Associate jobs at Moody's - 2005 jobs

Primary Office Location:161 S. Stratford Road. Winston Salem, North Carolina. 27104.Join our team. Make a difference - for us and for your future. Relationship Associate 1 Business Unit: WM - FNIS Reports to: Varies Based on Assignment Position Overview: This position is primarily responsible for assisting the Financial Advisors in the establishment and maintenance of accounts and client relationships. The incumbent, within their level of experience and licensing, handles routine transactions and account servicing while supporting the assigned Financial Advisors. The incumbent provides the highest quality of service to every customer. Primary Responsibilities: Reviews documentation for new account and existing account servicing transactions for completeness and accuracy. Submits documentation for processing and sales review. Maintains appropriate records required for all transactions. Initiates Redtail Workflow to follow through to confirm all elements of a transaction are successfully implemented in a timely manner. Interacts independently with customers. Works independently within the scope of authority, insurance licensing, and abilities to resolve account maintenance and client service issues. At the Financial Advisor's discretion and direction, may enter client orders on broker dealer and clearing firm systems. Assists Financial Advisor(s) with coordination of business plan elements. Responsible for the execution of proactive, consistent client contact process to provide the FA(s) opportunities to identify options to expand wallet share and sustain a high level of client retention. Completes all required continuing education such as Bank, Broker/Dealer and State Insurance Department on time to keep all licenses and Broker/Dealer status current. Regularly reviews appropriate reporting systems (Items for Attention, Submitted Business, Pinpoint, etc.) to identify transaction and account processing issues and other service related items. Enters branch revenue crediting based on information received from the FA. At FA(s) direction, responsible for initiating and monitoring the movement of funds through the FNB IS Settlement account to fund investments in a timely manner. At FA(s) discretion, may assist with updating branch referrals. Creates and maintains client files and records. CSR is responsible for administration of the FA's Redtail records to ensure client information, segmentation ratings and branch assignments are current. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GED Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 0 Skills Required to Perform the Primary Responsibilities of this Position: Excellent project management skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Excellent customer service skills Ability to use a personal computer and job-related software MS Word - Intermediate Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Associates preferred. Knowledge of banking processes and procedures preferred. Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: Life/Heath state insurance license required. Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

Primary Office Location:32 North Mill Street. New Castle, Pennsylvania. 16101.Join our team. Make a difference - for us and for your future. Relationship Associate 2 Business Unit: WM - FNIS Reports to: Varies Based on Assignment Position Overview: This position is responsible for assisting the assigned Financial Advisors with the objective of maximizing the FA's time spend in client facing business opportunities. The CSR2 provides an enhanced level of support in line with their experience, licensing and securities registration. The CSR2 partners with their assigned FAs in the development and execution of the FAs business practice model designed to (1) provide the highest quality of service to every client and (2) maintain consistent, pro-active client contact. Primary Responsibilities: Reviews documentation for new account and existing account servicing transactions for completeness and accuracy. Submits documentation for processing and sales review. Maintains appropriate records required for all transactions. Initiates Redtail Workflow to follow through to confirm all elements of a transaction are successfully implemented in a timely manner. Interacts independently with customers regarding service issues and provides advice and follow up within the scope of authority, licensing and registration, and abilities to resolve account maintenance and service issues. May independently take and enter unsolicited trade order instructions from clients within their scope of authority, licensing and registration, and abilities. Assists Financial Advisor(s) with development and coordination of business plan elements. Responsible for the execution of proactive, consistent client contact process to increase client retention. The SA also uses the contact process and other resources to independently data mine the book for opportunities with existing clients for expansion of wallet share and increase client retention. Maintains their own set of compliance-required files. Completes all required continuing education such as Bank, Broker/Dealer and State Insurance Department on time to keep all licenses and registrations current. Regularly reviews appropriate reporting systems (Items for Attention, Submitted Business, Pinpoint, etc.) to identify transaction and account processing issues and other service related items. Independently determines if items can be cleared without FA involvement. Enters branch revenue crediting based on information received from the FA. At FA(s) direction, responsible for initiating and monitoring the movement of funds through the FNB IS Settlement account to fund investments in a timely manner. At FA(s) discretion, may assist with updating branch referrals. Creates and maintains client files and records. CSR is responsible for administration of the FA's Redtail records to ensure client information, segmentation ratings and branch assignments are current. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: Associates Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 3 Skills Required to Perform the Primary Responsibilities of this Position: Excellent project management skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Excellent customer service skills Ability to use a personal computer and job-related software MS Word - Intermediate Level MS Excel - Intermediate Level MS PowerPoint - Basic Level BA or BS preferred. Experience in investment industry preferred. Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: Valid Drivers License Life/Heath state insurance licenses & FINRA Series 7/63 (Series 65 or 66 preferred) registrations. Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

