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  • Audit Data Analyst - Staff Auditor (Intermediate)

    USAA 4.7company rating

    San Antonio, TX jobs

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity This role is for an Audit Data Analyst II - Staff Auditor (Intermediate) responsible for performing audit data analytics in collaboration with audit teams. The position involves driving innovation in audit execution by finding opportunities for data analytics and by developing, deploying, and supporting data analysis solutions. Candidates are expected to have two or more years of experience in data analytics, with an understanding and experience in Tableau, Python, and/or Snowflake. Previous audit experience is considered a plus. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, or Charlotte, NC. Relocation assistance is not available for this position. What you'll do: Implements data analytics approaches in support of internal audits. Applies data-driven analytic capabilities to identify anomalies, outliers, emerging trends, and operational risks within assigned audits. Applies analytical approaches to draw conclusions and make 'insight to action' recommendations to answer both audit/business objectives. Translates recommendation into communication materials to effectively present to colleagues for peer review and senior/lead analysts. Delivers analysis and findings to mid-level management, garners support for recommendations to assist in driving business decisions. Assist the team in navigating within diverse environments to locate, validate, extract, and format data for data analysis testing. Thoroughly documents assumptions, methodology, validation and testing to facilitate peer reviews and compliance requirements. Builds knowledge in designing data visualizations with more complex tools to support analytical and reporting needs. Assist and begins to build recurring and continuous reporting and automation solutions in various analytics tools (e.g., SQL or SAS) to support risk identification. What you have: Bachelor's degree in quantitative analytics, Economics, Finance, Statistics, Mathematics, Operations Research, Data and/or Business Analysis, Data Science, or other quantitative subject area. 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree. 2 years of data analytical experience to include visualization tools. 1 year experience applying and working on data and analytics in an audit, risk, or similar controls environment. 1 year SQL or SAS data programming experience. Ability to understand and/or identify issues from a data perspective. Experience communicating data to peers and business partners. Experience working on business reporting or dashboards. Experience developing operational reporting. Experience in data processing, database programming, and/or data analytics. Ability to develop data solutions that are efficient, effective, and essential. What sets you apart: Experience in Tableau, Python and/or Snowflake Audit experience US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $69,920- $133,620. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $69.9k-133.6k yearly Auto-Apply 1d ago
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  • Analyst Operations - Equipment Leasing - Rosemont, IL

    Wintrust Financial 4.9company rating

    Rosemont, IL jobs

    Wintrust Asset Finance is an equipment-focused financing group that offers sophisticated loan and lease products to commercial companies throughout the country in a wide range of industries, including transportation, construction, manufacturing, energy services, aviation, and turn-key property, plant, and equipment, among others. Wintrust Asset Finance is an affiliate of Wintrust, a financial services company with more than $66 billion in assets. Wintrust Equipment Finance, a division of Wintrust Asset Finance Inc. (WAF), an affiliate of Wintrust Financial Corporation, is looking for a candidate for Documentation Operations Analyst specializing in direct and indirect originations primarily via equipment lease/loan financing and lease debt discounting transactions. This position will have active involvement in the growth of equipment leasing and loan arm of the bank, for both direct and indirect originations. WAF provides sophisticated finance and lease products (including equipment leases and equipment loans) to commercial enterprises throughout the United States in a wide range of industries. Wintrust Financial Corporation is a financial services holding company based in Rosemont, Illinois, with assets above $50 billion and provides community-oriented, personal and commercial banking services to customers located in the greater Chicago, Illinois and southern Wisconsin metropolitan areas through its 16 wholly owned banking subsidiaries. Wintrust Equipment Finance direct originations provides equipment financing solutions for companies in Illinois, Indiana, and Wisconsin with typical transaction sizes of $500,000 to $10 million, while the indirect originations targets upper middle market through investment grade companies ranging from $150,000 to $10 million on a per schedule basis, done either one off or under guidance lines. Why join us? An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 years) and Employee Recommended award by the Globe & Mail (past 6 years) Competitive pay and discretionary or incentive bonus eligible Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few Family-friendly work hours With 200+ community bank locations, we offer opportunities to grow and develop in your career Promote from within culture Why join this team? We have a culture that encourages an entrepreneurial spirit We offer multiple opportunities for development and upward mobility What You'll Do Responsible for the review and understanding of lease and loan documentation as well as document packet preparation and to assist with negotiation and redlining of documents as needed Assist with the day to day activities of the Operations Department including funding, preparation of booking packets for accurate booking into portfolio systems (FIS and InfoLease), lien perfection and servicing of equipment loans and leases for our direct and indirect originations portfolio. Assist with customer invoicing, posting of customer payments, including ACH processing and delinquency monitoring. Assist with processing modification requests and/or contract changes as well as review of such changes in our system of record (currently Infolease and FIS) Responsible for ordering Uniform Commercial Code “UCC” searches, preparing UCC filings, and completing motor vehicle title paperwork as needed to ensure perfection of security interests on portfolio. Assist with maintaining insurance coverage for portfolio and tracking renewals. Assist with maintenance of loan and lease documentation and scanning of documents into records management systems. Assist in distribution of data and reports provided to internal management as well as required data for internal and external auditors. Ensure compliance with departmental policies and procedures. Qualifications 5+ years knowledge and experience of loan and lease documentation and perfection, with respect to direct and indirect originations (5+ years) Processing loan or leasing documentation experience required. Prior bank, finance or leasing company experience in documentation, operations or credit administration preferred Excellent customer service skills and the ability to interact with customers, lessor's, vendors, and all levels of management Ability to handle multiple tasks and accept change willingly Attention to detail with a strong work ethic and willing to take initiative. Effective written and verbal communication and interpersonal skills needed to work with all levels of management and customers Proficient with MS Excel as well as experience with other MS Office products. Bachelor's degree or some college preferred Experience with Salesforce and loan/lease origination platforms a plus Knowledge of portfolio accounting systems such as InfoLease, FIS or ACBS a plus Knowledge of loan and lease pricing software such as TValue and SuperTrump a plus Benefits Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance Compensation The estimated salary range for this role is $50,000 - $65,000 along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills and experience #LI-HYBRID From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
    $50k-65k yearly Auto-Apply 1d ago
  • Financial Crimes Analyst II

