Milliman jobs in New York, NY - 118 jobs

at Berkeley Research Group, LLC We are a trusted advisor to leading financial services companies and banks. We work to help clients meet and execute strategies related to risk and regulation, compliance, financial crime, innovations in technology, accounting, and evolving customer experience expectations and on key issues such as the impact of LIBOR changes. Our team of experts in our Financial Institutions Advisory services practice are looking for highly energetic professionals at the management level with years of experience supporting clients. This role demands use of analytical ability and strong organizational skills to solve complex problems. The work will involve both execution and oversight of engagement work streams that may be either qualitative or quantitative in nature, and responsibilities include: business process reviews, current state assessments, developing roadmaps to improve operations, compliance or control, assisting clients with technology enablement and dashboard reporting, financial and accounting reviews, management of junior staff, quality control, development and presentation of client deliverables, management of existing client relationships, industry research, and expansion of business. Responsibilities Work directly with senior professionals and experts to execute various financial institution advisory projects related to consumer finance products. Functional areas of work encompass regulatory, risk and controls; finance and accounting; technology enablement; and business process optimization. Works on data intensive projects, including analytics, governance, and manipulation, to support a variety of financial risk initiatives. Plan and manage all aspects or certain aspects of client engagements depending on their size and complexity. Demonstrate creativity and efficient use of relevant software tools, analytical methods and computer models to develop solutions. Participate in group practice meetings, contribute to business development initiatives and office functions such as staff training and recruiting. Prioritize assignments and responsibilities in order to meet goals and deadlines. Financial Industry / Product Knowledge Must have work experience with Financial Institutions and / or management consulting involved with the following activities is highly preferred: Banking Mortgage (originators, servicers, secondary marketing, GSEs) Auto Finance Student Loans Commercial Loans Insurance Functional Capabilities Prior skills or experience working in the following topical areas is highly preferred: Risk and Control Assessments; Process mapping/flows; Assessment of compliance with consumer regulations (CFPB / OCC / Federal Reserve / State Law Requirements); Business process remediation; Consumer compliance testing and financial harm analysis; Business analysts (user requirement development / user acceptance testing); Quantitative / Qualitative analysis; Valuation of financial instruments; Project / program managers. Qualifications: A Bachelor's degree in business, accounting, finance, economics, statistics, or a related field. MBA, M.A., M.S. is highly preferred; Must have six to eight (6-8) years' experience in financial services, preferably with Big Four or other similar consulting firms; Strong PowerPoint presentation skills/techniques. Ability to create decks and agendas that provide robust transparency as to project status; Proven capability with MS Excel. A desire to expand those capabilities is required, as is the ability to train others to use such tools; Desire and ability to manage processes and other more junior staff, as necessary; Commitment to producing high quality analyses and attention to details; Keen interest in economic or financial analyses and research; Strong verbal and written communication skills; and Ability to travel to client sites on demand required. Salary Range: $100,000- $230,000 annually.#LI-MT1 | #LI-ONSITE About BRG Berkeley Research Group, LLC (BRG) is a global consulting firm that helps leading organizations advance in three key areas: disputes and investigations, corporate finance, and strategy and operations. Headquartered in California with over 40 offices around the world, we are an integrated group of experts, industry leaders, academics, data scientists, and professionals working beyond borders and disciplines. BRG strives to build and nurture a culture where inclusiveness is instinctive, not an initiative. We celebrate and value the diversity of our professionals and are dedicated to maintaining a truly inclusive work environment where all individuals feel respected and valued. We harness our collective expertise to deliver the inspired insights and practical strategies our clients need to stay ahead of what's next. Berkeley Research Group is proud to be an Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, religion, color, sex, gender, national origin, age, United States military veteran status, ancestry, sexual orientation, marital status, family structure, medical condition including genetic characteristics or information, veteran status, or mental or physical disability so long as the essential functions of the job can be performed with or without reasonable accommodation, or any other protected category under federal, state, or local law. Know Your Rights EEO is the Law Poster Supplement Pay Transparency Nondiscrimination Provision BRG is an E-Verify Employer Right To Work Poster

We do Consulting Differently With a team of industry specialists and world-class experts in accounting, business intelligence, damages analysis, economics, finance, intellectual property, valuation, data analytics, statistics, and strategic analysis, BRG's Economics, Disputes & Investigations practice is a leader in areas that can most significantly impact business. We are dedicated to providing clear perspectives that help clients understand their current situation as well as the road ahead. Recognized by Forbes as one of America's Best Management Consulting Firms, we have ranked as a “Top Economics Consultancy” by Global Competition Review for the Eleventh Consecutive year. We have also been recognized among Consulting Magazine's “Best Firms to Work For” for the Fourth Consecutive Year. BRG experts within our Business Insurance Claims practice are often retained after a catastrophe to provide advice and guidance to the policyholder in the recovery process and to prepare claims. Our experts analyze detailed financial and accounting records and operations data; develop financial models to assess losses; and prepare insurance claims that are comprehensive and well documented, and support resolution and payment of complex claims. The BRG practice is looking for a highly skilled, motivated problem solver with robust financial analytical ability, strong organizational skills, and a desire to advance within a consulting environment. The ideal candidate will have prior experience in forensic accounting, economic consulting or commercial litigation damages analyses, and financial auditing. The work will involve both preparation and review of work product that may be either quantitative or qualitative in nature and providing high quality client service. Projects range from developing complex financial models, preparing supportable and detailed loss calculations, and drafting reports for litigation matters and large business insurance claims, among other forms of financial analyses. Job Responsibilities: Review and analyze financial data such as Profit and Loss Statements and Accounting Ledger. Design and develop comprehensive financial and damages models and/or database using Excel. Perform data analytics on large volumes of disparate datasets. Prepare and audit work product of your own and/or others to assure quality and accuracy. Perform industry and market research and analysis, then summarize the results into action plans. Demonstrate creativity and efficient use of relevant software tools, analytical methods, and computer models to quantify damages, prepare demonstratives, and problem solve. Assist in the preparation of expert witness testimony and reports on damages and claim valuation issues. Basic Qualifications: A Bachelor's degree or equivalent in accounting, finance, economics, statistics, or a related field required. Must have anywhere between minimum four to eight (4-8) years of experience working for an accounting and/or consulting firm in forensics accounting, or dispute & damages related capacity. Certified Public Accountant (CPA) or currently working toward and any additional certifications is highly preferred. Strong understanding of accounting principles and financial statements. High proficiency in Excel and Power Point as well as other Microsoft Office products. Strong organizational, analytical, and problem-solving skills. Demonstrate strong verbal and written communication skills. Ability to prioritize workloads and manage multiple tasks and deadlines. Salary Range: $100,000 to $180,000 per year. #LI-ONSITE About BRG BRG combines world-leading academic credentials with world-tested business expertise purpose-built for agility and connectivity, which sets us apart-and gets you ahead. At BRG, our top-tier professionals include specialist consultants, industry experts, renowned academics, and leading-edge data scientists. Together, they bring a diversity of proven real-world experience to economics, disputes, and investigations; corporate finance; and performance improvement services that address the most complex challenges for organizations across the globe. Our unique structure nurtures the interdisciplinary relationships that give us the edge, laying the groundwork for more informed insights and more original, incisive thinking from diverse perspectives that, when paired with our global reach and resources, make us uniquely capable to address our clients' challenges. We get results because we know how to apply our thinking to your world. At BRG, we don't just show you what's possible. We're built to help you make it happen. BRG is proud to be an Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, religion, color, sex, gender, national origin, age, United States military veteran status, ancestry, sexual orientation, marital status, family structure, medical condition including genetic characteristics or information, veteran status, or mental or physical disability so long as the essential functions of the job can be performed with or without reasonable accommodation, or any other protected category under federal, state, or local law.

We're seeking a Project Solutions Leader to join our Construction & Infrastructure (C&I) in the Northeast. This is an exciting opportunity to work alongside some of the most experienced and respected Insurance Professionals in the industry. Our team specializes in managing complex indemnity structures, handling high-volume transaction activity, and delivering sophisticated risk analysis for clients operating at the highest levels of the construction sector. This role will be based out of our office in New York City. Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed. What the day will look like Leader who is responsible for day-to-day account management. Oversees the execution of day-to-day service activities of the Aon service team. Builds, expands, and solidifies relationships with existing clients at executive levels within the company and leads appropriate resources to address the client's risk/capital management needs. Analyzes the range of risk financing programs commercially available. Performs coverage comparisons with brokers where needed across all major lines of business. Secures existing business and drives the sale of additional services and coverages across solution lines. Works at a strategic level to cultivate relationships with the client. Identifies and generates new and penetration business opportunities across solution lines. Collaborates with Producers on new business opportunities. Prepares and negotiates fee-based pricing of services, ensuring account profitability in a value-based approach for the scope of service and costs associated with the client service agreement. Demonstrates a thorough understanding of Aon's resources and capabilities. Effectively leverages the Aon network to achieve client risk objectives. Conducts needs assessment of client's business objectives and coordinates Aon's Resources to execute client's needs. Conducts needs assessment of client's business objectives and coordinates Aon's Resources to execute client's needs. Stays current on all relevant industry data and is pro-active in introducing innovative ideas to help clients contemplate risk management with fresh perspective. Possesses strong influence across the Aon organization to align resources to best serve the client's needs. Solves the clients most complex risk management problems. Prepares for DAU red sheeting session on accounts and prepare for both Office Pricing Council and National Pricing Council as required Earn Badges (at least 2 of the following): Articulating Value Badge, RFP Rehearsal Coach Badge and Redsheet Facilitator Badge. Nominates client(s) for Client Network Cohort and if selected, participates in upcoming cohort. How this opportunity is different This is more than a leadership role-it's a chance to shape risk strategy for top-tier construction clients. As a Project Solutions Leader in our Construction & Infrastructure practice, you'll work with a high-performing team on complex indemnity structures and high-volume transactions. With a hybrid schedule- this role offers both strategic impact and meaningful collaboration with some of the industry's most respected professionals. Skills and experience that will lead to success 10+ years of appropriate insurance experience Possesses an in-depth knowledge of the insurance brokerage business and the assigned clients' needs as well as all major lines of business. Excellent negotiation skills. Demonstrates technical competency and creates innovative solutions. Education: Bachelor's degree or equivalent years of industry experience. Must have the willingness to obtain an active Property and Casualty license within four months of hire (120 days) How we support our colleagues In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well. Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. People with criminal histories are encouraged to apply. We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email ReasonableAccommodations@Aon.com For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances. Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate. Nothing in this restricts management's right to assign or reassign duties and responsibilities to this job at any time. Pay Transparency Laws: The salary range for this position (intended for U.S. applicants) is $250,000 to $400,000 annually. The actual salary will vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant's geographic location. This position is eligible to participate in one of Aon's annual incentive plans to receive an annual discretionary bonus in addition to base salary. The amount of any bonus varies and is subject to the terms and conditions of the applicable incentive plan. A summary of all the benefits offered for this position: Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon's discretion; medical, dental and vision insurance. This role does not accrue vacation. Rather, this role is eligible to take paid time off at the discretion of the employee and management in accordance with company policy and practices. Various other types of leaves of absence; paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies. 2569519 We're seeking a Project Solutions Leader to join our Construction & Infrastructure (C&I) in the Northeast. This is an exciting opportunity to work alongside some of the most experienced and respected Insurance Professionals in the industry. Our team specializes in managing complex indemnity structures, handling high-volume transaction activity, and delivering sophisticated risk analysis for clients operating at the highest levels of the construction sector. This role will be based out of our office in New York City. Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed. What the day will look like Leader who is responsible for day-to-day account management. Oversees the execution of day-to-day service activities of the Aon service team. Builds, expands, and solidifies relationships with existing clients at executive levels within the company and leads appropriate resources to address the client's risk/capital management needs. Analyzes the range of risk financing programs commercially available. Performs coverage comparisons with brokers where needed across all major lines of business. Secures existing business and drives the sale of additional services and coverages across solution lines. Works at a strategic level to cultivate relationships with the client. Identifies and generates new and penetration business opportunities across solution lines. Collaborates with Producers on new business opportunities. Prepares and negotiates fee-based pricing of services, ensuring account profitability in a value-based approach for the scope of service and costs associated with the client service agreement. Demonstrates a thorough understanding of Aon's resources and capabilities. Effectively leverages the Aon network to achieve client risk objectives. Conducts needs assessment of client's business objectives and coordinates Aon's Resources to execute client's needs. Conducts needs assessment of client's business objectives and coordinates Aon's Resources to execute client's needs. Stays current on all relevant industry data and is pro-active in introducing innovative ideas to help clients contemplate risk management with fresh perspective. Possesses strong influence across the Aon organization to align resources to best serve the client's needs. Solves the clients most complex risk management problems. Prepares for DAU red sheeting session on accounts and prepare for both Office Pricing Council and National Pricing Council as required Earn Badges (at least 2 of the following): Articulating Value Badge, RFP Rehearsal Coach Badge and Redsheet Facilitator Badge. Nominates client(s) for Client Network Cohort and if selected, participates in upcoming cohort. How this opportunity is different This is more than a leadership role-it's a chance to shape risk strategy for top-tier construction clients. As a Project Solutions Leader in our Construction & Infrastructure practice, you'll work with a high-performing team on complex indemnity structures and high-volume transactions. With a hybrid schedule- this role offers both strategic impact and meaningful collaboration with some of the industry's most respected professionals. Skills and experience that will lead to success 10+ years of appropriate insurance experience Possesses an in-depth knowledge of the insurance brokerage business and the assigned clients' needs as well as all major lines of business. Excellent negotiation skills. Demonstrates technical competency and creates innovative solutions. Education: Bachelor's degree or equivalent years of industry experience. Must have the willingness to obtain an active Property and Casualty license within four months of hire (120 days) How we support our colleagues In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well. Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. People with criminal histories are encouraged to apply. We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email ReasonableAccommodations@Aon.com For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances. Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Pay Transparency Laws: The salary range for this position (intended for U.S. applicants) is $250,000 to $400,000 annually. The actual salary will vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant's geographic location. This position is eligible to participate in one of Aon's annual incentive plans to receive an annual discretionary bonus in addition to base salary. The amount of any bonus varies and is subject to the terms and conditions of the applicable incentive plan. A summary of all the benefits offered for this position: Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon's discretion; medical, dental and vision insurance. This role does not accrue vacation. Rather, this role is eligible to take paid time off at the discretion of the employee and management in accordance with company policy and practices. Various other types of leaves of absence; paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies.