Primary Office Location:711 State Street. Erie, Pennsylvania. 16501.Join our team. Make a difference - for us and for your future. Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

Join a dynamic team at the pulse of global markets, where we deliver innovative software and service solutions for essential financial reporting and capital markets transactions. At DFIN, we are a values-driven organization that empowers you to build a fulfilling career while bringing your authentic self to work every day.Our "Win as One" mentality ensures that our team's success is directly linked to Client, Shareholder and Employee Satisfaction. Recognized by Newsweek as one of AMERICA'S MOST LOVED WORKPLACES for three consecutive years and a Built In Best Places to Work for six years, we are committed to our employees' total wellbeing. Enjoy competitive compensation, a flexible workplace, comprehensive benefits, and opportunities for professional growth. Bring your passion and talents to DFIN - because being YOU thrives here. Summary: The Venue Sales Associate will assist in growing the new customer base by prospecting and developing relationships within target accounts such as investment banks, private equity firms, law firms, accounting advisors and corporations. Responsibilities: * Daily prospecting activity within target accounts such as investment banks, private equity firms, law firms, accounting advisors. * Participate in the sales process from lead generation to qualification to close. * Execute strategic plan within designated territory to generate revenue. * Establish a strong and consistent cadence of in-person meetings, organize networking events and attend conferences to improve brand and client exposure to the Venue product. * Foster new relationships through outbound efforts and establish positive relationships with senior executives and decision-makers. * Develop a plan and prioritize your time to focus on high impact activities to achieve key performance indicators. * Cross collaboration with Reps from other areas of DFIN to leverage existing relationships and ensure that all appropriate service offerings are presented to target clients. * Work closely with Product, Marketing, Service Delivery, Business Development and both the Venue and GCM sales team to ensure client happiness by serving as the voice of the customer. * Update Salesforce daily to track activity, client and product insights, account coverage and sales pipeline. Qualifications: * Bachelor's degree or equivalent experience required. * 6 to 24 months of general business experience. * Desire to build a professional career in sales. * Excellent communication skills: Ability to engage prospects with clear, concise, and persuasive communication. * Strong listening skills: Actively listen to understand customer needs and pain points. * Persistence and resilience: Ability to handle rejection and consistently follow up with prospects. * Sales acumen: Basic understanding of sales principles, including objection handling and closing techniques. * Technical proficiency: Familiarity with CRM software and other sales tools. * Time management skills: Effectively manage leads and prioritize high impact activities. It is the policy of Donnelley Financial Solutions to select, place, and manage all its employees without discrimination based on race, color, national origin, gender, age, religion, actual or perceived disability, veteran status, actual or perceived sexual orientation, genetic information or any other protected status. If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation if you are unable or limited in your ability to use or accessjobs.dfinsolutions.com as a result of your disability. You can request a reasonable accommodation by sending an email to . At DFIN, protecting your identity is a top priority. Please be aware of scammers impersonating DFIN recruiters. DFIN recruiters will never request personal information via email or text. You will only receive a text from us if you've already been in contact. All automated messages will come from. If you ever have doubts about the legitimacy of any communication from us, please do not hesitate to reach out for verification via t (this email is for general TA questions and is not used for updates on your application status).#BI-Remote

