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Senior Finance Analyst jobs at Koch Industries

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  • Financial Consultant- Little Rock, AR

    Fidelity Investments 4.6company rating

    Little Rock, AR jobs

    Job Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community Certifications:Series 07 - FINRACategory:Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
    $37k-62k yearly est. 3d ago
  • Business Analyst - Operations

    Susquehanna International Group 4.7company rating

    Pennsylvania jobs

    Joining Susquehanna's Trading Operations team as a Business Analyst places you right in the heart of our business. Working directly with global teams across Trading, HR, Legal, Operations, and Technology, you'll serve as the key bridge between stakeholders and our development teams-translating business requests into tools, systems, diagrams, and reports that directly impact how we operate. At Susquehanna, there's no single way to improve processes. You'll leverage your creativity, communication, and technical skills to assess and articulate business needs, design optimized workflows, and collaborate with technology to build solutions that make an impact. In this role you will: Work across our Bala HQ, Dublin, and Sydney offices to support the development and implementation of universal calculation tools that are agnostic to location and securities type. Support the build-out of an internal books and records system that integrates counter-party data from multiple trading systems and normalizes it for easier use. Manage the development of reconciliation tools that streamline data comparison and trade reporting. Design and document end-to-end business processes and workflows using tools such as Microsoft Visio, Lucidchart, or similar, to improve cross-functional understanding and solution development. Partner with technical teams to transform workflow diagrams into functional system designs and implementations. What we're looking for Bachelor's degree required; specialization in finance or STEM discipline preferred. Minimum of 5 years of experience in a Trading Operations, Business Analyst, or related role. Demonstrated experience designing workflows and business processes using diagramming tools such as Microsoft Visio. Strong analytical and problem-solving skills, with excellent time management and prioritization abilities. Experience with Excel required; knowledge of VBA, SQL, and/or scripting (e.g., Python) is preferred. Understanding of SDLC models is a plus. Familiarity with relational database concepts preferred. Visa sponsorship for work authorization is not available for this position now or in the future. About Susquehanna Susquehanna is a global quantitative trading firm powered by scientific rigor, curiosity, and innovation. Our culture is intellectually driven and highly collaborative, bringing together researchers, engineers, and traders to design and deploy impactful strategies in our systematic trading environment. To meet the unique challenges of global markets, Susquehanna applies machine learning and advanced quantitative research to vast datasets in order to uncover actionable insights and build effective strategies. By uniting deep market expertise with cutting-edge technology, we excel in solving complex problems and pushing boundaries together.
    $55k-72k yearly est. 5d ago
  • VP, Financial Consultant - Austin (Bee Cave), TX

    Charles Schwab 4.8company rating

    Austin, TX jobs

    Regular Your opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals' incentive structure. Investment Professionals' Compensation | Charles Schwab At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. What you have Required Qualifications: A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as the market and business conditions evolve Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $90k-155k yearly est. 4d ago
  • Private Credit Investment Analyst

    Churchill Real Estate 3.2company rating

    Charlotte, NC jobs

    As part of the Originations team, the Private Credit Analyst is responsible for evaluating the creditworthiness of loan applicants in the business purpose residential lending space as well as assessing the underlying collateral of the project. This role involves analyzing financial data, assessing risk, and making recommendations to ensure the integrity of our loan portfolio. Responsibilities: Review and analyze financial statements, credit reports, and other relevant data to assess the creditworthiness of loan applicants. Evaluate the viability of proposed real estate investments, including property value, market conditions, and borrower experience. Prepare detailed credit memos with recommendations for loan approval or decline, ensuring alignment with company policies and risk appetite. Identify potential risks associated with loan applications and recommend appropriate risk mitigation strategies. Ensure all credit analysis and documentation comply with internal policies, industry standards, and regulatory requirements. Maintain accurate and organized records of credit decisions and supporting documentation. Stay informed of changes in regulations and best practices within the residential lending space. Collaborate with loan officers, processors, and other team members to gather necessary information and provide clear communication on credit decisions. Participate in meetings to discuss complex cases, share insights, and contribute to decision-making processes. Qualifications Bachelor's degree in Finance, Business, Economics, or a related field. 3-5 years of experience in private real estate lending in underwriting, credit analysis or elated experience. Strong analytical skills with the ability to interpret financial data and assess risk. Knowledge of residential real estate markets and investment principles. Excellent attention to detail and organizational skills. Strong written and verbal communication skills.
    $59k-91k yearly est. 4d ago
  • Financial Consultant Partner

    Charles Schwab 4.8company rating

    Roanoke, TX jobs

    Regular Your opportunity This position is part of the Branch Network which is primarily responsible for providing Wealth Management to individuals and families to meet their financial needs. In partnership with the Sr. Financial Consultant (FC), the Financial Consultant Partner will support the growth and management of an affluent wealth management practice. This includes servicing clients, growing client relationships, and delivering advice with the practice clients of the Sr. Financial Consultant. The Financial Consultant Partner will help grow the practice by partnering with their Sr. FC to pursue business development opportunities. To learn more about our client offerings visit: Charles Schwab - Investor Services What you have Required minimum skills and qualifications are: Bachelor's degree or equivalent work related experience A valid and active Series 7 license is required (may be obtained under a condition of employment) A valid and active Series 66 (63/65) license is required (may be obtained under a condition of employment) Notary certification (may be obtained after hire) Minimum of 3 years of financial services experience is strongly preferred Passion for the client with the ability to strengthen and retain client relationships Results driven, highly motivated self-starter who possesses integrity, a strong work ethic and a passion for helping clients Demonstrated experience handling client concerns and issues with tact and diplomacy Strong written and verbal communication skills Demonstrated ability to handle multiple tasks simultaneously and effectively prioritize Aptitude for, and experience in, identifying new relationship development Show a genuine interest in staying current on market events and ability to understand the implications for clients Ability to uncover and meet client needs and effectively manage client expectations Demonstrated ability to be agile in changing environmental, economic, and client need scenarios Operational and/or project management experience Strong organizational skills with attention to detail Ability to develop and maintain good cross-enterprise working relationships Strong problem solving skills Advanced technical skills, with the ability to utilize different applications at one time, including Windows, internet researching, database systems, and email Collaborative and team based work style Ability to retain and execute upon complex information with relative ease Responsible for understanding and complying with applicable policies and procedures and applying ethical standards to every business activity in which they engage Maintain the highest ethical standards in the conduct of their business activities and professional dealings and to avoid even the appearance of impropriety There is a minimum time-in-position expectation of 2 years Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $42k-60k yearly est. 3d ago
  • Financial Consultant Partner - Century City, CA