Oracle Cloud ERP Transformation & Delivery Director Are You Ready to Live Protiviti? The Protiviti Career provides the opportunity to learn, inspire and advance within a collaborative and diverse company culture. We hire curious people for whom learning is an everyday activity. We fuel your curiosity with challenging work, talented colleagues and creative learning resources. At every level, we champion leaders who influence and achieve results. We encourage you to “bring your whole self to work” - all your motivations, passions, priorities and commitments - as these things bring us closer to exceptional. That's Living Protiviti. We strive to recruit and hire the best talent, and it does not stop there. Once you join us, we promise to help you bring your career to life through exceptional work experiences, a culture passionate about learning and development, and a dedication to what matters to you. Are you inspired to make a difference? Then you have come to the right place. Where We Need You: Protiviti is seeking an experienced Technology Consulting Director to lead Oracle Cloud ERP transformation initiatives within our expanding practice. What You Can Expect: Directors are focused on developing business opportunities in the marketplace and are valuable leaders within our organization and the business community. Directors pride themselves on client satisfaction and as leaders on engagements, ensure that each engagement project is performed to Protiviti's standards of quality and meets the needs of the client. Directors, partnering with the Managing Directors, ensure that each client project is completed with the client satisfied with our service and the quality of our work. Directors develop lasting relationships within the business community and are respected for their areas of expertise. What Will Help You Be Successful: You are a driver in the engagement of sales opportunities and consistently develop work at existing and prospective clients. You collaborate with other leaders to develop client strategies to support current projects and longer-term business strategies. You are passionate about continually improving technical and risk management approaches based upon business trends and technical advances. You enjoy discovering new opportunities with current and potential clients and through thought leadership, proposal writing, and client interactions. You design and develop thought leadership materials to be shared with your colleagues and your network. Ability to leverage strong relationships to drive opportunity pipeline and overall client engagement. Delivery of impactful marketing and brand building events that will showcase Protiviti as a leading partner for Oracle Cloud ERP implementations. You promote Protiviti's mission, vision and values and encourage collaboration across your teams to ensure effective execution. You have an inherent interest in project management and team leadership. You seek new ways to create extraordinary development opportunities and ways for your team to make an impact on our clients and communities. Do Your Talents Include the Following? Program Leadership - Owning P&L for a $10-15M Oracle Cloud portfolio; deliver 90%+ on-time / on-budget. Solution Design - Leading fit-gap and blueprinting for Supply Chain (SCM), Order-to-Cash (OTC), Procure-to-Pay (PTP), and Record-to-Report (RTR) with deep focus on ETO/CTO product configurators, project manufacturing, and multi-mode planning. Industry Expertise - Serve as the trusted advisor to C-suite clients in discrete manufacturing (machinery, equipment, aerospace/defense), process manufacturing, and 3PL/4PL distribution. Team Development - Mentoring PMs and architects; enforce OUM (Oracle Unified Method) and agile-hybrid delivery; build reusable accelerators for ETO quoting, dynamic BOMs, and project-driven supply chain. Risk & Rescue - Parachute into distressed programs; perform rapid diagnostics and turnaround plans. Presales Support - Scope $3M-$15M deals, author SOWs, present at finals. Your Educational and Professional Qualifications: Bachelor's degree in relevant discipline (e.g. Accounting, Finance, Law or Business-Related Field). 15+ years of comprehensive experience, including 10+ years in Oracle ERP implementations and 5+ years leading Oracle Cloud (Fusion) SCM/Financials initiatives as a Program Director or Principal Consultant. Multiple full-lifecycle Oracle Cloud go-lives in industrial manufacturing with ETO/CTO configuration (Oracle CPQ + Fusion SCM integration is a plus). Deep process expertise in: Supply Chain Planning (Demand, Supply, Replenishment, DRP) Project Manufacturing / Project-Driven Supply Chain Advanced Pricing, Global Order Promising, Back-to-Back Orders OTC (OM, Pricing, Advanced Pricing, Shipping, AR, Collections) Proven turnaround of at least one troubled $5M+ program PMP or Oracle Cloud certifications (SCM, Financials, or Platform) It is expected that you will reside within a reasonable daily commute of your assigned Protiviti home office by your start date. Protiviti employees work in a hybrid environment which means you will be required to work from a variety of locations including your Protiviti home office, an in-town and/or out-of-town client site, and/or from a remote location such as your residence. It is expected that you will be available to be physically present at the required work location and that you will have access to reliable transportation. Protiviti is not registered to hire or employ personnel in the following states - West Virginia & Alaska. #LI-Hybrid Starting salary is based on a full-time equivalent schedule. Placement in the range is dependent upon experience, skills and geographic work location. Below is the salary range for this job. $196,000.00 - $334,000.00 Our annual bonus plan provides eligible employees additional cash and/or discretionary stock compensation opportunities. Below is the bonus target opportunity for this job. 20% The total cash range is estimated from the sum of the base salary range plus the bonus target opportunity. Below is the estimated total cash range for this job. $235,200.00 - $400,800.00 Employees are eligible for medical, dental, and vision coverages, FSA and HSA healthcare accounts, life and accident insurance, adoption and fertility assistance, paid parental leave up to 10 weeks, and short/long term disability. We offer eligible employees a company 401(k) savings and investment plan with an employer match of 50% on the first 6% of your contributions. We provide Choice Time Off (CTO) for vacation, personal needs, and sick time. The amount of (CTO) varies based on years of service. New hires receive up to 20 days of CTO per calendar year. Protiviti also recognizes up to 11 paid holidays each calendar year. Learn more about the variety of rewards we offer at Protiviti at *************************************************************************************** Any benefits outlined are part of our reward offerings for full-time employees in the U.S. Your Open Enrollment materials, insurance contracts, plan documents and Summary Plan Descriptions together comprise the official plan document which legally governs the administration of your benefit plans. Protiviti reserves the right to terminate or amend your benefit plans in any way and at any time. Protiviti is an Equal Opportunity Employer. M/F/Disability/Veteran As part of Protiviti's employment process, any offer of employment is contingent upon successful completion of a background check. Protiviti is committed to being an equal employment employer offering opportunities to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to apply for a position, please contact us by sending an email to ************************** or call ************** for assistance. In your email please include the following: The specific accommodation requested to complete the employment application. The location(s) (city, state) to which you would like to apply. For positions located in San Francisco, CA: Protiviti will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. For positions located in Los Angeles County, CA: Protiviti will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. Protiviti is not registered to hire or employ personnel in the following states - West Virginia, Alaska. Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services. JOB LOCATION NY PRO NEW YORK CITY

Morningstar is seeking a Vice President within the Global Business Development team for U.S. Consumer ABS. The primary function will be to meet revenue targets and expand Morningstar DBRS' rating coverage through the development of relationships with issuers and bankers. The ideal candidate will have an understanding of, and relationships in, the U.S. Consumer ABS markets. This role reports to the Senior Vice President of U.S. Structured Finance Business Development and is based in New York. Required capabilities * Strong interest in the business development space * Understanding of the debt capital markets * Excellent verbal and written communication skills * Comfortable with negotiation * Conduct effective business meetings * Ability to multi-task and work independently * Positive effect in a team environment * Degree in Finance, Economics, or related field * Proficient in Microsoft Office (Outlook, Word, Excel, and Power Point) * Ability to travel as required, primarily within the United States Ideal qualifications * Have a strategic vision for growing the business * Understanding of and relationships in the U.S. Consumer Structured Finance markets * Proven track record * Disciplined Approach to achieving goals * Salesforce and Bloomberg experience Responsibilities * Grow designated ABS sectors and meet/ exceed annual goals * Create new relationships and strengthen existing relationships * Track key metrics and communicate results as appropriate to senior executives * Monitor market trends, and identify new areas for business opportunities * Work across internal groups including finance, marketing and customer service as necessary * Coordinate with marketing team to create and execute on client events and industry conferences * Work with and cover for other ABS Business Development teammates when they are out of the office About Us Morningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutions, and project and structured finance instruments globally. Rating more than 4,000 issuers and 60,000 securities, it is one of the top four credit rating agencies in the world. Morningstar DBRS empowers investor success by bringing more transparency and a much-needed diversity of opinion in the credit rating industry. Our approach and size allow us to be nimble enough to respond to customers' needs in their local markets, but large enough to provide the necessary expertise and resources they require. Market innovators choose to work with us because of our agility, tech-forward approach, and exceptional customer service. Morningstar DBRS is the next generation of credit ratings. Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: * Financial Health * 75% 401k match up to 7% * Stock Ownership Potential * Company provided life insurance - 1x salary + commission * Physical Health * Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages * Additional medical Wellness Incentives - up to $300-$600 annual * Company-provided long- and short-term disability insurance * Emotional Health * Trust-Based Time Off * 6-week Paid Sabbatical Program * 6-Week Paid Family Caregiving Leave * Competitive 8-24 Week Paid Parental Bonding Leave * Adoption Assistance * Leadership Coaching & Formal Mentorship Opportunities * Annual Education Stipend * Tuition Reimbursement * Social Health * Charitable Matching Gifts program * Dollars for Doers volunteer program * Paid volunteering days * 15+ Employee Resource & Affinity Groups If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker. Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. R06_DBRSInc DBRS, Inc. - US Legal Entity

