Senior Associate Jobs At Lincoln Financial Group

Hybrid Role locations: Dallas, NYC, Charlotte, Philadelphia, Arlington, Phoenix As a Regulatory Compliance Risk Senior Associate, you will get the opportunity to grow and contribute to our banking clients' business needs by providing in-depth technical knowledge on emerging regulations and help organizations leverage efficiencies within the Risk, Regulatory Compliance & Controls Practice - all with the resources, environment, and support to help you excel. You'll collaborate with teams to provide comprehensive compliance optimization strategies, to help clients remediate regulatory gaps, streamline operations and limit risk exposure. From day one, you'll be empowered by the greater Risk team to help clients make strategic decisions that will help them achieve their vision and help you achieve more, confidently. Your day-to-day may include: Participate in the creation and tracking of proposals, engagement work plans, timelines, budgets, project management, resource allocations, statements of work, thought leadership contents, and other business development activities as appropriate Research, analyze, and understand current marketplace issues and emerging risk and regulatory requirements and guidance Conduct engagement activities including transactional testing, policy, and procedure review, meet preparation, walkthroughs, etc. Develop and execute work plans in alignment with project objectives, client expectations, and defined timelines Facilitate client meetings, performing data analysis and document review, and articulating findings in a written report. Complete workpapers and final deliverables including but not limited to gap assessments, test scripts, planning memos, evaluation memos, preliminary and final report Manage and minimize engagement risk by proactively identifying issues and recommended courses of remediation Maintain active communication with clients to manage expectations, ensure satisfaction, and become a trusted business partner Other duties as assigned Conduct testing activities for Consent Order Validation, Issue Management, and independent monitoring engagements, responsible for execution of testing to validate client's issues identified and meet requirements set forth by regulators. You have the following technical skills and qualifications: Bachelor's degree in Accounting, Economics, Finance, Information Technology, Risk Management, or related field Minimum 2 years of related work experience working in compliance, risk management or internal audit departments at commercial/retail banks or other financial institutions, or in a similar consulting practice Proven technical ability handling compliance issues, CRCM certification preferred and/or former commissioned bank examiner with the FDIC, FRB, OCC, or CFPB preferred Compliance risk management, audit, or risk management, background highly preferred Knowledge of consumer protection principles, compliance management systems, compliance risk management, consumer protection laws in the banking industry (UDAP/UDAPP, TILA, ECOA, RESPA, Flood Insurance, HMDA, FDCPA, FCRA, UDAAP, TISA, EFTA, EFAA, SCRA, MLA, Privacy, etc.) Understanding of banking regulatory and risk hot topics focus areas, and concepts such as Fair Lending, Unfair or Deceptive Acts or Practices, Truth in Lending, Truth in Savings, Fraud Prevention, Third Party Risk Management, Regulatory Change Management, Enterprise Risk Management, Credit Risk, and Capital and Liquidity Management, etc. Knowledge and understanding of consumer financial products, including transaction accounts, savings deposits, time deposits, prepaid cards, mortgages, home equity loans/lines of credit, credit cards, auto loans, student loans, personal loans/lines of credit, and overdraft services Experience with operational processes, systems, and controls relating to the development, marketing, origination, servicing, and termination of consumer financial products at banks and financial institutions of various types and sizes Practical work experience involving compliance testing/monitoring, compliance audits, compliance training, controls testing and data analytics at banks and financial institutions of various types and sizes Familiarity with CFPB, FDIC, FRB, OCC, and NCUA compliance examination procedures Understanding of the risk-based approach and methodologies used across the different stages of an internal audit including Risk Assessment, Scoping, Audit Work Program Development, Design Assessment, Operating Effectiveness Testing, Root Cause Analysis, Reporting and Issue Validation Strong oral communication, written communication, organizational, technical, and analytical skills Excellent teamwork and collaboration skills Can travel as needed Consistent with the firm's hybrid work model, this position will require in-person attendance at least two days per week, either at a GT office or client site. The base salary range for this position in Manhattan Office only is between $103,700 and $155,500. #hybrid

Job Purpose & Objectives Provide operational support to the Equity business and other Global Markets areas, including trade capture, desk support, client service, P&L reporting, cash management and break reconciliation. Key Responsibilities Ensure accurate trade capture and confirmations are sent to clients of various flows Reconcile breaks between frontend systems and backend data. Resolve any trade discrepancies with various parties (trading desk, client, broker, settlement…) Perform trade reconciliations and follow-up on any discrepancies Perform regulatory reporting where necessary Work with front office and IT to enhance system functioning Report on performance and potential issues to direct management, and more generally support management as and when required Job Specifications Qualification & Experience Bachelor degree Minimum 3 years' experience working in an investment banking middle office Knowledge & Skills Product knowledge in US/APAC equity derivatives Strong interpersonal skills Strong risk and control mind-set Language Fluent in English Spanish a plus Other Skills (e.g. Interpersonal, Communication etc) Strong interpersonal and communication skills Customer-oriented Able to work in a matrix reporting structure, multi-functional and cross-cultural environment Well-organized and meticulous in details Ability to work under pressure A team player High integrity Requirements Obtain SIE and Series 7 within 6 months Complete NFA Long Track Proficiency Exam All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. With respect to this position in our New York Office, the expected base salary ranges from $110,000 to $135,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions

Situated within Commercial Credit Risk and Analytics, the Commercial Resilience, Limits, and Reporting team is responsible for management of Commercial Credit Risk's Resilience and Limits Framework. The team synthesizes quantitative and qualitative information on portfolio credit quality through the analysis of the portfolio, external markets, regulations, credit risk models, and broader economic trends. The Business Senior Associate will primarily focus on the execution and development of the Commercial Credit Risk Business Intelligence function. This would include building new analytical tools and BI dashboards, enhancing/automating existing BI reporting suite, and engaging with key internal stakeholders. General Responsibilities: Strategic leadership: Develop business strategies that will drive growth, profitability, and competitive success for Capital One in the face of shifting consumer and regulatory demands Leadership: Ability to influence and drive critical decisions from business partners and Commercial senior leadership Credit Risk: Drive step-change improvements in credit performance by connecting drivers of future consumer credit trends to historical behavior, creating risk models, and testing hypotheses using rigorous monitoring and analysis Execution: Manage and sequence delivery of business intent, build business requirements and execute against the product strategy. Oversee multiple projects and programs concurrently Partnership: Work closely with colleagues across Capital One Commercial Banking Strategic & analytic orientation: A proven track record of decision making and problem solving based on analytics. Conceptual thinking skills must be complemented by a strong quantitative orientation, given that a large part of the business is based on rigorous analytic marketing & credit risk management Strong business judgment, leadership and integrity: He/she should be a tenacious decision maker, able to bring a healthy, aggressive, yet responsible approach to business Strong executive communication skills: Impeccable written and oral communication credentials, coupled with strategic influencing skills and the ability to drive agreement through intellect, interpersonal and negotiation skills Clear results orientation: display an intense focus on achieving both short and long term goals. He/she should be able to drive and execute an agenda in an uncertain and fluid environment Successful track record of thriving in a fast paced, entrepreneurial and dynamic environment. Previous consulting experience is a plus Basic Qualifications: Bachelor's Degree in any quantitative field (Business, Math, Economics, Finance, Statistics, Science, Engineering) At least 1 year of experience in analysis Preferred Qualifications: Master's Degree in Business or quantitative field such as Finance, Economics, Physical Sciences, Math, Statistics, Engineering 2+ years of experience in analysis 2+ years of experience in data analytics 2+ years of experience in financial services 1+ year of experience in consulting Capital One will consider sponsoring a new qualified applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. McLean, VA: $109,000 - $124,400 for Sr. Business Analyst Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex (including pregnancy, childbirth or related medical conditions), race, color, age, national origin, religion, disability, genetic information, marital status, sexual orientation, gender identity, gender reassignment, citizenship, immigration status, protected veteran status, or any other basis prohibited under applicable federal, state or local law. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to Careers@capitalone.com Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

