed. Enjoyment of a hard challenge. Those who have the drive to constantly improve, the superior intellect and long term commitment to see incremental improvements become compounding returns. Sincere Candor Have the self awareness to accurately perceive and communicate hard truths that improve others and self, the courage to do so, and the humility to accept them, even when it hurts. Nothing great can be built without feedback: internally or externally. Unimpeachable Character Be the type of person with whom people are always proud to associate, personally and professionally. We look for true alignment of thoughts, words, and actions towards a goal worth pursuing.

About this role About BlackRock Elevate your career by joining the world's largest asset manager! Thrive in an environment that promotes positive relationships and recognizes outstanding performance! 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 effectively engage your involvement in our success. With over USD $13 trillion of assets we have an outstanding responsibility: our technology and services empower millions of investors to save for retirement, pay for college, buy a home and improve their financial well-being. Team Overview The Fee Oversight Team within Alternatives Operations is passionate about working with the relevant partner groups across the firm ranging from long-term strategic and tactical solutions to the complex issues presented by managing and operating alternative products. The team's engagements are high profile initiatives which require team members to have senior level exposure and play an active role in crafting the future state operating model of Alternatives Operations. Role Responsibilities We are looking for a candidate to work as part of a global team that will be able to make an immediate contribution to various projects with a specific focus on Management and Performance fees and complex waterfalls. This includes effectively understanding the business and specific issues that need to be addressed, developing a strategy, tracking key achievements, using firm resources and skills to execute on plans, and efficiently deploying the solution across the Alternatives Operations team. Specific responsibilities include: Fee Expertise and Calculations * Review existing unrealized and realized waterfall models which include preferred return, recycling capital, carried interest and clawback * Collaborate with team-members and third-party administrators to build and/or review fee calculations for funds that have launched recently * Interpret complex fee agreements and other legal documentation to ensure timely and accurate fee calculations * Participate in new business discussions with prospective and existing clients around fee structures Project Management and Oversight * Lead the continuous assessment of the oversight model to ensure fee calculations follow the governing legal documents * Ensure that the team operates within the best in class control environment * Understand the various Alternatives strategies within BlackRock Private Funds and the challenges faced by each team * Understand the alternatives industry and how changes to that industry will impact Private Funds * Ensure new funds are onboarded within an outstanding control framework, ensuring external service providers have strong controls around fee calculations * Ensure strict adherence with product policies and guidelines to ensure all legal, compliance, and audit standards are met * Effectively communicate complex concepts and procedures to all levels throughout the firm Technology and Future State * Partner with internal teams to build and troubleshoot management and performance fee calculations in eFront * Drive the technology requirements for new and existing fee improvements, including appropriate test planning and rollout of process * Build and maintain a strong knowledge of Aladdin infrastructure and the future roadmap Experience * 3-5 years of work experience in financial services, 2+ years alternative investments preferred * Complex modeling ability with experience in incentive fees, carried interest and management fee calculations * Capability to read, understand, and follow complex partnership agreements and offering materials * Aptitude to prioritize, multi-task, and work independently * Excellent communication, presentation skills, and comfort in senior management communication * Outstanding academic achievement, broad based work experience, and demonstrated leadership experience * Creativity with an analytical mind and openness to using technology to solve problems * Entrepreneurial spirit that is willing to take on additional responsibility quickly * Proficiency with eFront * Proficiency with Investran * Management reporting and/or investment partnership accounting experience 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.

Introduction Established in 1912, Bank of China is one of the largest banks in the world, with over $3 trillion in assets and a footprint that spans more than 60 countries and regions. Our long-term outlook, institutional weight and global breadth provide our clients with a stable and reliable financial partner, whether in Corporate or Personal Banking or our Trade Services, Commodities, Financial Institutions and Global Markets lines of business. Overview The position is responsible for ensuring compliance with consumer laws and regulations and serve as back-up for the Head of Consumer and Bank Regulatory Compliance; Ensure accurate and meaningful compilation and reporting of periodic Reg-related metrics data; Acquiring, maintaining, and refreshing knowledge of consumer compliance industry best practices. Responsibilities Include but are not limited to: Consumer Compliance Committee (CCC) Secretariat Organize, manage, and coordinate the general operation of the Committee Collect and review Committee materials prior to meetings Review Committee agenda to ensure that every motion submitted is in accordance with established processes Provide relevant information and materials per reasonable requests Assist Committee members with collecting relevant information and requesting relevant departments to provide certain data and materials Present reports at CCC meetings - Draft and distribute CCC meeting minutes Keep minutes and ballots on each meeting Metrics Data Collation / Reporting Compile all required metrics data at specified frequency per related procedure Communicate with stakeholders to seek metrics/data, and offer credible challenge as part of validating such metrics/data Ensure metrics/data are appropriately reported to governance committees and regulators (OCC, CFPB, etc.) Risk Assessments and Monitoring Assist with annual and ad-hoc risk assessments for Consumer and Regulatory Compliance Risk Assessment (e.g., lending, deposits, privacy, and other areas as appropriate) Conduct consumer compliance reviews and assessment of relevant activities, practices and products for all BOCUS Branches Policy, Procedure, Governance and Training Perform periodic review of Policies and Procedures, draft Policies and Procedures owned by Consumer and Regulatory Compliance, assisting in the drafting of and execution on the annual Compliance Program Work with the business lines to enhance relevant procedures, ensuring alignment with the bank's policies and compliance with the regulations Assist in regulatory examination management Help develop and facilitate the consumer and regulatory compliance training plan Issue Management Assist IAD and CMTG review by providing information and documentation, review and negotiate findings, prepare action plans, track and oversee first line in executing on action plans and documentation for closure Others Provide and present regulatory update information to the business and other stakeholders per requests Prepare monthly and quarterly metrics report, submitting to OCC Assist with quarterly CFPB package Assist with quarterly ERA compliance review and challenge, and all other related functions Conduct QA/QC functions as required Assist with Head Office reporting and all governance committee reporting Act as the back-up for CRCT Head, and/or others on the team as required - Assist CRCT Head on ad hoc projects Qualifications Bachelor's degree is required 1-5 years of work experience in banking industry Knowledge of consumer compliance laws and regulations CRCM certification preferred Pay Range Actual salary is commensurate with candidate's relevant years of experience, skillset, education and other qualifications. USD $42,000.00 - USD $90,000.00 /Yr.

