Analyst jobs at Needham Bank

The Business Systems Analyst will provide applications support and day-to-day operational assistance with the main ERPs. They will work with application vendors, property managers, operational, finance and accounting teams, asset management teams and other IT staff to ensure that company operations are properly supported on the various platforms. This role will support both internal and external users through a variety of activities including but not limited to system updates and enhancements, configuration updates, training, documentation, diagnosing root causes and remedial actions. The winning candidate will possess strong organizational skills, along with a strong sense of commitment, responsibility, and sound judgment. They should demonstrate a collaborative approach and the capacity to adapt effectively within a dynamic work environment. This candidate should be a strategic thinker; effectively understand the business needs, clearly articulate technical requirements and research and identify potential solutions. ESSENTIAL JOB FUNCTIONS The primary responsibilities of this position include but are not limited to: Maintain the integrity and configuration of the ERP to support business critical processes Act as technical product owner for several ERP modules Act as a liaison between internal and external stakeholders to support business processes enabled by the ERP Implement configuration changes and application enhancements using structured methodology Conduct structured testing of changes or work with QA teams and business users to ensure testing processes follow organization standards Support and directly execute day-to-day processes including: Document & Maintain Access Control ETL management Import/Export Month-end processes Property & Fund Budget updates Support Property & Fund Accounting with general ledger and variance analysis of monthly financial statements ensuring data accuracy Assist with providing financial information needed for compliance, regulatory filings and various ad-hoc reports Provide end-user support by addressing support tickets for internal and external stakeholders Partner with internal and external support teams to ensure best practices are implemented within the ERP Prepare and maintain documentation to support system administrative functions, procedures and processes OTHER JOB FUNCTIONS Performs duties as assigned. TECHNICAL SKILLS AND EXPERIENCE Most important: Experience supporting and troubleshooting ERP applications, working closely with business users in the system of records Experience working on projects in collaboration with various stakeholders Experience documenting application training materials and operating procedures Experience using tools to define and document business requirements, user stories and test cases Experience developing, overseeing and performing testing against product updates, enhancements, plugins Important: 1+ years prior experience with the following Yardi Modules is highly desired but not required: Voyager Core (GL, AP, AR) Investment Accounting Commercial Job Cost + Construction Manager Advanced Budget & Forecasting + Forecast Manager Deal Manager Fixed Assets Manager Experience with system integrations Understanding of database fundamentals Experience with basic SQL knowledge Desirable, but not required: Experience with visual modelling tools including UML Experience having worked using structured software engineering methodologies, frameworks and tools including Agile/Scrum (or similar) methodologies Experience working on cloud enabled solutions such as Microsoft Azure NONTECHNICAL SKILLS Most important: Strong communication and interpersonal skills to work within a team environment Creative thinking and problem solving Takes initiative and is a self-starter Can work and collaborate effectively remotely Strong Prioritization skills Important: Experience with appropriate organization complexity Experience with appropriate organization size Strong writing, presentation, and documentation skills EDUCATION Undergraduate degree in Computer Science, Finance or equivalent work experience

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success. What You'll Be Doing The Investment Banking Analyst - Consumer supports the execution of transactions and strategic advisory services within the Consumer sector. The Analyst conducts industry and company research, builds financial models, prepares client materials, and contributes to deal execution across mergers and acquisitions, public offerings, and private placements. What We're Looking For Conduct in-depth research on consumer industry trends, market dynamics, and competitive landscapes. Build detailed financial models to evaluate company performance, valuation, and transaction scenarios. Assist in drafting offering memorandums, pitch books, and other client-facing materials. Support transaction execution, including due diligence, data room management, and coordination with clients and counterparties. Collaborate with senior bankers and associates on live deals and business development efforts. Participate in client meetings and internal strategy sessions. Travel occasionally for client engagements or firm-related activities (up to 10%). What You'll Bring Strong analytical and quantitative skills with a solid understanding of finance and accounting. Demonstrated interest in the consumer sector and ability to interpret industry-specific trends. Excellent written and verbal communication skills. Highly organized with the ability to manage multiple projects and deadlines. Professional demeanor, intellectual curiosity, and a collaborative mindset. Education & Experience Minimum Required: Bachelor's degree in Finance, Economics, Business, or a related field. Minimum Required: Internship or 0-2 years of experience in investment banking, private equity, or corporate finance. Licenses & Credentials Minimum Required: None Systems & Technology Proficient in Microsoft Excel, Word, PowerPoint, Outlook Compensation Range Salary: USD $110,000.00/Yr. - USD $125,000.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled. About Stifel Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success. While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success. At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off. Stifel is an Equal Opportunity Employer.