THE MATHER GROUP The Mather Group, LLC (TMG) is one of the fastest-growing independent, fee-only registered investment advisory firms in the country, offering comprehensive wealth management services with our clients' best interests in mind. What we are doing differently is educating our clients on what fiduciary responsibility really means, at a time when it is more important than ever. OUR CORE VALUES Curiosity Continuously seek knowledge to provide innovative, tailored advice. Humility Value client perspectives to build strong, trust-based relationships. Accountability Deliver on promises with transparent communication and responsible actions. Respect Foster an inclusive environment where all clients feel heard, valued, and appreciated. Resilience Adapt and thrive amidst challenges, providing stability, and peace of mind. Elevate Continuously seek ways to add value and exceed client expectations. FINANCIAL PLANNING, SENIOR ASSOCIATE TMG is pursuing a dynamic and experienced Senior Associate to join our Financial Planning team. Based in our Dallas office, a Senior Associate's primary responsibility is providing client management and financial planning support to high-performing Wealth Advisors. Additionally, this role will also serve as a primary advisor for existing client relationships. This role is a great opportunity for an experienced planner to gain practical, hands-on client-facing experience and primary advisory responsibilities. Over time, advisor responsibilities will increase, and a Senior Associate should expect to evolve into a Wealth Advisor within 3-5 years. ROLE INFORMATION Status: Full-Time Location: Dallas, TX Compensation Structure: Base Salary + Bonus Reports to: Erin O'Connor-Bell, Director of Financial Planning SPECIFIC RESPONSIBILITIES Provide financial planning and client management support to Wealth Advisors, serving as a second chair to their client relationships. Leverage financial planning technology and other tools to construct comprehensive financial reports and projections. Attend client and/or prospect meetings, prepare follow-up correspondence, and execute follow-up items, where appropriate. Construct presentations and materials for client and/or prospect meetings Serve as the primary advisor on existing client relationships, articulating TMG's value proposition and providing exemplary client experience. Collaborate with Client Services and Operations teams to ensure a smooth new client onboarding experience. Stay informed on industry trends, regulatory changes, and best practices in financial planning. Ensure continued professional development through ongoing continuing education Mentor a team of Financial Planning Associates. IDEAL CANDIDATE REQUIREMENT Bachelor's degree in financial planning, consumer economics, or a related field. Three to five years of experience in financial planning or related field, preferably in a client facing role. Certified Financial Planner (CFP ) or other accredited designation required. Proficiency in financial planning software such as eMoney or MoneyGuidePro. Intermediate understanding of financial planning concepts, including tax and estate planning. Desire to grow into a Wealth Advisor Ability to work independently and as part of a team in a fast-paced and dynamic environment. Strong ethics and integrity, with a commitment to maintaining client confidentiality and acting in their best interests. Excellent interpersonal and communication skills, with the ability to build rapport with client sand explain financial concepts clearly. TMG is an equal opportunity employer and welcomes candidates from diverse backgrounds Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

The Risk Management Risk Office - Controls Testing Team is seeking an experienced, highly motivated Controls Assessment and Testing Specialist with a strong proven audit mind-set when it comes to testing a control. The ideal candidate will have good organizational and communication skills. A proven background in evaluation of risks and requirements compared to existing process and control coverage as well as the ability to identify gaps and solutions for gap closure. This role involves understanding of risks, requirements, controls, and corrective actions review and evaluation. In addition, the ideal candidate will be able to identify key controls, design test plans and steps for testing automated controls, and compose clear and concise grounding for findings. This will be a challenging role in a dynamic and fast-paced environment requiring ability to multi-task and prioritize assignments appropriately. Responsibilities Include: Perform an analysis of risks and requirements and their association with the control Ability to develop and execute testing and reporting procedures Ability to understand and communicate complex processes and alignment to policy/regulatory requirements Establish and maintain good client relations during testing engagements Strong ability to create and deliver verbal and written communications between business partners Assist in the planning and execution of control assessments Manage to testing schedules to ensure all tasks and reporting are completed within established timeframes Obtain and analyze test data from multiple sources, following testing protocols and leveraging job aids as needed Systematically retain documents that substantiates test results Submit test results in the system of record Assist in communicating results to business areas and Risk Management Risk Office leadership as needed Basic Qualifications: High School Diploma, GED or equivalent certification At least 2 years of experience in audit or controls testing, or requirements management Preferred Qualifications: Bachelor's degree Ability to effectively communicate findings to stakeholders Deep understanding of risks and ability to communicate and evaluate the appropriateness of mitigating activities Experience auditing internal controls At this time, Capital One will not sponsor a new applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. McLean, VA: $94,600 - $107,900 for Sr. Risk Associate Richmond, VA: $86,000 - $98,200 for Sr. Risk Associate Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex (including pregnancy, childbirth or related medical conditions), race, color, age, national origin, religion, disability, genetic information, marital status, sexual orientation, gender identity, gender reassignment, citizenship, immigration status, protected veteran status, or any other basis prohibited under applicable federal, state or local law. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to Careers@capitalone.com Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