Introduction Established in 1912, Bank of China is one of the largest banks in the world, with over $3 trillion in assets and a footprint that spans more than 60 countries and regions. Our long-term outlook, institutional weight and global breadth provide our clients with a stable and reliable financial partner, whether in Corporate or Personal Banking or our Trade Services, Commodities, Financial Institutions and Global Markets lines of business. Overview The position is responsible for ensuring compliance with consumer laws and regulations and serve as back-up for the Head of Consumer and Bank Regulatory Compliance; Ensure accurate and meaningful compilation and reporting of periodic Reg-related metrics data; Acquiring, maintaining, and refreshing knowledge of consumer compliance industry best practices. Responsibilities Include but are not limited to: Consumer Compliance Committee (CCC) Secretariat Organize, manage, and coordinate the general operation of the Committee Collect and review Committee materials prior to meetings Review Committee agenda to ensure that every motion submitted is in accordance with established processes Provide relevant information and materials per reasonable requests Assist Committee members with collecting relevant information and requesting relevant departments to provide certain data and materials Present reports at CCC meetings - Draft and distribute CCC meeting minutes Keep minutes and ballots on each meeting Metrics Data Collation / Reporting Compile all required metrics data at specified frequency per related procedure Communicate with stakeholders to seek metrics/data, and offer credible challenge as part of validating such metrics/data Ensure metrics/data are appropriately reported to governance committees and regulators (OCC, CFPB, etc.) Risk Assessments and Monitoring Assist with annual and ad-hoc risk assessments for Consumer and Regulatory Compliance Risk Assessment (e.g., lending, deposits, privacy, and other areas as appropriate) Conduct consumer compliance reviews and assessment of relevant activities, practices and products for all BOCUS Branches Policy, Procedure, Governance and Training Perform periodic review of Policies and Procedures, draft Policies and Procedures owned by Consumer and Regulatory Compliance, assisting in the drafting of and execution on the annual Compliance Program Work with the business lines to enhance relevant procedures, ensuring alignment with the bank's policies and compliance with the regulations Assist in regulatory examination management Help develop and facilitate the consumer and regulatory compliance training plan Issue Management Assist IAD and CMTG review by providing information and documentation, review and negotiate findings, prepare action plans, track and oversee first line in executing on action plans and documentation for closure Others Provide and present regulatory update information to the business and other stakeholders per requests Prepare monthly and quarterly metrics report, submitting to OCC Assist with quarterly CFPB package Assist with quarterly ERA compliance review and challenge, and all other related functions Conduct QA/QC functions as required Assist with Head Office reporting and all governance committee reporting Act as the back-up for CRCT Head, and/or others on the team as required - Assist CRCT Head on ad hoc projects Qualifications Bachelor's degree is required 1-5 years of work experience in banking industry Knowledge of consumer compliance laws and regulations CRCM certification preferred Pay Range USD $42,000.00 - USD $90,000.00 /Yr.