Founded in 1999, Audax Group is a leading alternative investment manager with offices in Boston, New York, San Francisco, London and Hong Kong. With approximately $42 billion of assets under management and more than 475 employees, Audax is a leading capital partner for middle market companies, operating through three business lines: Audax Private Equity, Audax Private Debt, and Audax Strategic Capital. For more information, visit the Audax Group website ******************* or follow us on LinkedIn. POSITION SUMMARY: The Portfolio Support Group within Audax Private Equity works alongside the deal teams, portfolio company management teams, and third-party consultants to facilitate value creation, operational improvements, board and management effectiveness, and resource management. Given recent growth in the Portfolio Support team, the Associate will work closely with the Director, Portfolio Support to build out a process system in which the team can continue to scale. With time, this individual will partner with the Portfolio Support team, deal teams, and portfolio company management teams to develop analyses and drive value. The ideal candidate is a self-motivated team player with strong technical skills able to transform concepts into effective, concise, and timely analyses. The Analyst/Associate will collaborate across teams, identify and execute on opportunities for improvement and/or automation, oversee data integrity, aggregate portfolio company metrics, develop reports and integrated analyses, update Portfolio Support materials and presentations, assist deal teams with a variety of ad hoc requests, and represent the Audax brand in interactions with portfolio company executives and third parties. RESPONSIBILITIES: Cross-Portfolio 1. Support Portfolio Support sub-teams (Generalists -broad-based operators who work across industries and functions to accelerate impact- and functional Specialists within Responsible Investment, Human Capital, Office of the CFO (OCFO), Office of the CIO (OCIO), Office of the CRO (OCRO), and Market Diligence) to drive value creation, value enablement, and value protection at every stage of the deal lifecycle. 2. Assist / lead high-impact projects and perform analytics across the Portfolio Support team, investment teams, industry groups, third-party consultants, and portfolio company executives 3. Prepare insight-rich, visually compelling presentations for various key meetings to portfolio company executives, Audax management, and Audax investors (e.g., Annual General Meeting, executive summits, etc.) 4. Support and coordinate our “Communities of Practice” -function-based executive networks that foster peer-to-peer collaboration, share best practices, and accelerate operational excellence- by working across Portfolio Support and investment teams to shape impactful agendas and discussions 5. Develop and monitor key performance indicators to track portfolio company performance and provide actionable insights; lead initiatives to improve reporting capabilities to support decision making for portfolio company executives and Audax management team members Internal 6. Assess and streamline process workflows to optimize efficiency and accuracy, implementing automation where possible (through system functionality, GenAI, etc) and creating structure around weekly, monthly, and quarterly updates 7. Maintain and continuously elevate the quality, accuracy, and integrity of data from portfolio companies, external sources, and internal platforms for analytics and reporting to drive strategic decision-making REQUIREMENTS/QUALIFICATIONS: Bachelor's Degree (BS or BA) with a high GPA preferred 2-5 years experience in a client-facing role with strong focus on analytics and presentation creation Proven ability to lead cross-functional initiatives, manage multiple priorities under tight deadlines, and deliver results with exceptional attention to detail Self-starter with strong intellectual curiosity and the drive to take ownership, learn quickly, and adapt in a fast-paced environment Proven history of efficiency improvements; Ability to translate complex data into actionable insights and strategic recommendations Strong interpersonal and communication skills, able to influence and collaborate effectively across portfolio companies, investment teams, and advisors Experience in strategy consulting or advisory roles for private equity is preferred Experience in one or more functional areas -such as the Office of the CFO (finance, accounting, and working capital optimization), Office of the CIO (technology, systems, and data strategy), Office of the CRO (commercial strategy, pricing, and go-to-market), or Responsible Investment (ESG, sustainability, and key frameworks such as SASB, TCFD, GRI, SFDR)- is preferred Proficiency with data tools and analytics platforms (e.g., Power BI, GenAI, custom GPTs) is preferred ADDITIONAL COMPETENCIES: Advanced skills in Excel (complex formulas, macros, etc.) and strong PowerPoint presentation skills, with attention to detail and ability to summarize complex ideas to various audiences Excellent verbal and written communication skills and a professional, proactive attitude Ability to handle confidential and sensitive information with appropriate discretion LOCATION: Boston, MA. 4 days/week in office. These in-office requirements may change based on business needs. OTHER DUTIES: This is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without notice. For Massachusetts: The base salary range for this position is $76,500- $135,000. The base salary range represents the estimated low and high end for this position at the time of this posting. Consistent with applicable law, compensation may vary and will be determined based on but not limited to, the skills, qualifications, and experience of the applicant along with the requirements of the position, and Audax reserves the right to modify this pay range at any time. An employee may also be eligible for annual discretionary incentive compensation based on performance. Audax offers a wide range of employee benefits, including health insurance, life insurance, disability insurance, paid time off (including sick leave, parental leave, volunteer leave, and vacation), charitable donation match, family support services (including Bright Horizons and Benefit Advocate Center), and a 401(k) in addition to other benefits. This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change or new ones may be assigned at any time with or without notice. Audax Management Co. is an equal opportunity employer. Please note that Audax Group and its affiliated entities do not accept unsolicited resumes from a third-party recruiting agency not currently under a signed agreement. Any unsolicited resume that is sent to directly to Audax Group or one of its affiliated entities, or its employees, including those submitted to hiring managers by a third-party recruiting agency not currently under a signed agreement, will be considered property of Audax Group. If a third-party recruiting agency submits a resume without an agreement, Audax Group or its affiliated entities explicitly reserves the right to pursue and hire those candidate(s) without any financial obligation to the third-party recruiting agency. Any third-party recruiting agency should contact either a member of the Talent Acquisition or Human Resource team at Audax Group, in conjunction with a valid, fully executed contract for service based upon a specific job opening.

The Associate Municipal Research Analyst will be responsible for comprehensive credit analysis in all sectors of the investment grade municipal market. Responsibilities: Review primary and secondary market offerings to determine credit quality with accompanying detailed written and spreadsheet analysis. Perform ongoing surveillance on current holdings. Monitor credit and sector trends for existing holdings. Clear oral and written presentation skills. Discuss credit risk and attributes with portfolio managers. Work with traders to optimize execution of trades. Participate in team special projects and contribute to enhancements of the research process and database. Prepare weekly, monthly and other periodic reports in support of research team meetings and functions. Write and execute queries from the research database. Qualifications: 1 - 4 years municipal bond credit analysis Bachelor's degree required CFA or progress towards CFA preferred Experience with broad array of sectors preferred Excellent organizational skills and attention to detail Proficient with Microsoft Office, Bloomberg, and CreditScope Ability to multi-task and meet deadlines Strong communication skills Capable of working in self-directed manner as well as a team player This role is based in our Boston office on a hybrid schedule - 4 days per week in-office, 1 day per week remote. The actual base salary is dependent on several variables including but not limited to education, experience, skills, and geography. In addition, GW&K employees may be eligible for a discretionary bonus and/or commission, which is based on a number of factors, including individual and firm performance. Base Salary Range $85,000-$130,000 USD GW&K Investment Management is an equal opportunity employer and provides equal employment opportunities to all associates and applicants for employment without regard to gender, race, color, national origin, ancestry, pregnancy, marital status, religion, age, disability, veteran status, sexual orientation, genetic information, or any other characteristic protected under applicable federal, state or local laws.

Provident Trust Group, an Ascensus company, is a self-directed administrator and passive custodian that specializes in account administration, asset custody, qualified retirement account establishment including IRAs and Solo 401(k) accounts, and Corporate Trust services. Provident Trust Group offers a comprehensive range of trust and fund administration, asset custody, and related services-and we pride ourselves in being responsive, honest, and personable. Section 1: Position Summary Trust position that has an advanced understanding of all plan types and facilitates more complex interactions with the Plan Consultants. Section 2: Job Functions, Essential Duties and Responsibilities * Ability to successfully complete and support the work outlined for the Trust Associate 1 and 2 roles * Reads and comprehends retirement plan provisions from plan documents, summaries of plan provisions, and related plan materials * Supports the Plan Consultants in resolving operational and compliance trust issues related to qualified plans * Tracks and monitors job progress to ensure that all necessary data is requested and received in order to meet trust deadlines * Prepares trust accounting reports for Clients * Supports and completes assigned quality assurance reviews * Review non qualifying assets * Able to assist consultants with follow up letters on missing trust information and/or addressing and resolving trust issues. * Ability to successfully integrate information from alliance partners into pension software * Knowledge of participant loans, partnership valuations, employer stock investments, and reporting of insurance policies * Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. * Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. * Assist with other tasks and projects as assigned Supervision * N/A Section 3: Experience, Skills, Knowledge Requirements * Bachelor's degree preferred * Minimum of 2 years of advanced math education preferred * 3 - 5 years of prior ERISA experience in the retirement industry preferred * 3 - 5 years of experience in analysis of financial data required * Strong Word, Excel (Advanced), and Outlook skills * Strong written and oral communication skills * Strong analytical and problem solving skills * Strong attention to detail and the ability to prioritize, manage tasks and meet in connection with business operations, including related ERISA compliance matters * Associate holds Retirement Plan Fundamentals certification upon meeting eligibility requirements * QKA designation preferred * Ability to work additional hours during peak periods * Prior experience with plan administration software, i.e. Relius We are proud to be an Equal Opportunity Employer The national average salary range for this role is 40-60k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").