The Risk Management Risk Office - Controls Testing Team is seeking an experienced, highly motivated Controls Assessment and Testing Specialist with a strong proven audit mind-set when it comes to testing a control. The ideal candidate will have good organizational and communication skills. A proven background in evaluation of risks and requirements compared to existing process and control coverage as well as the ability to identify gaps and solutions for gap closure. This role involves understanding of risks, requirements, controls, and corrective actions review and evaluation. In addition, the ideal candidate will be able to identify key controls, design test plans and steps for testing automated controls, and compose clear and concise grounding for findings. This will be a challenging role in a dynamic and fast-paced environment requiring ability to multi-task and prioritize assignments appropriately. Responsibilities Include: Perform an analysis of risks and requirements and their association with the control Ability to develop and execute testing and reporting procedures Ability to understand and communicate complex processes and alignment to policy/regulatory requirements Establish and maintain good client relations during testing engagements Strong ability to create and deliver verbal and written communications between business partners Assist in the planning and execution of control assessments Manage to testing schedules to ensure all tasks and reporting are completed within established timeframes Obtain and analyze test data from multiple sources, following testing protocols and leveraging job aids as needed Systematically retain documents that substantiates test results Submit test results in the system of record Assist in communicating results to business areas and Risk Management Risk Office leadership as needed Basic Qualifications: High School Diploma, GED or equivalent certification At least 2 years of experience in audit or controls testing, or requirements management Preferred Qualifications: Bachelor's degree Ability to effectively communicate findings to stakeholders Deep understanding of risks and ability to communicate and evaluate the appropriateness of mitigating activities Experience auditing internal controls At this time, Capital One will not sponsor a new applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. McLean, VA: $94,600 - $107,900 for Sr. Risk Associate Richmond, VA: $86,000 - $98,200 for Sr. Risk Associate Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex (including pregnancy, childbirth or related medical conditions), race, color, age, national origin, religion, disability, genetic information, marital status, sexual orientation, gender identity, gender reassignment, citizenship, immigration status, protected veteran status, or any other basis prohibited under applicable federal, state or local law. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to Careers@capitalone.com Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

The facilities manager oversees all aspects of building functions and guarantees the safety and functionality of all facilities. Duties include running routine safety inspections, corresponding with contractors, planning maintenance work, maintaining records, and supervising facilities staff. Our ideal candidate is well-versed in facilities management processes and exhibits high multitasking and organizational abilities. Essential Job Functions: Strategically oversee space leasing initiatives within the facility to optimize utilization, generating comprehensive reports for informed decision-making. Efficiently monitor and manage vendor expenses to ensure cost-effectiveness and streamlined performance within the facility. Ensure strict adherence to ISO facility audit requirements, meticulously maintaining accurate records to uphold regulatory compliance. Act as the key liaison for vendors and logistics, sourcing, negotiating contracts, and managing branding and interior elements to guarantee seamless operations within the facility located in Carrollton, Texas. Spearhead procurement activities, including managing purchase requisitions, service receipts, and collaborating with the accounts payable team to ensure seamless. Operational financial workflows. Exercise supervision over the installation, maintenance, and repair of facility infrastructure, ensuring a functional and efficient work environment. Manage administrative services encompassing housekeeping supplies and locker facilities, upholding, and promoting workplace standards. Direct and assess construction projects aimed at modifying facility spaces, meticulously planning layouts, and overseeing installations in office spaces to optimize the overall workspace efficiency. Overseeing newly assigned project requirements entails coordinating essential elements with vendors, ensuring strict adherence to timelines in support of ongoing facility initiatives. Authorize clearance of no dues for departing personnel from the facilities administration perspective. Oversee facility operations and the maintenance of machines, including managing maintenance contracts, to support daily activities. Ensure compliance with local fire codes, coordinate emergency provisions, prioritize staff safety and supervise disaster evacuations in accordance with province/state regulations. Excellent verbal and written communication skills. Professional leadership experience and strong attention to detail. Proficiency with Microsoft 365. The ability to work within procurement and administration systems to execute daily requirements. Requirements: BA in facility management, business, information management, or engineering (Preferred) 2-3 years in related positions Experience planning and maintaining facility budgets Excellent verbal and written communication skills Professional leadership experience Contract handling experience Strong attention to detail Advanced mechanical and plumbing skills Knowledge of HVAC and other building systems Ability to lift heavy objects and do other labor-intensive tasks Excellent time management and multitasking skills Basic understanding of accounting and finance principles Great leadership and problem-solving skills

The Advisory Process Risk Senior Associate is responsible for delivering a range of risk advisory projects for multiple public and private clients in a wide variety of industries. Responsibilities include working in team environment to plan, execute and report on risk management, internal control, and internal audit engagements that develop, assess, or help improve the design and operating effectiveness of risk management and internal control activities. The Senior Associate works closely with Partners, Principals, Managing Directors, Senior Managers, Managers and Associates, playing a key role in project delivery, client relationship management and business development. ESSENTIAL DUTIES AND RESPONSIBILITIES Review operational, financial, and administrative processes to assess risk, internal control, and the overall effectiveness and efficiency of the process. Obtain an understanding of clients' business, objectives, strategy, operations, processes, IT systems, service providers and controls. Actively participate in client engagements from start to completion, which includes planning, executing, and reporting. Common engagements include, but are not limited to: co-sourced and outsourced internal audit, internal control assessments, enterprise risk management program assessments, tests of control design and operating effectiveness for Sarbanes-Oxley (SOX) and other compliance requirements, and helping clients design and implement internal controls. Support engagement Manager and/or Senior Manager/Director in project management activities, such as preparing and managing engagement project plans, timelines, budgets, and status reporting. Supervise, train, and mentor Associates and Interns on engagements, and assess performance and provide timely feedback. Develop and execute internal audit workplans and control test procedures based on engagement scope, and client environment risk factors. Apply knowledge of risk and control trends to evaluate findings for significance and risk, and develop recommendations for improvement based on leading practice. Work with the project team and client to deliver services in accordance with project leadership and client expectations (gather information, resolve problems, recommend internal control enhancement opportunities, etc.). Develop and maintain good working relationships with colleagues and clients. Work collaboratively across Advisory Business Lines (ABLs) and with other Grant Thornton Service Lines (e.g., Audit Services and Tax Services). Adhere to Firm policies, procedures, and methodologies. Participate in recruiting efforts. Participate in relevant professional organizations (Institute of Internal Auditors, etc.) Participate in business development activities and proposal development as appropriate. Meet or exceed defined performance metrics. Other duties as assigned. Domestic and international travel as required. Ability to travel on short notice and work additional hours as necessary. QUALIFICATIONS Bachelor's degree in Accounting, Finance, Information Technology, Management Information Systems, Business Intelligence, or related field. A Master's degree is a plus. Two (2) to five (5) years of related work experience with a professional services firm, or as part of a risk management or Internal Audit function. CIA, CPA, Six Sigma, or related license/certification (or having passed examination(s) and awaiting certification) preferred. Experience assessing the design and operating effectiveness of enterprise or operational risk management programs, and/or entity-level and business process controls for Internal Audit, SOX compliance, System & Organization Control (SOC) reporting, or other risk management, compliance and assurance activities. Strong understanding of COSO Internal Control - Integrated Framework (2013), the Institute of Internal Auditors International Professional Practices Framework (IIA IPPF), and/or current focus areas of external financial statement auditors (completeness and accuracy of key reports, level of precision, etc.) Client service acumen, with a demonstrated ability to develop and maintain strong relationships. Ability to work on multiple concurrent projects and handle competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment. Strong leadership and communication (oral, written, and presentation) skills. Strong analytical, organizational and project management skills. Ability to supervise others and lead projects. Strong computer skills, including proficiency in Microsoft Visio and Office Suite applications. Experience with any of the following a plus: Assessing process controls of on-premise and cloud-based SAP systems (ECC, S/4 HANA, etc.). Assessing process controls of other on-premise and cloud-based Enterprise Resource Planning (ERP) systems (Oracle. Workday, Infor, NetSuite, etc.) Leveraging analytics and visualization solutions (PowerBI, Alteryx, ACL, IDEA, QlikView / QlikSense, Tableau, Spotfire, etc.). Performing operational internal auditing in areas not related to internal control over financial reporting (ICFR) or SOX compliance Designing controls as part of transformational changes (new systems implementation, establishing a shared service center, business combination, etc.)