Jefferies Group LLC, the largest independent, global, full-service investment banking and capital markets firm headquartered in the U.S. focused on serving clients for 60 years, is a leader in providing insight, expertise and execution to investors, companies and governments. We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia. Jefferies Group LLC is a wholly owned subsidiary of Jefferies Financial Group Inc. (NYSE: JEF), a diversified financial services company. Team: Team supports and is responsible for number of corporate functions and services. Active maintenance of Jefferies Security Master (JSEC) - the firm's internal security master reference database that utilizes multiple internal and external reference data sources. Part of the core services include providing internal uniform product classification for all securities of interest including OTC and exchange traded derivatives, providing horizontal and vertical product identifiers cross references for securities of interest and providing security attributes. Securities set up and maintenance required for straight through transaction processing within firm's settlement systems End of the day price validation process for customer held positions Regular facetime with corporate business users is expected and required. As part of this process, team monitors on global basis various users reports that utilize master data maintained by the team. Team members interact with various business users and address any related exceptions. Primary Responsibilities: Perform data reconciliations functions, that will include monitoring and resolving of any internal data inconsistencies for securities set ups. These will include follow ups with various source data owners and business subject matter experts. Perform cross data validations and data quality checks on securities data in various reports being utilized by corporate users. Perform analysis and testing for any new projects involving any new data sources or new data services. Set up and maintain securities in main fixed income and equities settlement systems Perform price validation checks in firm's main settlement systems Run ad hoc queries for various corporate uses. Required Background: 2-4 years of relevant experience with financial industry, preferably security reference data exposure. Knowledge of Japanese securities a plus Bloomberg terminal usage a big plus Intermediate/advanced level in Microsoft Excel a must: comfortable using pivot tables, v-look ups/advanced lookup formulas, conditional formulas Familiarity with trade bookings/trade data support or settlements a plus Strong attention to details and problem-solving skills Excellent written and oral communication skills Prior Fixed Income and or Equities Reference or Pricing Data Experience preferable SQL language a plus. Knowledge of Japanese language a plus Primary Location: Jersey City, NJ Full Time Salary Range of $110,000-$130,000. #LI-MB1

Fort Sill National Bank (FSNB) is seeking a creative, energetic, and highly skilled Multimedia Associate to join our dynamic Marketing team. This position will offer a unique opportunity to contribute to both digital and traditional media content creation, helping to elevate FSNB's brand and strengthen customer engagement across multiple channels. Whether through videos, social media graphics, posters, pamphlets, or digital advertisements, you'll play a pivotal role in communicating our message in compelling and visually engaging ways. As a Multimedia Associate, you'll combine your technical expertise in digital production with your passion for traditional media design. You will work collaboratively with cross-functional teams to develop high-quality multimedia assets that align with FSNB's marketing strategies and engage our customers across all touchpoints. FSNB values creativity, agility, and a customer-first mindset, and we're looking for someone who thrives in a fast-paced environment and embraces the opportunity to think big while maintaining attention to detail. Responsibilities: Digital & Traditional Content Creation: Develop, design, and produce multimedia content, including videos, social media graphics, posters, pamphlets, and other print collateral that are aligned with FSNB's brand and marketing goals. Collaboration: Partner with the Marketing team, designers, and other departments to brainstorm, create, and execute cohesive digital and print content strategies that meet customer needs and business objectives. Print Media Design: Design and produce print materials such as posters, pamphlets, brochures, and flyers that effectively communicate FSNB's services, events, and promotions to our customers. Video & Audio Production: Manage and edit video and audio assets to create polished, impactful content that enhances customer experience, whether for internal use, social media, or advertising campaigns. Project Management: Oversee multiple projects at once, ensuring they are delivered on time, within scope, and meet the highest standards of quality. Digital Marketing Integration: Work on multimedia content for digital marketing initiatives such as email campaigns, website updates, and digital advertisements, ensuring content resonates with the target audience. Analytics & Reporting: Monitor the performance of multimedia content, both digital and print, and leverage data to make informed decisions for future projects. Qualifications: Experience: 1-3 years of experience in multimedia production, print design, and/or digital marketing. Technical Skills: Proficiency in Adobe Creative Suite (Photoshop, Illustrator, InDesign, Premiere Pro, After Effects, etc.), with strong design skills for both print and digital platforms. Experience with video and audio editing tools is a plus. Creative Thinker: Strong ability to conceptualize and execute creative multimedia and print projects, balancing the demands of both traditional and digital media. Print Design Knowledge: Experience designing traditional print media, such as posters, brochures, flyers, and pamphlets, with an understanding of printing processes, file types, and material specifications. Attention to Detail: Strong attention to detail, ensuring all content is error-free, visually polished, and professionally executed across all formats. Adaptability: Comfortable working in a fast-paced, evolving environment while managing multiple priorities and deadlines. Customer-Focused: A deep understanding of how multimedia content influences customer experience, with an emphasis on creating engaging content that resonates with our audience. Preferred Qualifications: Experience with motion graphics and animation. Familiarity with social media management and best practices for various platforms. Understanding of SEO and digital marketing strategies. Basic understanding of web design and HTML. Knowledge of photography and lighting techniques.