    Charles Schwab 4.8company rating

    Pasadena, TX jobs

    Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Financial Consultant Partner (FCP), you are in the heart of the action, acting as a trusted partner to our Sr. Financial Consultants (FC) and their practice clients. Through your developed expertise, you will deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr. FC all along the way. You'll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management. If you are a licensed financial professional with a passion for wealth management, and a desire to grow under the mentorship of a seasoned advisor, this could be the role for you. What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) Preferred Qualifications: 3+ years of Financial Services Industry Experience Strong written and verbal communication skills Strong candidates will have a proven track record to handle several tasks simultaneously and effectively prioritize Ability to identify new relationship development Openness to build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s) Ability to uncover and meet client needs and effectively manage client expectations Ability to build and maintain good cross-enterprise working relationships Capability to become a Notary Strong candidates will also gain experience updating and compiling client information through Schwab's internal customer relationship management (CRM) tool Openness to manage local events, as needed What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $43k-62k yearly est. 3d ago
  • Financial Consultant Partner

    Charles Schwab 4.8company rating

    Omaha, NE jobs

    Regular Your opportunity This position is part of the Branch Network which is primarily responsible for providing Wealth Management to individuals and families to meet their financial needs. In partnership with the Sr. Financial Consultant (FC), the Financial Consultant Partner will support the growth and management of an affluent wealth management practice. This includes servicing clients, growing client relationships, and delivering advice with the practice clients of the Sr. Financial Consultant. The Financial Consultant Partner will help grow the practice by partnering with their Sr. FC to pursue business development opportunities. To learn more about our client offerings visit: Charles Schwab - Investor Services What you have Required minimum skills and qualifications are: Bachelor's degree or equivalent work related experience A valid and active Series 7 license is required (may be obtained under a condition of employment) A valid and active Series 66 (63/65) license is required (may be obtained under a condition of employment) Notary certification (may be obtained after hire) Minimum of 3 years of financial services experience is strongly preferred Passion for the client with the ability to strengthen and retain client relationships Results driven, highly motivated self-starter who possesses integrity, a strong work ethic and a passion for helping clients Demonstrated experience handling client concerns and issues with tact and diplomacy Strong written and verbal communication skills Demonstrated ability to handle multiple tasks simultaneously and effectively prioritize Aptitude for, and experience in, identifying new relationship development Show a genuine interest in staying current on market events and ability to understand the implications for clients Ability to uncover and meet client needs and effectively manage client expectations Demonstrated ability to be agile in changing environmental, economic, and client need scenarios Operational and/or project management experience Strong organizational skills with attention to detail Ability to develop and maintain good cross-enterprise working relationships Strong problem solving skills Advanced technical skills, with the ability to utilize different applications at one time, including Windows, internet researching, database systems, and email Collaborative and team based work style Ability to retain and execute upon complex information with relative ease Responsible for understanding and complying with applicable policies and procedures and applying ethical standards to every business activity in which they engage Maintain the highest ethical standards in the conduct of their business activities and professional dealings and to avoid even the appearance of impropriety There is a minimum time-in-position expectation of 2 years Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $38k-53k yearly est. 4d ago
  • Financial Consultant- Century City, CA

    Fidelity Investments 4.6company rating

    Los Angeles, CA jobs

    Job Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community The base salary range for this position is $60,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications:Series 07 - FINRACategory:Sales
    $60k-75k yearly 9d ago
  • Financial Consultant - Irvine, CA

    Fidelity Investments 4.6company rating

    Canyondam, CA jobs

    Job Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community The base salary range for this position is $60,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACategory:Sales
    $60k-75k yearly 9d ago
  • Analyst, Corporate Actions - Delaware