Wiss is seeking a Senior Associate, Litigation Support to join our growing Law Firm Services practice in Florham Park, NJ. We are searching for someone with progressive experience in public accounting (or a valuation firm) with emphasis on providing litigation support, business valuation and consulting services to clients. This position will reside mainly onsite but well afford 2 work from home days. Core Responsibilities: Perform analysis, conduct forensic investigations and prepare reports for complex litigation and valuation matters Inspire, lead, develop and review work product for the staff Assist in the analysis and resolution of client matters through active collaboration from the Managers and Partners Maintain active communication with Managers and Partners to manage expectations, ensure satisfaction and lead change efforts Provide expert testimony in a variety of litigation types (marital disputes, economic disputes, etc.) Attend professional development forums, networking events and training seminars to stay current on relevant forensic accounting topics Adhere to the highest degree of professional standards and strict client confidentiality Qualifications: Bachelor's degree with a concentration in Accounting or Finance; MBA is a PLUS CPA is highly preferred ABV, CVA, CFF, CFE, CFA or other related certifications preferred Demonstrate concentrated analytical, problem-solving, organizational, and polished communication skills Possess proficient technical acumen in Microsoft Office suite Extensive experience leveraging business valuation databases and research tools Provide exceptional client service, demonstrate a commitment to excellence, display appropriate ethical knowledge, exhibit a sense of urgency, commitment to quality and execute all duties in a timely fashion Demonstrate the ability to work effectively and collaboratively in a team environment while comfortably interacting with Managers and Partners, including supporting the preparation of and participating in executive briefings Possess excellent written communication skills Demonstrate strong project management and facilitation skills Willingness to travel to client sites as needed, as well as, working beyond normal core business hours to ensure key deliverables are met What we offer you: Growth Champion Program to help facilitate ongoing performance feedback Covered Becker costs to assist with the completion of the CPA exam Team atmosphere that promotes collaboration and communication designed to enhance efficiencies, as well as provide professional development Competitive salaries with comprehensive benefits package including M/D/V Flexible PTO policy 401k plan + match Hybrid work arrangement Wiss, LLP Highlights Accounting Today's 2024 Regional Leaders Accounting Today's 2024 Top 100 Firms Accounting Today's 2024 top firms by AUM Wiss is an Equal Opportunity-Affirmative Action Employer - Minority / Female / Disability / Veteran / Gender Identity / Sexual Orientation / Age" "Wiss is committed to diversity and inclusion. We seek candidates from all backgrounds to join our team and encourage our employees to bring their authentic and best selves to work." To all staffing agencies: Wiss does not utilize 3rd party firms for any internal or client positions. Please be advised, Wiss is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of Wiss

Job Classification: Corporate - Risk At Prudential, we believe talent is key to achieving our vision. When you join Prudential, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading financial services institutions. Investment Risk Management (IRM) is a group within Enterprise Risk Management that oversees the risk profile of Prudential's general account and other global proprietary investments through in-house analysis and partnerships with asset managers and the Chief Investment Office. IRM is responsible for developing and reporting limits, capital modeling, governance, and board reporting for assets and transactions with credit, equity, and counterparty risk. The group interfaces across the enterprise on various topics including potential new transactions, scenario analysis, and regulatory and governance issues as a trusted partner and depends on a culture of collaboration to effectively solve complex and interesting challenges. Within IRM, the Modeling & Analysis team focuses on the design and development of quantitative methods of credit & equity analysis. There is a large emphasis on ad-hoc analytical projects, which typically span a wide variety of market-related subjects and require flexible thinking in creating solutions. The ability to simultaneously exercise good analytical judgment as well as to explain complex subjects to the less quantitatively inclined is crucial for the success of the team. What you can expect: * Developing and evaluating credit & equity models. * Work in statistics and machine learning techniques, particularly in their practical application to quantitative investment problems. * Develop new internal modeling approaches for simulation of credit & equity investments, which requires flexible technical thinking and good analytical judgement. * Involved in all aspects of model development lifecycle, including initial design, prototype development, engagement with business partners, and documentation. What you will need: * Expert-level programming in Python and/or R. * Investment / asset modeling background. * Bachelor's, Master's, or PhD-level technical training in one or more of statistics / data science / economics / quantitative finance / computer science. * SQL / query language programming experience. * Experience with fixed income and credit. * Structured credit knowledge, use of INTEX. * Tableau visualization software experience. * Strong verbal and written communication skills; ability to explain complex models in business terms. #LI-Hybrid What we offer you: 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 $152,500.00 to $206,200.00. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. * 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.