Morningstar DBRS is a dynamic, global organization that operates within a highly regulated industry. We are seeking a Senior Legal Counsel ("SLC") who will be based in either New York, Chicago or Toronto. The SLC will report directly to the Morningstar Global Head of Regulatory Strategy and Advisory, Legal, a direct report of the Chief Legal Officer. The SLC will have a direct report - an attorney in Madrid covering Europe and will work in close coordination with an attorney in Toronto covering North America. The SLC will work closely with Morningstar DBRS's business leaders and will be responsible for the leadership, development and management of legal affairs for commercial activity across all jurisdictions in which Morningstar DBRS carries on business. As a critical member of the Morningstar DBRS team, the SLC will be expected to operate at a strategic level in a fast-paced, dynamic environment; to advise business leaders and assist in making informed and balanced decisions to help shape and move the business forward. This role requires the SLC to think strategically about the growth of the Morningstar DBRS business internationally but also requires the SLC to efficiently manage several different commercial matters simultaneously with an emphasis on getting the work done. Responsibilities: Given the amount and variety of activity, coupled with the evolving culture of Morningstar DBRS as a result of continuous growth, as well as the evolving landscape in the various jurisdictions, the SLC will need to be very hands-on and have the ability to deal with a broad range of commercial legal matters. While not an exhaustive list, here are some examples of day-to-day activities the SLC will be involved in: * Providing legal support to commercial business initiatives and supporting the Morningstar DBRS business development team in carrying out their activities. This will include negotiating and advising on letters of engagement, confidentiality agreements, requests for proposals and due diligence inquiries with/from companies seeking to engage Morningstar DBRS to assign credit ratings * Negotiating and advising on credit rating data feed agreements and website subscriptions; and supporting the Morningstar DBRS data products team in carrying out their activities * Reviewing, negotiating and advising on non-reliance and hold harmless letters from accounting firms and others providing reports in the credit analytical function and supporting the Morningstar DBRS credit analytics teams in relation to this * Negotiation, drafting, and reviewing of Morningstar DBRS commercial contracts related to data service providers, sponsorship agreements, procurement contracts and other agreements * Maintaining and organizing the relevant contractual documentation in a logical and systemic manner * Working closely with the Morningstar DBRS Compliance team, the Morningstar Legal team and the Morningstar DBRS teams to ensure that Morningstar DBRS is properly managing legal compliance and regulatory responsibilities as well as ensuring commercial practicality and protecting the organization's reputation * Ensuring that Morningstar DBRS commercial activities are conducted in accordance with applicable laws and the commercial requirements of those with whom it does business * In conjunction with the Morningstar Privacy team, reviewing Morningstar DBRS processes to ensure that Morningstar DBRS complies with all applicable data protection legislation * Serving as a resource in the maintenance of corporate filings, opening of offices in new markets, managing and coordinating legal aspects related to Morningstar DBRS * Keeping abreast of legal developments, particularly those affecting the credit rating agency industry * Other matters as assigned and/or determined from time to time Qualifications * Law degree * Must be admitted to practice as a lawyer in Illinois, New York or Ontario; other jurisdictions are an advantage * At least 10 years of financial services experience, ideally in a regulated business, coordinating with regulatory and compliance teams * Knowledge and familiarity with structured finance, credit ratings and capital markets is an asset * Experience in managing a small team as part of a broader global team is an advantage Attributes: * Strong business acumen * Leadership skills, gravitas and the ability to influence * Integrity and a high degree of professional ethics * Excellent judgement and analytical skills * First class interpersonal and communication skills * Superior drafting, problem-solving and attention to detail skills * Proven capability to work independently * Collaborative teammate and colleague About Us Morningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutions, and project and structured finance instruments globally. Rating more than 4,000 issuers and 60,000 securities, it is one of the top four credit rating agencies in the world. Morningstar DBRS empowers investor success by bringing more transparency and a much-needed diversity of opinion in the credit rating industry. Our approach and size allow us to be nimble enough to respond to customers' needs in their local markets, but large enough to provide the necessary expertise and resources they require. Market innovators choose to work with us because of our agility, tech-forward approach, and exceptional customer service. Morningstar DBRS is the next generation of credit ratings. Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: * Financial Health * 75% 401k match up to 7% * Stock Ownership Potential * Company provided life insurance - 1x salary + commission * Physical Health * Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages * Additional medical Wellness Incentives - up to $300-$600 annual * Company-provided long- and short-term disability insurance * Emotional Health * Trust-Based Time Off * 6-week Paid Sabbatical Program * 6-Week Paid Family Caregiving Leave * Competitive 8-24 Week Paid Parental Bonding Leave * Adoption Assistance * Leadership Coaching & Formal Mentorship Opportunities * Annual Education Stipend * Tuition Reimbursement * Social Health * Charitable Matching Gifts program * Dollars for Doers volunteer program * Paid volunteering days * 15+ Employee Resource & Affinity Groups Base Salary Compensation Range $161,741.00 - 291,130.00 USD Annual Incentive Target Percentage 35% Annual If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker. Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. R06_DBRSInc DBRS, Inc. - US Legal Entity

Huron is a global consultancy that collaborates with clients to drive strategic growth, ignite innovation and navigate constant change. Through a combination of strategy, expertise and creativity, we help clients accelerate operational, digital and cultural transformation, enabling the change they need to own their future. Join our team as the expert you are now and create your future. An indispensable role... Our clients approach us with a unique set of complex challenges to forge strategy and operations with technology. So, we are constantly on the look-out for outstanding consultants with varying types of expertise and knowledge who are passionate about uncovering, untangling, and tackling the biggest challenges facing the industry. Our capable Associates utilize Huron tools, methodologies and best practices in the selection, planning and implementation of leading enterprise software and analytics solutions. Skilled relationship builders, our Associates are responsible for project work stream delivery, work plan management, analytics, reporting and client interface/presentations. They collaborate with client staff and leadership while managing and mentoring junior Huron staff. Our Associates gain valuable, hands-on consulting experience and world-class training and development...that translates to career growth. Huron is big enough to offer the opportunity and exposure you need for your career growth-but small enough to give you individual attention for your professional development. We see what's possible in you and help you achieve it. **Qualifications:** + Bachelor's or Master's degree in a field related to this position or equivalent work experience + 2-4 years of related experience with cloud implementations in a consulting role specifically within the Core HR/Compensation module + End-to-end project implementation experience in one or more of the following areas: Cloud ERP, EPM, CRM or Data Management solutions. Core HR/Compensation module experience is a must + Excellent communication skills - oral and written - and the interpersonal skills needed to quickly establish relationships of trust and collaboration + Willingness to travel up to 50% as needed to work with client or other internal project teams + Flexible living locations in the U.S. **Preferred Qualifications:** + Testing and modifying Fast Formulas + Support existing Fast Formulas including reviewing and resolving issues The estimated base salary range for this job is $105,000 - $130,000. The range represents a good faith estimate of the range that Huron reasonably expects to pay for this job at the time of the job posting. The actual salary paid to an individual will vary based on multiple factors, including but not limited to specific skills or certifications, years of experience, market changes, and required travel. This job is also eligible to participate in Huron's annual incentive compensation program, which reflects Huron's pay for performance philosophy. Inclusive of annual incentive compensation opportunity, the total estimated compensation range for this job is $117,600 - $153,400. The job is also eligible to participate in Huron's benefit plans which include medical, dental and vision coverage and other wellness programs. The salary range information provided is in accordance with applicable state and local laws regarding salary transparency that are currently in effect and may be implemented in the future. **Position Level** Associate **Country** United States of America At Huron, we're redefining what a consulting organization can be. We go beyond advice to deliver results that last. We inherit our client's challenges as if they were our own. We help them transform for the future. We advocate. We make a difference. And we intelligently, passionately, relentlessly do great work...together. Are you the kind of person who stands ready to jump in, roll up your sleeves and transform ideas into action? Then come discover Huron. Whether you have years of experience or come right out of college, we invite you to explore our many opportunities. Find out how you can use your talents and develop your skills to make an impact immediately. Learn about how our culture and values provide you with the kind of environment that invites new ideas and innovation. Come see how we collaborate with each other in a culture of learning, coaching, diversity and inclusion. And hear about our unwavering commitment to make a difference in partnership with our clients, shareholders, communities and colleagues. Huron Consulting Group offers a competitive compensation and benefits package including medical, dental, and vision coverage to employees and dependents; a 401(k) plan with a generous employer match; an employee stock purchase plan; a generous Paid Time Off policy; and paid parental leave and adoption assistance. Our Wellness Program supports employee total well-being by providing free annual health screenings and coaching, bank at work, and on-site workshops, as well as ongoing programs recognizing major events in the lives of our employees throughout the year. All benefits and programs are subject to applicable eligibility requirements. Huron is fully committed to providing equal employment opportunity to job applicants and employees in recruitment, hiring, employment, compensation, benefits, promotions, transfers, training, and all other terms and conditions of employment. Huron will not discriminate on the basis of age, race, color, gender, marital status, sexual orientation, gender identity, pregnancy, national origin, religion, veteran status, physical or mental disability, genetic information, creed, citizenship or any other status protected by laws or regulations in the locations where we do business. We endeavor to maintain a drug-free workplace.

