IS NOT ELIGIBLE FOR VISA SPONSORSHIP* Is Not Eligible For Visa Sponsorship What You'll Do: OCC is seeking an individual who would be responsible for discovering, synthesizing, and analyzing information from a variety of internal and external sources, including tools, processes, documentation, and stakeholders. The ideal candidate is a proven change agent that demonstrates the ability to solve complex problems through logical, digestible solutions that deliver key value to our stakeholders. Additionally, this individual must be comfortable communicating to all levels of the organization as well as inside and outside the organization. Skills that are foundational to the success of this role include, but are not limited to, communication, analytical, problem solving, process modelling, facilitation, elicitation, scope management, leadership and agile mindset.
Primary Duties and Responsibilities:
* Act as a partner to both the business and the technology teams
* Identify scope gaps and missing requirements by acquiring an in depth
understanding of current state (i.e., legacy system) and future state
* Identify product team dependencies and plan for resolution
* Work cross-functionally to analyze and define key stakeholder business
needs
* Perform requirements analysis, story decomposition, system integration
analysis, and data flow design
* Regularly engage in agile activities including sprint planning and backlog
grooming.
* Act as an advisor to the Product owner regarding next steps and approvals
* Build high quality user stories and acceptance criteria; work with scrum
team to refine user stories
* Provide requirement and design support to scrum team
* Support development of user interface requirements and design by collabo
rating with UI/UX tools and teams
* Support or develop test plans and test cases; participate in test results veri
fication
* Assist in building cross-team collaboration and define acceptance criteria
for integrated components
* Adhere to analysis best practices for epics and user stories
* Assists in developing and maintaining policies, standards, guidelines and
documentation to ensure that a consistent framework is applied across the
enterprise
Supervisory Responsibilities:
* Adhere to analysis best practices for epics and user stories
Qualifications:
The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the primary functions.
* [Required] Experience in Agile and software development
* [Required] 3+ years of experience in business system analysis or related ex
perience
* [Required] Preferred business experience in clearinghouse activities
* [Required] Flexibility working with remote teams in alternate time zones
* [Required] Self-motivated and self-starting; working with little supervision
and picking up new and unfamiliar concepts
* [Required] Experience using Confluence and Jira
* [Required] Experience with process modeling tools such as Visio
Technical Skills:
* [Required] Knowledge and/or vested interest in event driven applications,
streaming and batch analytics technologies
* [Preferred] Knowledge and/or vested interest in cloud technologies; experi
ence working with AWS
* [Required] Knowledge and/or vested interest in different data management
and visualization tools (SQL, Figma, Tableau, Business Objects, etc.)
* [Required] Knowledge and/or vested interest in complex data analytics sup
ported by python and R
* [Required] Knowledge of Business Analysis best practices including require
ments elicitation, solution evaluation, requirements analysis, gap analysis,
and requirements decomposition
* [Required] Knowledge and/or vested interest in fundamental of virtual and
physical infrastructure provisioning, networking, and data storage
management
Education and/or Experience:
* [Required] Bachelor's degree
* 3+ years of experience
* [Preferred] MBA/MS degree
Certificates or Licenses:
* [Preferred] CCBA, CBAP, AAC, and/or any related certification
About Us
The Options Clearing Corporation (OCC) is the world's largest equity derivatives clearing organization. Founded in 1973, OCC is dedicated to promoting stability and market integrity by delivering clearing and settlement services for options, futures and securities lending transactions. As a Systemically Important Financial Market Utility (SIFMU), OCC operates under the jurisdiction of the U.S. Securities and Exchange Commission (SEC), the U.S. Commodity Futures Trading Commission (CFTC), and the Board of Governors of the Federal Reserve System. OCC has more than 100 clearing members and provides central counterparty (CCP) clearing and settlement services to 19 exchanges and trading platforms. More information about OCC is available at ***************
Benefits
A highly collaborative and supportive environment developed to encourage work-life balance and employee wellness. Some of these components include:
* A hybrid work environment, up to 2 days per week of remote work
* Tuition Reimbursement to support your continued education
* Student Loan Repayment Assistance
* Technology Stipend allowing you to use the device of your choice to connect to our network while working remotely
* Generous PTO and Parental leave
* 401k Employer Match
* Competitive health benefits including medical, dental and vision
Visit ************************************************ for more information.
Compensation
* The salary range listed for any given position is exclusive of fringe benefits and potential bonuses. If hired at OCC, your final base salary compensation will be determined by factors such as skills, experience and/or education.
* In addition, we believe in the importance of pay equity and consider internal equity of our current team members as part of any final offer.