Visa is a world leader in payments and technology, with over 276 billion payments transactions between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose - to uplift everyone, everywhere by being the best way to pay and be paid. Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa. Job Description The Visa Summer Legal Associate (1L) program is designed to enhance the legal careers of first year law students who have demonstrated leadership, service, and engagement in their community.The program gives qualified candidates the opportunity to enhance their legal education,establishmeaningful contacts, improve the quality of their work product through comprehensive feedback, and aspire to a rewarding career in the law. This position, based in Visa's Bay Areaofficesis a summer internship for law students interested in learning more about working in an in-house legal department. Under supervision of attorneys, the Summer Associate will receive a variety of work assignments in multiple practice areas, which mayinclude:litigation, M&A, employment, data use & privacy, marketing, trademark, IP, regulatory, product, and more. The Summer Associate will also learn first-hand about Visa business operations and interact with internal business clients. The Summer Associate will also have the potential opportunity for a two-week reverse secondment at a partnering law firm. As a Summer Legal Associate, you will have the chance to: Work closely with multiple members of the Visa legal team across a variety of practice areas Gain valuable insights about working in-house, which can be a rare opportunity for junior lawyers Deliver an end-of-summer presentation to senior members of the Legal team (potentially including the General Counsel) Attend fun social events with fellow interns Essential Functions: Shadow members of Visa's Legal Department Complete projects in a variety of practice areas under supervision of Visa attorneys Qualifications Basic Qualifications: Good standing as a first-year law student at an ABA accredited law school. Preferred Qualifications: An interest in the in-house legal environment Demonstrated academic excellence and leadership ability, personal and professional accomplishments, commitment to community service or engagement Excellent written and oral communication and legal research skills Strategic thinking and thought leadership Proven ability to translate ideas into action Teamwork, interpersonal & relationship-building skills Attention to detail An innovative, creative, entrepreneurial spirit that welcomes change and challenge Motivated, focused, driven; embraces a global mindset Please attach as separate documents to your application: A personal statement (no more than 300 words) describing your leadership, service, or community involvement, and why you are interested in working at Visa and intechnology generally. Your first semester law schoolgrades, as soon asthey are available. Additional Information U.S. APPLICANTS ONLY:U.S. APPLICANTS ONLY:The estimated hourly range for a new hire into this position is$44/HR USD which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. Work Authorization:Permanent Authorization to work in the U.S. is a precondition of employment for this position. Visa will not sponsor applicants for work visas in connection with this position. Future sponsorship will not be considered. Work Hours:Varies upon the needs of the department This is a hybrid position.Expectationof days inofficewill be confirmed by your hiring manager. Travel Requirements:This position requires travel5-10% of the time. Mental/Physical Requirements:This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone,frequentlyoperatestandard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will alsoconsider foremploymentqualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code.

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

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

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

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

About this role BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations. About this Role We are adding to our team and are looking for a Portfolio Specialist who will work closely with portfolio management and trading teams and will support their operational workflow. We are looking for candidates who are bright, motivated, articulate, and has a sense of humor. Ideal candidates will also have excellent problem-solving skills, a high degree of attention to detail, and outstanding organizational abilities. This position offers an excellent opportunity for someone interested in gaining experience in the finance industry and working for an established investment management firm. Our headquarters is in Sausalito, California, only one block from the beautiful harbor. It's a short, 20-minute drive from much of San Francisco (opposite the normal commute), and many of our team members are spread throughout San Francisco, the North Bay, and East Bay. Key Responsibilities: · Support the portfolio management and trading teams' operational workflows · Review and validate incoming client trade and analysis requests · Manage and maintain SalesForce dashboards and workflows · Assign client requests to appropriate Portfolio Managers and other internal teams · Reply to diverse internal and external requests in a timely manner · Document and refine operational processes for consistency and transparency · Contribute to initiatives that enhance overall client experience and service delivery · Support automation and efficiency improvements across various operational processes · Assist with ad hoc projects and responsibilities as needed. Qualifications: · BA/BS required · Minimum 3+ years prior work experience · Strong attention to detail and accuracy · Excellent written and verbal communication skills · Outstanding problem-solving and interpersonal skills · Strong organizational and multitasking skills · Ability to work independently and in a small group environment · A high degree of integrity with the ability to handle confidential matters · Capacity to work in a fast-paced environment · Collaborative attitude is a must · Familiarity with Salesforce a plus · Trade operations experience a plus For Sausalito, CA Only the salary range for this position is USD$116,000.00 - USD$155,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. Our benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. Our hybrid work model BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement. BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy. We recruit, hire, train, promote, pay, and administer all personnel actions without regard to race, color, religion, sex (including pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), sex stereotyping (including assumptions about a person's appearance or behavior, gender roles, gender expression, or gender identity), gender, gender identity, gender expression, national origin, age, mental or physical disability, ancestry, medical condition, marital status, military or veteran status, citizenship status, sexual orientation, genetic information, or any other status protected by applicable law. We interpret these protected statuses broadly to include both the actual status and also any perceptions and assumptions made regarding these statuses.BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.