Actuarial Associate Director -P&C Reserving - STG Consulting This is a hybrid role with the flexibility to work both virtually and from our Chicago, Minneapolis, or New York City Offices Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed. What the day will look like Aon's Strategy and Technology Group (STG) is seeking an experienced actuary to join their consulting team and help to accelerate the development of their actuarial advisory business focused on clients in the insurance and reinsurance industries. STG is Aon's new global consulting and technology business focused on, but not limited to, insurance and reinsurance companies and other participants in the insurance industry. Primary role will be reserving with secondary focus on pricing and/or capital modeling. Key Responsibilities Reserving Lead the preparation, analysis, and presentation of quarterly loss and LAE reserve levels using standard actuarial reserving methodologies, ensuring results are clearly communicated to clients and stakeholders. Conduct qualitative and quantitative analyses-including data exploration, forecasting, and modeling-to identify trends, deviations, and key drivers of reserve results, offering proactive insights and recommendations. Develop and deliver clear reports, presentations, and proposals to clients, supporting their decision-making and ensuring technical findings are accessible and actionable. Oversee the allocation of held bulk reserves to granular levels as directed by clients, and provide support to accounting teams for loss-based accruals. Perform quality assurance checks and peer reviews on the work of team members, ensuring technical accuracy, integrity, and adherence to internal and external standards. Review and evaluate existing procedures and operations, recommending and implementing improvements for greater efficiency and effectiveness both internally and for clients. Manage or participate in key actuarial projects, mentor junior team members, and support the delivery of quarterly reserve studies and Statements of Actuarial Opinion (SAO). Pricing & Predictive Modeling Knowledgeable on pricing strategies using predictive analytics, actuarial techniques, and machine learning. Build and refine pricing models to improve risk segmentation, profitability, and competitive positioning. Ensure pricing approaches align with regulatory requirements and market dynamics. Capital Modeling Deliver on consulting projects focused on the development, implementation & validation of capital modeling solutions for North American Property & Casualty insurance clients. Stay current on emerging modeling techniques and tools and apply them to solve complex business problems. Client Collaboration & Advisory Serve as a trusted team member on client engagements, translating complex analytics into actionable business insights. Support on client engagements from scoping through delivery, ensuring high-quality outcomes and long-term value. Assist in business development efforts by crafting proposals, presenting thought leadership, and identifying growth opportunities. Cross-Functional Leadership Partner with underwriting, product, claims, legal, actuarial, and technology teams to deliver integrated solutions. Promote collaboration across teams to ensure seamless execution of pricing and modeling strategies. Regulatory & Compliance Monitor regulatory changes and advise clients on necessary adjustments to pricing and modeling frameworks. Talent Development & Team Culture Mentor and develop team members, fostering a culture of continuous learning and professional growth. Implement effective performance management practices and participate in recruitment efforts. Skills and experience that will lead to success 5+ years of experience in Actuarial Reserving and Reserve Analysis for P&C insurance. Experience in Economic capital modeling for Property and Casualty insurance preferred Prior experience working as an Actuarial Consultant preferred Experience with NAIC Statements of Actuarial Opinions is preferred Experience in actuarial pricing methods, GLMs, machine learning, and regulatory frameworks is preferred Experience in Dynamic Financial Analysis preferred Proven leadership in client-facing roles, with a track record of delivering strategic pricing and modeling solutions Proficiency in R, SQL, Python, or similar languages preferred Bachelor's or Master's degree in Actuarial Science, Statistics, Data Science, Economics, a related field or equivalent years of industry experience FCAS, ACAS or equivalent credential preferred How we support our colleagues Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon's discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies. In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well. Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. People with criminal histories are encouraged to apply. We are committed to providing equal employment opportunities and fostering an inclusive workplace. If you require accommodations during the application or interview process, please let us know. You can request accommodations by emailing us at ReasonableAccommodations@Aon.com or your recruiter. We will work with you to meet your needs and ensure a fair and equitable experience. For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances. Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate. Nothing in this restricts management's right to assign or reassign duties and responsibilities to this job at any time. The salary range for this position (intended for U.S. applicants) is $150,000 to $200,000 annually. The actual salary will vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant's geographic location. This position is eligible to participate in one of Aon's annual incentive plans to receive an annual discretionary bonus in addition to base salary. The amount of any bonus varies and is subject to the terms and conditions of the applicable incentive plan. #LI-AR1 #LI-HYBRID 2569419 Actuarial Associate Director -P&C Reserving - STG Consulting This is a hybrid role with the flexibility to work both virtually and from our Chicago, Minneapolis, or New York City Offices Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed. What the day will look like Aon's Strategy and Technology Group (STG) is seeking an experienced actuary to join their consulting team and help to accelerate the development of their actuarial advisory business focused on clients in the insurance and reinsurance industries. STG is Aon's new global consulting and technology business focused on, but not limited to, insurance and reinsurance companies and other participants in the insurance industry. Primary role will be reserving with secondary focus on pricing and/or capital modeling. Key Responsibilities Reserving Lead the preparation, analysis, and presentation of quarterly loss and LAE reserve levels using standard actuarial reserving methodologies, ensuring results are clearly communicated to clients and stakeholders. Conduct qualitative and quantitative analyses-including data exploration, forecasting, and modeling-to identify trends, deviations, and key drivers of reserve results, offering proactive insights and recommendations. Develop and deliver clear reports, presentations, and proposals to clients, supporting their decision-making and ensuring technical findings are accessible and actionable. Oversee the allocation of held bulk reserves to granular levels as directed by clients, and provide support to accounting teams for loss-based accruals. Perform quality assurance checks and peer reviews on the work of team members, ensuring technical accuracy, integrity, and adherence to internal and external standards. Review and evaluate existing procedures and operations, recommending and implementing improvements for greater efficiency and effectiveness both internally and for clients. Manage or participate in key actuarial projects, mentor junior team members, and support the delivery of quarterly reserve studies and Statements of Actuarial Opinion (SAO). Pricing & Predictive Modeling Knowledgeable on pricing strategies using predictive analytics, actuarial techniques, and machine learning. Build and refine pricing models to improve risk segmentation, profitability, and competitive positioning. Ensure pricing approaches align with regulatory requirements and market dynamics. Capital Modeling Deliver on consulting projects focused on the development, implementation & validation of capital modeling solutions for North American Property & Casualty insurance clients. Stay current on emerging modeling techniques and tools and apply them to solve complex business problems. Client Collaboration & Advisory Serve as a trusted team member on client engagements, translating complex analytics into actionable business insights. Support on client engagements from scoping through delivery, ensuring high-quality outcomes and long-term value. Assist in business development efforts by crafting proposals, presenting thought leadership, and identifying growth opportunities. Cross-Functional Leadership Partner with underwriting, product, claims, legal, actuarial, and technology teams to deliver integrated solutions. Promote collaboration across teams to ensure seamless execution of pricing and modeling strategies. Regulatory & Compliance Monitor regulatory changes and advise clients on necessary adjustments to pricing and modeling frameworks. Talent Development & Team Culture Mentor and develop team members, fostering a culture of continuous learning and professional growth. Implement effective performance management practices and participate in recruitment efforts. Skills and experience that will lead to success 5+ years of experience in Actuarial Reserving and Reserve Analysis for P&C insurance. Experience in Economic capital modeling for Property and Casualty insurance preferred Prior experience working as an Actuarial Consultant preferred Experience with NAIC Statements of Actuarial Opinions is preferred Experience in actuarial pricing methods, GLMs, machine learning, and regulatory frameworks is preferred Experience in Dynamic Financial Analysis preferred Proven leadership in client-facing roles, with a track record of delivering strategic pricing and modeling solutions Proficiency in R, SQL, Python, or similar languages preferred Bachelor's or Master's degree in Actuarial Science, Statistics, Data Science, Economics, a related field or equivalent years of industry experience FCAS, ACAS or equivalent credential preferred How we support our colleagues Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon's discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies. In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well. Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. People with criminal histories are encouraged to apply. We are committed to providing equal employment opportunities and fostering an inclusive workplace. If you require accommodations during the application or interview process, please let us know. You can request accommodations by emailing us at ReasonableAccommodations@Aon.com or your recruiter. We will work with you to meet your needs and ensure a fair and equitable experience. For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances. Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. The salary range for this position (intended for U.S. applicants) is $150,000 to $200,000 annually. The actual salary will vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant's geographic location. This position is eligible to participate in one of Aon's annual incentive plans to receive an annual discretionary bonus in addition to base salary. The amount of any bonus varies and is subject to the terms and conditions of the applicable incentive plan. #LI-AR1 #LI-HYBRID

As a Reserve Flow Account Executive with Small and Medium Enterprise you will engage with existing clients and prospects to ensure appropriate coverage for their needs and recommend additional solutions, where warranted. Aon is a leader in the Insuretech space and this is a unique opportunity for your input as an Account Executive to contribute to the strategic direction of the company. If a client-focused, technology-driven, and fast-paced environment are something you're looking for, look no further. Apply to join our team today! Currently seeking candidates for our New York City, NY, Victor, NY, Houston, TX, Jacksonville, FL, Denver, CO, and Bannockburn and Chicago, IL office locations. Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed. What the day will look like: You will have the opportunity to: Implement your organizational skills by handling incoming tasks for your assigned book of business Display your customer service skills through high-quality customer interactions as you acclimate to and evolve your book of business Showcase your adaptability as you present additional products to existing customers Collaborate with external partners and your assigned Customer Success team member to coordinate and develop sales and retention strategies Engage with colleagues around the world to manage Global Insurance programs and procure local coverage in the U.S. for Foreign-owned companies Enjoy your success as you match and exceed company revenue targets through renewals and new business Expand your knowledge through daily training and professional development opportunities You'll enhance your knowledge of risk innovation as you learn new ideas and approaches from experts in the industry. Many of our colleagues joined CoverWallet because they were attracted to the unique and fun approach to the relatively stable business that is insurance. How this opportunity is different: Basic computer literacy with the ability (and desire) to communicate via email and phone will position you for great success Salesforce experience will help you learn the systems more quickly, but it is not required Your inquisitive side will help you take the initiative to gather and use customer feedback to identify both needs and opportunities Skills and experience that will lead to success: Property and Casualty license 3-5 years' experience in commercial insurance with knowledge of inside sales/account management Experience in multinational P&C broking a plus Ability to advise, recommend and explain P&C products to meet client's insurance needs Strong communication skills Proficiency and comfort with the Microsoft Office Suite products or G Suite, experience with Salesforce a plus Bachelor's degree or equivalent years of industry experience. How we support our colleagues In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well. Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. People with criminal histories are encouraged to apply. We are committed to providing equal employment opportunities and fostering an inclusive workplace. If you require accommodations during the application or interview process, please let us know. You can request accommodations by emailing us at ReasonableAccommodations@Aon.com or your recruiter. We will work with you to meet your needs and ensure a fair and equitable experience. For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances. Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate. Nothing in this restricts management's right to assign or reassign duties and responsibilities to this job at any time. The salary range for this position (intended for U.S. applicants) is $75,000 to $105,000 annually. The actual salary will vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant's geographic location. This position is eligible to participate in one of Aon's annual incentive plans to receive an annual discretionary bonus in addition to base salary. The amount of any bonus varies and is subject to the terms and conditions of the applicable incentive plan. A summary of all the benefits offered for this position: Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon's discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies. #LI-KH2 #LI-HYBRID 2571425 As a Reserve Flow Account Executive with Small and Medium Enterprise you will engage with existing clients and prospects to ensure appropriate coverage for their needs and recommend additional solutions, where warranted. Aon is a leader in the Insuretech space and this is a unique opportunity for your input as an Account Executive to contribute to the strategic direction of the company. If a client-focused, technology-driven, and fast-paced environment are something you're looking for, look no further. Apply to join our team today! Currently seeking candidates for our New York City, NY, Victor, NY, Houston, TX, Jacksonville, FL, Denver, CO, and Bannockburn and Chicago, IL office locations. Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed. What the day will look like: You will have the opportunity to: Implement your organizational skills by handling incoming tasks for your assigned book of business Display your customer service skills through high-quality customer interactions as you acclimate to and evolve your book of business Showcase your adaptability as you present additional products to existing customers Collaborate with external partners and your assigned Customer Success team member to coordinate and develop sales and retention strategies Engage with colleagues around the world to manage Global Insurance programs and procure local coverage in the U.S. for Foreign-owned companies Enjoy your success as you match and exceed company revenue targets through renewals and new business Expand your knowledge through daily training and professional development opportunities You'll enhance your knowledge of risk innovation as you learn new ideas and approaches from experts in the industry. Many of our colleagues joined CoverWallet because they were attracted to the unique and fun approach to the relatively stable business that is insurance. How this opportunity is different: Basic computer literacy with the ability (and desire) to communicate via email and phone will position you for great success Salesforce experience will help you learn the systems more quickly, but it is not required Your inquisitive side will help you take the initiative to gather and use customer feedback to identify both needs and opportunities Skills and experience that will lead to success: Property and Casualty license 3-5 years' experience in commercial insurance with knowledge of inside sales/account management Experience in multinational P&C broking a plus Ability to advise, recommend and explain P&C products to meet client's insurance needs Strong communication skills Proficiency and comfort with the Microsoft Office Suite products or G Suite, experience with Salesforce a plus Bachelor's degree or equivalent years of industry experience. How we support our colleagues In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well. Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. People with criminal histories are encouraged to apply. We are committed to providing equal employment opportunities and fostering an inclusive workplace. If you require accommodations during the application or interview process, please let us know. You can request accommodations by emailing us at ReasonableAccommodations@Aon.com or your recruiter. We will work with you to meet your needs and ensure a fair and equitable experience. For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances. Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. The salary range for this position (intended for U.S. applicants) is $75,000 to $105,000 annually. The actual salary will vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant's geographic location. This position is eligible to participate in one of Aon's annual incentive plans to receive an annual discretionary bonus in addition to base salary. The amount of any bonus varies and is subject to the terms and conditions of the applicable incentive plan. A summary of all the benefits offered for this position: Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon's discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies. #LI-KH2 #LI-HYBRID