    Blackrock, Inc. 4.4company rating

    Wilmington, NC jobs

    About this role BlackRock's business is investing on behalf of our clients, from large institutions to parents and grandparents, doctors and teachers who entrust their savings to us. We are committed to our clients-period. Our promise is to offer them the clearest thinking about what to do with their money and the products and services they need to secure a better financial future. That's why investors of all kinds have made us the world's largest asset manager, entrusting us with trillions of dollars, and its why companies, institutions and global governments come to us for help meeting their biggest financial challenges. Are you an investment operations professional searching for a rewarding opportunity to join a world-class asset manager? If you pride yourself on building positive relationships and being part of a hardworking team with elevated performance, look no further! BlackRock is pursuing an Analyst within Corporate Actions to join our high-performing team. You will benefit from our team who recognizes that strength comes from diversity, and will embrace your skills, enthusiasm, and passion! Our Global Corporate Actions team has primary operating centers in Edinburgh, Delaware, Gurgaon and Singapore. Our objective is to lead and provide a world-class Corporate Action service through the application of governance and controls crafted to mitigate risk to the Firm and our Clients. We operate as a single, global entity built around a robust "pass-the-book" philosophy. This allows the effective and controlled transition of workload across our primary locations and enables us to have a good night's rest! As an Analyst, you will provide quality service for Corporate Actions following our standard operating procedures. This reduces risk to our clients and the firm. This is a multi-functional role where the team will manage end to end Corporate Actions' event through the entire event lifecycle. You will serve as a liaison with BlackRock's Global Custodian network and work on BlackRock's proprietary operating platform, Aladdin, where there are multiple of applications including the Corporate Actions Manager (CAM). Responsibilities: * Ensure that mandatory corporate action and dividend events across markets and asset types (equities, fixed income and derivatives) are captured, validated and updated in Aladdin. * Ensure that corporate action entitlements are processing accurately via quality control and market valuation impact check. * Perform corporate actions entitlement reconciliation and resolve stock and cash exceptions. * Adhere to procedures and daily controls and work together as a team to complete daily deliverables. * Support the global "Pass The Book" strategy and partner with global colleagues to identify guideline in BlackRock's processes and drive consistency. * Manage queries received from both internal and external stakeholders. * Escalate all material risk items and service issues to the senior management on a timely basis. * Work closely with business partners including other Investment Operations teams to ensure an efficient and effective workflow and adopt a 'One BlackRock' approach to problem solving. * Be a Student of the Market by maintain awareness of industry developments and how they impact BlackRock. * Participate in local, regional, and global projects/testing. Experience * Bachelor's degree in related field (Masters in Finance) * 0-3 years' experience in a Corporate Actions or an Investment Operations-related position in Global Custody * Strong analytical and problem-solving skills. * Strong risk mitigation attitude: ability to apply judgement as to when to raise issues. * Excellent communication skills (written and verbal) to work directly with clients and across all levels of staff and management. * Ability to work effectively in a dynamic environment. * Focus on continuous improvement and process innovation. * Data Analytics skills preferred; coding knowledge (VBA,SQL, PYTHON, RPA) will be a plus . For Wilmington, DE Only the salary range for this position is USD$66,500.00 - USD$85,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. Our benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. Our hybrid work model BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement. BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy. BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
    $66.5k-85k yearly 1d ago
  • Senior Investment Performance Analyst

    Virtus Investment Partners 4.1company rating

    Los Angeles, CA jobs

    Kayne Anderson Rudnick Investment Management in Century City is seeking a highly motivated, organized, committed individual with strong initiative and excellent communication skills for the role of Senior Investment Performance Analyst. This position is responsible for calculating and analyzing portfolio related statistics including investment performance, fundamental characteristics, and performance attribution. This requires a comprehensive understanding of performance and analytics calculations, including composite maintenance, GIPS compliance, fundamental characteristics, performance attribution, risk statistics and performance reporting. In addition, this role would oversee the fulfilling of periodic and ad-hoc reporting needs, as well as completing RFP/Questionnaires requests for performance data. This role also holds the responsibility for maintaining the integrity of performance data across the firm and for ensuring our firm's GIPS Compliance. Lastly, this role would be expected to cross-train and help across other functions across the PAR team and either lead or assist on special projects as needed. Duties and Responsibilities: The following duties are generally representative of the nature and level of work assigned and are not necessarily all inclusive. Manage the daily, monthly and quarterly reporting of investment performance Oversee the firm's GIPS compliance, annual GIPS examination, as well as the maintenance of performance composites Run and analyze performance attribution, providing commentary and insights on observations Calculate and analyze portfolio fundamental characteristics Respond to internal ad-hoc requests and RFPs/RFIs for performance and analytics related data Recommend and implement process changes as needed to increase the efficiency of the team, including continued automation of routine processes Develop ways to offer thoughtful insights to better serve both internal and external stakeholders Participate and lead special initiative projects as needed Familiarity with SS&C GWP, Sylvan, FactSet Portfolio Analysis, FactSet SPAR, FactSet Risk Models - Axioma, Barra, Morningstar Direct Ideal Qualifications: Bachelor's degree in economics, finance, statistics or equivalent Progress towards CIPM, CFA is a plus At least 5-7 years' relevant experience Knowledge of GIPS and performance measurement concepts Experience with FactSet Portfolio Analysis and SPAR is extremely helpful Proficient in MS Excel (sort, search, link, pivot tables, formatting, formulas, macros, VB, etc.) Microsoft Office Proficiency (Word, Excel, Outlook) Familiarity in the following programs or systems would be additive: Sylvan, GWP, other accounting portfolio systems, Bloomberg Ability to quickly learn new systems and software Interpersonal/Communication/Language Skills: Ability to competently and accurately handle multiple projects and/or tasks simultaneously while meeting deadlines Effective organizational skills; with the ability to focus on details within the context of the overall goals Self-starter with motivation to develop new insights, and ideas to enhance current procedures Strong leadership skills with the ability to train and motivate junior team members Outstanding analytical and strong communication skills; with the ability to simply explain complex concepts to internal stakeholders Able to work independently, but also effectively in a team environment; as well as having demonstrated ability to build strong working relationships with multiple stakeholders across organization functions The starting salary range is $115,000 to $160,000. The starting salary range will vary based on the applicant's education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. This position is also eligible to participate in the company's annual incentive plan. Benefits: We offer a variety of benefits that support employees and their families in maintaining all aspects of health and wellness. We pride ourselves on offerings that encourage work-life balance and support the needs and goals of the team. Competitive Pay Medical, Dental, and Vision Insurance Life and Disability Insurance Health Savings Account with a Company Match Flexible Spending Accounts including Dependent Care Wellness Program Tuition Reimbursement 24-Hour Employee Assistance Program Adoption Assistance Paid Family Care Time Paid Volunteer days Gym onsite Paid Parking -LA Office Lunch provided Hybrid 3/2 (Subject to change) KAR is made up of diverse, talented, and passionate employees working together to achieve a common and rewarding goal: providing high quality investment strategies and wealth solutions for our clients. Awarded Best Firm Culture at the 2022 PAM Awards, KAR maintains a team-oriented culture of accessibility, open communication, and respect. We believe in empowering and growing our people and are excited to be hiring. KAR 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 veteran status. For additional information on Kayne Anderson Rudnick, please access the firm's web site at *************
    $115k-160k yearly Auto-Apply 60d+ ago
  • Senior Investment Performance Analyst