About this role BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations. About this Role We are adding to our team and are looking for a Portfolio Specialist who will work closely with portfolio management and trading teams and will support their operational workflow. We are looking for candidates who are bright, motivated, articulate, and has a sense of humor. Ideal candidates will also have excellent problem-solving skills, a high degree of attention to detail, and outstanding organizational abilities. This position offers an excellent opportunity for someone interested in gaining experience in the finance industry and working for an established investment management firm. Our headquarters is in Sausalito, California, only one block from the beautiful harbor. It's a short, 20-minute drive from much of San Francisco (opposite the normal commute), and many of our team members are spread throughout San Francisco, the North Bay, and East Bay. Key Responsibilities: * Support the portfolio management and trading teams' operational workflows * Review and validate incoming client trade and analysis requests * Manage and maintain SalesForce dashboards and workflows * Assign client requests to appropriate Portfolio Managers and other internal teams * Reply to diverse internal and external requests in a timely manner * Document and refine operational processes for consistency and transparency * Contribute to initiatives that enhance overall client experience and service delivery * Support automation and efficiency improvements across various operational processes * Assist with ad hoc projects and responsibilities as needed. Qualifications: * BA/BS required * Minimum 3+ years prior work experience * Strong attention to detail and accuracy * Excellent written and verbal communication skills * Outstanding problem-solving and interpersonal skills * Strong organizational and multitasking skills * Ability to work independently and in a small group environment * A high degree of integrity with the ability to handle confidential matters * Capacity to work in a fast-paced environment * Collaborative attitude is a must * Familiarity with Salesforce a plus * Trade operations experience a plus For Sausalito, CA Only the salary range for this position is USD$116,000.00 - USD$155,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. Our benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. Our hybrid work model BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement. BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy. We recruit, hire, train, promote, pay, and administer all personnel actions without regard to race, color, religion, sex (including pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), sex stereotyping (including assumptions about a person's appearance or behavior, gender roles, gender expression, or gender identity), gender, gender identity, gender expression, national origin, age, mental or physical disability, ancestry, medical condition, marital status, military or veteran status, citizenship status, sexual orientation, genetic information, or any other status protected by applicable law. We interpret these protected statuses broadly to include both the actual status and also any perceptions and assumptions made regarding these statuses.BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.