    City National Bank 4.9company rating

    Los Angeles, CA jobs

    FINANCIAL CRIMES ANALYST IIWHAT IS THE OPPORTUNITY?Under the direction of the BSA Risk Manager, responsible for the periodic BSA internal controls testing function of the of the Bank's BSA risk assessment program. Responsible for monitoring, analyzing, and escalating issues and concerns related to BSA, AML, OFAC and the USA PATRIOT Act components of the Bank's BSA Program while utilizing sound and current compliance industry standards and practices. May assist in the development of new and/or updates policy and procedures related to BSA, AML, OFAC and the USA PATRIOT Act Bank wide. Plays a key role as a liaison with colleagues throughout the organization related to BSA, AML, OFAC and the USA PATRIOT Act. Responsible for building and maintaining relationships with internal and external customers while providing exemplary customer service.WHAT WILL YOU DO? Carries out compliance monitoring, internal controls risk assessments, and internal controls testing program ensuring that there are adequate processes, procedures and internal controls to promote an effective BSA control environment, under the guidance of the BSA Risk Manager. Prioritizes focus toward areas identified as having the highest levels of risk to the company. Works directly with business units and support management as a consultant in the development of business unit's risk self-assessment programs. Performs scheduled and periodic testing of overall business processes and controls related to the implementation and management of the bank's products and services, including geographic considerations to identify compliance gaps and potential risk exposure. Analyzes and evaluates compliance risks and recommends changes to policies, procedures, and processes to reasonably ensure risk-based and appropriate controls are instigated and maintained. Assists in the development of new and/or updates policy and procedures related to BSA, AML, OFAC and the USA PATRIOT Act Bank wide. Also, partners with business units for the development of departmental policy and procedures. Partners with business units to remediate BSA, AML, OFAC and the USA PATRIOT Act compliance findings identified in risk assessments, internal audits and/or regulatory examinations. Performs daily activities of assigned functional area; prioritizing; completing multiple activities; resolves problems as they arise. Ensures activities are in compliance with legal/regulatory requirements and CNB policy and procedure. Communicates and escalates (as assigned) identified BSA, AML, OFAC and USA PATRIOT Act operational concerns to the appropriate level of management. Maintains an up-to-date Master Compliance Audit Follow-up Log for outstanding BSA-related Audit and OCC Examination issues, and the BSA Risk Assessments Open Issues Log. Integrates activities with other departments to accomplish common goals. Maintains up-to-date knowledge of Bank policies, procedures and industry best practices. Participates in and completes bank-wide projects. Serves as resource (as needed) to internal and external customers; ensures quality customer service and effective and efficient operational support. Applies both technical and general business knowledge to resolve the most complex issues in assigned function. Performs other duties as assigned or requested. Responsible for performing testing of moderate to complex components of assigned engagements within the Financial Crimes Compliance Monitoring Program and/or Annual Test Plan Performs review and challenge of self-assurance activities conducted by the First Line of Defense Assesses controls for design and operating effectiveness in accordance with established policies WHAT DO YOU NEED TO SUCCEED?Required Qualifications* Bachelor's Degree or equivalent Minimum 3 years of experience with BSA regulations concerning KYC, EDD, Financial crime investigations and regulatory reporting. Minimum 3 years experience in a BSA specific role at a financial institution Current Certified Anti-Money Laundering Specialist (CAMS) Certification Additional Qualifications Working knowledge of banking operations, government regulations, accounting principles and account reconcilement. Experience using Microsoft Word, Excel and Access required. Knowledge and understanding of federal regulations pertaining to the Bank Secrecy Act required. BSA Testing or audit experience preferred. Excellent problem solving and analytical skills required. Excellent verbal/written and written communication skills required to interact with all levels of Bank personnel and outside contacts. Tableau experience is preferred. Experience with AML Monitoring Systems such as Actimize is preferred. WHAT'S IN IT FOR YOU?CompensationStarting base salary: $55,000-$95,000. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and PerksAt City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT USSince day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENTCity National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. 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 law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
    $55k-95k yearly 2d ago
  • Data Analyst - Remote-Eligible BI & Insights (SQL, Python, Power BI)

    Berkshire Hathaway Homestate Companies 4.8company rating

    San Francisco, CA jobs

    A national insurance group is seeking a Data Analyst in San Francisco, CA. The role involves developing reports and analyzing data to support key business functions. Applicants should have a bachelor's degree in a relevant field and at least 2 years of experience in analytics or workers compensation insurance. Skills in SQL, Python, and Power BI are essential. The company offers a competitive salary and benefits, including work-from-home flexibility and health insurance. #J-18808-Ljbffr
    $86k-111k yearly est. 5d ago
  • Data Analyst

    Berkshire Hathaway Homestate Companies 4.8company rating

    San Francisco, CA jobs

    Berkshire Hathaway Homestate Companies, Workers Compensation Division, has a need for a Data Analyst to develop reports, summarize and analyze raw data, and interpret results to meet the needs of the organization's key business functions. This individual will regularly meet with key stakeholders throughout the organization to determine need, gather requirements, and present options to most effectively support that function. Reports to the Analytics and Business Intelligence Manager. Must be legally authorized to work in the United States, without requiring, now or in the future, sponsorship for employment visa status. ESSENTIAL RESPONSIBILITIES Regularly interacts with business leaders to determine needs for data and reporting. Assembles data from various sources and develops solutions and reports to assist with efficiency and decision-making. Inspects raw or low-level data to summarize into insights, reports, analysis and draw conclusions to answer business inquiries. Utilizes technology such as SQL, Python, and Power BI to gather, summarize, combine, and present data. Develops more efficient, automated ways to deploy solutions, improve data quality, and improve efficiencies. Performs routine data analysis using various techniques (e.g., statistical analysis, predictive modeling, data modeling) to accomplish reporting and analysis goals. Develops new data analysis techniques and visuals. Actively monitors, analyzes, and reports on data to business performance goals. Manages routine reporting to bring trends, challenges, and recommendations to management's attention. Reviews and audits reports ; performs root cause analysis on data quality issues. Provides technical support and maintenance of users in reporting application. Researches best practices and explores new technology to support the company and the team. QUALIFICATIONS EDUCATION: Bachelors degree in Computer Science, Statistics, Math, or related field from an accredited four-year college or university required. EXPERIENCE: A minimum of 2 years of experience in Analytics or significant workers compensation insurance experience required. TECHNICAL SKILLS Data Analysis Data Visualization - SQL, Python, Power BI Solid presentation skills Machine Learning - some knowledge (theoretical and applied) is helpful, along with an eagerness to learn WHAT WE OFFER Work From Home Flexibility (up to 2 days per week upon eligibility) Modern Office Setting On-Site Garage Parking Paid Time Off Paid Holidays Retirements Savings Match Group Health Insurance (Medical, Dental, and Vision) Life and AD&D Insurance Long Term Disability Insurance Hospital Indemnity Insurance Accident and Critical Illness Insurance Flexible Savings Accounts Paid Community Volunteer Day Employee Assistance Program Tuition Reimbursement Program Employee Referral Program Diversity, Equity and Inclusion Program $85,510 - $127,210 a year This pay scale is an estimate of the salary range the employer reasonably expects to pay for the position based on potential employee qualifications, operational needs and other considerations consistent with applicable law. The actual salary may be above or below the range. The pay scale applies only to this position and only if it is filled in the Bay Area, California. The pay scale may be different for other positions or in other locations. ABOUT US With more than 50 years in business, BHHC has grown from a regional organization to a national insurance group, offering insurance products from coast to coast. Relationships are the cornerstone of our culture, and we believe in doing the right thing. That means we invest in our business in every way possible to deliver on our mission and demonstrate that people are what powers our success. Our commitment to financial strength and integrity means our customers can rest assured that we will be there when it counts. At BHHC we embrace diversity and foster an environment where our people can be their authentic selves. Our differences make us stronger and better together, which fosters a harmonious workplace-something we truly value. We've created an approachable and collaborative atmosphere. Here you'll find a welcoming workplace where everyone can feel valued, supported, and inspired to do great work. Together, we raise the bar by being curious, remaining customer-focused, and operating with integrity. #J-18808-Ljbffr
    $85.5k-127.2k yearly 5d ago
  • Research Analyst