**Region** Americas **Countries** Canada, Mexico, United States **Cities** Atlanta, Boston, Chicago, Mexico City, Miami, Montreal, New York, Newport Beach, Princeton, San Francisco, Santa Monica, Sausalito, Seattle, Toronto, Washington DC, Wilmington **Recruitment Year** 2026 **Program** Analyst Program **Job description** The Full-Time Analyst Program is for candidates who have graduated or will be graduating with a bachelor's or master's degree between September 2025 and July 2026. Our Full-Time Analyst Program is a two-year experience designed to empower and support Analysts in connecting their personal passions and strengths to BlackRock's mission, principles and purpose. The program begins with an orientation to learn about our purpose, business and strategic priorities - all while gaining insights into the day-to-day life of an Analyst at BlackRock. Following orientation, Analysts join their teams and stay connected with colleagues across the globe through ongoing training and professional development. This program offers Analysts the chance to have a lasting impact on the firm and contribute to our greater collective purpose of helping more and more people experience financial well-being. **Who can apply:** Undergraduate or master's students graduating between September 2025 through July 2026. **Important:** Candidates can apply for **up to two functions within that program** (e.g., Investment Research and Analytics & Modeling). You must apply for both opportunities using the same program application. If you withdraw your application, you cannot submit another application for this program this year. **Next steps:** Once you submit your application, you will receive an email to complete a pre-interview assessment. You have up to five days to submit your pre-interview assessment; if you fail to do so, your application will be automatically withdrawn. We look forward to reviewing your application! 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** . **For California state and New York City only:** The salary ranges for these positions are below. Please note, salary rates for a role are determined by department or team within a Business Area, as well as location of the role. **Business Areas** **Annualized Salary** Client & Product Functions $80,000-$115,000 Corporate & Strategic Functions $80,000-$100,000 Investment $80,000-$117,500 Operations $75,000-$117,500 Technology $90,000-$117,500 **For Washington state only:** The salary ranges for these positions are below. Please note, salary rates for a role are determined by department or team within a Business Area, as well as location of the role. **Business Areas** **Annualized Salary** Client & Product Functions $75,000-$100,000 Corporate & Strategic Functions $75,000-$95,000 Investment $75,000-$112,500 Operations $70,000-$112,500 Technology $80,000-$112,500 Additionally, employees are eligible for an annual discretionary bonus, and benefits (************************************************************************ including health care, 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.

About Brookline Bank, a division of Beacon Bank & Trust Since 1871, Brookline Bank, a division of Beacon Bank & Trust, has built a legacy of consistent financial strength, trust, outstanding banking services, and strong customer relationships. Today, we have 28 branches that deliver an expanding array of valuable banking and financial services geared to helping individuals and businesses manage their finances. As a trusted financial resource to our customers, it's our everyday commitment to do more, deliver more, and exceed expectations. What is Brookline Bank's most valuable asset? Our employees! That's why we offer competitive pay and excellent benefits which includes a matching 401k. We pride ourselves on hiring candidates that embrace our Core Four Values: Adaptability, Accountability, Leadership, and Teamwork. Brookline Bank provides a great working environment that offers opportunities for advancement. Principal Objective: The SOx Analyst supports all entities under Beacon Bank, a $23B Northeast Regional Bank, with its compliance with the Sarbanes-Oxley Act by supporting the design, implementation and monitoring of internal controls over financial reporting. The SOx Analyst will collaborate with both internal stakeholders and external auditors to assess risk, evaluate controls and drive continuous improvement in financial compliance processes. Principal Duties and Responsibilities: Assists the SOx Manager in ensuring the Company's SOx documentation is reflective of the current internal control environment for financial reporting. Support annual walkthroughs and control testing in coordination with internal and external auditors. Assists in updating process documentation (e.g., narratives, flowcharts, risk/control matrices) throughout the year and the completion of the annual risk assessment. Tracks and analyzes identified SOx deficiencies. Works with the business lines for developing controls to new processes or emerging risks. Support management in quarterly SOx procedures in conjunction with financial reporting. Provide support for special projects, including risk assessments, control rationalization, and automation initiatives. Performs targeted reviews over various areas of the bank to identify potential SOx key controls Job Specifications (Skills, Knowledge and Abilities Required): Bachelor's degree in accounting, finance or equivalent experience. 2+ years of experience in public accounting, internal audit or a relevant accounting/finance role. Foundational knowledge of SOx requirements, COSO Framework, and internal control best practices. Working knowledge of accounting and auditing principles. Strong communication (verbal and written), interpersonal, analytical, problem solving, data analysis, computer (Microsoft Word, Excel, Visio), time management, and organizational skills. Familiarity with automated controls and IT General Controls (preferred) Familiarity with Archer (preferred) Analytical and conceptual ability to identify issues, balance risks, and recommend course of action. Ability to multitask and work independently on initiatives. Behavioral Skills Consistently demonstrate behaviors associated with Brookline Bancorp's Core Four values: adaptability, accountability, leadership, and teamwork.