About this role: Wells Fargo is seeking an Associate Customer Service Representative - Boots to Banking in Consumer Lending. Consumer Lending businesses empower millions of customers to achieve their dreams every day. Whether it's buying a home, purchasing a car, funding a significant purchase, or making important daily credit card purchases, Consumer Lending provides important credit products and services that help our customers succeed. The group includes Home Lending; Auto; Cards, Retail and Merchant Services; Personal Lending; Consumer Lending Control; and Consumer Lending Shared Services. Find out why we're the #1 financial services company to grow YOUR career. Apply today. In this role, you will: Support customers and seek ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment Perform routine tasks such as answering inquiries, resolving problems and providing a best-in-class customer experience while adhering to work guidelines, policies, and regulations and navigating multiple computer systems Regularly receive direction from supervisor and escalate questions and issues to more senior employees Interact with team on basic information, plus internal or external customers Required Qualifications: 6+ months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Military experience researching and assessing questions, process, and procedures to make recommendations on solutions. Military experience with tracking information in multiple computer systems with high level of accuracy. Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving customer issues. Ability to execute in a fast paced, high demand, metric driven call center environment. Excellent verbal, written, and interpersonal communication skills with integrity and a high level of professionalism with all levels of employees and customers, while maintaining attention to detail and accuracy. Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers. Ability to meet or exceed business goals and objectives and navigate multiple computer systems, applications, and utilize search tools to find information. Knowledge, understanding and experience of internet, mobile, and social media technology. Job Expectations: Must be able to attend full duration of required classroom training period Ability to work additional hours as needed Must work on-site at the location posted This position is not eligible for Visa sponsorship Training Schedule: Classroom training will be for 8 weeks, Monday - Friday, 8:30 am - 5:00 pm. Work schedule after classroom training will be provided prior to start date. We're open 24 hours, 7 days a week. Your regular work schedule will be based on business need and will include working a weekend day and some holidays. Job Location: 2150 W Pinnacle Peak Road, Phoenix, AZ 85027 Posting End Date: 20 Jan 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Customer Service Representative in Everyday Banking. Find out why we're the #1 financial services company to grow YOUR career. Apply today. CSBB Operations delivers a diverse set of foundational operational and contact center services for the enterprise and to consumer, small business, and wholesale customers, providing stability, scalability, and security for Wells Fargo. Services include deposits, payments and ATM operations, global fraud and claims, account reconciliation, cash vault services, mail and courier solutions, print and image services, unclaimed property processing, legal order processing, estate care, and voice, email, chat, and social media services for consumer and small business customers. In this role you will: * Support customers and seek ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment * Perform routine tasks such as answering inquiries, resolving problems and providing a best-in-class customer experience while adhering to work guidelines, policies, and regulations and navigating multiple computer systems * Regularly receive direction from supervisor and escalate questions and issues to more senior employees * Interact with team on basic information, plus internal or external customers Required Qualifications: * 6+ months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education * Bilingual speaking and reading proficiency in Spanish/English Desired Qualifications: * Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving customer issues * Ability to execute in a fast paced, high demand, metric driven call center environment * Excellent verbal, written, and interpersonal communication skills with integrity and a high level of professionalism with all levels of employees and customers, while maintaining attention to detail and accuracy * Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers * Ability to meet or exceed business goals and objectives and navigate multiple computer systems, applications, and utilize search tools to find information * Knowledge, understanding and experience of internet, mobile, and social media technology Job Expectations: * Must be able to attend full duration of required training period * This position is not eligible for Visa sponsorship * Ability to work additional hours as needed * Schedule may be eligible for a shift differential under the terms of the shift differential policy * Must work on-site at the location posted * Must complete and pass required language assessment Training and Work Schedule: * You will receive in-depth classroom training, continued on-the-job training, and coaching to learn about Wells Fargo banking products, procedures, and services. * Training class starts on 03/09 for 7 weeks. Training hours are 8:30 a.m. - 5:00 p.m. Monday - Friday. You are required to attend the full duration of this paid 7 weeks of training. * We're open from Sunday - Saturday, Open 24 Hours. Your regular work schedule will be based on business need and will include working at least one weekend day and some holidays. Most schedules will be mid-shift or evening-shift. Posting Location: * 2202 W Rose Garden Ln, Phoenix AZ 85027 @RWF22 Posting End Date: 2 Feb 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Are you warm, caring, friendly, and passionate about providing excellent service? Are you excited about giving back to your community? Are you looking for an entry-level position that promises career development? If so, we want to talk to you - we are currently looking for Customer Service Superstars to join our Team! An Associate Member Relationship Specialist (Teller 1) provides exceptional face-to-face member service in our branch locations. Position hours vary between: 8:30 am - 5:30 pm Monday through Friday 8:30 am - 2:30 pm Saturday This opportunity is ideal if you are: Excited about providing amazing service to our members and the community. Looking for a position that will establish and grow your career. Interested in learning how to open financial memberships and assist with loan requests. Passionate about financial education and finding solutions. Bilingual in English and Spanish. Essential Functions and Responsibilities Personally, provides exceptional member service; uses Service Standards in every work-related interaction. Actively participates in meeting the goals of the department and the Credit Union. Provides excellent service by using a positive and professional tone to assist members and team members accurately, thoroughly, and as efficiently as possible while maintaining consistent and friendly service. Uses organizational tools and techniques to complete tasks on time and successfully manage multiple competing priorities simultaneously. Service Assists members with routine transactions and service requests, including but not limited to; positively identifying individuals, negotiating checks, receiving deposits, card services, etc. Assists with member research and problem resolution. Accurately completes member service requests, and places proper attention to data accuracy, policies and procedures, cash management and balancing, and branch safety/security routines. Works within given limits and authority; proactively seeks supervisory assistance as needed. Promotes credit union products and services and actively refers members to credit union partners as appropriate. Has an open mind; can conceptualize and proactively solve problems in pursuit of exemplary service to members, teammates, and the organization. Is courageous and willing to make decisions that result in positive member outcomes. Development Exemplifies the attitude, aptitude, and ability to learn quickly and efficiently while showing assertiveness in personal development. Successfully completes all learning events and academies on schedule, effectively communicating with mentors and leaders with the purpose of achieving learning objectives. Actively participates in organizational projects and promotions; Develops a thorough knowledge of credit union products, services, rates, and partnerships. Suggests and participates in credit union community service opportunities and events. Maintains a working knowledge of Bank Secrecy Act (BSA), Anti-Money Laundering (AML) and Office of Foreign Asset Controls (OFAC) and complies with all laws and regulations applicable to area of responsibility. Regular and predictable attendance and punctuality. Other duties as assigned and deemed necessary by Supervisor to achieve the goals of the department and the Credit Union. No aggressive sales goals - our focus is serving Members. Benefits Include: (not a complete list) Wellbeing Weekly pay 401K Retirement Savings Plan with company match Paid time off accrual begins upon hire (and increases with tenure!), 15 paid vacation days, and 11 paid holidays Paid sick leave Company-provided life insurance at twice your annual salary Financial Education Programs DoorDash DashPass Health Medical, Dental, and Vision Insurance for part-time and full-time employees Modern Health Care.com subscription Teladoc Career Development Career development opportunities Team members are eligible to apply for assistance with educational expenses through ArrowHeart's scholarship program. To learn more about Arrowhead Credit Union and our service culture, visit our Career page, and our ArrowHeart Foundation. The pay range for this position is listed below. Starting pay for successful applicants is generally within the minimum to midpoint of the pay range. Our consideration for pay is designed to support career growth and development over time. Offers extended depend on a variety of job-related factors, including but not limited to individual experience, knowledge, training, education, geographic location, market demands, and internal equity. Pay range Minimum: $22.32 /hour | Midpoint: $27.22/hour | Maximum: $32.12/hour