    Goldman Sachs Bank AG 4.8company rating

    San Francisco, CA jobs

    Title: Associate - Equity Research, TMT-Media Division: Global Investment Research Job Function: Research Analyst Salary Range: USD 150,000 - 225,000 From macroeconomic forecasts to individual stock analysis, our team develops tools and insights to help shape investment strategies for clients and the firm. Our analysts work on client-focused research in the equity, fixed‑income, currency, and commodities markets, mining big data that enters markets around the world each day to identify game‑changing insights. You'll be part of a team that is intellectually curious, creative, analytical, and passionate about performing market research. Job Summary and Responsibilities Build strong industry knowledge of the Media, Cable, and Telecom sectors Contribute to the generation and execution of investment ideas Write reports/notes on companies under coverage Communicate with the equities sales force and traders, clients and company managements Interpret data and perform analysis on market, economic and technology trends Qualifications Bachelor's Degree in Finance, Economics, Accounting, or similar 3+ years experience in Sell Side or Buy side research Experience covering technology sector-preferably Media Strong financial modeling and analysis experience Working knowledge of accounting, finance, and valuation Ability to work in a fast‑paced, high‑energy environment Comfortable taking initiative and being resourceful/entrepreneurial Ability to multi‑task and work with numerous teams 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: ********************************************************************* 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 San Francisco, California, United States-based position is $150,000-$225,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end. Benefits Healthcare & Medical Insurance We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short‑term disability, long‑term disability, life, accidental death, labor accident and business travel accident insurance. Vacation & Time Off We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year. Financial Wellness & Retirement We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees' priorities. Health Services We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state‑of‑the‑art on‑site health centers in certain offices. Fitness To encourage employees to live a healthy and active lifestyle, some of our offices feature on‑site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre‑approved amount). Child Care & Family Care We offer on‑site child care centers that provide full‑time and emergency back‑up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available. Read more about the full suite of class‑leading benefits our firm has to offer. #J-18808-Ljbffr
    $150k-225k yearly 4d ago
  • Hedge Fund Research Analyst - Quant & Portfolio Monitoring

    Callan 4.3company rating

    San Francisco, CA jobs

    A leading investment consulting firm in San Francisco seeks a hedge fund investment analyst to conduct research and monitor hedge fund performance. The candidate will collaborate with a team to provide insights into hedge fund strategies and assist in presentations to clients. An ideal candidate will possess a bachelor's degree in finance or a related field, along with two years of related experience. A commitment to strong communication and client relationships is essential. #J-18808-Ljbffr
    $110k-169k yearly est. 4d ago
  • Municipals Analyst

    Barclays 4.6company rating

    San Francisco, CA jobs

    Join Barclays as a Municipals Analyst, where you will gain a broad understanding of the Public Finance investment banking business by providing cross‑functional assistance to senior bankers. You will participate in municipal transactions and help source new opportunities by developing and evaluating debt profiles of various clients. Perform financial modeling and cash flow analyses to evaluate debt financing alternatives for municipal entities. You will also draft internal and external correspondence and client presentation materials discussing financing strategies, market trends, and Barclays' qualifications. Participate in transaction execution, including guiding deal logistics, running cash flows, preparing investor, and rating agency presentations, and reviewing financing documents. To be successful as a Municipals Analyst, you should have experience with: Financial services, government, or related field Ample quantitative abilities Excellent written and verbal communication skills Multitasking while exhibiting a high level of attention to detail Understanding of finance and bond math Some other highly valued skills may include: Experience with DBC Finance Program Demonstrated interest in public policy Familiarity with and understanding of financial markets High level of energy, positive attitude, and mental curiosity You may be assessed on the key critical skills relevant for success in this role, such as risk and controls, change and transformation, business acumen, strategic thinking, digital and technology, as well as job‑specific technical skills. This role is located in San Francisco, CA. This role is regulated by FINRA. Minimum Salary: $110,000 Maximum Salary: $125,000 The minimum and maximum salary/rate information above include only base salary or base hourly rate. It does not include any other type of compensation or benefits that may be available. Purpose of the role To raise capital and manage the financial risk of clients, including financial advisory services, identification and origination of market opportunities, research, economic analysis. Accountabilities Identification and cultivation of relationships with potential clients, including corporations, institutions, or government entities. Market research and analysis to identify industry trends, potential deal opportunities, and client needs. Collaboration with internal teams to develop pitch materials, financial models, and presentations for client meetings and transactions. Structuring and execution of deals, including mergers and acquisitions, capital raising, and strategic advisory services. Due diligence process coordination, timeline management, and liaising between various stakeholders involved in transactions. Analyst Expectations To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement. Requires in-depth technical knowledge and experience in their assigned area of expertise Thorough understanding of the underlying principles and concepts within the area of expertise They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate. Will have an impact on the work of related teams in the area. Partner with other functions and business areas. Takes responsibility for end results of a team's operational processing and activities. Escalate breaches of policies / procedure appropriately. Take responsibility for embedding new policies/ procedures adopted due to risk mitigation. Advise and influence decision making within own area of expertise. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. Maintain and continually build an understanding of how own sub‑function integrates with function, alongside knowledge of the organisations products, services and processes within the function. Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub‑function. Make evaluative judgements based on the analysis of factual information, paying attention to detail. Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Guide and persuade team members and communicate complex / sensitive information. Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave. #J-18808-Ljbffr
    $110k-125k yearly 3d ago
  • Analyst (Local Governments)