Thornburg Investment Management ("TIM"), with over $46B AUM, has over 40 years of experience in public debt and is a leader in providing fixed income solutions. Bow River Capital ("BRC"), with over $3.6B AUM, has more than 20 years of alternative asset expertise and a strong track record of partnering with founders, management teams and private equity sponsors to develop collaborative approaches to build and grow businesses. Together, we're building Thornburg Bow River Advisers. ("TBRA"), a unique private credit platform that provides flexible solutions across the capital structure, to support the needs of lower and middle market businesses, many of which are located in the overlooked Mountain West, Midwest, and Southwest (our "Rodeo Region"). Primary Job Function: Senior Associates on the TBRA team will work closely with all levels of credit investment professionals, the TBRA Investment Committee, as well as investment professionals across BRC's and TIM's other strategies, throughout every stage of the investment process. As a Senior Associate, you will play an integral role on a lean deal team in investment identification, underwriting and due diligence, structuring, transaction execution, monitoring, and investor reporting in a wide range of exciting transactions across the capital structure in a variety of industries. This role will be in a fast-paced, entrepreneurial, and collaborative environment, offering exposure to all aspects of the investment process. Duties & Responsibilities: TBRA is seeking a highly motivated investment professional to join the team as direct employee of TIM dedicated to the TBRA private credit platform. A Senior Associate is expected to fulfill the following responsibilities: * Engage in all aspects of due diligence and detailed investment analysis related to potential investments, including industry research, financial modeling, and business analysis to develop and refine investment theses. * Create short-form and long-form investment memoranda, prepared in conjunction with other members of the investment team, and present to the TBRA Investment Committee. * Assist with transaction structuring, negotiating of investment terms, and execution of legal documentation. * Actively manage and support portfolio investments, including maintaining portfolio financial tracker and preparing financial analyses and memoranda related to document amendment processes. * Support fundraising activities, including preparing and updating marketing materials, preparing ad hoc fund analysis, and conducting/compiling market research. * Support origination efforts, including participating in marketing calls/meetings and conducting market research. * Serve as liaison with broader TIM organization and work closely with TIM team focused on private credit. * Willing to relocate to Denver, CO or Santa Fe, NM. The Senior Associate position has a base salary range of $120,000 - $140,000. Base salary is one component of total compensation which may also include an annual discretionary bonus. The starting salary offer will vary based on the applicant's education, experience, skills, abilities, geographic location, and alignment with market data. This position will remain open until filled. Applications will be reviewed as received until a suitable candidate is selected. We are looking to hire a candidate who can start as soon as possible or by Summer 2025. Requirements Candidates need to have demonstrated a strong track record of academic, work, and deal experience. Candidates should have the following qualifications to be considered: * Bachelor's degree and a distinguished academic background (Accounting or Finance preferred, but not required). * At least two to four years of relevant experience in private credit/lending, private equity, or investment banking. * Significant transaction experience, including preparing financial models/analyses and investment memoranda. * Ability to work in a collaborative, team based, results-oriented environment while acting in a self-directed manner. * High level of initiative, motivation, and attention to detail in a deal-driven environment. * Strong finance, accounting, research, analytical, and presentation skills. * Strong written and verbal communication skills. Job Benefits: * Medical, dental, and vision coverage. * Employer 401(k) safe harbor and profit-sharing contributions. * Work/life programs such as flexible work arrangements, flexible paid time off, paid parental leave, employee assistance plan, commuter benefits, student loan repayment program, education reimbursement program. * Community involvement opportunities. * Onsite cafeteria. * Onsite fitness center. * Referral program. TBRA targets investments in promising lower and middle market companies across a 14-state region of the Mountain West, Midwest, and Southwest, which together we have named the Rodeo Region. This region has shown disproportionate economic growth and is home to a growing number of privately held companies, while being served by a dearth of private credit firms, making the Rodeo Region an appealing market for TBRA. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, disability, gender, gender identity or protected veteran status.

Thornburg Investment Management (“TIM”), with over $46B AUM, has over 40 years of experience in public debt and is a leader in providing fixed income solutions. Bow River Capital (“BRC”), with over $3.6B AUM, has more than 20 years of alternative asset expertise and a strong track record of partnering with founders, management teams and private equity sponsors to develop collaborative approaches to build and grow businesses. Together, we're building Thornburg Bow River Advisers. ("TBRA"), a unique private credit platform that provides flexible solutions across the capital structure, to support the needs of lower and middle market businesses, many of which are located in the overlooked Mountain West, Midwest, and Southwest (our “Rodeo Region”). Primary Job Function: Senior Associates on the TBRA team will work closely with all levels of credit investment professionals, the TBRA Investment Committee, as well as investment professionals across BRC's and TIM's other strategies, throughout every stage of the investment process. As a Senior Associate, you will play an integral role on a lean deal team in investment identification, underwriting and due diligence, structuring, transaction execution, monitoring, and investor reporting in a wide range of exciting transactions across the capital structure in a variety of industries. This role will be in a fast-paced, entrepreneurial, and collaborative environment, offering exposure to all aspects of the investment process. Duties & Responsibilities: TBRA is seeking a highly motivated investment professional to join the team as direct employee of TIM dedicated to the TBRA private credit platform. A Senior Associate is expected to fulfill the following responsibilities: Engage in all aspects of due diligence and detailed investment analysis related to potential investments, including industry research, financial modeling, and business analysis to develop and refine investment theses. Create short-form and long-form investment memoranda, prepared in conjunction with other members of the investment team, and present to the TBRA Investment Committee. Assist with transaction structuring, negotiating of investment terms, and execution of legal documentation. Actively manage and support portfolio investments, including maintaining portfolio financial tracker and preparing financial analyses and memoranda related to document amendment processes. Support fundraising activities, including preparing and updating marketing materials, preparing ad hoc fund analysis, and conducting/compiling market research. Support origination efforts, including participating in marketing calls/meetings and conducting market research. Serve as liaison with broader TIM organization and work closely with TIM team focused on private credit. Willing to relocate to Denver, CO or Santa Fe, NM. The Senior Associate position has a base salary range of $120,000 - $140,000. Base salary is one component of total compensation which may also include an annual discretionary bonus. The starting salary offer will vary based on the applicant's education, experience, skills, abilities, geographic location, and alignment with market data. This position will remain open until filled. Applications will be reviewed as received until a suitable candidate is selected. We are looking to hire a candidate who can start as soon as possible or by Summer 2025. Requirements Candidates need to have demonstrated a strong track record of academic, work, and deal experience. Candidates should have the following qualifications to be considered: Bachelor's degree and a distinguished academic background (Accounting or Finance preferred, but not required). At least two to four years of relevant experience in private credit/lending, private equity, or investment banking. Significant transaction experience, including preparing financial models/analyses and investment memoranda. Ability to work in a collaborative, team based, results-oriented environment while acting in a self-directed manner. High level of initiative, motivation, and attention to detail in a deal-driven environment. Strong finance, accounting, research, analytical, and presentation skills. Strong written and verbal communication skills. Job Benefits: Medical, dental, and vision coverage. Employer 401(k) safe harbor and profit-sharing contributions. Work/life programs such as flexible work arrangements, flexible paid time off, paid parental leave, employee assistance plan, commuter benefits, student loan repayment program, education reimbursement program. Community involvement opportunities. Onsite cafeteria. Onsite fitness center. Referral program. TBRA targets investments in promising lower and middle market companies across a 14-state region of the Mountain West, Midwest, and Southwest, which together we have named the Rodeo Region . This region has shown disproportionate economic growth and is home to a growing number of privately held companies, while being served by a dearth of private credit firms, making the Rodeo Region an appealing market for TBRA. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, disability, gender, gender identity or protected veteran status.