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. This position supports client onboarding processes to ensure key deliverables are met. Participates in client and financial professional meetings pertaining to various file set ups as well as with prior recordkeepers files. Assists with conversion and translation of financial and demographic data to ensure accurate and timely transition of plan liabilities. Demonstrates a high level of client satisfaction to Plans and Partners by following process and procedures for the installation of plans to meet deadlines and quality levels set by the unit. In addition, supports Quality Assurance (QA) processes to ensure deliverables are met. Section 2: Job Functions, Essential Duties and Responsibilities * Manages assigned tasks effectively to meet or exceed departmental service goals and partner specific service levels for quality and timeliness. * Provides clear external and internal communication to clients, financial professionals, Prior Recordkeepers and Implementation Project Managers regarding key events and functions pertaining to plan onboarding. * Coordinates with plan sponsor and Prior Recordkeepers collection of required information, including but not limited to; * Participate in interactions with prior record keepers and/or clients as they complete the onboarding process to ensure all required data has been received and loaded. * Communicate missing information to applicable external parties regarding data necessary to complete the participant setup. * Ability to reconcile reports from prior record keeper to prepare Reconciliation packages for client signoff. * Successfully monitor follow-up on assigned items, including seeing problems to resolution and closure. Escalating client trends or issues to appropriate management. * Train other associates on all responsibilities identified as pertaining to the job responsibilities. * Participate in file setup calls for both conversion and start up plans to ensure timely and accurate submission of enrollments, contributions, demographic data required for accurate plan administration. * Performs updates to various internal tracking systems to ensure accurate tracking of installation milestones. * Monitors internal department's completion of tasks, within the implementation plan, by the scheduled date. * Provides input to Implementation Project Manager and Management on potential client issues or implementation delays. * Proactively escalates potential risks to appropriate leadership staff that impact either service satisfaction and/or financial liability. * Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. * At Ascensus we are guided by our Core Values of People Matter, Quality First and Integrity Always. They inspire us every day to prioritize an environment of respect for those we serve and one another and should be visible in your actions on a day-to-day. Supervision * N/A Section 3: Experience, Skills, Knowledge Requirements * Bachelor's degree or 5 years of industry experience in financial services or retirement services environment. * Outstanding client focused background, demonstrating experience working in high paced environment. * Efficient knowledge of ERISA, DOL and IRS regulations, and plan documents, preferred. * Excellent time management and prioritization skills. * Excellent written and oral communication skills. The ability to communicate effectively (clear, concise and professionally) with all levels within the Ascensus organization and with external Ascensus clients. * Outstanding computer literacy with recordkeeping systems, preferred. * Excellent knowledge of MS Office software applications, specifically Access, Excel including Power Query. * Excellent analytical and problem resolution skills. * Ability to work in a team environment to ensure common goal of providing exceptional customer service. * Ability to react to change productively and handle other essential tasks as assigned. * Ability to work well under pressure with multiple priorities and deadlines in a high stress environment. * Ability to work in a fast-paced environment, handling multiple priorities. * Ability to work overtime to meet the needs and cyclical trends of the business organization. * For virtual remote positions, we require an uninterrupted workspace during business hours and an internet work speed of 25 Mbps or better. If you are unsure of your internet speed before applying, please check with your service provider. We are proud to be an Equal Opportunity Employer The national average salary range for this role is $60-70k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. This position supports client onboarding processes to ensure key deliverables are met. Participates in client and financial professional meetings pertaining to various file set ups as well as with prior recordkeepers files. Assists with conversion and translation of financial and demographic data to ensure accurate and timely transition of plan liabilities. Demonstrates a high level of client satisfaction to Plans and Partners by following process and procedures for the installation of plans to meet deadlines and quality levels set by the unit. In addition, supports Quality Assurance (QA) processes to ensure deliverables are met. Section 2: Job Functions, Essential Duties and Responsibilities * Manages assigned tasks effectively to meet or exceed departmental service goals and partner specific service levels for quality and timeliness. * Provides clear external and internal communication to clients, financial professionals, Prior Recordkeepers and Implementation Project Managers regarding key events and functions pertaining to plan onboarding. * Coordinates with plan sponsor and Prior Recordkeepers collection of required information, including but not limited to; * Participate in interactions with prior record keepers and/or clients as they complete the onboarding process to ensure all required data has been received and loaded. * Communicate missing information to applicable external parties regarding data necessary to complete the participant setup. * Ability to reconcile reports from prior record keeper to prepare Reconciliation packages for client signoff. * Successfully monitor follow-up on assigned items, including seeing problems to resolution and closure. Escalating client trends or issues to appropriate management. * Train other associates on all responsibilities identified as pertaining to the job responsibilities. * Participate in file setup calls for both conversion and start up plans to ensure timely and accurate submission of enrollments, contributions, demographic data required for accurate plan administration. * Performs updates to various internal tracking systems to ensure accurate tracking of installation milestones. * Monitors internal department's completion of tasks, within the implementation plan, by the scheduled date. * Provides input to Implementation Project Manager and Management on potential client issues or implementation delays. * Proactively escalates potential risks to appropriate leadership staff that impact either service satisfaction and/or financial liability. * Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. * At Ascensus we are guided by our Core Values of People Matter, Quality First and Integrity Always. They inspire us every day to prioritize an environment of respect for those we serve and one another and should be visible in your actions on a day-to-day. Supervision * N/A Section 3: Experience, Skills, Knowledge Requirements * Bachelor's degree or 5 years of industry experience in financial services or retirement services environment. * Outstanding client focused background, demonstrating experience working in high paced environment. * Efficient knowledge of ERISA, DOL and IRS regulations, and plan documents, preferred. * Excellent time management and prioritization skills. * Excellent written and oral communication skills. The ability to communicate effectively (clear, concise and professionally) with all levels within the Ascensus organization and with external Ascensus clients. * Outstanding computer literacy with recordkeeping systems, preferred. * Excellent knowledge of MS Office software applications, specifically Access, Excel including Power Query. * Excellent analytical and problem resolution skills. * Ability to work in a team environment to ensure common goal of providing exceptional customer service. * Ability to react to change productively and handle other essential tasks as assigned. * Ability to work well under pressure with multiple priorities and deadlines in a high stress environment. * Ability to work in a fast-paced environment, handling multiple priorities. * Ability to work overtime to meet the needs and cyclical trends of the business organization. * For virtual remote positions, we require an uninterrupted workspace during business hours and an internet work speed of 25 Mbps or better. If you are unsure of your internet speed before applying, please check with your service provider. We are proud to be an Equal Opportunity Employer The national average salary range for this role is $60-70k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").

**The Team** We are seeking an Analyst, Service Operations, to join American Tower's U.S. Tower division's Service Delivery organization. The organization executes and delivers various product lines including customer services programs and new asset developments, while also managing capital improvement and structural redevelopment projects across the Company's U.S. tower portfolio. You will conduct financial research to ensure issue resolutions for revenue-driving services programs, analyze data to support financial forecasting and other critical business evaluations. As a Services Operations Analyst, you will partner cross-functionally with the Finance, Supply Chain, Shared Services and IT departments to streamline and automate processes and implement reporting to ensure financial and production data alignment for revenue-driving services. **What You Need to Succeed** + Bachelor's degree required, with a concentration in Computer Science, Business or a related quantitative discipline preferred. + Minimum 3 years' related experience in a data analysis role required. + Minimum 1 year of experience using Power BI or other similar analysis tool to develop self-service reports and dashboards and manipulate large data sets required. + Ability to visualize and interpret data, including regression modeling, forecasting, and statistical analysis experience. + Ability to research and find reporting fields in a model when given a user interface data field from an end user. + Familiarity with financial terms and concepts. + Meticulous attention to detail with an appreciation for the relationship between data quality and the Company's success. + Strong planning and project management skills; ability to prioritize tasks for yourself and a team to meet requirements and deadlines. + Strong written and oral communication skills, including the ability to present ideas and suggestions clearly and effectively. + Ability to work with different functional groups and levels of employees to effectively and professionally achieve results. + Strong organizational skills; ability to accomplish multiple tasks within the agreed upon timeframes through effective prioritization of duties and functions in a fast-paced environment. **What You Can Offer Us** + Support the Service Delivery Team with ad hoc analyses, data sourcing, research, and data modeling. Leverage data across multiple systems and advanced Excel skills (macros); present data in a digestible fashion, identifying trends, underlying storylines, and areas of opportunity. + Collaborate with the Supply Chain, Accounting, Revenue Services, and Collections departments to research all aging, open, rejected, duplicate, and deleted POs and/or invoices; determine root causes and complete corrective actions. + Support analyses of revenues and costs on all revenue generating services programs; work with the Finance and Services teams to ensure correct project cost allocations, identify gaps, and streamline processes to create more efficient and accurate financial reporting. + Support Service Delivery team process enhancements and automation initiatives with reporting and data analyses. + Partner with the Reporting team to create reports and dashboards, some of which will be custom in nature, to effectively support Leasing Services, Site Development Project Managers, and Program Managers. + Partner with Shared Services, or other relevant cross functional teams to conduct analyses on automation performance data to identify, analyze, and interpret trends or patterns. + Analyze Service Delivery projects' data, volume projections, and customer trends to support the Manager of Services + Operations and FP&A with national revenue forecasts, margin projections, and evaluations. + Build and manage system comparison reports to ensure data alignment across various customers. + Other duties as assigned. American Tower is a global digital infrastructure company serving customers through tower sites and other real estate solutions that support connectivity and opportunity, focused on achieving our vision of Building a More Connected World. Our success is rooted in the potential of our people and the power of local teams at our offices and sites across 25 countries. We are one of the largest global Real Estate Investment Trusts (REITs) and a publicly traded (NYSE:AMT), Fortune 500 Company headquartered in Boston, Massachusetts. The next decade will be an exciting time as we evolve our infrastructure to meet tomorrow's needs and position our people to elevate their impact, their potential, and our shared success. Come grow your career with us! For more information about how American Tower is building a more connected world, visit americantower.com American Tower is proud to be an equal opportunity employer and will not discriminate against an applicant or employee based on age, sex, sexual orientation, gender identity, race, color, creed, religion, national origin or ancestry, citizenship, marital status, familial status, disability, military or veteran status, genetic information, pregnancy, reproductive decisions, or any other characteristic protected under applicable law. American Tower is committed to fair and equitable compensation practices. Placement within the salary range is based on a variety of factors, including relevant experience, skills, certifications, job level, and location. For U.S.-based candidates only, please see the base salary range for this position listed below. This position is also eligible for annual bonus, and annual equity award and participation in the Employee Stock Purchase Plan (ESPP). For candidates outside of the U.S., salary and benefits are based upon local market practice. American Tower also offers a comprehensive benefits package, which includes healthcare coverage, a 401(k) savings plan, paid time off, company holidays, sick leave, parental leave, and access to an Employee Assistance Program focused on mental and financial wellness, please click here (************************************************** to learn more. **Requisition ID** : 2187