Investment Banking Associate, Aerospace & Defense Charlotte, North Carolina, United States (On-site) Jefferies Financial Group Inc. (‘‘Jefferies,' ‘‘we,' ‘‘us' or ‘‘our') is a U.S.-headquartered global full service, integrated investment banking and securities firm. Our largest subsidiary, Jefferies LLC, a U.S. broker-dealer, was founded in the U.S. in 1962 and our first international operating subsidiary, Jefferies International Limited, a U.K. broker-dealer, was established in the U.K. in 1986. Our strategy focuses on continuing to build out our investment banking effort, enhancing our capital markets businesses and further developing our Leucadia Asset Management alternative asset management platform. We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia. POSITION: Jefferies seeks an Investment Banking, Associate in Charlotte, NC to provide technical and industry advice for domestic and international companies for A&D on their strategic alternatives. PRIMARY RESPONSIBILITIES: Perform analysis of valuation and financing of a potential transaction, formulation of plans and models to consummate transactions, in accordance with the rules and procedures of various domestic and international institutions and US laws and regulations. Working closely with various sector and product teams, execute buy-side and sell-side M&A and capital markets transactions (cross-border and domestic, public and private, friendly and hostile) and provide general corporate advice to clients. Prepare marketing and new business development presentations. Execute the creation of company-specific financial analysis/modeling, including valuation and statistical analysis and consequences of options a company may be considering. Review valuation models including comparable company analysis, precedent transaction analysis, discounted cash flow, leveraged buyout analysis, merger plans. Develop written materials such as client presentations, offering memorandums, proposals, engagement letters, and term sheets utilizing Microsoft Excel, PowerPoint and Word. Coordinate internal and external resources regarding such document creation. Create project timelines and work plans, which entail financial analysis, due diligence and valuation. Develop and foster client relationships. Conduct industry and product research. REQUIRED BACKGROUND: College degree or foreign equivalent in Business Administration, Finance, Economics or related field and 2+ years of experience providing complex analytical support including creating and reviewing valuation and other financial analyses in support of due diligence activities on behalf of a global financial services institution. Experience must include executing both sell-side and buy-side M&A (including cross-border and domestic, public and private); preparing client presentations and pitches utilizing Microsoft Word, Excel and PowerPoint; performing financial valuation analysis and building complex financial models; conducting industry and product research; analyzing corporate and financial information; participating in execution of M&A transactions. Series 63 & 79 license required. Lives or willing to relocate to Charlotte The salary range for this role is $150,000 - $200,000. #LI-DNI

JOB SUMMARYAs an Associate within our Valuation team, you will play a crucial role in supporting the valuation of assets, businesses, and financial instruments. Working closely with senior valuation professionals, you will gain hands-on experience in financial analysis, market research, and valuation methodologies. This role offers an excellent opportunity to contribute to our clients' success and to develop a strong foundation in the field of valuation. Conduct comprehensive financial analysis, including financial modeling, discounted cash flow (DCF) analysis, and comparative market analysis Conduct in-depth research on industry trends, market conditions, and economic factors to inform valuation assumptions and methodologies Prepare detailed valuation reports and presentations. Assist management in planning and managing engagement activity and follow through to achieve results Demonstrate technical knowledge effectively through written and verbal communication Lead valuation consulting engagements, serving as the primary point of contact for clients and ensuring successful project delivery Mentor and train new staff in areas of expertise and responsibility Recognize needs and issues pertinent to client activity and demonstrates ownership of engagement's day-to-day tasks and activities Recognize complex technical issues, evaluate facts efficiently, and use strategic decision-making skills to assist management in solving problems Ensure the accuracy and compliance of valuation reports, presentations, and documentation with industry standards and regulatory requirements Proficient in use of all technology necessary to performance execution, including advanced Excel modeling and common finance-related software Supervisory responsibilities None Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift to 15 pounds at a time Travel required Some travel may be required to client sites during engagements Required education and experience Bachelor's degree in accounting, finance, economics, or a related field 3 - 5 years in relevant position or significant academic background Preferred education and experience Master's degree in accounting, finance, economics, or a related field None required at hire; must be willing and able to pursue Certified Valuation Analyst, Chartered Financial Analyst, Accredited Senior Appraiser, Certified Financial Modeling & Valuation Analyst, and/or Certified Public Accountant with Accredited in Business Valuation designation shortly after hire Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

JOB SUMMARYAs a CAS Associate, you will play a crucial role in providing accounting support to clients, ensuring accurate and timely financial transactions and reporting. You will be responsible for maintaining client accounts, recording transactions, reconciling balances, and assisting with financial analysis. Your attention to detail, strong organizational skills, and ability to work effectively in a team environment will contribute to the success of our client accounting services. Client Accounting Support: Record financial transactions accurately and efficiently in the appropriate accounting software Reconcile bank statements, accounts receivable, and accounts payable to ensure accurate client account balances Assist in the preparation of financial statements, such as balance sheets, income statements, and cash flow statements Maintain accurate and up-to-date client records and files Analyze financial data and identify trends, variances, and potential areas of improvement Client Communication and Support: Respond promptly and professionally to client inquiries and requests for information Collaborate with clients and internal team members to gather necessary financial data and resolve any accounting-related issues Provide general accounting support and guidance to clients as needed Process Improvement and Compliance: Assist in maintaining compliance with accounting principles, regulations, and client-specific requirements Support internal and external audits by providing requested documentation and information Identify opportunities for process improvement and efficiency within the client accounting function Participate in the implementation of best practices and enhancements to accounting processes and procedures Supervisory responsibilities None Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift up to 15 pounds at a time Travel required Travel may be frequent and unpredictable, depending on client's needs Required education and experience Prior and current bookkeeping/accounting experience in public accounting, corporate or private business High School Diploma or GED or High School equivalent certificate Thorough understanding of basic accounting principals Proficient knowledge of accounting software, Excel, Word, and PowerPoint Preferred education and experience Bachelor's degree in accounting or relevant work experience Experience with Sage Intacct, Bill.com, QuickBooks Online, QuickBooks Desktop, Xero, NetSuite Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