Job Classification: Investment Management - Investments What you will do The Prudential Private Capital Infrastructure team manages a multi-billion dollar portfolio of private debt investments in infrastructure globally. Candidates will participate in the management and origination of transactions in the transportation, social infrastructure, digital infrastructure and water & waste treatment sectors. The group has a geographic focus on North America, Latin America, Europe and Australia, providing candidates a global perspective on infrastructure investment. What you can expect The Senior Investment Associate will play a critical role in sourcing, underwriting and portfolio management of debt investments in infrastructure globally. In this role, the Senior Associate will have the opportunity to use existing background and career experience, while also developing new skills involving financial analysis, transaction negotiation, structuring, execution and documentation as well as marketing and new business development. Targeted transactions will include senior and subordinated debt investments in core and core-plus infrastructure domestically and internationally. The Senior Investment Associate will be part of a lean investment team, reporting to the investment team leader and providing guidance and oversight to two or more junior members of the team, and playing an important role in all elements of our investment process. What you will bring 4+ years of investment banking, asset management, consulting, capital markets, project finance, or equity/debt investing Strong analytical, writing, interpersonal, and communication skills Ability to work well in a team environment, managing more junior resources and interfacing with other diverse teams within the organization Strong financial modeling and presentation skills Willingness to travel as needed What will set you apart Experience within the infrastructure sector Specific knowledge of project and structured finance transactions, Project Bonds, Private Placements, Debt Capital Markets Knowledge of other languages, particularly Spanish, French and Italian An MBA or relevant graduate degree and/or participation in the CFA program PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply. Salary Range Disclosure 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 $135,000 to $150,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. About Prudential Private Capital At Prudential Private Capital, expertise, analysis, and experience drive everything we do. We strategically target select global markets to offer unique deal flow to investors and prospective issuers. Our team is comprised of bright, focused professionals who collaborate at all levels to manage originations and a private debt portfolio across investment grade, high yield and mezzanine investments. We invest in the potential of our employees by offering them large-scope, small-team emphasis on collaboration, and commitment to a healthy balance between a professional and personal life. We challenge you as an individual so you can make real contributions while you grow your capabilities. 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 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.

Jefferies is seeking to hire a CLO Operations Associate to join an experienced team supporting our growing platform. The analysts partner closely with the investment team to effectively manage 16 active BSL Collateralized Loan Obligations, 5 Middle Market CLOs, 11 Revolver CLOs and 1 separately managed fund. We are looking for a highly motivated, independent, detail-oriented individual who wants to broaden their knowledge and challenge themselves in a fast-paced, collaborative working environment. Position Responsibilities: Work on the full lifecycle of our CLO's from warehouse to discharge. Ability to read and interpret CLO Indenture/Warehouse agreements and apply them correctly to the related fund(s) to make decisions and suggest courses of action. Work closely with our Admins and Trustees to ensure all trade events and cash movements are captured correctly and properly reconciled. Assist in monthly reporting and tie-outs/quarterly waterfall reconciliations Assist with CLO accounting/financial reporting research and validation including all metric calculations and hypo trading. Work on the CLO Warehouse calculations and loan tie outs. Perform adhoc requests from portfolio managers and trading desk, providing guidance as needed Help with booking trades and allocations in the various trade systems. Complete CLO portfolio optimization projects and Risk Management projects Work on the CLO Warehouse calculations and loan tie outs. Candidate Background 2-5 years' experience in Loan or CLO Operations at a Hedge Fund, Trustee, CLO Advisory, Accounting Firm or Sell Side Settlements Minimum of a bachelor's degree from a top-tier institution; Loan closing and WSO/ClearPar experience is preferred but not required A self-starter with the ability to operate across numerous workstreams concurrently and manage the expectations of the various stakeholders Excellent verbal and written communication skills required A team player that proactively looks to add value and step-in wherever help is needed Primary Location Full Time Salary Range of $120,000 - $160,000

Jefferies is seeking to hire a CLO Operations Associate to join an experienced team supporting our growing platform. The analysts partner closely with the investment team to effectively manage 16 active BSL Collateralized Loan Obligations, 5 Middle Market CLOs, 11 Revolver CLOs and 1 separately managed fund. We are looking for a highly motivated, independent, detail-oriented individual who wants to broaden their knowledge and challenge themselves in a fast-paced, collaborative working environment. Position Responsibilities: Work on the full lifecycle of our CLO's from warehouse to discharge. Ability to read and interpret CLO Indenture/Warehouse agreements and apply them correctly to the related fund(s) to make decisions and suggest courses of action. Work closely with our Admins and Trustees to ensure all trade events and cash movements are captured correctly and properly reconciled. Assist in monthly reporting and tie-outs/quarterly waterfall reconciliations Assist with CLO accounting/financial reporting research and validation including all metric calculations and hypo trading. Work on the CLO Warehouse calculations and loan tie outs. Perform adhoc requests from portfolio managers and trading desk, providing guidance as needed Help with booking trades and allocations in the various trade systems. Complete CLO portfolio optimization projects and Risk Management projects Work on the CLO Warehouse calculations and loan tie outs. Candidate Background 2-5 years' experience in Loan or CLO Operations at a Hedge Fund, Trustee, CLO Advisory, Accounting Firm or Sell Side Settlements Minimum of a bachelor's degree from a top-tier institution; Loan closing and WSO/ClearPar experience is preferred but not required A self-starter with the ability to operate across numerous workstreams concurrently and manage the expectations of the various stakeholders Excellent verbal and written communication skills required A team player that proactively looks to add value and step-in wherever help is needed Primary Location Full Time Salary Range of $120,000 - $160,000