The Group: Morningstar, Inc., a leading global provider of independent investment research, is looking for an experienced sales individual to serve in Morningstar's Index business. The Index business is responsible for the creation and distribution of Morningstar's Index intellectual property. The group administers an extensive range of existing indexes and develops new, innovative offerings for use by asset managers and asset owners in serving their client's investment needs. The Role: Morningstar Indexes team seeks a highly motivated Index Sales Director focused on growing a book of assigned clients and prospects in the Asset Manager, Wealth Manager, Market Maker, Hedge Fund and Bank/Broker Dealer client segments. You'll represent Morningstar's suite of Index data products and will collaborate with on opportunities for Index data solutions. Because this role covers a wide range of opportunities, it will require approximately 25% travel. This position will be based in Chicago or New York. Responsibilities: * Exceed revenue targets. * Forecast and proactively uncover short term and long-term strategic sales opportunities with clients and prospects. * Proactively collaborate with Index Customer Success and Product teams to determine optimal solutions for sales opportunities. * Document activities in CRM system. * Master product demonstrations and knowledge of product capabilities and benefits. * Establish and build key client relationships individually and in strong collaboration with the Strategic Account Sales team. What You Will Bring: * Candidates should have at least five years of sales and account management experience in the index industry. * Proven track record of exceeding prior annual sales targets. * Ability to build long-term client relationships with executive and senior leadership within an assigned book of business through a hands-on, collaborative, organized approach. * Excellent verbal and written communication abilities and the ability to deliver professional and persuasive presentations. * Ability to understand complex investment concepts across active and passive investment products. Requirements * A bachelor's degree required; MBA or CFA a plus. Base Salary Range: $185,000-$220,000 Sales Incentive: 60% of base salary Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: * Financial Health * 75% 401k match up to 7% * Stock Ownership Potential * Company provided life insurance - 1x salary + commission * Physical Health * Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages * Additional medical Wellness Incentives - up to $300-$600 annual * Company-provided long- and short-term disability insurance * Emotional Health * Trust-Based Time Off * 6-week Paid Sabbatical Program * 6-Week Paid Family Caregiving Leave * Competitive 8-24 Week Paid Parental Bonding Leave * Adoption Assistance * Leadership Coaching & Formal Mentorship Opportunities * Annual Education Stipend * Tuition Reimbursement * Social Health * Charitable Matching Gifts program * Dollars for Doers volunteer program * Paid volunteering days * 15+ Employee Resource & Affinity Groups Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.

Are You Ready to Live Something Different with Protiviti? The Protiviti career provides an opportunity to learn, impact, and advance within a collaborative and inclusive culture. We hire curious individuals for whom learning is a passion. By teaming with our clients, we solve the business challenges a dynamic world presents and discover and implement innovative business solutions. We lean into our mission: We Care. We Collaborate. We Deliver. At every level, we champion leaders who live our values. Imagining our work as a journey, integrity guides our way, inclusion moves us forward together, innovation creates new destinations, and our commitment to success empowers us to deliver on our vision to be the most trusted global consulting firm. Are you inspired to make a difference? You've come to the right place. POSITION HIGHLIGHTS Technology Consulting interns work with Protiviti's clients, who are typically among the world's leading companies. As an intern, you collaborate with the team to deliver client solutions for complex business problems these organizations face. Experience tells us that our future leaders need to be both knowledgeable and deep in an area of expertise but also versatile, having a broad range of capabilities and skill sets to solve today's complex business problems. That's why we focus on developing interns across our business, so you gain experience in different industries, grow your technical capabilities, and gain leadership qualities that will ensure your future success. Our culture is grounded in empowerment, teamwork, and problem-solving. At all career levels, we encourage innovation, seeking your ideas and insights. Our people care about one another; they coach, guide, and help each team member to be their very best. When you join our team, you will participate in Liftoff with Protiviti, our award-winning onboarding live-virtual experience with gamification embedded in the delivery. You will also attend The Intern Challenge, an experiential learning course that will help you transition successfully into your role as an intern. Protiviti's internship is an innovative experience designed to take you on a journey to immerse you in our unique business and culture. Through our internship, you may work across various industries and engage in internal initiatives, all of which will fuel your curiosity, uncover hidden strengths, and prepare you for your career. During the internship, you will get a preview of Foundations, Protiviti's innovative entry-level full-time career opportunity, which provides you with experiences and learning opportunities in business operations, consulting, data, relationship building, technology, and innovation. With each project, you receive hands-on training in a nurturing environment and interact with leaders across our practice. Talent Managers will assign specific project experiences that support career growth, your skills, and the needs of the business. A network of advisors will help you navigate challenges and celebrate milestones. There are opportunities to join committees, participate in employee network groups, enjoy social, civic, and networking activities to aid in building meaningful relationships across the firm and in the community. Technology Consulting interns are hired into one of the six following areas: Business Platform Transformation: The team focuses on modernizing our clients' technology platforms, spanning application strategy and development, program execution and cloud infrastructure delivering secure, compliant, and sustainable solutions across the end-to-end transformation lifecycle. Enterprise Data, Analytics & AI: Converts internal and external data into insight and action through data engineering, governance, visualization, data sciences, ML, and AI while we diagnose issues, predict outcomes, and prescribe improvements to business performance. Microsoft: Working closely with Microsoft to maximize this ecosystem partner, driving collaboration productivity, and modernization initiatives across both the business and technology, understanding specific client needs and tailoring appropriate solutions using Microsoft technologies. Security and Privacy: Strengthens cyber resilience and data protection via risk assessments, technical testing, vulnerability remediation, incident readiness or response, and privacy services including coverage for emerging technology such as Internet of Things (IoT) penetration testing and quantum computing. Technology Risk and Resilience: Builds right-sized enterprise risk and resilience capabilities across the business, technology, cyber and third-party domains aligning to regulations and leading practices, translating risk into actionable programs, and operationalizing them at scale. Technology Strategy and Architecture: Helps clients understand and improve how they use technology and how technology can enable them to meet their big-picture strategies. Works across all practices to deliver integrated advisory and architecture that enables enterprise outcomes. Meaningful onboarding. Impactful training. Foundational learning. These experiences define Protiviti's award-winning internship - an experience that builds upon your skills and knowledge and enables you to thrive professionally. QUALIFICATIONS Degree: Bachelor's or Master's degree in a relevant discipline (e.g., Computer Science, Data Science, Decision Science, Engineering, Information Systems, Information Technology, Internet of Things, Applied Math, Machine Learning, Quantum, or other technology majors) Visa Status: All applicants applying for U.S. job openings need authorization to work in the United States for Protiviti without sponsorship now or in the future Graduation Status: Must be within one year of final graduation at the time of internship Experience solving problems using AI-powered productivity and collaboration tools (i.e. Microsoft Copilot, GenAI, etc.) Advanced verbal and written communication skills Ability to apply critical thinking skills and innovation to client engagements across various industries Technical proficiency aligning to assigned capability area WHAT MAKES YOU SUCCESSFUL Working in teams, as well as independently Being creative and analytical Passionate about evaluating, synthesizing, organizing, and interpreting data and information Ability to self-motivate and take responsibility for personal growth and development Desire to learn and a receptiveness to feedback and mentoring Drive towards obtaining professional technical certifications and a strong academic background Relevant experience with specific skills: Understanding of any of the major Business Intelligence reporting tools, such as Power BI, BusinessObjects, Cognos, Microstrategy, Tableau, QlikView, or SSRS Competency working within a Microsoft SQL Server, MySQL, Oracle, TeraData, or other major database management systems Entry-level proficiency with domain management strategies, network segmentation, firewalls, and middleware tools Introductory knowledge of internal control frameworks or knowledge of IT controls, with particular experience to understand IT and Business/technology risks Familiarity of technology project risks and strategies for managing and mitigating Programming skills such as Python, Java, JavaScript, etc. are preferred Knowledge of security-related topics such as authentication, entitlements, identity management, data protection, data leakage prevention, validation checking, encryption, hashing, principle of least privilege, software attack methods, and data storage Familiarity with core ERP (SAP, Oracle, Microsoft Dynamics, Workday) and system implementation concepts, including business process mapping, technical design documentation, data migration, testing support Ability to convey complex technical concepts to technical and non-technical audience Foundational understanding of cybersecurity, resilience, and risk management frameworks and industry regulation Exposure to cloud platforms (e.g., AWS, Azure, GCP) and modern customer technology environments Strong analytical and data manipulation skills using Excel, PowerBI, or similar tools to support reporting and insights Ability to synthesize research, develop clear documentation, and communicate findings effectively in team settings Experience working with data for AI or automation use cases, data cleaning and model support Ability to apply AI tools to enhance work efficiency, stream analysis, and improve project delivery OUR HYBRID WORKPLACE Protiviti practices a hybrid model, which is a combination of working in person with a purpose and working remotely. This model creates meaningful experiences for our people and our clients while offering a flexible environment. The ratio of remote to in-person requirements vary by client, project, team, and other business factors. Our people work both in-person in local Protiviti offices and on client sites, which can include local or out-of-state travel based on our projects and client requests and commitments. Interns do not accrue company paid time off (Choice Time Off), and we expect that interns will be available to complete work in the designated location during business hours for the entire duration of the Internship. APPLICATION PROCESS Apply at ************************** Note: Students may apply for only one location or solution. Duplicate applications will not be accepted. Applicants must be 18 years of age at the time of the internship to be considered. #LI-DNI The hourly rate for this position is below. $28/hr-$38/hr Interns participate in a variety of professional development opportunities and are eligible for paid holidays that occur within the duration of the internship, Protiviti's 401(k) plan, Employee Assistance Program, Matching Gifts Program, and various discounts through PerkSpot. Protiviti is an Equal Opportunity Employer. M/F/Disability/Veteran As part of Protiviti's employment process, any offer of employment is contingent upon successful completion of a background check. Protiviti is committed to being an equal employment employer offering opportunities to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to apply for a position, please contact us by sending an email to ************************** or call ************** for assistance. In your email please include the following: The specific accommodation requested to complete the employment application. The location(s) (city, state) to which you would like to apply. For positions located in San Francisco, CA: Protiviti will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. For positions located in Los Angeles County, CA: Protiviti will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. Protiviti is not registered to hire or employ personnel in the following states - West Virginia, Alaska. Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services. JOB LOCATION NY PRO NEW YORK CITY