The Fulfillment Executor is responsible for managing and tracking end-to-end order fulfillment activities to ensure timely and accurate completion of service connection and disconnection requests. This role involves submitting orders into the order management system, proactively monitoring fulfillment progress, and coordinating with internal teams and external vendors to resolve issues and meet customer and organizational requirements. Key Responsibilities * Submit, monitor, and track service connection and disconnection orders through the AT&T order management system to ensure on-time and accurate fulfillment. * Actively manage order lifecycles, identifying risks, delays, or discrepancies and taking corrective action as needed. * Coordinate with internal teams (operations, provisioning, billing, engineering) and external vendors to resolve order-related issues. * Maintain accurate and up-to-date fulfillment records in tracking systems and internal databases. * Prepare regular status reports, dashboards, and updates for stakeholders and management. * Ensure compliance with organizational policies, service-level agreements (SLAs), and customer requirements. * Provide timely communication to stakeholders regarding order status, exceptions, and resolutions. Required Qualifications * Degree or equivalent work experience in operations, telecommunications, or a related field. * 1+ years of experience in order fulfillment, service provisioning, operations support, or a similar role. * Strong organizational and time-management skills with the ability to manage multiple orders simultaneously. * Strong written and verbal communication skills for effective stakeholder coordination. * Proficiency in Microsoft Office tools (Excel, Outlook, Word); experience with tracking or reporting tools is a plus. TCS Employee Benefits Summary: * Discretionary Annual Incentive. * Comprehensive Medical Coverage: Medical and Health, Dental and Vision, Disability Planning and Insurance, Pet Insurance Plans. * Family Support: Maternal & Parental Leaves. * Insurance Options: Auto & Home Insurance, Identity Theft Protection. * Convenience & Professional Growth: Commuter Benefits and Certification and Training Reimbursement. * Time Off: Vacation, Time Off, Sick Leave and Holidays. * Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing. Salary Range: $55,000 to $65,000 per year