    Ameriprise Financial 4.5company rating

    Minneapolis, MN jobs

    We are hiring a Senior Performance Analyst to support initiatives specific to investment performance measurement and analysis! You will be collecting, calculating, measuring and analyzing investment performance and presenting results to internal business clients including Marketing, Client Reporting, Portfolio Managers, Senior Business Leaders, Compliance, Product Development and other partners. Key Responsibilities Calculation and analysis of relevant fund performance and other analytical data, including ad-hoc data requests. Production of recurring deliverables provided to internal business partners. Actively support implementation of changes impacting performance, including development of solutions. Partner with internal organizations to ensure good data quality and to identify and resolve issues related to reporting. Ensure documentation of relevant processes are complete, detailed and well-maintained. Work on ad-hoc projects as needed. Required Qualifications BS/BA degree in Business, Finance, Accounting, or similar Knowledge of investments, fund accounting and reporting 5-7 years work experience in the financial services or investment management industry A standout colleague who can efficiently meet fast paced target dates Critical thinker with strong problem-solving skills Strong verbal and written communications skills Strong organizational skills Ability to work independently Preferred Qualifications Curiosity about financial markets Work experience specific to performance measurement and analytics Experience with investment analytic systems like FactSet or BlackRock CIPM, CFA or eager to pursue Proficiency with Microsoft Excel and Access About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $74,800- $101,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Mutual Fund Operations Line of Business AMINV US Asset Management
    $74.8k-101k yearly Auto-Apply 17d ago
  • Financial Analyst Intern

    Rabobank N.A 4.8company rating

    Jonesboro, AR jobs

    Want to become the best version of yourself? At Rabobank you work on your personal development and contribute to the world around you. You get to focus on your own growth in an environment in which you continue to learn. In addition, you can also expect: An internship allowance of EUR 500 (senior secondary vocational education) or EUR 600 (higher professional education/university) gross per month based on a 36-hour week. Personal guidance A professional working and learning environment An internship community and inspiring events Job TitleFinancial Analyst InternJob Description Financial Analyst Intern Do you have a passion for Agriculture and a desire to make a difference in the world? Do you want to work for an organization that cares for its people and encourages you to be your best? Then consider joining the team at Rabobank, where we work collaboratively as a team for our clients as they focus on feeding the world, all while allowing you the flexibility to live a live you enjoy. Our Shared Future “I love how everyone at Rabo immediately welcomed me like I was family. All the staff was beyond helpful and always felt approachable when I had questions.” Financial Analyst Intern You and Your Job: The Financial Analyst Intern position is responsible to participate in the internship program and required to work 40 hours/week. As a Financial Analyst intern, you will have the opportunity to participate in many of the following: Develop an understanding about possible loan structures, credit products and how they are used. Direct experience in day-to-day tasks of a Financial Analyst, which includes but not limited to, sourcing of loan documents, creating covenants and imaging source documents. Opportunities to actively participate in team meetings and use RAF technologies, like Teams calls and chats Experience with financial spreading and financial statement analysis. Work cross-functionally with other areas of the CRT team and participate in rotations within other valuable functions to be exposed to all aspects of managing a client's portfolio. This includes relationship management, ride-alongs to clients, loan reviews, underwriting, appraisals, among other areas. Researching and following up on loan delinquencies. Participation in a summer long project where there will be an opportunity to present to leadership and the local team. Willingness to travel 10-15% at times. Your Promise to Us: To be considered for the Financial Analyst Intern role, you must have: Strong written and oral communication and comprehension skills. Ability to manage time effectively and handle multiple projects at one time. Quick learner who can work well in teams, but also a self-starter who can work individually with minimal supervision. Knowledge or experience in agriculture, preferred Pursuing a Bachelor's degree in Ag Business, Finance, Accounting, Economics or related major. Minimum GPA of 3.0 on a 4.0 scale required. Our Commitment to You Rabobank embraces diversity and welcomes employees and applicants of all backgrounds. Our goal is to always create an environment that is inclusive, drawing upon the strengths of the diversity of our workforce to exceed the expectation so four clients and customers. Internship Overview: Rabobank's internship program is designed to provide a mutually beneficial relationship and growth opportunity for Rabobank and collegiate students. This experiential learning opportunity provides practical application and skills development in a professional environment and is aligned with Rabobank's commitment to recruit top talent in the communities we serve. While employed as a summer intern, students will have the opportunity to prove their ability to learn and demonstrate key skills that will make them successful at Rabobank. To aid in this endeavor, students will be matched with a mentor and provided the necessary professional development opportunities to achieve their goals. The internship will be a full time, 10 week, paid program. Our Organization: As a financial services provider for leading U.S. farmers and ranchers, Rabo AgriFinance adds value through industry expertise, client-focused solutions, and long-term business relationships. Rabo AgriFinance offers a comprehensive portfolio of services to prepare producers to take advantage of market opportunities and mitigate risk. Our suite of services includes loans, lines of credit, insurance, input financing, equipment leasing and risk management products. Rabo AgriFinance is a subsidiary of Rabobank, one of the world's largest and most secure banks, and the premier lender in the food and global agriculture industry. See, ************************ Salary Expectations: Target Hiring Range: $24 - $28/hour (Dependent on year and academic standing) This position is subject to the terms of [RAF/Rabobank/RDS]'s compensation plans and policies. It is anticipated that the position will pay within the target hiring range. The range is reflective of the desired primary physical work location and may be adjusted outside of the projected range based on geographical differentiation if the actual work location of the hired candidate differs from the desired primary location, or for other lawful reasons. Further, all full-time regular position includes all other benefits provided to [RAF/Rabobank/RDS] employees, including healthcare benefits, 401k matching, vacation, sick leave, parental leave, possible discretionary bonuses and all other benefits that are all governed by and subject to ERISA plan documents and eligibility. Rabo provides equal opportunity in employment to all employees and applicants and does not discriminate on the basis of race, color, creed, religion, national origin, ancestry, alienage or citizenship status, age, sex, sexual orientation, gender identity gender expression, marital status, genetic information, medical condition, physical or mental disability, pregnancy, childbirth or related medical condition, military service or veteran status, victims of domestic violence, or any other basis protected by applicable law. Rabo also prohibits harassment of any individuals on any of the bases listed above. At Rabobank, we strive to grow a better world together. In order to achieve that, we have to have the right people in the right jobs. Are you ready to join our team? This job posting has no fixed application deadline. We will accept resumes until a qualified applicant pool is identified. #LI-Hybrid
    $24-28 hourly Auto-Apply 60d+ ago
  • PGIM Real Estate - Sr. Investment Analyst, Debt Originations