Jefferies is seeking to hire a CLO Operations Associate to join an experienced team supporting our growing platform. The analysts partner closely with the investment team to effectively manage 16 active BSL Collateralized Loan Obligations, 5 Middle Market CLOs, 11 Revolver CLOs and 1 separately managed fund. We are looking for a highly motivated, independent, detail-oriented individual who wants to broaden their knowledge and challenge themselves in a fast-paced, collaborative working environment. Position Responsibilities: * Work on the full lifecycle of our CLO's from warehouse to discharge. * Ability to read and interpret CLO Indenture/Warehouse agreements and apply them correctly to the related fund(s) to make decisions and suggest courses of action. * Work closely with our Admins and Trustees to ensure all trade events and cash movements are captured correctly and properly reconciled. * Assist in monthly reporting and tie-outs/quarterly waterfall reconciliations * Assist with CLO accounting/financial reporting research and validation including all metric calculations and hypo trading. * Work on the CLO Warehouse calculations and loan tie outs. * Perform adhoc requests from portfolio managers and trading desk, providing guidance as needed * Help with booking trades and allocations in the various trade systems. * Complete CLO portfolio optimization projects and Risk Management projects * Work on the CLO Warehouse calculations and loan tie outs. Candidate Background * 2-5 years' experience in Loan or CLO Operations at a Hedge Fund, Trustee, CLO Advisory, Accounting Firm or Sell Side Settlements * Minimum of a bachelor's degree from a top-tier institution; * Loan closing and WSO/ClearPar experience is preferred but not required * A self-starter with the ability to operate across numerous workstreams concurrently and manage the expectations of the various stakeholders * Excellent verbal and written communication skills required * A team player that proactively looks to add value and step-in wherever help is needed Primary Location Full Time Salary Range of $120,000 - $160,000

Requirements Candidates need to have demonstrated a strong track record of academic, work, and deal experience. Candidates should have the following qualifications to be considered: Bachelor's degree and a distinguished academic background (Accounting or Finance preferred, but not required). At least two to four years of relevant experience in private credit/lending, private equity, or investment banking. Significant transaction experience, including preparing financial models/analyses and investment memoranda. Ability to work in a collaborative, team based, results-oriented environment while acting in a self-directed manner. High level of initiative, motivation, and attention to detail in a deal-driven environment. Strong finance, accounting, research, analytical, and presentation skills. Strong written and verbal communication skills. Job Benefits: Medical, dental, and vision coverage. Employer 401(k) safe harbor and profit-sharing contributions. Work/life programs such as flexible work arrangements, flexible paid time off, paid parental leave, employee assistance plan, commuter benefits, student loan repayment program, education reimbursement program. Community involvement opportunities. Onsite cafeteria. Onsite fitness center. Referral program. TBRA targets investments in promising lower and middle market companies across a 14-state region of the Mountain West, Midwest, and Southwest, which together we have named the Rodeo Region . This region has shown disproportionate economic growth and is home to a growing number of privately held companies, while being served by a dearth of private credit firms, making the Rodeo Region an appealing market for TBRA. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, disability, gender, gender identity or protected veteran status.

When you work at Whittlesey, you join a diverse team that provides today's business leaders with leading assurance, advisory, tax, and technology services. Whittlesey is proud to announce that we have been named one of the “Best of the Best" Firms and one of the “Top 200 Firms” by INSIDE Public Accounting (IPA), an award-winning newsletter for the public accounting profession. IPA's annual “Best of the Best” list ranks top accounting firms with superior financial and operational performance in the most recent fiscal year. We have an exciting career opportunity for a Senior Assurance Associate to join our Assurance team. This position is a hybrid position. Hybrid team members alternate between working remotely at the office, or client locations. This model encourages collaboration and creativity while still providing team members with flexibility. Our Culture Whittlesey has the experience and expertise of a large, national firm with the responsiveness of a local firm. That means our team members have access to the resources necessary to develop their careers while also receiving personal coaching. From the Managing Partner on down, our leadership fosters an open-door policy. We are committed to providing expert service to our clients across all our service areas, and we know that can only be done by employing talented and driven individuals. Collaboration and community are key values in our culture. Whether you are new to the Firm or have been here for several years, we respect each team member's unique talents and value their contributions. Whittlesey is dedicated to the communities where we live and work. We sponsor community-driven events throughout the year and encourage our partners and team members to become actively involved in volunteerism. Benefits and Work-Life Integration Meeting your professional goals does not mean you must sacrifice your personal life, which is why we adhere to a culture of work-life integration. We offer our team members flexible work schedules depending on their department's needs and a competitive paid time off program. Whittlesey also offers a competitive subsidized benefit package that includes medical and dental coverage. Other benefits include LTD and life insurance, all paid entirely by the Firm, and a 401(k) plan that includes profit sharing. What you will be doing Prepare clear, well-structured audit documentation for advanced assignments, ensuring the execution of high-quality audits. Apply in-depth knowledge of industry-specific accounting to solve problems and meet client deadlines using appropriate audit procedures. Provide timely feedback to associates and interns through regular meetings during and after audits to support their professional development. Set and articulate goals, identifying milestones for personal advancement within the Firm while maintaining strong performance. Collaborate effectively in a hybrid work environment, communicating regularly with peers and management to ensure project deadlines are met. Review the work of associates and interns to ensure compliance with audit procedures and documentation, while proactively identifying issues and progress to the engagement team. What you must have Bachelor's degree in accounting from an accredited college or university and/or equivalent years of experience. CPA license or actively pursuing CPA license. 150 credit hours for CPA certification or actively pursuing. Minimum two years of experience in tax compliance. Must possess a valid state Driver's License. Whittlesey is dedicated to building a diverse and inclusive workforce, so we encourage you to apply even if you feel you may not be an exact fit. Qualified applicants will receive consideration for employment regardless of their race, color, religion, sex, sexual orientation, gender, gender identity, age, national origin or protected veteran status and will not be discriminated based on disability. Join us and make a meaningful impact in a collaborative and innovative environment. Apply now to be part of our team!