Within Morgan Stanley Wealth Management, the Brand & Advertising team plays a pivotal role in shaping marketing strategies and touchpoints that attract new prospects into the firm. We're looking for a creatively driven marketer who brings brand stories to life-someone who ensures our E*TRADE from Morgan Stanley and Morgan Stanley at Work brands are ownable, differentiated, and infused with personality. You thrive on crafting visual narratives, shaping brand tone with authenticity and consistency, and bringing our brands to life for consumers. Resourceful, curious, and always eager to learn, you believe in the power of brands to create meaningful connections. Your enthusiasm for customer and competitive insights fuels your work. THE ROLE This position supports strategic initiatives that evolve and elevate our brand identity across Wealth Management's portfolio. Our goals are to build awareness, favorability, and consideration-ultimately driving client acquisition through creative brand expression. RESPONSIBILITIES Become a brand champion for our Wealth Management brands, including strategy, guidelines, assets, and visual system, and serve as an internal advocate for brand consistency and education Curate and refresh brand assets, guidelines, and templates to ensure they are current, compelling, and accessible Lead brand reviews and consult on internal and external marketing materials, including social media templates, brand videos, internal resources, etc.- ensuring they reflect our brands' unique voice and identities Monitor brand health metrics, competitive and cultural trends to inform creative decisions and optimize brand impact. Leverage insights and data to identify how we can be most impactful with our brand assets - streamlining where needed and extending assets that drive performance Develop compelling presentations on .PPT that tell a clear story - answering specific briefs, showcasing our work, etc. Manage rebranding efforts to evolve to the Morgan Stanley at Work brand ensuring seamless alignment to brand standards Drive brand initiatives to completion by developing and managing project plans, timelines, and key milestones while keeping stakeholders informed and proactively following up on open items to ensure flawless execution and cross-functional alignment Collaborate with other Wealth Management and Firmwide teams to ensure connectivity and integration across brands Support naming projects, including legal reviews and approvals Work on advertising projects as needed, including partnering with creative agencies to ensure advertising deliverables meet brand and strategic needs QUALIFICATIONS/SKILLS REQUIRED OR PREFERRED: Bachelor degree; minimum education 3-5 years of experience in brand marketing Deep understanding of online best practices and marketing principles across B2C and B2B audiences Passion for brand strategy and creative storytelling-willing to challenge the status quo Creatively driven with the ability to dive in and develop mockups, source stock imagery/footage, etc. as needed to support the team - informal design experience a plus Proactive, resourceful, and able to manage projects independently in a fast-paced environment Highly organized, detail-oriented, and collaborative Ability to thrive in a fast-paced, deadline-driven environment Proficiency in PPT; experience with Canva a plus WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Salary range for the position: 57,000 and 115,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

* Reports to VP in External Reporting * Exposure to senior members of Jefferies, including the Chief Accounting Officer and the Global Controller, and will interact closely with the Jefferies Accounting Policy Group * Support the identification and implementation of opportunities to automate workflows and streamline financial statement disclosures * Interact with Product Control, Treasury and Risk functions to communicate disclosure requirements, review submissions and resolve discrepancies in a timely fashion * Prepare financial statements and footnote disclosures for certain standalone audited subsidiaries * Coordinate with external auditors for assigned reporting areas * Monitor financial reporting developments, including drafting of new disclosures as necessary * Research competitor filings to benchmark and further develop Jefferies external disclosures * Review XBRL tagging * Ensure compliance with SEC and GAAP reporting requirements and SOX controls * Other responsibilities and ad-hoc projects as assigned Skills & Experience: * 2+ years of relevant experience required * Bachelor's degree in accounting * Certified Public Accountant (CPA) preferred * Strong accounting and analytical skills * Strong written and verbal communication skills * Ability to work effectively with teams across the organization as well as act as an effective liaison with external subsidiaries * Strong Excel skills required (pivot tables, vlookups, etc.) * Workiva experience preferred Primary Location New York Full Time Salary Range of $70,000-$95,000. #LI-MB1