    Moody's Investors Service 4.9company rating

    San Francisco, CA jobs

    At Moody's, we unite the brightest minds to turn today's risks into tomorrow's opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are-with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. Moody's is transforming how the world sees risk. As a global leader in ratings and integrated risk assessment, we're advancing AI to move from insight to action-enabling intelligence that not only understands complexity but responds to it. We decode risk to unlock opportunity, helping our clients navigate uncertainty with clarity, speed, and confidence. If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into actions, and uphold trust through integrity. Skills & Qualifications 5+ years of work experience in public finance, preferably West Coast Local Governments or a related field Knowledge of local government budgeting, accounting, finance and audited financial statements Strong quantitative aptitude and proven analytical skills Excellent communication skills with ability to convey complex concepts clearly Understanding of economic, financial, and political challenges facing local governments Highly organized, efficient, and meticulous with ability to multi-task and meet deadlines Ability to work independently and collaboratively within a team Strong skills in data analysis Basic understanding of artificial intelligence concepts, with curiosity and enthusiasm for learning how AI tools can be used to improve processes and drive efficiency Education Graduate degree in public policy, public administration, economics, or business strongly preferred Responsibilities Provide insightful credit analysis and maintain ratings for West Coast local governments and rated obligations Present analytical recommendations to rating committees Contribute to portfolio maintenance through credit reviews Analyze data and write research reports and commentary on public finance trends Interact professionally with government representatives, financial intermediaries, and investors Respond to investor and press inquiries Represent the team at conferences and meetings Mentor junior analysts Leverage tools and technologies including spreadsheets, presentations, and AI-powered solutions About the Team Our West Coast Local Government team is responsible for analyzing and rating debt issued by cities, counties, schools, utilities and special districts in California, Oregon, Washington, Nevada, Montana, Wyoming, Arizona, Utah, Alaska, and Hawaii. By joining our team, you will contribute to maintaining rating accuracy, providing insightful credit analysis, and supporting market transparency. We embrace innovation through AI adoption to enhance analytical processes and drive efficiency across our workflows. For US-based roles only: the anticipated hiring base salary range for this position is $143,300.00-$207,650.00, depending on factors such as experience, education, level, skills, and location. This range is based on a full‑time position. In addition to base salary, this role is eligible for incentive compensation. Moody's also offers a competitive benefits package, including medical, dental, vision, parental leave, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, accident insurance, a discounted employee stock purchase plan, and tuition reimbursement. Moody's is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, gender, age, religion or creed, national origin, ancestry, citizenship, marital or familial status, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, military or veteran status, or any other characteristic protected by law. Moody's also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief in accordance with applicable laws. If you need to inquire about a reasonable accommodation, or need assistance with completing the application process, please email accommodations@moodys.com. This contact information is for accommodation requests only, and cannot be used to inquire about the status of applications. For San Francisco positions, qualified applicants with criminal histories will be considered for employment consistent with the requirements of the San Francisco Fair Chance Ordinance. This position may be considered a promotional opportunity, pursuant to the Colorado Equal Pay for Equal Work Act. Click here to view our full EEO policy statement. Click here for more information on your EEO rights under the law. Click here to view our Pay Transparency Nondiscrimination statement. Click here to view our Notice to New York City Applicants. For more information on the Securities Trading Program, please refer to the STP Quick Reference guide on ComplianceNet. Please note: STP categories are assigned by the hiring teams and are subject to change over the course of an employee's tenure with Moody's. #J-18808-Ljbffr
    $143.3k-207.7k yearly 2d ago
  • Hedge Fund Research Analyst - Quant & Portfolio Monitoring

    Callan 4.3company rating

    Chicago, IL jobs

    A leading investment consulting firm in San Francisco seeks a hedge fund investment analyst to conduct research and monitor hedge fund performance. The candidate will collaborate with a team to provide insights into hedge fund strategies and assist in presentations to clients. An ideal candidate will possess a bachelor's degree in finance or a related field, along with two years of related experience. A commitment to strong communication and client relationships is essential. #J-18808-Ljbffr
    $120k-185k yearly est. 4d ago
  • BSA/AML Analyst | Risk & Compliance Associate

    Carver Federal Savings Bank 4.2company rating

    New York, NY jobs

    A community-focused bank in New York City is seeking a BSA/AML Analyst I to support its compliance program. The role includes reviewing transaction alerts, preparing reports, and conducting mandatory training for staff. Candidates should have strong communication skills, knowledge of banking regulations, and at least three years of relevant experience. The position demands attention to detail and the ability to work independently or within a team. This opportunity embraces a commitment to serving underserved communities. #J-18808-Ljbffr
    $56k-79k yearly est. 5d ago
  • BSA Analyst

    Carver Federal Savings Bank 4.2company rating

    New York, NY jobs

    BSA/AML Analyst I Corporate Title: BSA/AML I Analyst (Exempt) EEOC Class: Professional Carver Bancorp, Inc. (NASDAQ: CARV) the holding company for Carver Federal Savings Bank, is a federally chartered institution with approximately $610 million in assets and 125 employees. The Bank was chartered in 1948 to address the banking needs of middle income and underserved communities in New York City. Carver operates 8 full service branches in the New York City boroughs of Brooklyn, Queens and Manhattan. The Bank provides commercial real estate and small business loans and a range of complementary bank products and services. Position Summary Assist the Bank Secrecy Act (“BSA”) Officer in maintaining Carver's BSA, Anti-Money Laundering (“AML”) and Office of Foreign Assets Control (“OFAC”) compliance program. Duties and Responsibilities Review alerts generated by the monitoring system concerning customer transactions for unusual or suspicious activity and, when needed, prepare SAR drafts for approval and filing. Perform OFAC alerts review that are generated by the internal system; conduct 314(a) searches in compliance with the Information Sharing requirements of the USA PATRIOT Act. Periodically scan Carver's customer database against the OFAC list by using Fiserv - Navigator. Review and investigate referrals received by the Bank departments. Support Carver branch network by guiding potential OFAC “hits.” Support branch function with regards to the review of the monetary instrument log. Review and prepare Currency Transaction Reports (“CTRs”). Conduct periodic reviews of high‑risk accounts and customers (EDD reviews). Assist the BSA/AML Officer for daily operations. Present or assist in presenting BSA and OFAC training materials to other Bank employees, such as New Hire Orientation. Prepare specialized reports using Microsoft Excel and the BSA Department Software, known as Fiserv‑Navigator. To successfully perform this function, the BSA Analyst must Be familiar with “Red Flags” for identifying unusual or suspicious activity. Ongoing training is provided to ensure updated knowledge of money laundering and terrorist financing typologies. Utilize internal and external resources to research the customer and account action under review to arrive at a preliminary determination on the nature of the activity. Internal resources include Carver's databases, such as our check imaging system, and external resources including internet searches such as Google. Be able to interact with management with ease. Be comfortable at giving presentations. Have knowledge of banking such as KYC for consumer and business banking customers. Maintain knowledge of new laws and regulations related to BSA/AML, and OFAC promulgated by the Federal Authorities. Requirements Excellent writing and verbal communication skills. Good organizational and time‑management skills. Interest, motivation, and commitment to the subject matter. Computer Skills Use BSA Department system (Fiserv - AML Manager). Use Microsoft Word and Excel. Research checks and deposited items using Fiserv - Navigator. Research wires. Conduct internet research. Take and save screenshots. Navigate a hard drive. Working knowledge of the principles and procedures related to AML, BSA, OFAC regulations and the USA Patriot Act requirements. ACAMS certification a plus. Ability to read, analyze and interpret regulatory requirements. Must be self‑motivated and able to function with minimal supervision, and flexible enough to work within a team environment or independently as required. Ability to define problems, collect data, establish facts, and individually draw valid conclusions. Detail‑oriented with strong technical and analytical skills, and an ability to multi‑task and handle deadlines. Minimum of three years of experience working in Compliance, Banking or Financial Services. #J-18808-Ljbffr
    $68k-86k yearly est. 5d ago
  • Remote Cyber Risk & Controls Analyst | RCSA Specialist