    PGIM 4.5company rating

    Los Angeles, CA jobs

    Job Classification: Investment Management - Investments A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers! If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today. At PGIM, You Can! What you will do: Are you highly motivated, intellectually curious, and willing to jump in to make impactful contributions? Are you ready to be a key contributor to a team and help get the job done? If so, then becoming a Senior Investment Analyst or Investment Associate within a culture that treats our talent like an investment might be the right job for you! We are looking for an astute, determined professional like you to fulfill a critical Senior Investment Analyst or Associate role (depending on experience) supporting our Debt originations business on making new Core, Core Plus, Structured and Agency loans. This position will be based in Los Angeles, where the team is working in the office 4 days a week. What you can expect: Analyze and underwrite commercial real estate debt investment opportunities across all commercial property types with a focus in the Western US. Create cash flow models, Argus models, sensitivity tables, rent roll analyses, and other financial analyses required to evaluate, pursue, and close debt investment opportunities. Prepare Investment Committee memoranda and related materials through market research, risk analysis, and in‐depth understanding of investment factors and credit risks. Analyze economic, market, legal, and political conditions within an investment's geography. Assist senior investment professionals in leading the due diligence and closing processes for originations in conjunction with the portfolio management team. Assist in property level financings, appraisal reviews, and other activities that may require feedback from the debt originations or real estate transactions group, portfolio management team, or loan servicing group. Interact professionally with internal and external parties, including originations, risk, legal, developers, investment firms, borrowers, and third‐party service providers. What you will bring: Bachelor's degree and 1‐3 years commercial real estate work experience in transactions or underwriting Understanding of basic real estate terms and concepts such as net leases, gross leases, contracts, rents, percentage rents, operating expenses, capital expenditures, expense recoveries, and property types. Understanding of basic finance concepts such as amortization, interest rates, net operating income, cash flow returns, cap rates, internal rate of return, present value/discounted cash flow, and property valuations. Advanced knowledge of Microsoft Excel and Argus. Experience underwriting stabilized and proforma cash flows across property types. What will set you apart: Strong writing and quantitative skills and demonstrated analytical ability. Ability to operate independently and in a team environment, with good judgment and attention to detail while managing multiple projects simultaneously. Self‐motivated with perseverance, and a hands‐on, proactive style. *We know not everyone will meet 100% of the requirements, however we encourage you to apply if you think your skills are a good fit for this role. Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $95,000 to $120,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. About PGIM Real Estate With $207.9 billion in gross assets under management and administration ($133.8 billion net),1 PGIM Real Estate provides investors and borrowers access to a range of real estate equity, real estate debt, agriculture, and impact solutions across the risk-return spectrum. PGIM Real Estate is a business of PGIM, the global asset management business of Prudential Financial, Inc. (NYSE: PRU). PGIM Real Estate's risk management approach, execution capabilities and industry insights are backed by a 50-year legacy of investing in commercial real estate, a 140-year history of real estate financing,2 and the local experience of professionals in 32 cities globally. Through its investment, financing, asset management, and talent management approach, PGIM Real Estate engages in practices that strive to ignite positive environmental and social impact, while pursuing activities that seek to strengthen communities around the world. For more information visit pgimrealestate.com. #LI-Hybrid #LI-SC1 What we offer you: Market competitive base salaries, with a yearly bonus potential at every level. Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave. 401(k) plan with company match (up to 4%). Company-funded pension plan. Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs. Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development. Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs. Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com. If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.
    $95k-120k yearly Auto-Apply 60d+ ago
  • Corporate and Private Side FX Sales - Analyst