The Licensed Insurance Associate is an entry level sales position. This position serves as the first point of contact for our clients and carriers and will sell and service insurance policies that meet our clients' needs and protect their assets. This position will also collaborate with other agents and associates to create a holistic and integrated insurance portfolio for our clients which provides lasting security. GREENSTATE CULTURE: At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success-now and in the future-is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life. Pay range for this hourly position is $21.46 - $25.08/hr with a progressive benefits package. Essential Duties and Responsibilities Performs essential duties and responsibilities in the following areas which may include, but are not limited to, those listed and are subject to change. 1. Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision. 2. Demonstrates a positive member service (internal and external) focus at all times. 3. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. 4. Ensures confidentiality of member information. 5. Supports a diverse and inclusive work environment. 6. Works as primary driver of GreenState Insurances Personal Lines agency growth driving sales throughout our agency footprint and membership. Along with being the primary point of contact for agency book rolls driving growth through service and retention. 7. Gains knowledge to analyze and interpret new and existing client's insurance needs based on their specific circumstances. 8. Seeks recommendations from existing GreenState client base to expand agency book of business. 9. Proactively contacts Mortgagee's to review insurance coverages ahead of closing with GreenState Mortgage department. 10. Makes outbound sales calls to current and potential insureds outlining the benefits of GreenState insurance. 11. Works the recommendations pipeline from internal partners via Salesforce, GreenState's internal CRM. 12. Upholds agency guidelines, processes and procedures in accordance with GreenState Insurances expectations. 13. Reviews and maintains current book of business looking for upsell opportunities and ensuring we retain our existing member base. 14. Manages request for quotes, changes to existing coverage and/or new policies. Determines acceptability and placement, completes applications or endorsements, and collects premium when applicable. 15. Proactively solicits increases in limits, coverages and/or rounding out accounts through sales to clients with every service contact and sends recommendations to the Portfolio Management team where appropriate. 16. Provides excellent customer service to clients' questions to provide appropriate answers related to their coverage and/or policy status. 17. Documents all material conversation with insured and/or carriers regarding exposures and coverage with agency management system. 18. Assists with record keeping of sales activities and results. 19. Attends service and/or sales meetings as needed. 20. Works on individual or corporate projects that may be assigned by management occasionally. 21. Seeks referrals/sales from current Membership base and Personal referrals to solicit for new business prospects; follows up to generate new business using prospect database and automation system. 22. Meets minimum sales and retention expectations for all products and services outlined in the incentive program. 23. Maintains appropriate level of continuing education credits as applicable by state and license guidelines. 24. Works to maintain basic carrier product and interface knowledge. 25. Receives phone calls and assists potential walk-in clients. 26. Attends community, industry, and GreenState Insurance/Credit Union events. Job Requirements/Expectations 1. High school diploma or the equivalent (i.e. GED) is required. 2. Active Personal Property and Casualty Insurance license required. 3. Life Insurance licensing is required within the first 6 months of hire. 4. Ensures timely and accurate communication with customers, agency, and company staff to avoid potential errors & omissions claims. 5. Self-directed nature, ability to work independent of supervision, and ability to follow directions. 6. Develops thorough understanding and working knowledge of the agency management system, insurance company sites, underwriting guidelines and eligibility requirements. 7. Commitment to ongoing professional development through industry-sponsored educational programs 8. Must be able to work in a high-pressured, fast paced environment with significant telephone and personal disruption. 9. Strong working knowledge of computers and other office productivity tools, with an aptitude to learn new software and systems. 10. Ability to coordinate and prioritize large, detailed project requirements and schedules. Good time management skills required to manage and complete multiple assignments at the same time. 11. Strong analytical skills with excellent verbal, written and interpersonal communication skills. 12. Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand. 13. Must be bondable. Reporting Relationship This position reports to the Associate Sales Manager. Supervisory Responsibilities This position is not responsible for the supervision of other employees. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. #LI #ID

First Help Financial (FHF) is a fast-growing and culturally diverse company in the U.S. We provide auto loans to the underserved and care for our customers and partners with exceptional service. Through flexible financing options and tri-lingual support, we offer consumers an easier way to finance their first car. We lend to and support our portfolio which has consistently grown 30%+ each year over the last nine years. Here you will find hard-working colleagues who come from over 20 countries. We hold ourselves to the highest standards of professionalism but also enjoy our work. Our culture and benefits are geared towards making you successful in life and comfortable at work. Your Title: Funding Associate Your Location: Remote/Anywhere within the USA You Report To: Funding Manager Schedule: Monday to Friday, 9:30am-6pm local time (preferably located in the West coast) Compensation: $21.22/hour + monthly bonus Learn more about our awesome Funding Department What is the Career Development Rotation? First Help Financial' s Career Development Rotation (CDR) is a structured program providing our full-time, bilingual employees an opportunity to experience different roles in multiple departments within the company. It's a program that moves you across jobs every 12-16 months allowing you to gain exposure, develop new skills, and broaden your understanding of the company's business operations. Participants starting in Funding will rotate to Customer Service or Collections. About the Opportunity: First Help Financial, voted and certified as a “Great Place to Work” by our workforce for five years in a row, is adding a new partner to our Funding department to accommodate our remarkable growth! The primary role of the Funding Associate will be ensuring loan packages received are worthy of becoming an asset for the company while providing high quality support to our dealer partners. Requirements What you will do: Your duties include, but are not limited to: You will be using company approved internet databases and phone tools to skip trace and locate customers/collateral and/or other parties to: Verify that all funding packages submitted by dealers meet FHF quality standards Conduct phone verification of personal and employment information for prospective clients Verify the veracity of all information provided during application and funding process while screening for possible fraudulent documentation Actively manage incoming emails from dealerships and other departments regarding the loans Be in constant communication with dealerships regarding the status of their funding packages, both through emails and phone calls (inbound and outbound) Conduct final funding interviews with prospective clients Assist other funding associates whenever needed Report and discuss with Funding Manager any potential risk flags not previously known Work with the rest of the funding team towards meeting FHF weekly/monthly targets What you bring: Demonstrated historical career stability Spanish/Portuguese fluency Minimum of 1 year in Banking or Auto lending Excellent communication skills High school diploma or GED equivalent required Willing to work Monday to Friday, 9:30am-6pm local time Ability to quickly adapt to changes Benefits FHF Benefits: Great Perks - We offer generous salaries, competitive health and welfare benefits, paid vacation, 401(k) match, tuition reimbursement, quarterly social outings, monthly lunches, a robust employee recognition, and training development program to enhance your career with us. Culture - We are believers in maintaining a healthy work-life balance. While we work hard and care deeply about our customers and partners, we want you to have room for your family, friends, and yourself. Growth - Company growth provides unprecedented career growth. FHF's extraordinary year over year growth in revenue and new markets provides opportunity for you to establish and develop your career growth. We engage each employee to build a career plan that benefits everyone and we have a proven record of investing in you. Diversity and Inclusion FHF is committed to building a culture that respects and embraces all walks of life, inclusive of all genders, race, culture, sexual orientation, age, and other identities. We will make accommodations when interviewing anyone with special needs.