    First Citizens 4.8company rating

    Raleigh, NC jobs

    A leading financial institution is seeking a cybersecurity governance specialist to execute risk assessments and evaluate cybersecurity controls. The ideal candidate will have extensive experience in cybersecurity, strong analytical skills, and a Bachelor's degree in a related field. This remote position offers competitive compensation ranging from $120,000 to $180,000, along with a comprehensive benefits program. #J-18808-Ljbffr
    $120k-180k yearly 2d ago
  • Operations Analyst

    The Agency 4.1company rating

    Elgin, IL jobs

    We are partnering with a well-respected local commercial bank in Elgin, IL that is seeking an Operations Analyst to join its on-site team. This is an excellent opportunity for a banking professional who enjoys working in a close-knit environment and wants hands-on exposure to bank operations, regulatory reporting, and financial reporting at a community-focused institution. Key Responsibilities Support daily bank operations with a strong focus on accuracy, controls, and efficiency Prepare, review, and assist with Federal Reserve and other regulatory reporting Assist in the preparation and analysis of financial, operational, and management reports Partner with accounting, finance, and operations teams to ensure data integrity and compliance Identify opportunities to improve operational processes and reporting workflows Support internal audits, regulatory exams, and compliance-related requests Participate in special projects and ad hoc analysis as needed Qualifications 2-10 years of experience in banking or financial services Background in bank operations, regulatory reporting, or financial reporting Familiarity with FED reporting requirements Solid understanding of financial statements and banking data Strong attention to detail, analytical skills, and organizational abilities Comfortable working on-site in a collaborative, small-bank environment Additional Experience That's a Plus Prior accounting experience (public accounting or industry) Experience working at a commercial or community bank Exposure to regulatory exams or audits Advanced Excel or reporting system experience Why This Opportunity Join a highly regarded local bank with strong community roots On-site role within a close-knit team Broad, hands-on exposure across operations, reporting, and finance Stable organization with a collaborative and professional culture If you are interested in this opportunity or other banking opportunities we encourage you to apply today!
    $50k-77k yearly est. 1d ago
  • Operations Analyst for Private Equity Team

    Q Investments 4.1company rating

    Fort Worth, TX jobs

    PHI is interested in immediately hiring a top graduate to join their Private Equity Operations Team as an Operations Analyst to assist with the strategic and financial evaluation of the company. You will work directly for the CFO of PHI Oil & Gas and closely with the Q partner in charge of Private Equity who is currently the Chairman/CEO of PHI Group. This is an operationally focused role for a PE company and not a transactional private equity role. If you want a traditional/transactional private equity role, please do not apply. This role is for people who want to be a CEO one day. This is a fast track to that level. Compensation: 25% above what you are currently making or any offer you have. $100,000 minimum. $200,000 maximum. Minimum three-year commitment needed. About Q Family Office: Established in 1994, the Q Family Office is an organization that combines a 30-year history with a deep entrepreneurial spirit. The family office currently includes a manager of a $500 million hedge fund/private investment firm, a $3 billion bank, a $400 million real estate investment firm, and a $275 million charitable foundation. About PHI Group: Founded in 1949, PHI Group, Inc. is one of the world's leading helicopter services companies. The Company's primary business has been the safe and reliable transportation of personnel to, from, and among offshore platforms for customers engaged in the oil and gas exploration, development, and production industry. Although in recent years PHI has entered several new domestic and international markets, a large portion of its offshore flight operations continue to be concentrated in the Gulf of Mexico, where PHI is a leading provider of such services. Since late 1997, PHI has also provided air medical transportation for hospitals and for emergency service agencies where it operates principally as an independent provider of medical services. In addition, PHI performs helicopter maintenance and repair services, primarily to existing customers that own their own aircraft. As of July 31, 2022, PHI owned or operated 217 aircraft domestically and internationally, 110 of which were dedicated to its Oil and Gas segment and 107 of which were dedicated to its Air Medical segment. Position Description: Provide analytical, forecasting, reporting, and project support to the CFO for the businesses. Produce reports, which include key metrics, financial results, and variance analysis. Assist in identifying opportunities for performance improvement across the organization. Assist in analyzing M&A opportunities and evaluate new lines of business. Develop models that help with decision-making. Report directly to the CFO of PHI Oil & Gas and work closely with the Chairman of the Board and CEO, who is also a partner at Q Investments Requirements: Recent graduate with an interest in financial operations and management Highly proficient Excel modeling capabilities Partial VBA experience Excellent academic credentials Successful candidates must possess US employment authorization to work. Must be able to commit to the position for at least three years. About Scott McCarty: Mr. McCarty is a partner of Q Investments and has been with Q for over 20 years, starting in 2002. He is currently also the Chairman and CEO of PHI Group, Inc. Prior to leading the private equity and distressed investment groups at Q, he was a portfolio manager. Before joining Q Investments, Mr. McCarty was a captain in the United States Army. Mr. McCarty graduated with a BS from the United States Military Academy at West Point, where he was a Distinguished Cadet and recipient of the General Lee Donne Olvey Award and earned an MBA from Harvard Business School. Mr. McCarty has led several companies through corporate restructuring and has been on the public company boards of Exide Technologies, GulfMark Offshore Inc, Travelport Worldwide Ltd, and Jones Energy Inc., in addition to numerous other private company boards in the technology, environmental, energy and manufacturing sectors.
    $55k-82k yearly est. 1d ago
  • Asset Management Analyst