    Jpmorgan Chase & Co 4.8company rating

    Los Angeles, CA jobs

    The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic guidance, raise capital, manage risk and extend liquidity in markets around the world. Clients turn to our industry-leading Markets, Sales and Research team to offer clients unique market insights on sectors and companies, and actionable ideas using research to make well-informed investment decisions. Teams understand products across asset classes and help clients structure solutions that manage risk, enhance yield and solve complex financial problems. As an FX Sales Analyst, you will be responsible for maintaining and developing key client relationships, including day-to-day execution of all FX products we are responsible for distributing. You will need the ability to be fluent in the mechanics of these products to effectively navigate among a broad range of clients and provide them with idea generation and market insights. In addition, you will bring a collaborative approach working with our business partners in Trading, Research, Investment Banking, Legal, Credit, Treasury and colleagues across Corporate Derivatives Marketing (CDM) including Rates, Commodities and Equity Derivatives to provide comprehensive coverage across the platform. Job Responsibilities Model, structure, and market foreign exchange products to corporate clients Price and execute live foreign exchange spot, forward, and option trades Track FX market activity and JPM Research, while being able to update clients on market developments and prepare written commentary Collaborate on analytical work and presentation materials for discussions with clients on currency risk management Present hedging solutions to new clients and prospects Work with broader client coverage team including banking, treasury services, and credit to address client needs and educate teams internally on foreign exchange Work with trading, middle and back-office functions to support client trading activity Operate as part of a team, collaborating across offices and resources Effectively execute and organize onboarding of new clients, review data analytics around client opportunities, and follow up on new business Required qualifications, capabilities, and skills 1+ year of experience in FX Strong time management, prioritization, and multi-tasking abilities to navigate live transactions and daily tasks. Ability to work in a high volume, fast paced environment and be able to absorb information quickly and accurately with extreme attention to detail Ability to develop and manage client relationships A desire to succeed individually and be a member of a winning team. Solid team player that partners well with stakeholders across the platform including Research and Trading Critical thinker and problem solver. Clear, logical, solution-oriented approach to challenges with a strong qualitative skill set including effective communication and presentation. Confident presentation skills as well as strong oral and written communication skills, including the ability to translate complex financial concepts into simple language and concrete action steps Ability to pursue analytical project work with a view assisting clients with their risk management programs Strong understanding of fundamental product knowledge and market structure Proficiency in Bloomberg, Microsoft Excel, Word and PowerPoint FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
    $87k-123k yearly est. Auto-Apply 60d+ ago
  • Corporate Finance Crypto Analyst, Capital Markets

    Faraday Future 3.9company rating

    Gardena, CA jobs

    The Company: Faraday Future (FF) is a California-based mobility company, leveraging the latest technologies and world's best talent to realize exciting new possibilities in mobility. We're producing user-centric, technology-first vehicles to establish new paradigms in human-vehicle interaction. We're not just seeking to change how our cars work - we're seeking to change the way we drive. At FF, we're creating something new, something connected, and something with a true global impact. The Corporate Finance & Crypto Analyst of Capital Markets is responsible for supporting and managing full cycle execution across our crypto (C10) strategy, capital work including equity and debt financing transactions, equity and debt investor engagement, and public market communications. This role serves as a key liaison between the company and the institutional investors, ensuring clear, consistent, and transparent messaging on the company's financial performance, strategic initiatives, and long-term vision. The role combines crypto and capital markets execution capabilities with investor-facing communication, regulatory compliance, and cross-functional coordination with legal, finance, and executive teams. Responsibilities: Capital Markets Execution: Support operational execution of crypto, equity and debt financings, and structured capital raises. Collaborate with internal finance and legal teams to review deal documents, support terms negotiations, and maintain compliance with SEC and Nasdaq requirements. Manage closing deliverables and post-deal investor transactions; serve as one of the primary interface with investors to ensure smooth and timely execution. Track and maintain detailed financing schedules and documentation. Maintain relationships and ongoing engagement with investment banks. Investor Relations: Prepare, update, and refine investor communications including earnings scripts, investor presentations, and press releases. Support ongoing engagement with sell-side analysts, conference organizers, and research partners; ensure timely delivery of all related materials and logistics. Coordinate with internal stakeholders to ensure IR messaging aligns with financial reporting, Company's strategic goals and recent developments. Monitor and analyze stock performance, trading activity, and market sentiment. Maintain and regularly update the investor relations (IR) website. Regulatory & Compliance Support: Work closely with external legal in drafting and reviewing public filings (10-K, 10-Q, 8-K, S-1, S-3, Pre-14A, Def-14A) related to capital markets financing activities disclosures. Ensure consistency and alignment of messaging across all filings. Coordinate with external legal counsel, auditors, and investors to manage the end-to-end filing process, including securing necessary consents and ensuring timely and accurate submissions. Cross-Functional Leadership: Serve as the central point of contact for capital markets and IR initiatives across legal, finance, and corporate communications teams. Support special projects such as PIPEs, shelf registration planning, strategic shareholder targeting, and IR website enhancements. Contribute to long-term capital planning and financial strategy development in partnership with the executive team. Basic Qualifications Bachelor's degree in Finance, Accounting, Business, or related field. CPA, CFA, or MBA preferred. 5+ years of experience in crypto, capital markets, investor relations, investment banking, or corporate finance. Proven experience executing debt and equity financing transactions and managing investor-facing communications. Strong understanding of SEC filings, public company reporting, and capital structure mechanics. Exceptional attention to detail, communication skills, and ability to manage multiple workstreams under tight deadlines. Proficiency in financial modeling, PowerPoint, and equity market tools (e.g., Bloomberg, Capital IQ, EDGAR). A creative curiosity, collaborative ethic, hardworking enthusiasm, and driving personal vision Excellent communication skills and team-working tendencies A penchant for multi-tasking and self-starting A genuine fascination for the crypto field and a commitment to global change Annual Salary Range: ($86K - $105K DOE), plus benefits and incentive plans Perks + Benefits Healthcare + dental + vision benefits (Free for you/discounted for family) 401(k) options Casual dress code + relaxed work environment Culturally diverse, progressive atmosphere Faraday Future is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.
    $86k-105k yearly Auto-Apply 9d ago
  • Corporate Finance Analyst, Capital Markets