The Team We are seeking an Analyst, Service Operations, to join American Tower's U.S. Tower division's Service Delivery organization. The organization executes and delivers various product lines including customer services programs and new asset developments, while also managing capital improvement and structural redevelopment projects across the Company's U.S. tower portfolio. You will conduct financial research to ensure issue resolutions for revenue-driving services programs, analyze data to support financial forecasting and other critical business evaluations. As a Services Operations Analyst, you will partner cross-functionally with the Finance, Supply Chain, Shared Services and IT departments to streamline and automate processes and implement reporting to ensure financial and production data alignment for revenue-driving services.

The Team We are seeking an Analyst, Service Operations, to join American Tower's U.S. Tower division's Service Delivery organization. The organization executes and delivers various product lines including customer services programs and new asset developments, while also managing capital improvement and structural redevelopment projects across the Company's U.S. tower portfolio. You will conduct financial research to ensure issue resolutions for revenue-driving services programs, analyze data to support financial forecasting and other critical business evaluations. As a Services Operations Analyst, you will partner cross-functionally with the Finance, Supply Chain, Shared Services and IT departments to streamline and automate processes and implement reporting to ensure financial and production data alignment for revenue-driving services. What You Need to Succeed Bachelor's degree required, with a concentration in Computer Science, Business or a related quantitative discipline preferred. Minimum 3 years' related experience in a data analysis role required. Minimum 1 year of experience using Power BI or other similar analysis tool to develop self-service reports and dashboards and manipulate large data sets required. Ability to visualize and interpret data, including regression modeling, forecasting, and statistical analysis experience. Ability to research and find reporting fields in a model when given a user interface data field from an end user. Familiarity with financial terms and concepts. Meticulous attention to detail with an appreciation for the relationship between data quality and the Company's success. Strong planning and project management skills; ability to prioritize tasks for yourself and a team to meet requirements and deadlines. Strong written and oral communication skills, including the ability to present ideas and suggestions clearly and effectively. Ability to work with different functional groups and levels of employees to effectively and professionally achieve results. Strong organizational skills; ability to accomplish multiple tasks within the agreed upon timeframes through effective prioritization of duties and functions in a fast-paced environment. What You Can Offer Us Support the Service Delivery Team with ad hoc analyses, data sourcing, research, and data modeling. Leverage data across multiple systems and advanced Excel skills (macros); present data in a digestible fashion, identifying trends, underlying storylines, and areas of opportunity. Collaborate with the Supply Chain, Accounting, Revenue Services, and Collections departments to research all aging, open, rejected, duplicate, and deleted POs and/or invoices; determine root causes and complete corrective actions. Support analyses of revenues and costs on all revenue generating services programs; work with the Finance and Services teams to ensure correct project cost allocations, identify gaps, and streamline processes to create more efficient and accurate financial reporting. Support Service Delivery team process enhancements and automation initiatives with reporting and data analyses. Partner with the Reporting team to create reports and dashboards, some of which will be custom in nature, to effectively support Leasing Services, Site Development Project Managers, and Program Managers. Partner with Shared Services, or other relevant cross functional teams to conduct analyses on automation performance data to identify, analyze, and interpret trends or patterns. Analyze Service Delivery projects' data, volume projections, and customer trends to support the Manager of Services Operations and FP&A with national revenue forecasts, margin projections, and evaluations. Build and manage system comparison reports to ensure data alignment across various customers. Other duties as assigned.

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures. THE ROLEAs part of the emerging markets research effort, works with portfolio managers and analysts in making investment recommendations for both local and hard currency sovereign bonds based on a thorough fundamental analysis of sovereign credit worthiness and a disciplined relative valuation approach. WHAT YOU WILL DO Make investment recommendations for hard and local currency in Emerging Markets debt. Monitor and analyze factors affecting sovereign fundamental creditworthiness, including economic, financial, political and technical developments. Monitor bond price movements and technical factors in EM hard and local currency markets. Maintain and develop analytic models pertaining to creditworthiness and bond valuations and currencies. Make presentations to internal and external audiences. WHAT WE ARE LOOKING FOR 5 to 10 years investment experience in Emerging Markets Debt. Masters or Ph.D., preferably in economics, finance, or related fields. Must have strong skills and experience with macroeconomics and country-level fundamental analysis. Strong communication skills, both written and oral. Foreign language proficiency desirable. Experience working in a diverse and collaborative team environment. Solid data analysis skills. Modeling experience beneficial. Base Salary: $175,000This position is eligible for competitive incentive bonus. At MFS, we believe in fair and transparent compensation. For that reason, we're including the salary range for this position. This range reflects our good-faith expectation for what we'll pay depending on the candidate's experience, training and education. In addition to the salary, we also offer significant and competitive incentive compensation based on both individual and company performance. Other components of our Total Rewards Package include: MFS contributes an amount equal to 15% of your base salary to your retirement account that is separate from the company -sponsored 401(k) Education Assistance: MFS contributes $100 monthly up to $10,000 lifetime maximum directly to loan provider Education Assistance: Tuition reimbursement up to $8,000 annually Education Assistance: Access to discounted tutors and college coaches Generous time off and fully paid leaves including 20-weeks for maternity, 12-weeks for parental and caregiver leaves Choice of medical and dental plans and an and an employer contribution into the Health Savings Account Tax deferred commuter benefits & flexible spending accounts (medical & dependent care) Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps Our compensation philosophy is to pay competitively for talent while ensuring equity across employees performing comparable work. We are committed to transparency - if you have questions about how we arrived at this range or what additional benefits and bonus opportunities come with the role, we'll be happy to discuss them #LI-HYBRID At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others. MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting. If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at ************ or email talent_******************* for assistance. MFS is an Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the Know Your Rights: Workplace Discrimination is Illegal document, linked for your reference.