    Preit 4.0company rating

    Philadelphia, PA jobs

    Company Headquartered in Philadelphia, PREIT is a premier owner, developer, and operator of high-quality retail and mixed-use destinations across densely populated U.S. markets. Founded in 1960, the company has a storied history of transforming traditional shopping centers into vibrant, community-centric hubs that bring together shopping, dining, entertainment, and lifestyle experiences. Today, PREIT continues to redefine the future of retail by leveraging its portfolio's prime locations to deliver dynamic, multi-generational destinations. Responsibilities This position will support the Regional Asset Manager as it relates to company strategy and goals. This includes, but is not limited to, budgeting & forecasting, leasing analysis, deal execution, due diligence, analysis, and other projects that align with PREIT objectives such as transactions, refinancing, and development. Essential Functions Supports leadership in PREIT portfolio lease execution. Create and update annual property budgets and creating forecasting models for region in Argus and Excel. Develop pro formas and projections for leasing representatives to help them in negotiating transactions. Develop and track pro formas for redevelopment projects. Work closely with property management and accounting staff in coordinating collection efforts and responding to various tenant inquiries relating to co-tenancy, CAM audits and various other lease clauses. Build and maintain quarterly covenant calculations for term reporting. Participate in Regional Production meetings and ensure action items are addressed in a timely manner. Monitor performance of the property and identifying operations and challenges and implement strategies to respond. Review lease comments and work with Leasing Representatives to evaluate the impact of proposed changes and Landlord's risk and develop the appropriate responses to tenants. Prepare financial projections for the properties and portfolio, and for properties under consideration for development. Carry out special assignments/projects as assigned by management. Assist team in acquisition, disposition, and refinance initiatives. Qualifications Bachelor's degree in Accounting, Finance, Real Estate, Business Management, or related field required. Master's Degree highly desirable. 1 - 5 years of experience in commercial real estate, financial analysis and/or contract and real estate law. A combination of equivalent education and experience necessary to effectively perform the responsibilities of the position. Strong interpersonal skills; comfortable working with all levels of management, leadership, ownership, joint venture partners and external advisors. Excellent written and verbal communication skills Detail orientation demonstrated ability to multitask effectively, and strong analytical skills. Competency in the use of Microsoft Office suite including Excel and PowerPoint. Experience using ARGUS or Yardi a plus. Ability to work in Center City, Philadelphia office 4 days per week. Benefits 401(k) Health insurance
    $66k-81k yearly est. 2d ago
  • Hedge Fund Investment Analyst

    Callan 4.3company rating

    San Francisco, CA jobs

    As a hedge fund investment analyst in Callan's Alternatives Consulting group, you will contribute to the investment capabilities of the hedge fund consulting team and work collaboratively with Callan's institutional clients and consultants to implement hedge fund/diversifier portfolios. Hedge fund and diversifier strategies include multi-strategy, long/short equity, event driven, systematic macro, discretionary global macro, CTAs, reinsurance/ILS, and other strategies. You will report to the head of the Alternatives Consulting group. What's Unique About This Role? Your primary focus will be conducting research on hedge fund strategies (directs and funds-of-funds) for clients, with a primary focus on quantitative analysis. Your secondary focus will be monitoring hedge fund risk and performance. You will play a key role in interfacing with hedge fund managers and Callan consultants and clients. Please note: This position will be based in one of Callan's office locations listed above and working a hybrid (office/home) schedule with a minimum of three (3) days a week in the office. Primary Duties Manager Research Collaborate with other members of the Hedge Fund Consulting team to conduct comprehensive quantitative and qualitative research on prospective investments in hedge fund (directs and funds-of-funds), and diversifier strategies Compile research materials to review with the hedge fund consulting team, internal Callan oversight committees, and Callan clients Assist in presenting research analysis and findings to clients Manager and Portfolio Monitoring Compile monthly and quarterly performance, risk, and qualitative monitoring reports for consultants and clients Attend regular manager meetings, virtually and on-site, and post summary notes to Callan's internal database Assess the current market environment and industry trends to help guide hedge fund/diversifier portfolio implementation, and contribute to Callan's monthly and quarterly hedge fund market trend presentations Manager Sourcing Develop a research coverage strategy (market map) to identify high-interest strategies for designated hedge fund/diversifier sectors and contribute to Callan's intellectual capital Proactively identify attractive fund investment opportunities appropriate for Callan's clients Coordinate and lead manager meetings and post meeting notes to Callan's internal database on a timely basis Research and Education Contribute to topical research on topics of interest pertaining to hedge funds and diversifiers Job Skills & Requirements Skills: Works constructively with colleagues in the group and across the broader organization Possesses strong written and verbal communication skills Responds to internal and external requests in a timely and efficacious manner Characteristics: Maintains an effective and professional relationship with clients and managers, and with a high degree of integrity Follows a rigorous and consistent research process with strong attention to detail to ensure client recommendations and reports are consistently high quality Education and Experience: Bachelor's degree or equivalent, preferably in finance, economics, or a related discipline Minimum two years of demonstrated experience in evaluating and monitoring hedge fund and diversifier strategies, hedge fund/diversifier manager research, strategic planning, and portfolio construction, in an investment management or institutional advisory capacity, with an emphasis on leading client relationships Progress towards, or completion of, CFA and/or CAIA program preferred Compensation, Benefits & Training At Callan, you can expect: A generous compensation and benefits package, including base salary, bonus, 401(k) matching, profit sharing, health/medical/dental/vision benefits, monthly communications stipend, tuition assistance, and more Training for all Callan databases, research, and other systems Access to team-building events, community outreach opportunities, and wellness events $65,000 - $85,000 a year The range listed represents what we reasonably expect to pay for this role at the time of this posting. Depending on the qualifications and level of work experience of the ideal candidate, we may ultimately pay more or less than the posted range and may be modified in the future. As an employee-owned firm, Callan is committed to giving long-term, successful professionals an opportunity to become equity partners. Visit ********************** to learn more about Callan's culture, benefits, and more. About Callan Callan was founded as an employee-owned investment consulting firm in 1973. Ever since, we have empowered institutional clients with creative, customized investment solutions backed by proprietary research, exclusive data, and ongoing education. Today, Callan provides advisory services to institutional investor clients with more than $3 trillion in total assets, which makes it among the largest independently owned investment consulting firms in the U.S. Callan uses a client-focused consulting model to serve pension and defined contribution plan sponsors, endowments, foundations, independent investment advisers, investment managers, and other asset owners. Callan has roughly 200 employees and is headquartered in San Francisco with five additional offices throughout the U.S. Learn more about us at *************** Callan is an equal-opportunity employer. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time. Research shows that some candidates tend to apply only if they meet 100% of the criteria. We are committed to leveling the playing field, and we encourage everyone to apply for positions even if they do not necessarily check every box outlined in the job description. Callan believes that our organization and culture are made stronger through a broad array of perspectives and experiences. #J-18808-Ljbffr
    $65k-85k yearly 4d ago
  • Hedge Fund Investment Analyst