Redesign Health is a global venture and applied technology firm focused on building next-generation healthcare companies. We manage venture capital and venture buyout strategies, each powered by an AI operating system and team of leading technologists, entrepreneurs, and investors. Our venture capital strategy backs exceptional founders at the earliest stage-often before an idea is fully formed-and provides first institutional capital and an unmatched degree of strategic leverage and domain expertise through exit. Our venture buyout strategy partners with proven management teams through control investments and delivers outsized value by rewiring core products and workflows with AI. Since inception in 2018, Redesign and our portfolio companies have touched the lives of more than 15 million patients, raised over $1.5 billion from premier institutional, sovereign, and strategic investors, and built distinctive partnerships with marquee healthcare organizations and senior leaders around the world. Redesign is based in New York and has offices in Bengaluru, Los Angeles, and Riyadh. Role Summary: Redesign Health is launching an AI Venture Buyout fund, a next-generation private equity platform that acquires control positions in healthcare companies and uses AI to transform how they operate and grow. Redesign is seeking an Associate, AI Venture Buyouts to play a central role in evaluating and executing healthcare buyout transactions, while supporting post-close AI-driven value creation initiatives. This person will work across the full deal lifecycle-from financial modeling and diligence to market research, deal process management, and portfolio support. Why This Role: This is an opportunity to join a new private equity strategy at the ground floor and help shape a next-generation buyout model at the intersection of healthcare, AI, and value creation. Supported by Redesign Health's capital, ecosystem, and operating infrastructure, the Associate will gain full lifecycle exposure to control investing, operational excellence, and AI-driven value creation. What You'll Do: Support development of a high-quality deal pipeline and analyze opportunities through review of financials, business models, unit economics, and industry dynamics. Lead key analytical components of due diligence, develop financial models, and coordinate diligence advisors. Write investment memos, build financial models, and develop critical market analyses. Support transaction structuring, documentation review, and closing processes. Partner with Redesign's AI and operating teams to support post-close transformation workstreams. Conduct ongoing competitive and market intelligence to support portfolio companies. Support preparation of materials for capital raising, LP updates, and internal reviews. Ideal Background: 2-4 years of experience in private equity, growth equity, investment banking, consulting, and/or corporate development (healthcare experience strongly preferred). Strong financial modeling capabilities with the ability to build, audit, and interpret detailed operating models. Experience supporting M&A processes, conducting due diligence, or evaluating services businesses. Demonstrated interest in healthcare systems, payer-provider dynamics, and regulatory landscapes. Curiosity and hands-on comfort with AI, automation, and data-driven tools, with interest in applying them to sourcing, diligence, and portfolio work. Additional Qualifications & Competencies: Execution Excellence: Detail-oriented, organized, and rigorous in managing complex workstreams. Clear Communicator: Able to translate analyses into concise insights for senior leaders, investment committees, and management teams. Technology Innovator: You have a track record of proactively leveraging AI and other emerging technology tools to create extraordinary productivity and impact within your role. You have built systems and workflows for yourself more sophisticated than basic ChatGPT/LLM usage and are constantly experimenting with new ways to use technology to disrupt yourself. Collaborative Partner: Works effectively with cross-functional teams of operators, technologists, and AI specialists. High Judgment: Able to evaluate risk, identify patterns, and form independent viewpoints based on incomplete information. Bias for Action: Thrives in a fast-paced, entrepreneurial environment characterized by urgency, ownership, and adaptability.