* We typically do not hire at the maximum of the range in order to allow for future and continued salary growth. We also offer a substantial benefits package as noted on **********************
* All employees may be eligible for a discretionary bonus. Discretionary bonuses are based on various factors, including, but not limited to, company and individual performance and are not guaranteed.
Salary Range
$76,900.00 - $107,400.00
Incentive Range
6% to 10%
This position is eligible for an annual discretionary incentive compensation award, for which the target range is listed above (see Incentive Range). The amount of such award, if any, will be based on various factors, including without limitation, both individual and company performance.
Step 1
When you find a position you're interested in, click the 'Apply' button. Please complete the application and attach your resume.
Step 2
You will receive an email notification to confirm that we've received your application.
Step 3
If you are called in for an interview, a representative from OCC will contact you to set up a date, time, and location.
For more information about OCC, please click here.
OCC is an Equal Opportunity Employer
$76.9k-107.4k yearly Auto-Apply 20d ago
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Let Zippia find it for you.
Senior Associate, Regulatory Compliance
The OCC 4.9
Senior associate job at OCC
IS NOT ELIGIBLE FOR VISA SPONSORSHIP*****
What You'll Do:
This role will support a team ensuring OCC demonstrates compliance with regulatory obligations. Primary responsibilities include supporting the team in maintaining OCC's legal framework, monitoring changes to internal processes that may impact the organization's regulatory compliance posture, advising business units on regulatory compliance matters, advising on and facilitating remediation of regulatory and audit findings, and reviewing company policies, procedures, and controls. This role will be responsible for identifying, recommending, supporting and driving improvements to enhance the performance, integrity, and compliance of the organization's processes. This role supports the continued development and implementation of the compliance program, which includes driving compliance strategies, process and control development and documentation, risk identification and mitigation, and supporting regulatory exams. This role is highly focused on supporting reviews of the organization's compliance with applicable regulatory and legal rules and requirements (i.e., SEC, CFTC, Federal Reserve, etc.).
Primary Duties and Responsibilities:
To perform this job successfully, an individual must be able to perform each primary duty satisfactorily.
Support a team that maintains processes (including policies and procedures), controls and tools required to provide regulatory advisory services for the business units across the organization, including financial risk management, clearing and settlement, enterprise risk management, corporate finance, information technology, security, and other general business teams
Provide guidance to first line of defense (business units) related to effective demonstration of compliance with regulatory obligations covering their areas
Assist business units on the development and implementation of effective remediation plans to address internal or external findings
Assist business units with the identification, understanding, and development of processes, policies, procedures, and controls that effectively demonstrate compliance with regulatory obligations
Assist the compliance monitoring program in support of providing frequent and highly professional reports to the CCO, executive management, and the Board of Directors
Interact and communicate in a highly effective, professional, and insightful manner with business colleagues within the company
Exhibit and foster a strong compliance culture across the organization
Exhibit and foster strong collaboration across OCC's control functions (i.e., internal audit, enterprise risk management, compliance, model risk management)
Assist in the writing of the annual compliance report, as well as other ad hoc and regularly occurring reports
Keep abreast of changes in regulatory environment and industry best practices/frameworks
Perform reviews of OCC's legal framework, including updating and reviewing referenced policies, procedures, and controls that evidence compliance with regulatory obligations
Produce and deliver education on regulatory compliance topics
Assist with remediating regulatory and Internal Audit findings, including collecting data to identify root cause of problems, identifying trends, and formulating solutions
Assist with collection of documents and other preparation as part of the exam management process
Perform ad-hoc duties for Compliance management as necessary
Supervisory Responsibilities:
None
Qualifications:
The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the primary functions.
[Required] Basic working knowledge of the financial industry
[Required] Excellent organizational and communication skills
[Required] Comprehensive analytical, conceptual and problem-solving skills
[Required] Ability to support policy and procedure management, process and control management, testing, monitoring, risk assessment, and findings management
[Required] Ability to manage and prioritize assignments and respond to rapidly shifting priorities
[Required] Ability to work independently and as a member of a team, collaborating with internal business clients at various levels of seniority
[Required] Must be able to work under deadlines and manage multiple tasks
[Required] Strategic thinker, with strong conceptual and problem-solving skills
[Preferred] Basic working knowledge of securities and commodities rules and regulations. (i.e., SEC, CFTC, etc.)