Are You Ready to Live Something Different with Protiviti? The Protiviti career provides an opportunity to learn, impact, and advance within a collaborative and inclusive culture. We hire curious individuals for whom learning is a passion. By teaming with our clients, we solve the business challenges a dynamic world presents and discover and implement innovative business solutions. We lean into our mission: We Care. We Collaborate. We Deliver. At every level, we champion leaders who live our values. Imagining our work as a journey, integrity guides our way, inclusion moves us forward together, innovation creates new destinations, and our commitment to success empowers us to deliver on our vision to be the most trusted global consulting firm. Are you inspired to make a difference? You've come to the right place. POSITION HIGHLIGHTS Business Performance Improvement interns help clients in the areas of finance, operations, people and change. Our Interns work with Protiviti's clients, who are typically among the world's leading companies. As an intern, you collaborate with the team to deliver client solutions for complex business problems these organizations face. Experience tells us that our future leaders need to be both knowledgeable and deep in an area of expertise but also versatile, having a broad range of capabilities and skill sets to solve today's complex business problems. That's why we focus on developing interns across our business, so you gain experience in different industries, grow your technical capabilities, and gain leadership qualities that will ensure your future success. Our culture is grounded in empowerment, teamwork, and problem-solving. At all career levels, we encourage innovation, seeking your ideas and insights. Our people care about one another; they coach, guide, and help each team member to be their very best. When you join our team, you will participate in Liftoff with Protiviti, our award-winning onboarding live-virtual experience with gamification embedded in the delivery. You will also attend The Intern Challenge, an experiential learning course that will help you transition successfully into your role as an intern. Protiviti's internship is an innovative experience designed to take you on a journey to immerse you in our unique business and culture. Through our internship, you may work across various industries and engage in internal initiatives, all of which will fuel your curiosity, uncover hidden strengths, and prepare you for your career. During the internship, you will get a preview of Foundations, Protiviti's innovative entry-level full-time career opportunity, which provides you with experiences and learning opportunities in business operations, consulting, data, relationship building, technology, and innovation. With each project, you receive hands-on training in a nurturing environment and interact with leaders across our practice. Talent Managers will assign specific project experiences that support career growth, your skills, and the needs of the business. A network of advisors will help you navigate challenges and celebrate milestones. There are opportunities to join committees, participate in employee network groups, enjoy social, civic, and networking activities to aid in building meaningful relationships across the firm and in the community. Business Performance Improvement interns are hired into one of four different areas, including: Finance Performance Management: Provides custom solutions to help finance leaders address their current challenges and explore opportunities for continuous growth, delivering innovative solutions and supporting finance as a forward-thinking, strategic partner to the business. At the core, our methodology aligns people, processes, and technology to drive efficiency, productivity, and transformation, enabling change and creating value for the entire client organization. Financial Reporting Remediation & Compliance: Supports companies in navigating complex financial reporting situations to reduce their risk of non-compliance while limiting exposure to financial restatements and other costly non-routine situations such as restatements, mergers, and IPOs. Protiviti's team proactively monitors new accounting rules, alerts clients to changing requirements, and assists with addressing complex accounting or reporting challenges. People & Change: Focuses on the human side of transformation by helping companies with the people, talent, and skills components of their business. We assist organizations in developing differentiated employee experiences to better attract, retain, and engage talent. We also help organizations enable sustained behavior changes to support large-scale initiatives. Supply Chain & Operations: Supports companies in driving outcomes by reducing cost, improving efficiency, reducing risk and executing operations across their complex business functions from Engineering, Source, Make and Deliver through industry-leading practices and innovation. Meaningful onboarding. Impactful training. Foundational learning. These experiences define Protiviti's award-winning internship - an experience that builds upon your skills and knowledge and enables you to thrive professionally. QUALIFICATIONS Degree: Bachelor's or Master's degree in a relevant discipline (e.g., Accounting, Finance, Human Resources, Project Management, Supply Chain, or other business majors) Visa Status: All applicants applying for U.S. job openings need authorization to work in the United States for Protiviti without sponsorship now or in the future Graduation Status: Must be within one year of final graduation at the time of internship Experience solving problems using AI-powered productivity and collaboration tools (i.e. Microsoft Copilot, GenAI, etc.) Advanced verbal and written communication skills Ability to apply critical thinking skills and innovation to client engagements across various industries Technical proficiency aligning to assigned capability area WHAT MAKES YOU SUCCESSFUL Working in teams, as well as independently Being creative and analytical Passionate about evaluating, synthesizing, organizing, and interpreting data and information Ability to self-motivate and take responsibility for personal growth and development Desire to learn and a receptiveness to feedback and mentoring Drive towards obtaining professional certifications and a strong academic background Relevant experience with specific skills: A foundation in accounting and finance processes and objectives Documenting findings and sharing recommendations Entry level knowledge of organizational operations processes and objectives OUR HYBRID WORKPLACE Protiviti practices a hybrid model, which is a combination of working in person with a purpose and working remotely. This model creates meaningful experiences for our people and our clients while offering a flexible environment. The ratio of remote to in-person requirements vary by client, project, team, and other business factors. Our people work both in-person in local Protiviti offices and on client sites, which can include local or out-of-state travel based on our projects and client requests and commitments. Interns do not accrue company paid time off (Choice Time Off), and we expect that interns will be available to complete work in the designated location during business hours for the entire duration of the Internship. APPLICATION PROCESS Apply at ************************** Note: Students may apply for only one location or solution. Duplicate applications will not be accepted. Applicants must be 18 years of age at the time of the internship to be considered. #LI-DNI The hourly rate for this position is below. $28/hr-$38/hr Interns participate in a variety of professional development opportunities and are eligible for paid holidays that occur within the duration of the internship, Protiviti's 401(k) plan, Employee Assistance Program, Matching Gifts Program, and various discounts through PerkSpot. Protiviti is an Equal Opportunity Employer. M/F/Disability/Veteran As part of Protiviti's employment process, any offer of employment is contingent upon successful completion of a background check. Protiviti is committed to being an equal employment employer offering opportunities to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to apply for a position, please contact us by sending an email to ************************** or call ************** for assistance. In your email please include the following: The specific accommodation requested to complete the employment application. The location(s) (city, state) to which you would like to apply. For positions located in San Francisco, CA: Protiviti will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. For positions located in Los Angeles County, CA: Protiviti will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. Protiviti is not registered to hire or employ personnel in the following states - West Virginia, Alaska. Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services. JOB LOCATION NY PRO NEW YORK CITY

Are You Ready to Live Something Different with Protiviti? The Protiviti career provides an opportunity to learn, impact, and advance within a collaborative and inclusive culture. We hire curious individuals for whom learning is a passion. By teaming with our clients, we solve the business challenges a dynamic world presents and discover and implement innovative business solutions. We lean into our mission: We Care. We Collaborate. We Deliver. At every level, we champion leaders who live our values. Imagining our work as a journey, integrity guides our way, inclusion moves us forward together, innovation creates new destinations, and our commitment to success empowers us to deliver on our vision to be the most trusted global consulting firm. Are you inspired to make a difference? You've come to the right place. POSITION HIGHLIGHTS Legal, Risk and Compliance interns work with Protiviti's clients, who are typically among the world's leading companies. As an intern, you collaborate with the team to deliver client solutions for complex business problems these organizations face. Experience tells us that our future leaders need to be both knowledgeable and deep in an area of expertise but also versatile, having a broad range of capabilities and skill sets to solve today's complex business problems. That's why we focus on developing resources across our business, so you gain experience in different industries, grow your technical capabilities, and gain leadership qualities that will ensure your future success. Our culture is grounded in empowerment, teamwork, and problem-solving. At all career levels, we encourage innovation, seeking your ideas and insights. Our people care about one another; they coach, guide, and help each team member to be their very best. When you join our team, you will participate in Liftoff with Protiviti, our award-winning onboarding live-virtual experience with gamification embedded in the delivery. You will also attend The Intern Challenge, an experiential learning course that will help you transition successfully into your role as an intern. Protiviti's internship is an innovative experience designed to take you on a journey to immerse you in our unique business and culture. Through our internship, you may work across various industries and engage in internal initiatives, all of which will fuel your curiosity, uncover hidden strengths, and prepare you for your career. During the internship, you will get a preview of Foundations, Protiviti's innovative entry-level full-time career opportunity, which provides you with experiences and learning opportunities in business operations, consulting, data, relationship building, technology, and innovation. With each project, you receive hands-on training in a nurturing environment and interact with leaders across our practice. Talent Managers will assign specific project experiences that support career growth, your skills, and the needs of the business. A network of advisors will help you navigate challenges and celebrate milestones. There are opportunities to join committees, participate in employee network groups, enjoy social, civic, and networking activities to aid in building meaningful relationships across the firm and in the community. Legal, Risk and Compliance interns develop knowledge in core business processes within the financial services, technology, and healthcare industries. Interns will work within internal control and risk frameworks, as well as regulator and compliance methodologies. Legal, Risk and Compliance interns will help develop key deliverables, including process flows, work programs, reports, and control summaries. Interns will review transactions to provide process improvement recommendations and address legal, risk and compliance challenges as needed. Legal, Risk and Compliance interns will work within various segments, including but not limited to financial crime and anti-money laundering, risk management, credit services, regulatory compliance and consumer protection, analytics, and legal consulting. Meaningful onboarding. Impactful training. Foundational learning. These experiences define Protiviti's award-winning internship - an experience that builds upon your skills and knowledge and enables you to thrive professionally. QUALIFICATIONS Degree: Bachelor's, Master's, or Juris Doctor, degree in a relevant discipline (e.g., Accounting, Applied Math, Criminal Justice, Data Analytics, Economics, Finance, Law and Policy, Legal Studies, Management, Management Information Systems, Mathematics, Pre-Law, Political Science and Statistics) Visa Status: All applicants applying for U.S. job openings need authorization to work in the United States for Protiviti without sponsorship now or in the future Graduation Status: Must be within one year of final graduation at the time of internship Experience solving problems using AI-powered productivity and collaboration tools (i.e. Microsoft Copilot, GenAI, etc.) Advanced verbal and written communication skills Ability to apply critical thinking skills and innovation to client engagements across various industries Technical proficiency aligning to assigned capability area WHAT MAKES YOU SUCCESSFUL Working in teams, as well as independently Being creative and analytical Passionate about evaluating, synthesizing, organizing, and interpreting data and information Ability to self-motivate and take responsibility for personal growth and development Desire to learn and a receptiveness to feedback and mentoring Drive towards obtaining professional certifications and a strong academic background Relevant experience with specific skills: Familiarity of banking, compliance, insurance, legal innerworkings, and asset management related processes and issues Ability to convey complex concepts to technical and non-technical audience Using technology tools to create finished products and for analyzing large data sets OUR HYBRID WORKPLACE Protiviti practices a hybrid model, which is a combination of working in person with a purpose and working remotely. This model creates meaningful experiences for our people and our clients while offering a flexible environment. The ratio of remote to in-person requirements vary by client, project, team, and other business factors. Our people work both in-person in local Protiviti offices and on client sites, which can include local or out-of-state travel based on our projects and client requests and commitments. Interns do not accrue company paid time off (Choice Time Off), and we expect that interns will be available to complete work in the designated location during business hours for the entire duration of the Internship. APPLICATION PROCESS Apply at ************************** Note: Students may apply for only one location or solution. Duplicate applications will not be accepted. Applicants must be 18 years of age at the time of the internship to be considered. #LI-DNI The hourly rate for this position is below. $28/hr-$38/hr Interns participate in a variety of professional development opportunities and are eligible for paid holidays that occur within the duration of the internship, Protiviti's 401(k) plan, Employee Assistance Program, Matching Gifts Program, and various discounts through PerkSpot. Protiviti is an Equal Opportunity Employer. M/F/Disability/Veteran As part of Protiviti's employment process, any offer of employment is contingent upon successful completion of a background check. Protiviti is committed to being an equal employment employer offering opportunities to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to apply for a position, please contact us by sending an email to ************************** or call ************** for assistance. In your email please include the following: The specific accommodation requested to complete the employment application. The location(s) (city, state) to which you would like to apply. For positions located in San Francisco, CA: Protiviti will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. For positions located in Los Angeles County, CA: Protiviti will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. Protiviti is not registered to hire or employ personnel in the following states - West Virginia, Alaska. Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services. JOB LOCATION NY PRO NEW YORK CITY