About the Company: Redesign Health is a global venture and applied technology firm focused on building next-generation healthcare companies. We manage venture capital and venture buyout strategies, each powered by an AI operating system and team of leading technologists, entrepreneurs, and investors. Our venture capital strategy backs exceptional founders at the earliest stage-often before an idea is fully formed-and provides first institutional capital and an unmatched degree of strategic leverage and domain expertise through exit. Our venture buyout strategy partners with proven management teams through control investments and delivers outsized value by rewiring core products and workflows with AI. Since inception in 2018, Redesign and our portfolio companies have touched the lives of more than 15 million patients, raised over $1.5 billion from premier institutional, sovereign, and strategic investors, and built distinctive partnerships with marquee healthcare organizations and senior leaders around the world. Redesign is based in New York and has offices in Bengaluru, Los Angeles, and Riyadh. About the Job: We are seeking an Associate to join our New Ventures team, based out of Redesign Health's India headquarters in Bengaluru. You will support the research, prototyping, and launch of new Portfolio Companies in the healthcare space. This role is ideal for someone with a strong background in business innovation and operational excellence, who is eager to help identify and build market-defining healthcare companies worldwide. As part of this unique opportunity, you will be instrumental in developing seed-stage startup ideas and working closely with founding teams. Please note that this role requires working 3 days/week from our Bengaluru office. You must also be willing to work hours that overlap 5 hours per day with Eastern Standard Time. This role will report to a leader on the New Ventures team based in the U.S. What You Will Do: Explore and analyze global healthcare markets ripe for innovation. Identify a high volume of opportunities for new company creation. Prioritize and refine initial ideas into high-conviction investable concepts. Conduct primary and secondary research, including, but not limited to: user/buyer expert interviews, competitive landscape analysis, business model development, value proposition & pain point mapping, go-to-market strategy, and financial modeling. Work cross-functionally with Redesign's Ventures, Talent, Strategy & Finance, Global Development, and Product & Technology teams to orchestrate ideation efforts. Identify opportunities to efficiently leverage AI in Redesign's operational approach. What You Will Need: Bachelor's Degree with a record of high academic achievement. 6+ years of combined experience within investment banking, venture capital, private equity, corporate development, or management consulting. Prior healthcare experience required. Fluency in business model analysis, primary/secondary research, investment thesis development, and financial modeling. Strong attention to detail, self-initiative, and comfort with ambiguity. Interest in researching, implementing, and leveraging emerging technologies. Who You Are: Action Oriented. You readily take action on new opportunities with a sense of urgency, high energy, and enthusiasm. You display a can-do attitude and step up to handle tough issues. Manages Ambiguity. You deal comfortably with the uncertainty of change and set the course without clear direction. You are calm and productive, even when things are up in the air. Effective Communicator. You skillfully adapt your presentation style across various audiences and formats, spanning one-on-one conversations to large groups as well as leadership, peers, and founders. Financial Acumen. You proficiently leverage financial and quantitative analysis to evaluate opportunities and inform strategic decision-making. Cultural Competence. You navigate cultural differences with ease, showing respect and understanding for diverse perspectives. You adapt your behavior to different cultural contexts, fostering inclusive and effective interactions. Strong Collaborator. You work seamlessly with others, leveraging diverse strengths and perspectives. You proactively seek to understand and drive consensus among your colleagues. You foster a cooperative environment where all contributions are valued, driving team success through mutual respect and shared goals. Technology Innovator: You have a track record of proactively leveraging AI and other emerging technology tools to create extraordinary productivity and impact within your role.

Be part of a team that safeguards market integrity. Gain hands-on experience in risk management and work with experts across the business. The Markets Asset Servicing team manages corporate actions across global markets, including Stock Splits, Tender Offers, and Rights Issues. They handle the announcement, processing, and settlement of these events, as well as the collection and payment of income for all asset classes. A new risk function team analyzes events to understand risk profiles and market exposure, ensuring all actions are captured and executed, particularly around expiration periods. Key services include proactive management of Corporate Actions, Income, Taxation, Proxy Voting, and Client Inquiries/Reporting. As a Senior Associate - Risk Analyst in Markets Asset Servicing, you will perform risk analysis for voluntary corporate actions, support event processing, and contribute to risk mitigation efforts. You will collaborate with colleagues across Prime Finance, Trading, and support teams to ensure accurate and timely execution. Job Responsibilities: Perform risk analysis of voluntary corporate actions across all lines of business. Review event details and stock records to identify risks. Assist in calculating market exposure, including discount, liquidity, and volatility. Ensure all events are captured and instructions are issued on time. Support the submission of corporate instructions to custodians and trading counterparties. Participate in projects to improve efficiency and reduce risk. Investigate and resolve issues and enquiries. Contribute to daily management reporting on risk and actions taken. Escalate risk events appropriately ahead of expiration. Collaborate with cross-functional teams to manage risk. Maintain high standards of accuracy and compliance. Required qualifications, capabilities, and skills 3 years' experience in Asset Servicing or related field. Solid knowledge of corporate actions and asset servicing operations. Demonstrated risk awareness and operational controls experience. Strong understanding of the transaction/trade lifecycle. Effective communication skills, both written and verbal. Ability to work under pressure and meet deadlines. Adaptable and proactive approach to learning new processes. Analytical and problem-solving skills. Experience in process improvement initiatives. Strong attention to detail and accuracy. Ability to work collaboratively in a team environment. Preferred qualifications, capabilities, and skills: Experience with Prime Finance, Equity Derivatives, or Fixed Income products. Bachelor's degree in Finance, Business, or related field. Experience with reconciliation tools and risk reporting systems. Knowledge of regulatory requirements in asset servicing. Proficiency in Microsoft Office and data analysis tools. Experience working in a global organization. Exposure to project work or process improvement initiatives.