[Preferred] Basic working knowledge of compliance related best practices
[Preferred] Some experience in risk and control frameworks, and process improvement frameworks (e.g. COBIT, COSO, ITIL, NIST, ISO 27001, ISO 9001, CMMI)
Technical Skills:
[Required] Proficiency with MS Office software
[Preferred] Experience using an integrated risk management system (such as RSA Archer), Document Management tools, and reporting tools
[Preferred] Experience using PolicyTech
Education and/or Experience:
[Required] Bachelor's Degree in Accounting, Business, Economics, Finance, other business and finance-related discipline or Information Systems, Computer Science or related discipline
2 to 3 years of relevant experience or equivalent combination of education and internships will be considered.
[Preferred] Experience working in compliance, audit, or risk for a financial services company
[Preferred] Familiarity with the Securities Exchange Act of 1934 and the Commodity Exchange Act
Certificates or Licenses:
[Preferred] CPA, CFA, CIA, CFE, CISA, etc.
About Us
The Options Clearing Corporation (OCC) is the world's largest equity derivatives clearing organization. Founded in 1973, OCC is dedicated to promoting stability and market integrity by delivering clearing and settlement services for options, futures and securities lending transactions. As a Systemically Important Financial Market Utility (SIFMU), OCC operates under the jurisdiction of the U.S. Securities and Exchange Commission (SEC), the U.S. Commodity Futures Trading Commission (CFTC), and the Board of Governors of the Federal Reserve System. OCC has more than 100 clearing members and provides central counterparty (CCP) clearing and settlement services to 19 exchanges and trading platforms. More information about OCC is available at ***************
Benefits
A highly collaborative and supportive environment developed to encourage work-life balance and employee wellness. Some of these components include:
A hybrid work environment, up to 2 days per week of remote work
Tuition Reimbursement to support your continued education
Student Loan Repayment Assistance
Technology Stipend allowing you to use the device of your choice to connect to our network while working remotely
Generous PTO and Parental leave
401k Employer Match
Competitive health benefits including medical, dental and vision
Visit ************************************************ for more information.
Compensation
The salary range listed for any given position is exclusive of fringe benefits and potential bonuses. If hired at OCC, your final base salary compensation will be determined by factors such as skills, experience and/or education.
In addition, we believe in the importance of pay equity and consider internal equity of our current team members as part of any final offer.
We typically do not hire at the maximum of the range in order to allow for future and continued salary growth. We also offer a substantial benefits package as noted on **********************
All employees may be eligible for a discretionary bonus. Discretionary bonuses are based on various factors, including, but not limited to, company and individual performance and are not guaranteed.
Salary Range
$76,500.00 - $105,500.00
Incentive Range
6% to 10%
This position is eligible for an annual discretionary incentive compensation award, for which the target range is listed above (see Incentive Range). The amount of such award, if any, will be based on various factors, including without limitation, both individual and company performance.
Step 1
When you find a position you're interested in, click the 'Apply' button. Please complete the application and attach your resume.
Step 2
You will receive an email notification to confirm that we've received your application.
Step 3
If you are called in for an interview, a representative from OCC will contact you to set up a date, time, and location.
For more information about OCC, please click here.
OCC is an Equal Opportunity Employer
$76.5k-105.5k yearly Auto-Apply 8d ago
Senior Assurance Manager, Professional Practice Group
Aprio 4.3
Dallas, TX jobs
Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.
Join Aprio's Professional Practice Group and you will help assurance team members and clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Senior Assurance Manager to join their dynamic team.
As the Quality Control Senior Manager in Aprio's national Professional Practice Group, you will play a pivotal role in overseeing the firm's assurance quality control processes. Your expertise in regulatory compliance, technical standards, and risk management will ensure that all assurance services meet the highest standards of quality and professional integrity. You will lead initiatives to strengthen the firm's quality control framework, support engagement teams in maintaining compliance, and drive continuous improvement in assurance practices.
Quality Control Leadership and Oversight
Serve as the primary subject matter expert on AICPA audit standards, SSARS, and other professional guidelines, with a focus on quality control for assurance engagements, especially in the construction industry.
Monitor assurance engagements to ensure strict adherence to professional standards and regulatory requirements, identifying and addressing quality risks proactively.
Translate emerging standards and regulatory changes into actionable quality control guidance for the assurance practice.
Engagement Support and Technical Guidance
* Advise engagement teams and leaders on complex accounting, auditing, and quality control matters, ensuring consistent application of standards.
* Review engagement documentation for accuracy, completeness, and compliance with quality control policies.
Risk Management and Continuous Improvement
* Evaluate and mitigate risks in assurance engagements, ensuring alignment with firm policies and regulatory mandates.
* Lead quality assurance reviews and implement improvements based on findings and industry best practices.
Team Leadership and Development
* Mentor and develop assurance professionals, fostering a culture of excellence, ethical conduct, and continuous learning in quality control.