    Faraday Future 3.9company rating

    Gardena, CA jobs

    The Company: Faraday Future (FF) is a California-based mobility company, leveraging the latest technologies and world's best talent to realize exciting new possibilities in mobility. We're producing user-centric, technology-first vehicles to establish new paradigms in human-vehicle interaction. We're not just seeking to change how our cars work - we're seeking to change the way we drive. At FF, we're creating something new, something connected, and something with a true global impact. Your Role: The Corporate Finance Analyst of Capital Markets is responsible for supporting and managing full cycle execution across equity and debt financing transactions, equity and debt investor engagement, and public market communications. This role serves as a key liaison between the company and the institutional investors, ensuring clear, consistent, and transparent messaging on the company's financial performance, strategic initiatives, and long-term vision. The role combines capital markets execution capabilities with investor-facing communication, regulatory compliance, and cross-functional coordination with legal, finance, and executive teams. Responsibilities: Capital Markets Execution: Support operational execution of equity and debt financings, and structured capital raises. Collaborate with internal finance and legal teams to review deal documents, support terms negotiations, and maintain compliance with SEC and Nasdaq requirements. Manage closing deliverables and post-deal investor transactions; serve as one of the primary interfaces with investors to ensure smooth and timely execution. Track and maintain detailed financing schedules and documentation. Maintain relationships and ongoing engagement with investment banks. Investor Relations: Prepare, update, and refine investor communications including earnings scripts, investor presentations, and press releases. Support ongoing engagement with sell-side analysts, conference organizers, and research partners; ensure timely delivery of all related materials and logistics. Coordinate with internal stakeholders to ensure IR messaging aligns with financial reporting, Company's strategic goals and recent developments. Monitor and analyze stock performance, trading activity, and market sentiment. Maintain and regularly update the investor relations (IR) website. Regulatory & Compliance Support: Work closely with external legal in drafting and reviewing public filings (10-K, 10-Q, 8-K, S-1, S-3, Pre-14A, Def-14A) related to capital markets financing activities disclosures. Ensure consistency and alignment of messaging across all filings. Coordinate with external legal counsel, auditors, and investors to manage the end-to-end filing process, including securing necessary consents and ensuring timely and accurate submissions. Cross-Functional Leadership: Serve as the central point of contact for capital markets and IR initiatives across legal, finance, and corporate communications teams. Support special projects such as PIPEs, shelf registration planning, strategic shareholder targeting, and IR website enhancements. Contribute to long-term capital planning and financial strategy development in partnership with the executive team. Basic Qualifications: Bachelor's degree in Finance, Accounting, Business, or related field. 2+ years of experience in capital markets, investor relations, investment banking, or corporate finance. Proven experience executing debt and equity financing transactions and managing investor-facing communications. Strong understanding of SEC filings, public company reporting, and capital structure mechanics. Exceptional attention to detail, communication skills, and ability to manage multiple workstreams under tight deadlines. Proficiency in financial modeling, PowerPoint, and equity market tools (e.g., Bloomberg, Capital IQ, EDGAR). A creative curiosity, collaborative ethic, hardworking enthusiasm, and driving personal vision Excellent communication skills and team-working tendencies A penchant for multi-tasking and self-starting Preferred Qualifications: CPA, CFA, or MBA preferred. Annual Salary Range: ($85K-$95K DOE), plus benefits and incentive plans Perks + Benefits Healthcare + dental + vision benefits (Free for you/discounted for family) 401(k) options Relocation assistance + reimbursement Casual dress code + relaxed work environment Culturally diverse, progressive atmosphere Faraday Future is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.
    $85k-95k yearly Auto-Apply 9d ago
  • Financial Analyst Intern

    Alm First 3.5company rating

    Dallas, TX jobs

    About Us: ALM First Financial Advisors is a leading, trusted strategic partner for depository institutions, offering an array of financial advisory services. Since 1995, our expertise in asset liability management, fixed income portfolio management and hedging, has allowed us to deliver deeper insights into financial institutions' balance sheets, strengthening their financial performance and building efficiencies. With more than $78 billion of investments under management. ALM First is an SEC-registered investment advisor, acting as an unbiased third party, offering commission-free, fee-based services to over 350 financial institutions nationwide. Responsibilities: The intern role is to facilitate the data work portion of the advisory team needs. Additionally, interns work closely with a Financial Advisor in maintaining client relationships Preparation of asset/liability management (ALM) reports Loading detailed data from clients into the ALM model via electronic data files Generating interest rate sensitivity analyses, including volatility in economic value of assets and liabilities and projected net interest income Analyzing interest rate risk positions utilizing results from the ALM analysis for clients Preparing written analyses of the ALM results Discussing ALM results with the Financial Advisor and with clients via remote or in-person presentations Preparing what-if analysis and providing written analysis of the results Facilitate training of new analysts Contribute to the development of new products Participate in SSG projects Credit and valuation Distressed cash flow analysis This position is an entry level position. The day to day duties of the position can be categorized as either 1) analysis or 2) client related Analysis Manage all data to and from clients Model client balance sheets in ALM software Produce ALM output Prepare write-up analyzing ALM output Run what-if analysis Run monthly investment reports Client Discuss ALM results with clients Discuss what-if results with clients Discuss research and market conditions with clients Interact with client regarding data management Minimum Education Qualification: Junior or Senior year of undergraduate degree in finance or a related field. No prior experience is required; however, at least 1 year of analyst work experience is preferred. Language Skills: Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, and team members. Physical Requirements: Prolonged periods sitting at a desk and working on a computer Must be able to move about inside and outside of the office Must be able to lift up to 15 pounds at times Must be able to effectively communicate. Work Environment: Work is normally performed in a typical interior/work environment Must be able to lift up to 15 pounds at times ALM FIRST STATEMENT ON DIVERSITY & INCLUSION ALM First believes deeply in equality and strongly supports diversity and inclusion. We will continue our driven dedication to financial inclusion for all Americans as we serve the clients providing critical financial resources to the communities that need them most. We are always looking at ways to challenge our diversity of thought, improve our own policies and practices to encourage diversity through the use of our designated committee. Equal Employment Opportunity ALM First has a commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law. Candidate Accommodations ALM First values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. ALM First provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at ******************** or via telephone at *************** (U.S.).
    $33k-53k yearly est. 60d+ ago
  • Financial Analyst, Internship - Compensation Valuation