The Group: Morningstar Indexes is one of the fastest-growing businesses within Morningstar. We deliver innovative indexing solutions that measure and benchmark markets and asset classes globally, offering a comprehensive suite of equity, bond, commodity, and asset allocation indexes. Our indexes are designed to support investors at every stage of the investment process-market monitoring, benchmarking, asset allocation, and portfolio construction. Global asset managers use our strategic beta indexes, built on proprietary research, to power differentiated investment solutions. They also rely on our market beta indexes, which cover a broad range of asset classes, to benchmark performance and design new investment products. The Role: We are seeking a strategic, collaborative leader with strong business acumen and intellectual curiosity to spearhead the growth of our Private Credit Indexes. Reporting to the Head of Innovation, the ideal candidate will have deep expertise in credit markets and a passion for building transparent benchmarks in traditionally opaque asset classes. This is a high-visibility role that will shape product strategy, drive innovation, lead lifecycle management, act as a thought leader both internally and externally, and partner across the organization to scale and evolve our offering. This position is based in our Chicago office. We follow a hybrid policy of at least 4 days onsite. Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. Key Responsibilities * Act as the subject matter expert fixed income, with deep knowledge of market data, investor needs, and competitive dynamics. * Leverage expertise in investment research and the broader investment ecosystem to design indexes that create both investor value and commercial impact. * Collaborate with data providers, business partners, and internal technology and operations teams to identify opportunities, drive innovation, and ensure smooth go-to-market execution. * Produce thought leadership content-including whitepapers, blogs, and market insights-that positions Morningstar as a leader in this space. * Represent Morningstar at industry events, panels, webinars, and client meetings to drive awareness and adoption. * Track competitor offerings, market structure changes, and investor demand to shape product roadmap decisions. * Evaluate new opportunities by analyzing risks, strengths, weaknesses, and market potential to inform strategy. * Support index governance processes through methodology reviews, documentation, and compliance with best practices. Qualifications * Deep knowledge of fixed income, the investment management ecosystem, including investment vehicles, regulations, and index design best practices. * Strong background in investment research and proven ability to translate research into actionable applications. * Excellent communication and presentation skills, with experience engaging diverse audiences. * Strong commercial acumen and ability to connect innovation to revenue opportunities. * Demonstrated success collaborating across disciplines such as research, product development, technology, and sales. * Motivated, investor-oriented self-starter with strong analytical and problem-solving skills. * Ability to thrive in dynamic, ambiguous environments while driving breakthrough solutions. * Minimum of 15 years of experience in product strategy, investment research, investment management, or related fields. * Bachelor's degree required; MBA and/or CFA strongly preferred. Application Please submit a resume and cover letter with your application. Morningstar is an equal opportunity employer. Total Cash Compensation Range $179,775.00 - 323,600.00 USD Annual Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: * Financial Health * 75% 401k match up to 7% * Stock Ownership Potential * Company provided life insurance - 1x salary + commission * Physical Health * Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages * Additional medical Wellness Incentives - up to $300-$600 annual * Company-provided long- and short-term disability insurance * Emotional Health * Trust-Based Time Off * 6-week Paid Sabbatical Program * 6-Week Paid Family Caregiving Leave * Competitive 8-24 Week Paid Parental Bonding Leave * Adoption Assistance * Leadership Coaching & Formal Mentorship Opportunities * Annual Education Stipend * Tuition Reimbursement * Social Health * Charitable Matching Gifts program * Dollars for Doers volunteer program * Paid volunteering days * 15+ Employee Resource & Affinity Groups Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.

Huron is a global consultancy that collaborates with clients to drive strategic growth, ignite innovation and navigate constant change. Through a combination of strategy, expertise and creativity, we help clients accelerate operational, digital and cultural transformation, enabling the change they need to own their future. Join our team as the expert you are now and create your future. Senior Associates play an integral client-facing project or work-stream leadership role. While activities vary based on project size/scope and individual skill-sets and strengths, the Sr. Associate can expect to spend their time with a heavy focus on material client interaction through all projects, project management, intensive data-analysis and the identification for the "so-what's" therein, and to creating compelling client-ready presentations. Additionally, the Sr. Associate will focus on developing Analysts and Coachees. Qualifications: * Bachelor's or Master's degree in a field related to this position or equivalent work experience * 3-5 years of experience analyzing requirements, writing functional specifications, conducting tests, troubleshooting issues and interfacing with business users * 1-2 years of experience owning project workstreams with little to no supervision * At least 2 years' experience with either Hyperion Planning / PBCS / EPBCS and Essbase * Technical implementation experience with cloud-based Oracle EPM suite- Planning * Experience with automation scripts (MaxL) and integration of the full Hyperion suite * Extensive knowledge of Excel, Essbase Spreadsheet Add-in and SmartView * Ability to solve complex problems creatively with strong critical thinking * Strong analytical skills coupled with a functional or technical acumen and hands-on expertise with cloud-based enterprise solutions * Strong verbal and written communication skills with ability to articulate results and issues to internal and client teams * Willingness to travel up to 50% as needed to work with client or other internal project teams * Flexible living locations in the U.S. The estimated base salary range for this job is $105,000 - $145,000. The range represents a good faith estimate of the range that Huron reasonably expects to pay for this job at the time of the job posting. The actual salary paid to an individual will vary based on multiple factors, including but not limited to specific skills or certifications, years of experience, market changes, and required travel. This job is also eligible to participate in Huron's annual incentive compensation program, which reflects Huron's pay for performance philosophy. Inclusive of annual incentive compensation opportunity, the total estimated compensation range for this job is $117,600 - $171,100. The job is also eligible to participate in Huron's benefit plans which include medical, dental and vision coverage and other wellness programs. The salary range information provided is in accordance with applicable state and local laws regarding salary transparency that are currently in effect and may be implemented in the future. Position Level Senior Associate Country United States of America

Huron is a global consultancy that collaborates with clients to drive strategic growth, ignite innovation and navigate constant change. Through a combination of strategy, expertise and creativity, we help clients accelerate operational, digital and cultural transformation, enabling the change they need to own their future. Join our team as the expert you are now and create your future. Huron Transaction Advisory ("HTA") (member FINRA/SIPC) is the investment banking affiliate of Huron Consulting Group. Established in 2014, HTA is focused on providing trusted, independent capital advisory services and innovative solutions to both healthy and distressed companies, including mergers and acquisitions (M&A) advisory, capital raising, balance sheet restructuring, and other related services. Responsibilities: As an Analyst, and key member of HTA's Special Situations Investment Banking team, you will be an integral part of deal execution and work on a wide range of transactions including restructurings, recapitalizations, acquisitions, divestitures, private placements, leveraged buyouts, and joint ventures. Analysts are expected to be involved in the development, structuring and financing of transactions and regularly attend internal and external client meetings, negotiations, and due diligence sessions. HTA's boutique environment offers an excellent opportunity for motivated individuals looking for an entrepreneurial environment that values individual development. Analyst work will include, but is not limited to: * Financial analysis and modeling * Drafting of client presentations * Preparation of memoranda for internal and external use * Conducting financial and other business-related research * Coordinating complex and often time-sensitive processes * Active involvement in client facing situations * Assistance in the execution of transactions Qualifications * Bachelor's degree in Finance, Economics, Mathematics, Accounting, or a related field * Internship experience in finance, investment banking, or a related field preferred * A demonstrated interest in Financial Restructuring and/or working on complex transactions * Proficient in three statement financial modeling and composing marketing materials; general understanding of corporate finance and valuation * Ability to work independently and take initiative in a fast-paced environment * Ability to organize and track multiple and concurrent workstreams * Ability to be client facing with strong interpersonal and client management skills * Willingness to pursue SIE, Series 63 and 79 licenses * Ability and willingness to work regularly on-site at Huron's NYC office as part of a collaborative team environment The base salary for this job is $90,000. This job is also eligible to participate in the Huron Transaction Advisory (HTA) Capital Advisory incentive compensation program, which applies only to employees who are registered representatives with securities industries licenses in good standing. Inclusive of annual the incentive compensation program, the total estimated compensation range for this job is $90,000 - $162,000. The job is also eligible to participate in Huron's benefit plans which include medical, dental and vision coverage and other wellness programs. The salary range information provided is in accordance with applicable state and local laws regarding salary transparency that are currently in effect and may be implemented in the future. #LI-JD1 Position Level Analyst Country United States of America