* Organize and deliver training sessions on evolving professional standards, quality control procedures, and regulatory updates.
Thought Leadership and Communication
* Develop and share thought leadership materials on assurance quality control and professional standards.
* Collaborate with senior leadership to communicate quality control initiatives and updates to staff and clients.
Qualifications & Requirements
Bachelor's or Master's degree in Accounting, Finance, or a related field.
CPA (Certified Public Accountant) designation required.
Extensive experience (typically 7+ years) in assurance, auditing, and quality control within a public accounting firm.
At least 5 years of construction industry experience preferred.
Deep familiarity with AICPA audit standards, SSARS, and quality control guidelines.
Proven leadership in managing teams and driving quality initiatives.
Excellent communication skills for conveying complex quality concepts.
Proficiency in audit software, data analytics, and Microsoft Office Suite.
Strong attention to detail, analytical skills, and problem-solving abilities.
Demonstrated commitment to professional integrity and ethical conduct.
$136,000 - $220,000 a year
The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range.
The application window is anticipated to close on Feb 17, 2026 and may be extended as needed.
Why work for Aprio:
Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
Perks/Benefits we offer for full-time team members:
Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9+ holidays and discretionary time off structure
Parental Leave - coverage for both primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on firm, group and individual performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options
What's in it for you:
Working with an industry leader: Be part of a high-growth firm that is passionate for what's next.
An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
$62k-79k yearly est. 8d ago
Senior Assurance Manager, Professional Practice Group
Aprio 4.3
Chicago, IL jobs
Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.
Join Aprio's Professional Practice Group and you will help assurance team members and clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Senior Assurance Manager to join their dynamic team.
As the Quality Control Senior Manager in Aprio's national Professional Practice Group, you will play a pivotal role in overseeing the firm's assurance quality control processes. Your expertise in regulatory compliance, technical standards, and risk management will ensure that all assurance services meet the highest standards of quality and professional integrity. You will lead initiatives to strengthen the firm's quality control framework, support engagement teams in maintaining compliance, and drive continuous improvement in assurance practices.
Quality Control Leadership and Oversight
Serve as the primary subject matter expert on AICPA audit standards, SSARS, and other professional guidelines, with a focus on quality control for assurance engagements, especially in the construction industry.
Monitor assurance engagements to ensure strict adherence to professional standards and regulatory requirements, identifying and addressing quality risks proactively.
Translate emerging standards and regulatory changes into actionable quality control guidance for the assurance practice.
Engagement Support and Technical Guidance
* Advise engagement teams and leaders on complex accounting, auditing, and quality control matters, ensuring consistent application of standards.
* Review engagement documentation for accuracy, completeness, and compliance with quality control policies.
Risk Management and Continuous Improvement
* Evaluate and mitigate risks in assurance engagements, ensuring alignment with firm policies and regulatory mandates.
* Lead quality assurance reviews and implement improvements based on findings and industry best practices.
Team Leadership and Development
* Mentor and develop assurance professionals, fostering a culture of excellence, ethical conduct, and continuous learning in quality control.
* Organize and deliver training sessions on evolving professional standards, quality control procedures, and regulatory updates.
Thought Leadership and Communication
* Develop and share thought leadership materials on assurance quality control and professional standards.
* Collaborate with senior leadership to communicate quality control initiatives and updates to staff and clients.
Qualifications & Requirements
Bachelor's or Master's degree in Accounting, Finance, or a related field.
CPA (Certified Public Accountant) designation required.
Extensive experience (typically 7+ years) in assurance, auditing, and quality control within a public accounting firm.
At least 5 years of construction industry experience preferred.
Deep familiarity with AICPA audit standards, SSARS, and quality control guidelines.
Proven leadership in managing teams and driving quality initiatives.
Excellent communication skills for conveying complex quality concepts.
Proficiency in audit software, data analytics, and Microsoft Office Suite.
Strong attention to detail, analytical skills, and problem-solving abilities.
Demonstrated commitment to professional integrity and ethical conduct.
$136,000 - $220,000 a year
The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range.
The application window is anticipated to close on Feb 17, 2026 and may be extended as needed.
Why work for Aprio:
Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
Perks/Benefits we offer for full-time team members:
Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9+ holidays and discretionary time off structure
Parental Leave - coverage for both primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on firm, group and individual performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options
What's in it for you:
Working with an industry leader: Be part of a high-growth firm that is passionate for what's next.
An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
Information Hiring Manager: Managing Director Department: Credit Opportunities Golub Capital Credit Opportunities ("GCCO") has a flexible mandate to deliver creative, customized financing solutions throughout the capital structure. Our solutions are tailored to meet the needs of sponsors, management, shareholders and other key stakeholders across a range of industries and financeable assets.