The role will reside within the Firm Risk Management's Model Risk Management (MRM) Department which is a team responsible for the Firm's management of risks related to the implementation and use of models, covering all aspects of the Firm's businesses and implementing key regulatory requirements. This position is with the Project Management Team which is responsible for coordinating regulatory BAU activities & remediation, e.g. CCAR, QST. Primary Responsibilities - Lead the execution of Annual CCAR, Bank Capital Planning Annual Stress Testing, and Quarterly Stress Testing initiatives, ensuring strategic alignment, timely delivery, and effective communication across MRM and business unit/function areas. - Drive remediation efforts for regulatory issues, proactively managing timelines and stakeholder expectations to ensure successful resolution. - Coordinate with validation teams within MRM, establishing clear deliverable schedules, enforcing deadlines, and escalating critical issues to maintain momentum across high-impact projects. Experience - 3+ years of experience managing projects required - Experience with Regulatory Capital with CCAR and other supervisory stress testing is a plus - Have an undergraduate degree in Business, Finance, or other related fields - Have working knowledge of MS Office (Microsoft Excel/PowerPoint/Word), SQL - Ability to effectively communicate with a wide range of stakeholders, both written and verbally is required - Ability to partner effectively with team members and with colleagues across the wider organization. - An interest in working in a fast-paced environment, often balancing multiple high priority deliverables with attention to detail is required. - Drive effective teamwork, prioritization, communication, collaboration, and commitment across multiple groups with competing priorities while maintaining strong business relationships. - Ability to support multiple projects concurrently, react quickly to new information, and ensure projects remain updated and relevant to achieve the desired outcome. - Demonstrated ability to compose and deliver persuasive presentations and project updates including deliverable timelines, and status to internal stakeholders, cross-departments and as necessary, senior leadership - PMP or Project Management certification is a plus - Experience with model validation or model governance is a plus WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $100,000 and $140,000 year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Morgan Stanley's Firm Risk Management (FRM) Division is an exciting and rapidly growing space. We support Morgan Stanley to achieve its business goals by partnering with business units across the Firm to realize efficient risk-adjusted returns, acting as a strategic advisor to the Board and protecting the Firm from exposure to losses as a result of credit, market, liquidity, operational, model and other risks. Responsibilities - Perform independent review and model validation for the firm's Pre-Provision Net Revenue (PPNR) models, compliant with Model Risk Management policies and procedures, regulatory guidance, and industry leading practices. - Develop challenger model methodologies for the official production models. - Write comprehensive validation documentation for models validated. - Effectively communicate model validation conclusions to senior management and relevant stakeholders. - Represent Model Risk Management team in interactions with regulatory agencies. Requirements - 3+ years' in relevant risk management experience including model risk management and risks analytics preferred - Masters or Doctorate degree in a quantitative discipline such as Statistics, Mathematics, Physics, Computer Science or Engineering is preferred - Working knowledge of statistical techniques, quantitative finance and programming is essential; good understanding of various complex financial instruments is preferred. - Prior experience with developing or validating models is a plus. - Expertise in PPNR Models. - Prior experience with fixed income products (for example, securitized products, rates and corporate credit) is a plus. - Prior experience with the treasury investment portfolio is a plus. - Strong written and verbal communication, critical thinking, problem solving and team collaboration skills. - Familiarity with coding languages (R and Python preferred). - Familiarity with regulatory requirements e.g., Comprehensive Capital Analysis and review (CCAR), Internal capital adequacy assessment processes (ICAAP) and regulators such as Fed, Office of the Comptroller of the Currency (OCC), Property Reserve Analysis (PRA), European Banking Authority (EBA) is desired - Desire to work in a dynamic, team-oriented environment focusing on challenging tasks mixing fundamental, quantitative, and market-oriented knowledge and skills preferred. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $100,000 and $140,000 year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

JobID: 210620845 JobSchedule: Full time JobShift: Base Pay/Salary: Jersey City,NJ $66,500.00-$100,000.00; Chicago,IL $61,750.00-$95,000.00 Do you enjoy providing support to achieve sales and portfolio growth objectives? You have found the right team. As a Sales Fulfillment Associate in the Sales Success Office, you will be a key player in our Payments Sales organization. Your contributions will directly impact our new sales targets and portfolio growth objectives through the submission of high-quality implementation requests. You will provide essential support to our Payment Sales Managers (PSMs) and Payment Client Managers (PCMs) by initiating implementations, ensuring accurate billing, rate implementation and credit setups while guaranteeing proper internal controls and policies are followed. You have the opportunity to develop a deep understanding of JP Morgan Payment products and skills, paving the way for a successful career within various Payments functions including Sales, Implementations, Product, Risk and Controls, and Client Service. About the Sales Success Function: Our core focus is to drive business growth by ensuring successful sales efforts throughout the sales cycle, underpinned by disciplined process management and a robust risk framework. We achieve ongoing sales success through effective client management and seamless sales execution, delivering on client mandates and contractual obligations to retain and expand existing relationships while achieving desired business outcomes. Looking ahead, we empower the sales organization with the right processes, tools, communication, and training to consistently achieve and exceed their targets within a sound risk and controls environment. Job responsibilities * Provide subject matter expertise, confirm scope of requests, products, and services * Initiate global implementation requests for new business with clients * Own process for simple and complex implementations * Coordinate with Sales and Implementations by providing day to day oversight of implementation of client change requests * Submit billing information; including billing adjustments * Conduct rate changes for clients as directed by client coverage teams. * Support ad-hoc requests (e.g., billing and pricing, rates, and credit inquiries) * Participate in process improvement initiatives designed to improve workflow resulting in an enhanced client experience * Apply required control procedures Required qualifications, capabilities and skills * Demonstrates the ability to understand Payments products, pricing philosophy, and billing process and procedures * Superior verbal and written communication skills with the ability to mobilize internal networks and resources * Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment * Highly proficient in Microsoft Office (PowerPoint, Excel and Word) and superior analytical and quantitative skills