Knowledge Organization & Discovery Taxonomist Senior Associate Knowledge and Learning Division - Felipe Herrera Library The IDB Group is a community of diverse, versatile, and passionate people who come together on a journey to improve lives in Latin America and the Caribbean. Our people find purpose and do what they love in an inclusive, collaborative, agile, and rewarding environment. About this position We are looking for a dynamic, data-minded, seasoned taxonomist with deep knowledge of ontological structures, linked data architecture, data flows, and digital discovery practices to join the Felipe Herrera Library team. As Knowledge and Learning Senior Associate, you will be challenged to use your technical knowledge of controlled vocabulary design to increase the discoverability of our knowledge products and accelerate the impact of our knowledge graph. You'll also be challenged to use your soft skills to clearly communicate your ideas to your team and to coordinate projects and processes with collaborators throughout the institution. You will join the Felipe Herrera Library team (FHL) within the Knowledge and Learning Division (KLD) of the Vice Presidency for Sectors and Knowledge (VPS). This team is responsible for supporting the creation and publishing of the IDB's knowledge products, including publications and datasets; providing library services to all personnel, including physical and digital acquisitions of books, journals, specialized databases, and news sources; the creation, maintenance, and improvement of the IDB Knowledge Taxonomy and its schemas used for applying metadata to IDB knowledge products internally in Bank systems, externally in the Institutional Knowledge Repositories, and as the ontological foundation for our Knowledge Graph; and the design, delivery, and improvement of methodologies and systems that enhance access to IDB knowledge such as the Publications catalog (publications.iadb.org), the Open Data catalog (data.iadb.org), the PoolParty ontology management platform, the OCLC federated search application for the library collections, and more. This position will also work closely with members of the Knowledge Management team within KLD. What you'll do: * Use your client service skills to act as responsible focal point for the IDB's Knowledge Taxonomy, which aims to serve as the backbone knowledge organization system for our open knowledge products and other knowledge assets. * Use your leadership abilities to coordinate with the knowledge graph and institutional repository teams to optimize and improve the quality of metadata workflows, to lead initiatives for semantic enrichment, and support enhancements to the knowledge graph. * Apply your knowledge of linked data strategies to improve the discoverability and interoperability of our open knowledge products, and to advocate for taxonomy-driven improvements in search, navigation, and user experience. * Flex your knowledge of quality assurance strategies to develop and implement taxonomy evaluation processes, including the analysis of term utilization, identifying inconsistencies and potential issues, recurring consultations with subject matter experts in relevant term areas, and via troubleshooting, user feedback, and testing as needed. * Harness your passion for taxonomy to design, implement, and oversee taxonomy workflows, including ticketing processes, in-line with established internal guidelines and identified good practices and provide recommendations. * Develop and maintain guidelines for managing metadata and taxonomies to ensure their efficient use throughout their lifecycle. * Leverage your knowledge of modern technology to identify opportunities to automate recurring processes related to taxonomy management to increase efficiency, reliability, and quality. * Participate in the scientific dialogue related to discovery and access tools and trends, and keep current in the field through regular participation in professional communities, readings, etc. * Provide support and guidance on integrating the taxonomy with various systems via APIs, ensuring seamless interoperability and efficient data exchange. * Coordinate server upgrades and maintenance to ensure the infrastructure supporting the taxonomy system remains robust, secure, and up to date. What you'll need Education: * Master's Degree or equivalent in Library & Information Science, Data Science/Engineering, Computer Science/Engineering, or other related field with a focus on metadata, taxonomies, ontologies, or other knowledge organization systems. * Equivalent experience in a highly relevant technical domain may be considered in lieu of an advanced degree. Experience: * At least 3 years of relevant experience in each of the following areas: * designing, developing, documenting and maintaining taxonomies, ontologies, and controlled vocabularies, preferably within digital library, publishing, or research environments, and preferably in multilingual settings. * familiarity with relevant international standards and schemas such as SKOS, RDF, OWL, Dublin Core, DCAT, schema.org, MARC, BIBFRAME, etc. * hands-on experience with the PoolParty Semantic Suite platform or other ontology management tools. * strong experience in linked data applications, data modeling, and knowledge graph development. * familiarity with graph databases and platforms (e.g. Neo4j, Stardog, GraphDB, etc.) * strong understanding of linked data principles, semantic web technologies, and knowledge graph architectures. * experience with semantic search and discovery platforms. * experience integrating taxonomies and ontologies into digital publishing workflows. * database query skills in SPARQL and other query languages, as well as the ability to query APIs in a variety of contexts to consume and manage taxonomies and ontologies. * experience coordinating tasks with product vendors, external partners, and internal stakeholders. * Previous professional experience in special libraries or academic publishing is desirable, but not required. * Understanding of core NLP concepts and their benefits for taxonomy management. * Familiarity with Python and/or other programming languages used for working with data and text, is desirable Skills: * Friendly and competent customer service disposition. (Focus on clients) * Great ability to synthesize and communicate ideas, and to clearly communicate technical concepts to both technical and non-technical stakeholders. (Communicate and influence) * Strong project management skills, as well as the ability to work independently, manage your own time effectively, and deliver on schedule. * Passion for improving knowledge discovery and impact. * Learn continuously * Collaborate and share knowledge * Innovate and try new things Languages: * Proficiency in Spanish and English, both spoken and written, is required. * Additional knowledge of French and/or Portuguese is beneficial. Do you feel that you don't completely meet every single one of these requirements but come close? Go ahead and apply and we will evaluate your application. Requirements * Citizenship: You are a citizen of one of our 48-member countries. We may offer assistance with relocation and visa applications for you and your eligible dependents. * Consanguinity: You have no family members (up to the fourth degree of consanguinity and second degree of affinity, including spouse) working at the IDB, IDB Invest, or IDB Lab. * COVID-19 considerations: the health and safety of our employees are our number one priority. As a condition of employment, IDB/IDB Invest requires all new hires to be fully vaccinated against COVID-19. Type of contract and duration * International staff contract, 36 months initially, renewable upon mutual agreement. What we offer The IDB group provides benefits that respond to the different needs and moments of an employee's life. These benefits include: * A competitive compensation package * Leave and vacation: 24 days of paid time off + 8 personal days + sick leave + gender- neutral parental leave * Health Insurance: IDB Group provides employees and eligible dependents with a robust medical benefits program which covers medical, dental, vision, preventive care, and prescription drugs. * Pension plan: pre-defined pension plan that provides financial security and support employees in planning for their future. * We offer assistance with relocation and visa applications for you and your family, when it applies * Hybrid and flexible work schedules * Health and wellbeing: Access to our Health Services Center which provides preventive care and health education for employees. * Development support: We offer tools to boost your professional profile such as mentoring, 1:1 professional counseling, training, and learning opportunities, language classes, mobility options, among others. * Other perks: Lactation Room, Daycare Center, Gym, Bike Racks, Parking, Spouse Career Program, and others. Our culture At the IDB Group we work so everyone brings their best and authentic selves to work, willing to try new approaches without fear, and where they are accountable and rewarded for their actions. Diversity, Equity, Inclusion and Belonging (DEIB) are at the center of our organization. We celebrate all dimensions of diversity and encourage women, LGBTQ+ people, persons with disabilities, Afro-descendants, and Indigenous people to apply. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job interview process. If you are a qualified candidate with a disability, please e-mail us at ****************** to request reasonable accommodation to complete this application. Our Human Resources Team reviews carefully every application. About the IDB Group The IDB Group, composed of the Inter-American Development Bank (IDB), IDB Invest, and the IDB Lab offers flexible financing solutions to its member countries to finance economic and social development through lending and grants to public and private entities in Latin America and the Caribbean. About IDB The Inter-American Development Bank is devoted to improving lives. Established in 1959, the IDB is a leading source of long-term financing for economic, social, and institutional development in Latin America and the Caribbean. The IDB also conducts cutting-edge research and provides policy advice, technical assistance, and training to public and private sector clients throughout the region. Follow us: ***************************************************************** ********************************* ***************************