About The Role: Morningstar DBRS is seeking a seasoned and analytical leader to join our Asset-Backed Securities (ABS) Ratings team as a Senior Vice President focused on Commercial and Esoteric Assets. This is a key leadership role within a growing practice that evaluates highly structured and often complex securitization transactions backed by multiple asset classes such as data center infrastructure, equipment leases, small business lending, communications infrastructure, and aviation. You will oversee the end-to-end credit rating process from originator due diligence to transaction modeling and committee presentations, while managing client relationships and mentoring junior analysts. This role is ideal for someone who combines deep credit acumen with strategic thinking, a collaborative mindset, and a passion for driving high-quality analytical work. Key Responsibilities: * Lead the credit rating process for new ABS transactions involving commercial and esoteric asset classes. * Conduct detailed transaction analysis, including originator and servicer evaluation, loan pool and performance data review, structural modeling, and legal documentation analysis. * Collaborate closely with internal teams (cash flow modeling, legal, research) to ensure alignment on assumptions and analytical output. * Present transactions at internal rating committees and guide the development of public-facing reports, credit memoranda, and rating rationales. * Act as a primary point of contact with issuers, arrangers, investors, and other transaction stakeholders throughout the rating process. * Manage, mentor, and train junior members of the ABS team, fostering analytical rigor and professional growth. * Monitor and surveil outstanding transactions; recommend rating actions as necessary based on asset performance and structural changes. * Contribute to methodology development, research publications, and market commentary that advance the thought leadership of Morningstar DBRS. * Represent the firm at client meetings, investor discussions, and key industry conferences and events. Qualifications: * Bachelor's degree required; advanced degree (MBA, MS, or related) preferred. * 8-12 years of experience in structured finance, credit ratings, or securitization with strong knowledge of commercial/esoteric ABS. * Proven track record of leading ratings or analytical engagements across complex securitization structures. * Strong knowledge of credit risk, cash flow modeling, and deal documentation. * Familiarity with Excel and modeling platforms such as Intex, T-REX, VBA, and Bloomberg. * Excellent verbal and written communication skills, with ability to convey complex concepts to both technical and non-technical audiences. * Demonstrated ability to manage multiple projects in a fast-paced environment, while maintaining attention to detail and analytical integrity. * Strong interpersonal skills and a collaborative, team-first approach to problem-solving. About Us Morningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutions, and project and structured finance instruments globally. Rating more than 4,000 issuers and 60,000 securities, it is one of the top four credit rating agencies in the world. Morningstar DBRS empowers investor success by bringing more transparency and a much-needed diversity of opinion in the credit rating industry. Our approach and size allow us to be nimble enough to respond to customers' needs in their local markets, but large enough to provide the necessary expertise and resources they require. Market innovators choose to work with us because of our agility, tech-forward approach, and exceptional customer service. Morningstar DBRS is the next generation of credit ratings. Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: * Financial Health * 75% 401k match up to 7% * Stock Ownership Potential * Company provided life insurance - 1x salary + commission * Physical Health * Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages * Additional medical Wellness Incentives - up to $300-$600 annual * Company-provided long- and short-term disability insurance * Emotional Health * Trust-Based Time Off * 6-week Paid Sabbatical Program * 6-Week Paid Family Caregiving Leave * Competitive 8-24 Week Paid Parental Bonding Leave * Adoption Assistance * Leadership Coaching & Formal Mentorship Opportunities * Annual Education Stipend * Tuition Reimbursement * Social Health * Charitable Matching Gifts program * Dollars for Doers volunteer program * Paid volunteering days * 15+ Employee Resource & Affinity Groups Base Salary Compensation Range $145,000.00 - 272,000.00 USD Annual Incentive Target Percentage 40% Annual If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker. Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. R06_DBRSInc DBRS, Inc. - US Legal Entity

Morningstar DBRS (MDBRS) is seeking an experienced senior Team Lead within the Global Investor Strategy team responsible for building, developing and leading a team of professionals focused on expanding its relationships with key institutional investor clients. These clients span asset managers, insurers, investment funds, and private equity. The Investor Development Group is focused on promoting MDBRS' coverage, brand, and credit expertise to influential market constituents, fostering investor engagement with MDBRS ratings, research, products, and services. The Investor Development Group Head plays a crucial role in leading outreach and visibility efforts globally, with a particular focus on corporate and structured finance debt investors across sectors, and covering key US institutional investors. The ideal candidate will have deep investor relationships and strong subject matter knowledge of debt capital markets and the role of credit ratings in investment decisions both domestically and internationally. This role reports to the Head of Canada and Global Investor Strategy and is based in our New York office. How You'll Create Value: * Develop and implement coverage strategy for Investor Development Team globally * Lead coverage activities with key US institutional investors (credit analysts, portfolio managers, heads of research), and act as senior relationship touch point across investor client base globally * Proactively identify and develop new strategic relationships with institutional investors * Establish best practices, working collaboratively across Marketing, Business Development and Analytical teams to build brand visibility with investors, enhance investor engagement and usage of relevant Morningstar DBRS services * Develop, lead and execute new strategic investor focused initiatives, promoting MDBRS' unique credit perspectives through meetings, conferences, webinars, and bespoke events * Track and maintain engagement data through CRM for internal reporting and analysis * Solicit and analyze investor feedback to provide timely insights into topical credit market views across ratings and products * Facilitate demand for MDBRS ratings, usage in investment decisions, and in conjunction with the Business Development team, demand for MDBRS research and related products. Requirements: * Candidates should have 10+ years of business development experience in a debt capital markets or fixed income sales capacity with a focus on credit. * Strong existing relationships with relevant fixed income investors across public and private credit markets, project finance, structured finance and corporate credit. * Proven track record of managing large, complex investor accounts. * Excellent communication and presentation skills, with ability to engage senior stakeholders. * Demonstrated ability to work collaboratively across teams. * Strong leadership and proven ability to build high impact teams. * Ability and willingness to travel as required. * Experience with Salesforce. * Bachelor's degree in Finance, Economics, Business, or related field; MBA or CFA a plus. Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: * Financial Health * 75% 401k match up to 7% * Stock Ownership Potential * Company provided life insurance - 1x salary + commission * Physical Health * Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages * Additional medical Wellness Incentives - up to $300-$600 annual * Company-provided long- and short-term disability insurance * Emotional Health * Trust-Based Time Off * 6-week Paid Sabbatical Program * 6-Week Paid Family Caregiving Leave * Competitive 8-24 Week Paid Parental Bonding Leave * Adoption Assistance * Leadership Coaching & Formal Mentorship Opportunities * Annual Education Stipend * Tuition Reimbursement * Social Health * Charitable Matching Gifts program * Dollars for Doers volunteer program * Paid volunteering days * 15+ Employee Resource & Affinity Groups Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. R06_DBRSInc DBRS, Inc. - US Legal Entity

The Group The Credit group is a global team guided by Morningstar's mission to empower investor success. Our entrepreneurial spirit and uncompromising ethics guide everything we do. With teams in Toronto, New York, Chicago, London, Frankfurt, Madrid, and Mumbai, we delight our clients around the world with industry-defining credit products and services. Through Morningstar DBRS, we offer independent credit opinions and thought leadership on corporate and sovereign entities, financial institutions, and project and structured finance transactions globally. Rating over 4,000 issuers and 60,000 securities, Morningstar DBRS is one of the four largest credit rating agencies in the world. Through Morningstar Credit, we offer world-class credit analytics solutions that inform and empower credit market decision makers with the tools and insights they need to drive faster, insightful, and more predictable outcomes. The Credit group is one of the largest and fastest-growing business units at Morningstar and the Credit Marketing team is critical to achieving its continued growth and success. With opportunities to make your mark on all aspects of the credit business, the Credit group is where you can grow both personally and professionally. The Role We are looking for a seasoned marketing automation and analytics expert to lead all aspects of marketing operations for the global Credit business at Morningstar. As a Senior Manager, you will own the technology, data, and processes that power the broader marketing team and be responsible for defining, implementing, and optimizing marketing operations strategies to improve the efficiency and effectiveness of our marketing activities. This role is a great opportunity to drive growth and make a meaningful impact on one of Morningstar's largest and fastest-growing business units. To be successful in this role, you will have extensive hands-on experience in marketing automation and data management with deep expertise in HubSpot and related martech platforms. You will also have exceptional project management and communication skills, impeccable attention to detail, and a track record of effective cross-functional and global collaboration. The ideal candidate will be a highly motivated problem solver with a passion for marketing operations. This role is based in New York and reports to the Senior Director of Marketing. We follow a hybrid policy of at least 4 days onsite. What you'll be doing Marketing Automation * Define the martech vision, strategy, and roadmap for the global Credit business * Own the end-to-end management of martech platforms - driving strategy, integrations, data practices, and providing expert-level platform administration and support, particularly for HubSpot * Design, implement, and optimize automation programs and templates, lead scoring models, routing logic, and lifecycle frameworks * Support the marketing team in executing efficient and effective campaigns through martech platforms Marketing Data Management * Serve as the owner and subject matter expert of marketing source data architecture, aligning current and future-state frameworks with business goals * Maintain an up-to-date marketing database with high levels of data quality, integrity, and standardization, including establishing and enforcing governance processes and following best practices for regional data privacy and compliance standards (e.g., GDPR, CASL, CAN-SPAM) * Lead marketing data integration, appending, and enrichment processes (website, ZoomInfo, third-party sources, paid media, etc.) * Oversee audience segmentation strategy and governance across platforms to ensure consistency, relevance, and compliance Marketing Analytics & Reporting * Analyze the marketing database and generate actionable audience insights for marketing campaigns * Integrate marketing performance data from multiple sources (paid, owned, and earned media) and develop centralized marketing performance or other dashboards with clear and compelling data visualizations in Tableau, Power BI, Looker or other tools Other Marketing Operations * Identify, design, and implement scalable processes and best practices to streamline marketing operations * Support the planning, allocation, tracking and reporting on the annual marketing budget * Bring subject matter expertise into all our thinking and planning by staying current on marketing automation, data management, analytics, and operations best practices and finding the bridges to apply them * Foster a culture of continuous improvement and innovation within the broader marketing team * Support other marketing operations needs as necessary What we're looking for * A bachelor's degree * 7+ years of experience in marketing automation architecture * Deep hands-on expertise in HubSpot administration, configuration, and integration with Salesforce and supporting technologies * Strong understanding of lead management, routing, and scoring processes * Experience with marketing intelligence and visualization tools (Tableau, Power BI, Looker, etc.) * Ability to successfully manage multiple projects simultaneously, communicating effectively with stakeholders and prioritizing to deliver high-quality work within deadline * Ability to collaborate effectively with other team members as well as work independently and autonomously * High attention to detail and a deep appreciation and proven ability for process-driven and detailed execution of marketing activities * Strong problem-solving skills with experience overcoming ambiguity Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: * Financial Health * 75% 401k match up to 7% * Stock Ownership Potential * Company provided life insurance - 1x salary + commission * Physical Health * Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages * Additional medical Wellness Incentives - up to $300-$600 annual * Company-provided long- and short-term disability insurance * Emotional Health * Trust-Based Time Off * 6-week Paid Sabbatical Program * 6-Week Paid Family Caregiving Leave * Competitive 8-24 Week Paid Parental Bonding Leave * Adoption Assistance * Leadership Coaching & Formal Mentorship Opportunities * Annual Education Stipend * Tuition Reimbursement * Social Health * Charitable Matching Gifts program * Dollars for Doers volunteer program * Paid volunteering days * 15+ Employee Resource & Affinity Groups Base Salary Compensation Range $94,556.00 - 160,733.00 USD Annual Incentive Target Percentage 12.5% Annual Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. R06_DBRSInc DBRS, Inc. - US Legal Entity