The Role As a Corporate Actions Analyst, you will be responsible for researching, soliciting, processing, and instructing on all dividend and corporate action events. This role requires strong attention to detail, risk awareness, and the ability to collaborate across multiple teams within Fidelity. You will represent the business to internal partners and external stakeholders, ensuring accuracy and efficiency in all corporate action processes. Key Responsibilities * Research, cleanse, and process corporate action data from custodian banks, agents, and brokers * Facilitate Portfolio Manager solicitations and custodian bank instructions * Ensure accurate tax treatment prior to event processing into the accounting system * Monitor custodian and internal exception reports to manage risk * Coordinate legal documentation with internal Legal teams, external issuers, and custodian banks * Analyze prospectus information and announce corporate actions appropriately * Identify operational improvements and risk mitigation opportunities * Mentor junior analysts and assist with workflow management * NOTE: Fidelity will not provide immigration sponsorship for this position. The Expertise and Skills You Bring * Financial services experience with an asset manager or custodian bank, preferably in mutual fund operations * Working knowledge of Corporate Actions preferred * Bachelor's Degree encouraged, but not required * Proficiency in corporate actions research, solicitation, and processing * Solid understanding of custody industry and mutual fund operations * Familiarity with SWIFT messaging and corporate action instruction processes * Strong communication and analytical skills * Ability to adapt to changing business needs and technical environments * Attention to detail and risk identification The Team You'll join the Global Middle Office, which supports trading desks globally and manages corporate action executions for approximately $2 trillion in assets under management. This team ensures income collection, resolves position differences, and facilitates securities lending activities. Certifications: Category: Operations Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

About Us PLEASE NOTE: This is a Hybrid position located in Westborough MA. The job will require to train on-site and to work 3 days on-site in Westborough, MA. Identify customer-related trends, patterns, typologies and issues associated with money laundering, terrorist financing and other suspicious transactions. Ensure that all transactions/customers deemed suspicious are referred to the appropriate BSA Analyst or Supervisor in a timely manner and in accordance with Bank policies and procedures. Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers and co-workers. Responsibilities Complete analysis of BSA/AML alerts within established timeframes and following alert processing guidelines. Recommend alerts to send to case for further evaluation of suspicious activity Manage BSA cases by analyzing and documenting results of activity and supporting documentation, resulting in a recommendation to file or not to file a Suspicious Activity Report (SAR) Participate in SAR completion process including SAR filing, SAR committee, SAR narratives, Quality Review, and SAR re-files. Utilize multiple systems including but not limited to core banking, AML monitoring software, check imaging software, document imaging software and online resources to analyze transaction activity and identify unusual patterns Conduct enhanced due diligence on high-risk customers and recommend changes to risk ratings when warranted Prepare and maintain documentation necessary to fulfill regulatory and third party audit requirements Monitor Customer Due Diligence (CDD) questionnaires for completion and follow up with responsible departments for corrections as appropriate. Evaluate CDD alerts for unidentified high-risk customers generated by the AML monitoring system. Monitoring proper and correct completion of beneficial owner documentation as required for business deposit accounts and commercial loans. Complete verification and filing of Currency Transaction Reports (CTRs) within regulatory deadlines. Complete analysis of watch list alerts including possible matches to OFAC SDN lists, sanctioned countries, politically exposed persons, and internal lists Provide backup coverage as needed for all BSA AML related tasks. Participates in annual required BSA/AML training Serves as a resource for internal departments Performs related and unrelated duties as may be required. May be required to travel to designated high-risk customer sites to observe presence of ATM machines, lottery sales and money transfer services. Requirements BA or BS degree preferably in finance, accounting or related discipline, or equivalent work experience. A minimum of 3 years BSA/AML or related banking experience. Must have at least basic knowledge in all areas of the BSA/AML and regulatory requirements. Experience using BSA/AML or Fraud monitoring systems preferred. Must possess excellent verbal and written communication skills. Must be self-motivated with excellent analytical and investigative skills. Must be willing to attend BSA/AML training sessions both on and off bank premises. Must possess at least intermediate technology skills, including fluency in Word, Excel and Outlook applications. Expected Pay Range The expected annual pay range for this role is $45,122 to $74,451. This pay range is the annual salary we in good faith expect to pay for this role at the time of posting. Actual compensation paid may fluctuate higher or lower than the posted range and the range may be modified in the future due to several factors including, but not limited to, relevant experience, certifications, and qualifications, internal equity, adjustments to the requirements and responsibilities of the job, business needs, and economic and market data. EEO Statement Middlesex Savings Bank is an Equal Opportunity Employer/protected Veterans/Individuals with Disabilities

SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1400 organizations. Our history of organic and strategic growth reflects this commitment with over CA$387/US$286 billion in assets under management (AUM). As a subsidiary of Sun Life, we are aligned with one of the world's leading financial services companies, and benefit from the stability and strength of that relationship. We are a performance-driven organization with a deliberate focus on fostering a development-focused, inclusive culture revolving around our Core Values of being client obsessed, valuing each other, acting with speed and having an owner's mindset. As part of our team, you play a role in fulfilling our purpose and making a difference. We offer a rewarding work environment that is filled with opportunity for growth where you will be empowered to meet the challenges of a highly competitive landscape. Visit our website to learn more and for the most up to date AUM information. SLC Management offers a mix of in-office and virtual work where our employees are empowered to do their best. Generally, employees are expected to work three or more days in-office each week with flexibility depending on their business, client and team needs. Job Description: SLC Management is a global institutional asset manager that provides innovative and diversified solutions to meet our clients' evolving needs. Our history of organic and strategic growth reflects this commitment with over $299 billion in assets under management. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1,300 organizations. As a subsidiary of Sun Life, we are aligned with one of the world's leading financial services companies, and benefit from the stability and strength of that relationship. ROLE SUMMARY: We are seeking an intern for a fulfilling summer internship as a Private Fixed Income Analyst, contributing to the investment grade portfolio objectives of the Private Fixed Income (PFI) group. SLC's Private Fixed Income team is one of the largest investment grade private debt investors in North America. The team is responsible for investment management of over $41 billion of private debt, invested and managed on behalf of the balance sheet of Sun Life Financial and a growing third-party client base. The cross-border team of 50+ investment professionals is divided across 3 verticals: Corporate Credit, Infrastructure Debt, and Structured Credit. The PFI team has an annual investment program in excess of $8 billion. PFI holdings are comprised of high-quality, investment grade transactions that are highly negotiated and customized, which has allowed SLC to achieve yields in excess of comparably rated public securities. The private fixed income investments, as well as, the breadth and depth of Sun Life's private fixed income portfolio provides Sun Life with a meaningful competitive advantage. PFI team's investment philosophy, discipline, team approach and deep expertise have enabled it to achieve a leading market position. For more information about the team, visit us at ********************************** Our ideal candidate has a desire to learn, solve challenges and embrace change. Natural leadership skills and an ability to work independently while thriving in a team setting are key attributes for success. This role needs your financial statement and investment analysis skills to support and contribute to management of the PFI portfolio, through the monitoring of existing private debt investments. There are also real opportunities to contribute to the due diligence of new investments and participate in investor meetings. KEY RESPONSIBILITIES: Assist members of the Private Fixed Income team in the management of existing investments through detailed financial modeling and analysis; Develop detailed written annual reviews, financial analysis, models and amortization schedules, Complete annual review and credit risk scorecards; Prepare management reports on the status and performance of the portfolio; Evaluate potential investments for portfolio suitability by conducting company and industry research, credit and relative value comparable analysis, due diligence; Determine whether the risk-return profile is acceptable through credit and pricing comparable analysis; Prepare detailed investment memos QUALIFICATIONS: Bachelor's degree Minimum two years of post-undergraduate work experience Progress toward MBA, with graduation date between December 2026- June 2027 Investment and accounting proficiency as evidenced by coursework and/or professional experience Strong written skills as evidenced by coursework and/or professional experience Understanding of the fundamental principles of debt and equity markets and instruments Ability to analyze financial statements, calculate a broad range of financial ratios and interpret/communicate results Detailed knowledge of Microsoft applications, proficient use of Bloomberg and Capital IQ are a plus Strong interpersonal skills and professional presentation, with demonstrated leadership capabilities Ability to work both independently and collaboratively and eager to take on responsibility Comfortable interacting and leading discussion with internal and client senior leaders Established organizational abilities and time management skills with ability to multitask Advanced problem solving and conceptual thinking skills Progress towards CFA designation is a plus OBJECTIVES AND GOALS: Technical Skills Complete assigned portfolio management responsibilities including consents, investment monitoring reports, quarterly investment monitoring requirements and credit ratings in accordance with Credit Risk Scorecards Contribute to New Business Volume targets by assisting with the sourcing, analyzing and structuring investment opportunities that demonstrate an acceptable risk/return relationship Understand the Organization Network within the organization Attend training sessions about SLC Management Personal Development Refine investing skills, Develop business writing skills Improve technical analysis skills Improve interpersonal skills HYBRID WORK MODEL: SLC Management operates in a hybrid environment with a mix of in-office and virtual work where our employees are empowered to do their best. Generally employees are expected to work Monday-Thursday in office with flexibility depending on their client, business and teams need. OFFICE LOCATION: SLC Management Office: 96 Worcester Street, Wellesley, MA 02481 If you are interested in a position, please submit a cover letter, resume and transcript. Sun Life Financial is an equal opportunity employer. Legal authorization to work in the country/region where the business is hiring is required. We will not sponsor individuals for employment visas, now or in the future, for this job. We welcome applications from qualified individuals from all backgrounds. Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to ‘*************************'. We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted. Compensation for this role will vary slightly depending on a candidate's background, experience, and education. We anticipate compensation to be around $50/hour. Why SLC Management? Opportunity to work for a growing global institutional asset manager Excellent benefits and wellness programs to support the three pillars of your well-being - mental, physical and financial - including generous vacation and sick time, market-leading paid family, parental and adoption leave, a partially-paid sabbatical program, medical plans, company paid life and AD&D insurance as well as disability programs and more Retirement and Stock Purchase programs to help build and enhance your future financial security including a 401(k) plan with an employer-paid match as well as an employer-funded retirement account A flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development #WeWinAsATeam The opportunity to move along a variety of career paths with amazing networking potential Award winning workplace culture - Great Place to Work Certified in Canada and the U.S., “Best Places to Work in Money Management” by Pension & Investments, “Top 10” employer by the Boston Globe's “Top Places to Work” two years running SLC Management is a regulated business, and this means that there are certain financial reporting and trading preclearance requirements for all employees. Successful candidates will be required to declare personal investment accounts and securities investments as well as seek preclearance on future transactions including those of household members. Job Category: Temporary Employee We are committed to pay transparency and equity. The base salary range for this role is competitive and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined by your unique skills, qualifications, experience, education, and geographic location. In addition to base salary, this position is eligible for a discretionary annual incentive award based on individual and overall business performance along with a broad range of competitive benefits. We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds. We will make reasonable accommodations to known physical or mental limitations. Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to *************************. We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. We do not require or administer lie detector tests as a condition of employment or continued employment. For applicants residing in California, please read our employee California Privacy Policy and Notice .

Mount Laurel, New Jersey, United States of America **Hours:** 40 **Pay Details:** $22.50 - $32.50 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. **Line of Business:** Financial Crime Risk Management **Job Description:** The Financial Crime Risk Investigation Support Officer I provides a broad range of support and/or performs general to specialized money laundering detection activities, review of transactions and/or other processing activities. **Depth & Scope:** + Works within established guidelines, accountable for completing routine transactions or low-moderate risk, repetitive processes within a standardized framework + Completes transactions using a limited number of systems and/or applications + Manages their own workload, coordinating tasks and services with others + Identifies and assesses issues in straight forward situations using standard procedures, and escalates non-standard issues internally; typically addressing routine requests requiring minimal discretion + Minimal decision-making authority + Limited or first level (initial) interaction with internal partners + Requires working knowledge and skills developed through formal training or work experience **Education & Experience:** + Undergraduate degree or equivalent work experience **Customer Accountabilities:** + Performs routine to broad tasks, follows established procedures, and investigates straightforward problems to identify and implement the most suitable solution + Completes investigations - reports/escalates risk issues or process gaps identified + Performs a variety of AML and Sanctions/ABAC information gathering activities as a part of FCRM regulations + Supports AML and Sanctions/ABAC related activities and transactions to resolve business issues + Reviews banking transactions to ensure they are within the bank and regulatory thresholds and guidelines + Forwards unusual transactions and supporting information for further review + Performs a variety of research activities including addressing research discrepancies + Identifies opportunities to improve service delivery and support process improvement initiatives **Shareholder Accountabilities:** + Prioritizes own workload to meet SLA requirements for service and productivity + Supports the timely and accurate completion of business processes and procedures + Escalates non-standard or high-risk activities as necessary + Ensures necessary due diligence to support the accuracy of all transactions/activities + Follows internal and industry regulations and operating practices in completing and recording transactions for either the organization or clients + Ensures documentation that is prepared/completed is accurate and properly reflects business intentions and is consistent with relevant rules/regulations + Supports and participates in process improvement opportunities + Contributes to the preparation of procedural documents in support of day-to-day operations + Is knowledgeable of and complies with Bank Code of Conduct **Employee/Team Accountabilities:** + Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues/points of interest + Supports the team by continuously enhancing knowledge/expertise in own area and participates in knowledge transfer within the team and business unit + Contributes to a fair, positive and equitable environment that supports a diverse workforce + Acts as a brand champion for your business area/function and the bank, both internally and/or externally **Physical Requirements:** Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% + Domestic Travel - Occasional + International Travel - Never + Performing sedentary work - Continuous + Performing multiple tasks - Continuous + Operating standard office equipment - Continuous + Responding quickly to sounds - Occasional + Sitting - Continuous + Standing - Occasional + Walking - Occasional + Moving safely in confined spaces - Occasional + Lifting/Carrying (under 25 lbs.) - Occasional + Lifting/Carrying (over 25 lbs.) - Never + Squatting - Occasional + Bending - Occasional + Kneeling - Never + Crawling - Never + Climbing - Never + Reaching overhead - Never + Reaching forward - Occasional + Pushing - Never + Pulling - Never + Twisting - Never + Concentrating for long periods of time - Continuous + Applying common sense to deal with problems involving standardized situations - Continuous + Reading, writing and comprehending instructions - Continuous + Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. **\#LI_AMCBCorporate** **Who We Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. **Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (*************************************** **Additional Information:** We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. **Colleague Development** If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. **Training & Onboarding** We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. **Interview Process** We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. **Accommodation** TD Bank 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, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.