    Callan 4.3company rating

    Chicago, IL jobs

    As a hedge fund investment analyst in Callan's Alternatives Consulting group, you will contribute to the investment capabilities of the hedge fund consulting team and work collaboratively with Callan's institutional clients and consultants to implement hedge fund/diversifier portfolios. Hedge fund and diversifier strategies include multi-strategy, long/short equity, event driven, systematic macro, discretionary global macro, CTAs, reinsurance/ILS, and other strategies. You will report to the head of the Alternatives Consulting group. What's Unique About This Role? Your primary focus will be conducting research on hedge fund strategies (directs and funds-of-funds) for clients, with a primary focus on quantitative analysis. Your secondary focus will be monitoring hedge fund risk and performance. You will play a key role in interfacing with hedge fund managers and Callan consultants and clients. Please note: This position will be based in one of Callan's office locations listed above and working a hybrid (office/home) schedule with a minimum of three (3) days a week in the office. Primary Duties Manager Research Collaborate with other members of the Hedge Fund Consulting team to conduct comprehensive quantitative and qualitative research on prospective investments in hedge fund (directs and funds-of-funds), and diversifier strategies Compile research materials to review with the hedge fund consulting team, internal Callan oversight committees, and Callan clients Assist in presenting research analysis and findings to clients Manager and Portfolio Monitoring Compile monthly and quarterly performance, risk, and qualitative monitoring reports for consultants and clients Attend regular manager meetings, virtually and on-site, and post summary notes to Callan's internal database Assess the current market environment and industry trends to help guide hedge fund/diversifier portfolio implementation, and contribute to Callan's monthly and quarterly hedge fund market trend presentations Manager Sourcing Develop a research coverage strategy (market map) to identify high-interest strategies for designated hedge fund/diversifier sectors and contribute to Callan's intellectual capital Proactively identify attractive fund investment opportunities appropriate for Callan's clients Coordinate and lead manager meetings and post meeting notes to Callan's internal database on a timely basis Research and Education Contribute to topical research on topics of interest pertaining to hedge funds and diversifiers Job Skills & Requirements Skills: Works constructively with colleagues in the group and across the broader organization Possesses strong written and verbal communication skills Responds to internal and external requests in a timely and efficacious manner Characteristics: Maintains an effective and professional relationship with clients and managers, and with a high degree of integrity Follows a rigorous and consistent research process with strong attention to detail to ensure client recommendations and reports are consistently high quality Education and Experience: Bachelor's degree or equivalent, preferably in finance, economics, or a related discipline Minimum two years of demonstrated experience in evaluating and monitoring hedge fund and diversifier strategies, hedge fund/diversifier manager research, strategic planning, and portfolio construction, in an investment management or institutional advisory capacity, with an emphasis on leading client relationships Progress towards, or completion of, CFA and/or CAIA program preferred Compensation, Benefits & Training At Callan, you can expect: A generous compensation and benefits package, including base salary, bonus, 401(k) matching, profit sharing, health/medical/dental/vision benefits, monthly communications stipend, tuition assistance, and more Training for all Callan databases, research, and other systems Access to team-building events, community outreach opportunities, and wellness events $65,000 - $85,000 a year The range listed represents what we reasonably expect to pay for this role at the time of this posting. Depending on the qualifications and level of work experience of the ideal candidate, we may ultimately pay more or less than the posted range and may be modified in the future. As an employee-owned firm, Callan is committed to giving long-term, successful professionals an opportunity to become equity partners. Visit ********************** to learn more about Callan's culture, benefits, and more. About Callan Callan was founded as an employee-owned investment consulting firm in 1973. Ever since, we have empowered institutional clients with creative, customized investment solutions backed by proprietary research, exclusive data, and ongoing education. Today, Callan provides advisory services to institutional investor clients with more than $3 trillion in total assets, which makes it among the largest independently owned investment consulting firms in the U.S. Callan uses a client-focused consulting model to serve pension and defined contribution plan sponsors, endowments, foundations, independent investment advisers, investment managers, and other asset owners. Callan has roughly 200 employees and is headquartered in San Francisco with five additional offices throughout the U.S. Learn more about us at *************** Callan is an equal-opportunity employer. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time. Research shows that some candidates tend to apply only if they meet 100% of the criteria. We are committed to leveling the playing field, and we encourage everyone to apply for positions even if they do not necessarily check every box outlined in the job description. Callan believes that our organization and culture are made stronger through a broad array of perspectives and experiences. #J-18808-Ljbffr
    $65k-85k yearly 4d ago
  • Senior Tax Credits Specialist