Are you warm, caring, friendly, and passionate about providing excellent service? Are you excited about giving back to your community? Are you looking for an entry-level position that promises career development? If so, we want to talk to you - we are currently looking for Customer Service Superstars to join our Team! An Associate Member Relationship Specialist (Teller 1) provides exceptional face-to-face member service in our branch locations. Position hours vary between: 8:30 am - 5:30 pm Monday through Friday 8:30 am - 2:30 pm Saturday This opportunity is ideal if you are: Excited about providing amazing service to our members and the community. Looking for a position that will establish and grow your career. Interested in learning how to open financial memberships and assist with loan requests. Passionate about financial education and finding solutions. Essential Functions and Responsibilities Personally, provides exceptional member service; uses Service Standards in every work-related interaction. Actively participates in meeting the goals of the department and the Credit Union. Provides excellent service by using a positive and professional tone to assist members and team members accurately, thoroughly, and as efficiently as possible while maintaining consistent and friendly service. Uses organizational tools and techniques to complete tasks on time and successfully manage multiple competing priorities simultaneously. Service Assists members with routine transactions and service requests, including but not limited to; positively identifying individuals, negotiating checks, receiving deposits, card services, etc. Assists with member research and problem resolution. Accurately completes member service requests, and places proper attention to data accuracy, policies and procedures, cash management and balancing, and branch safety/security routines. Works within given limits and authority; proactively seeks supervisory assistance as needed. Promotes credit union products and services and actively refers members to credit union partners as appropriate. Has an open mind; can conceptualize and proactively solve problems in pursuit of exemplary service to members, teammates, and the organization. Is courageous and willing to make decisions that result in positive member outcomes. Development Exemplifies the attitude, aptitude, and ability to learn quickly and efficiently while showing assertiveness in personal development. Successfully completes all learning events and academies on schedule, effectively communicating with mentors and leaders with the purpose of achieving learning objectives. Actively participates in organizational projects and promotions; Develops a thorough knowledge of credit union products, services, rates, and partnerships. Suggests and participates in credit union community service opportunities and events. Maintains a working knowledge of Bank Secrecy Act (BSA), Anti-Money Laundering (AML) and Office of Foreign Asset Controls (OFAC) and complies with all laws and regulations applicable to area of responsibility. Regular and predictable attendance and punctuality. Other duties as assigned and deemed necessary by Supervisor to achieve the goals of the department and the Credit Union. No aggressive sales goals - our focus is serving Members. Benefits Include: (not a complete list) Wellbeing Weekly pay 401K Retirement Savings Plan with company match Paid time off accrual begins upon hire Paid sick leave Company-provided life insurance at up to twice your annual salary Financial Education Programs DoorDash DashPass Health Medical, Dental, and Vision Insurance for part-time and full-time employees Modern Health Care.com subscription Teladoc Pet Insurance Career Development Career development opportunities Team members are eligible to apply for assistance with educational expenses through ArrowHeart's scholarship program. To learn more about Arrowhead Credit Union and our service culture, visit our Career page, and our ArrowHeart Foundation. The pay range for this position is listed below. Starting pay for successful applicants is generally within the minimum to midpoint of the pay range. Our consideration for pay is designed to support career growth and development over time. Offers extended depend on a variety of job-related factors, including but not limited to individual experience, knowledge, training, education, geographic location, market demands, and internal equity. Pay range: Minimum: $22.32 /hour | Midpoint: $27.22/hour | Maximum: $32.12/hour