Hours: 40 Pay Details: $22.50 - $32.50 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Financial Crime Risk Management Job Description: The Financial Crime Risk Investigation Support Officer I provides a broad range of support and/or performs general to specialized money laundering detection activities, review of transactions and/or other processing activities. Depth & Scope: * Works within established guidelines, accountable for completing routine transactions or low-moderate risk, repetitive processes within a standardized framework * Completes transactions using a limited number of systems and/or applications * Manages their own workload, coordinating tasks and services with others * Identifies and assesses issues in straight forward situations using standard procedures, and escalates non-standard issues internally; typically addressing routine requests requiring minimal discretion * Minimal decision-making authority * Limited or first level (initial) interaction with internal partners * Requires working knowledge and skills developed through formal training or work experience Education & Experience: * Undergraduate degree or equivalent work experience Customer Accountabilities: * Performs routine to broad tasks, follows established procedures, and investigates straightforward problems to identify and implement the most suitable solution * Completes investigations - reports/escalates risk issues or process gaps identified * Performs a variety of AML and Sanctions/ABAC information gathering activities as a part of FCRM regulations * Supports AML and Sanctions/ABAC related activities and transactions to resolve business issues * Reviews banking transactions to ensure they are within the bank and regulatory thresholds and guidelines * Forwards unusual transactions and supporting information for further review * Performs a variety of research activities including addressing research discrepancies * Identifies opportunities to improve service delivery and support process improvement initiatives Shareholder Accountabilities: * Prioritizes own workload to meet SLA requirements for service and productivity * Supports the timely and accurate completion of business processes and procedures * Escalates non-standard or high-risk activities as necessary * Ensures necessary due diligence to support the accuracy of all transactions/activities * Follows internal and industry regulations and operating practices in completing and recording transactions for either the organization or clients * Ensures documentation that is prepared/completed is accurate and properly reflects business intentions and is consistent with relevant rules/regulations * Supports and participates in process improvement opportunities * Contributes to the preparation of procedural documents in support of day-to-day operations * Is knowledgeable of and complies with Bank Code of Conduct Employee/Team Accountabilities: * Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues/points of interest * Supports the team by continuously enhancing knowledge/expertise in own area and participates in knowledge transfer within the team and business unit * Contributes to a fair, positive and equitable environment that supports a diverse workforce * Acts as a brand champion for your business area/function and the bank, both internally and/or externally Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% * Domestic Travel - Occasional * International Travel - Never * Performing sedentary work - Continuous * Performing multiple tasks - Continuous * Operating standard office equipment - Continuous * Responding quickly to sounds - Occasional * Sitting - Continuous * Standing - Occasional * Walking - Occasional * Moving safely in confined spaces - Occasional * Lifting/Carrying (under 25 lbs.) - Occasional * Lifting/Carrying (over 25 lbs.) - Never * Squatting - Occasional * Bending - Occasional * Kneeling - Never * Crawling - Never * Climbing - Never * Reaching overhead - Never * Reaching forward - Occasional * Pushing - Never * Pulling - Never * Twisting - Never * Concentrating for long periods of time - Continuous * Applying common sense to deal with problems involving standardized situations - Continuous * Reading, writing and comprehending instructions - Continuous * Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. #LI_AMCBCorporate Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank 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, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

JOB REQUIREMENTS * Knowledge of commercial and industrial lending practices and related areas * Knowledge of financial institution regulatory environment and policy * Ability to work independently with some guidance from team members * Prioritize work product in order to meet varying deadlines * Excellent knowledge of corporate and personal financial statements * Excellent financial analytical skills with sound judgment and decision making abilities * Ability to build strong relationships and alliances across the organization, ability to adapt to change, ability to multi-task, reliable and highly self-motivated * Aptitude in Microsoft Office Suite, especially Excel and Word * Experience with spreading software * Excellent written and verbal English communication skills * Ability to adhere to Needham Bank's Core Values (Quick-Decision-Making, Reliability, Relationship-Based Focus and Quality Service) * Represent the Bank at various community functions * Participate on Bank task forces and committees as assigned * Engage in continuing education opportunities as they become available EDUCATION & EXPERIENCE * Bachelor's degree in Accounting/Finance or related area * At least 2 years of Commercial and Industrial Lending credit experience with loan exposures ranging from $500,000 to $35 million. * SBA underwriting experience preferred. WORKING CONDITIONS/PHYSICAL DEMANDS * Normal business office environment Needham Bank offers a competitive salary and an amazing benefit package for a full-time employee which includes fully paid medical and dental insurance, HRA, 401(k) plan with an 8% bank match, paid time off (PTO), paid holidays, a bonus program, flexible spending accounts, vision service plan, group term life insurance, short and long term disability insurance, tuition reimbursement, and an Employee Assistance Program. We offer a great benefit package to our eligible part-time employees as well. Pay Range: $69,794.45 - $90,732.79 The pay range provided is based on what we believe is a reasonable estimate for the pay range for this job at the time of posting. Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. At NB, we are dedicated to building a diverse, inclusive and authentic workplace - if you are excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or other roles. Needham Bank is an Equal Opportunity/Affirmative Action Employer. Needham Bank will provide all applicants for employment and all employees with equal opportunity for employment and promotion regardless of race, color, religion, gender, national origin or ancestry, age, disability, veteran status, military service, sexual orientation, genetic information, or gender identity. Responsible for analyzing and monitoring the credit worthiness of the Bank's commercial customers. Recommend credit facilities within the established bank guidelines. ESSENTIAL DUTIES & RESPONSIBILITIES * Collect and track receipt of financial statements, borrowing base certificates, and covenant compliance certificates from existing customers * Perform annual reviews of existing relationships including spreading financial statements, analyzing corporate borrower's financial performance and condition, evaluating cash flow, collateral, guarantor support and other pertinent factors * Produce modification requests for existing relationships * Prepare preliminary analysis, typically financial statement spreads and cash flow calculation, of prospective borrowers * Underwrite new loan requests including above referenced analysis as well as evaluation of proposed transaction * Assign risk ratings as appropriate and monitor covenant compliance * Provide analytical support to Senior Credit Analyst and Account Officers as needed * Attend and participate in meetings with customer and Account Officer as needed * Be prepared to discuss proposals with approval authorities on a one-on-one basis as well as in a committee setting * Perform additional duties as requested, needed or assigned