    VMG Health 3.1company rating

    Dallas, TX jobs

    Full-time Description Multiple Locations Offered: Dallas, Nashville, Denver, Chicago, Philadelphia and New York VMG Health supports a nationwide network of clients with over 70,000 engagements, exclusively in the healthcare industry. Our national client base ranges from large health systems to small practices and everything in between, including investors and private equity firms. VMG Health provides a solutions-oriented approach to client needs through our strong market position, extensive contacts, unparalleled tools and solutions, and expert insights. We are proud to serve as the single source for all our clients' valuation, strategic, and compliance needs. Requirements VMG Health is seeking a Financial Analyst on our Compensation Valuation team in Dallas, Texas and/or Nashville, TN to assist with performing financial analyses, valuation excel modeling, due diligence, market research and report writing. KEY RESPONSIBILITIES: Apply core financial valuation principles to unique and ever-evolving types of arrangements. Work directly with clients in gathering information and data such as financial statements, contractual agreements, operational reports and any other data or information required to provide a thorough work product. Problem-solve in developing novel methodologies, approaches or considerations in an ever-evolving industry. Participate in authoring or co-authoring articles and/or presentations on compensation arrangements. Work directly with Division leadership in a team-based cohesive environment. Support the maintenance of the Division's infrastructure including updating and keeping template models & reports current, performing periodic survey database analytics, and contributing to a positive culture. QUALIFICATIONS: Bachelor's degree in accounting, finance and/or economics Strong knowledge of financial theory and/or economics. Studying financial modeling theories via university. Proficient in Microsoft Office; strong knowledge of Excel and Word Ability to work independently with minimum supervision. Attention to detail and ability to review personal work and peers' work. Superior written and oral communication skills. Ability to present ideas in a business-friendly language and tailor formal and informal communications to the audience. Client-oriented work ethic and excellent interpersonal skills. Ability to build and manage relationships with key clients to ensure the success of each engagement. Desire to contribute thought leadership to engagements and organizational knowledge Tenacity, intellectual curiosity, and a drive for continuous improvement. Travel: Minimal Office: Hybrid - 4 days in office
    $34k-54k yearly est. 60d+ ago
  • 2026 Summer Intern - Finance & Accounting Analyst

    Pacific Investment Management Co 4.9company rating

    Newport Beach, CA jobs

    PIMCO is a global leader in active fixed income. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. In the 50+ years since, we have worked relentlessly to help millions of investors pursue their objectives - regardless of shifting marketing conditions. As active investors, our goal is not just to find opportunities, but to create them. To this end, we remain firmly committed to the pursuit of our mission: delivering superior investment returns, solutions, and service to our clients. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. 2026 Summer Internship - Finance & Accounting Analyst, US Internship positions are located at PIMCO's Newport Beach, CA Headquarters. You're eligible to apply if you: Pursuing an undergraduate degree Must be able to begin full time employment from a PIMCO office between January 2027 - August 2027 Must be enrolled at a university during the Fall 2026 semester (August 2026 - December 2026) Have a minimum 3.2 cumulative collegiate grade point average on a 4.0 scale (or the equivalent) at an accredited 4-year college or university Are business proficient in English You'll excel as a Finance & Accounting Analyst if you: Possess knowledge of accounting, finance, audit, and tax principles Have effective analytical, critical thinking, and problem solving skills Have a strong commitment to produce high quality work and attention to detail to ensure work is delivered completely, accurately, and timely. Demonstrate proficiency with Microsoft Excel Possess excellent verbal and written communication skills Have a desire to join a high performance, fast-paced culture Are collaborative, organized, flexible, motivated self-starter, innovative, multi-tasker See yourself as a Finance & Accounting Analyst The Finance team is responsible for PIMCO's financial management, which includes financial planning and analysis, managing risks, accounting and controls, and reporting. PIMCO relies on the Finance team to provide reliable financial analysis and reporting to enable strategic business decisions and initiatives. The Finance team has over 100 professionals globally who provide expertise to operating jurisdictions around the world. You'll gain a preview of the Finance team and an exposure to financial drivers of the firm, financial operations and accounting, and strategic decision making. The program will provide you with a wide network across Finance as you explore the many facets of the finance operations. Potential areas that you would work on projects within include Financial Planning & Analysis, Accounting, Treasury, Tax, Client Billing, and partnering with the Executive Office. While our eligibility requirements are not flexible, we encourage you to apply even if you do not possess 100% of the desired skills outlined above. The PIMCO Internship Experience: The PIMCO Internship Program runs between Monday, June 8th - Friday, August 14th with the expectation that you will be available for the full duration of the program During Week 1, you'll participate in PIMCO Fundamentals Training, providing you with the skills, knowledge, and relationships that will prepare you for success Alongside your colleagues, participate in PIMCO's Global Month of Volunteering, developed to heighten the impact of our employees' worldwide volunteer efforts Join us for a variety of cross-divisional education, networking & social events! Your supervisor, peer mentor, senior leaders and team offer guidance and mentorship throughout the summer You'll receive feedback at mid- and end-of-summer as part of a formal review process to keep you on the path to meeting your summer goals Want to learn more? Hear about The PIMCO Internship Experience from past interns As a PIMCO intern, you'll receive competitive compensation, along with a transition bonus to help with relocation to one of our office locations How you should apply: Applications open August 2025. We review applications on a rolling basis and encourage you to apply by submitting your resume as soon as you are ready. What to expect during the interview process: After we receive your application, we will conduct an initial review of your resume If you are selected to move forward, you will have the opportunity to showcase your interests, skills, and personality by completing a one-way video interview If you are chosen to proceed after the video interview, you will then take an assessment Once you complete the assessment, you will have a final round of live interviews with us via video conference. These interviews typically include both behavioral and technical questions PIMCO is an equal opportunity employer committed to creating an inclusive, cognitively diverse environment. For more information on PIMCO and Career Opportunities, please visit ******************************************** PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Hourly Rate: $ 34.61 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
    $34.6 hourly Auto-Apply 60d+ ago

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