    Gusto 4.5company rating

    San Francisco, CA jobs

    At Gusto, we're on a mission to grow the small business economy. We handle the hard stuff-like payroll, health insurance, 401(k)s, and HR-so owners can focus on their craft and customers. With teams in Denver, San Francisco, and New York, we're proud to support more than 400,000 small businesses across the country, and we're building a workplace that represents and celebrates the customers we serve. Learn more about our Total Rewards philosophy. About the Role Are you a tax credit expert with a passion for helping small businesses? Join our Tax Credits team and shape the future of tax credit software. Your talents will be instrumental in delivering an exceptional customer experience for small businesses uncovering lucrative tax credits. You'll work directly with taxpayers, develop processes that enable our customers and teams, and use your knowledge of credits & customer interactions to inform technology developments. This is an exciting opportunity to join a dynamic team and make a real impact on small businesses all across America. About the Team The Tax Credits team is on a mission to democratize tax credits and grants. We aim to make access to tax credits and grants ubiquitous for SMBs & business advisors, ensuring every business receives the financial support they deserve to fuel growth, innovation and long-term success. The Tax Credits Operations team is a collaborative team who are passionate about tax credits. As a member of the Operations team at this stage in our journey, you will be a customer advocate and educator, simplifying a small business's experiences with tax credits. As a tax credits operator and expert, you'll have the opportunity to work directly on components of each customer's credit and use your experience to shape the direction of our product, process, and tools. Day-to-Day Responsibilities Serve: Proactively & reactively resolve complex customer inquiries related to tax credits (e.g. R&D) Take ownership of customer outcomes, ensuring small businesses get great value out of the tax credits products that Gusto offers Educate: Educate yourself and others on tax credits, including R&D tax credits, 401K, WOTC, and other relevant incentives Operate: Roll up your sleeves and complete or quality control behind-the-scenes tasks (e.g. data review, calculations, uploads) that result in high quality credit forms and documents Develop: Create and inform solutions alongside the Tax Credits technical (EPDD) and service (ES, CX) teams Continuously improve and iterate on processes and approach Work with team members to find creative customer solutions that are compliant and sustainable Partner across teams to inform and build tax credits product, process, and tools Qualifications Service: A minimum of 2 years in a customer-facing role, ideally at a technology, tax, or financial services company Tax or Tax Credits skills: A minimum of 2 years experience with tax, tax preparation, or tax credits. Audit experience is a bonus! Communication: You have strong experience communicating with customers, and are passionate about advocating on their behalf. You can break down complex concepts into concise and simple messages. Detail Orientation: You pay attention to details, take pride in your work, and understand how the quality of your work product quality impacts small business finances. Critical Thinking: You seek to understand the root cause of customer and process issues and are able to identify trends. You attempt to resolve trending issues with the appropriate level of urgency. Proactive Problem Solver: You are always looking for ways to improve processes, solve customer issues more efficiently, or prevent issues from popping up Systems Knowledge: You have supported a technical or complex product or service. You may have used ticketing tools (e.g. HubSpot, Salesforce) previously and you are able to leverage them to solve complex customer issues. Change Agent: Suggest, drive, and embrace changes and iterations. Seek opportunities to challenge and improve the status quo. AI: AI-forward mindset, with experience exploring and incorporating AI into how you work. Compensation Our cash compensation amount for this role is $78,300 to $92,000/year in Denver, and $97,870 to $115,000 for San Francisco & New York. Final offer amounts are determined by multiple factors including candidate location, experience and expertise and may vary from the amounts listed above. Office Expectations Gusto has physical office spaces in Denver, San Francisco, and New York City. Employees who are based in those locations will be expected to work from the office on designated days approximately 2-3 days per week (or more depending on role). The same office expectations apply to all Symmetry roles, Gusto's subsidiary, whose physical office is in Scottsdale. Note: The San Francisco office expectations encompass both the San Francisco and San Jose metro areas. When approved to work from a location other than a Gusto office, a secure, reliable, and consistent internet connection is required. This includes non-office days for hybrid employees. Why Gusto Our customers come from all walks of life and so do we. We hire great people from a wide variety of backgrounds, not just because it's the right thing to do, but because it makes our company stronger. If you share our values and our enthusiasm for small businesses, you will find a home at Gusto. Equal Employment Opportunity Gusto is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex (including pregnancy, childbirth, or related medical conditions), marital status, ancestry, physical or mental disability, genetic information, veteran status, gender identity or expression, sexual orientation, or other applicable legally protected characteristic. Gusto considers qualified applicants with criminal histories, consistent with applicable federal, state and local law. Gusto is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. We want to see our candidates perform to the best of their ability. If you require a medical or religious accommodation at any time throughout your candidate journey, please fill out this form and a member of our team will get in touch with you. #J-18808-Ljbffr
    $97.9k-115k yearly 1d ago
  • Sample Receiving and Microbiology Analyst

    RMB Environmental Laboratories Inc. 3.8company rating

    Shafer, MN jobs

    DEPARTMENT: Laboratory EXEMPTION STATUS: Non-exempt / Hourly Shafer, MN DATE PREPARED: December 2025 STATUS Full - time MONDAY - FRIDAY Duties include receipt of client samples, unpacking coolers of containers and logging samples into a Laboratory Information Management System (LIMS). Additional responsibilities include working in the microbiology laboratory to assist with basic water sample testing for coliform bacteria. DUTIES & RESPONSIBILITIES Ability to follow standard operating procedures, computer data entry with attention to detail and ability to multitask. Must be able to lift 50 pounds. Environmental sample receipt from clients and work order submittal into Laboratory LIMS system; Evaluation and distribution of daily laboratory work orders to analysts. Distribution of sampling supplies to clientele and field personnel, Maintain sample work order productivity by evaluating receiving samples; the samples are selected and grouped by parameter to expedite analysis and minimize turn-around-time. Rush service samples, as well as those with short holding times, are prioritized and analyzed accordingly. Ensure sample compliance with EPA regulated sample collection, storage, and transportation guidelines; by providing accurate sampling guidance and education to clients; consulting with clients to ensure adherence with field and laboratory quality assurance measures; and providing proper guidance of standard operating procedure and EPA methodologies as applicable to sample receipt operations, Conflict resolution and troubleshooting by consulting with clientele, assigned project manager, and/or Laboratory Director, Maintain confidential sample and client information in the Laboratory Information Management System (LIMS), Provide billing with work orders, as applicable, Maintain laboratory sample collection supply inventory by checking stock to determine inventory levels and anticipating supply needs. Maintain professional and technical knowledge by reviewing current EPA and RMB standard operating procedures, requirements, and guidelines, reviewing internal laboratory quality control and assurance procedures, • Maintain safety of the workplace and coordinate with Facilities Manager and Laboratory Director to maintain compliance with laboratory and OSHA requirements, EDUCATION & EXPERIENCE The type of formal education and type/amount of experience that would typically be needed to successfully perform in the position. Experience in Laboratory setting is welcomed. KNOWLEDGE, SKILLS & ABILITIES Skills - Measurable or observable behavior while performing a cognitive or manual activity, such as skill in word processing. Ability - Natural (perhaps innate) talents or gained capabilities, such as ability to follow procedures. Quality control and quality assurance understanding Safety conscience Current technology and trends Express ideas clearly, concisely, and effectively orally and in writing Exercise appropriate judgment in answering questions and releasing information; analyze and project consequences of decision and/or recommendations. Communicate effectively with a variety of individuals representing diverse cultures and backgrounds and function calmly in situations which require high degree of sensitivity, tack, and diplomacy. An ability to plan, organize and prioritize work. WORKING CONDITIONS The environment in which the position functions and the frequency of exposure, such as frequent exposure; Exposure to Sulfuric Acid, Nitric Acid, Potassium Iodide and Starch solution. Employees must follow safety measures. Frequent: walking, standing, bending, and twisting of neck, bending, and twisting of waist, lifting and carrying objects weighing up to 15 pounds, lifting of up to 50 lbs. Occasional: sitting, repetitive use of hands to operate instruments, computers, printers, copiers. EEO Statement RMB Environmental Laboratory is an Equal Opportunity Employer and will not discriminate against any applicant for employment on the basis of race, age, religion, sex, veterans, individuals with disabilities, sexual orientation, or gender identity. Note: Job Descriptions are not exhaustive lists of all skills, responsibilities, or efforts associated with a job. They reflect principal job elements essential for performing the job and evaluating performance. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position.
    $32k-44k yearly est. 4d ago

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