Primary strategies include:
* Corporate Credit (including senior / junior debt and preferred equity)
* Portfolio and Fund Finance (including NAV and GP financing)
* Structured Products (CLOs, SRTs, etc.)
Position Responsibilities
The candidate will assist the Credit Opportunities Team in reviewing new investment opportunities and monitoring existing investments.
Primary duties and responsibilities include, but are not limited to:
* Evaluating investment opportunities including direct lending investments, secondary purchases of individual middle market loans, portfolio purchases and NAV loans / GP financings
* Analyzing structured equity investments as well as equity co-investments associated with loans under consideration for purchase
* Conducting detailed business diligence such as analysis of business, industry, competitive landscape, financial / KPI trends, liquidity and exit strategy
* Preparing Investment Committee memorandums
* Developing financial models to review multiple scenarios
* Developing strong working relationships with key departments within Golub Capital including Broadly Syndicated Loans, Structured Products, Capital Markets and Direct Lending Underwriting
* Monitoring existing investments; performing portfolio analytics and assisting in valuations
* Other duties as assigned
Candidate Requirements
Qualifications & Experience:
* Bachelor's degree required, preferably with a major in Finance, Accounting, Business Administration, Economics or related financial discipline with an outstanding record of academic achievement
* 2 to 6 years of leveraged finance or credit investing experience
* Experience working with financial sponsors is a plus
* High sense of urgency
* Capacity to manage multiple processes simultaneously
* Ability to work to meet tight deadlines, using own initiative and without close supervision; strong work ethic
* Ability to manage changing demands in fast-paced environment
* Detail-oriented, strong financial modeling and accounting skills and comfortable with writing and presenting detailed memos / analytics to Investment Committee
* Enthusiastic about working in office and creating a Gold Standard hybrid work culture
Critical Competencies for Success
Our Gold Standards Model defines key behaviors and competencies across 4 dimensions: Leadership, Achieving Results, Personal Effectiveness and Thinking Critically. These behaviors and competencies drive our ability to win together.
* Leadership: Role models in this area consistently focus on the right goals and priorities and continually develop themselves and others. Always team players, they influence and engage with others to contribute to a supportive and inclusive culture where all feel welcome.
* Achieving Results: Role models in this area are high achievers who develop careful plans and deliver consistently and effectively. They hold themselves and others accountable for delivering high quality results, and they remove barriers to ensure others can contribute and grow.
* Personal Effectiveness: Role models in this area build strong relationships, treat others with respect and communicate effectively. They are driven to exceed expectations and are adaptable to changing circumstances.
* Thinking Critically: Role models in this area understand our business, rely on analytical reasoning and seek diverse perspectives to solve problems. They are forward thinking, anticipating issues and addressing them in advance.
The department-specific competencies define the knowledge, skills and abilities that are needed to successfully perform the functional or technical work of this role.
* Deal Execution: Evaluates, structures and executes investment opportunities and transactions.
* Relationship Management: Establishes, develops and manages internal and external relationships.
* Portfolio Management: Actively monitors portfolio companies to identify risks and opportunities that may impact overall performance.
* Risk Management: Demonstrates credit acumen by leveraging tools and analyses and interpreting due diligence findings to guide decisions while balancing risks and rewards.
* Financial Analysis: Uses financial analyses and modeling to generate insights and support fact-based decision making.
* Competitive Positioning: Demonstrates knowledge of the Firm's capabilities, the Firm's position in the industry, competitors' capabilities and end markets. Recognizes implications of knowledge on Firm's positioning.
* Legal Documentation: Demonstrates knowledge of legal documentation, processes and procedures.
Compensation and Benefits
For Illinois and New York Only: It is expected that the base salary range for this position will be $220,000 to $245,000 for SeniorAssociate and $170,000 to $185,000 for an Associate. Actual salaries may vary based on factors such as skills, experiences and qualifications for the role. The total compensation package for this position may also include other elements and discretionary awards in addition to a full range of medical, financial and / or other benefits (including 401(k) eligibility and various paid time off benefits such as vacation, sick time and parental leave) dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, the employee will be in an 'at-will position' and the Firm reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time including for reasons related to individual performance, Firm or individual department / team performance and market factors.
Golub Capital is an Equal Opportunity Employer.
Due to the highly regulated nature of Golub Capital's business and because of the sensitivity of the information that all personnel have access to, Golub Capital performs extensive and thorough pre-hire screens to ensure that its personnel act with expected levels of integrity, professionalism and personal responsibility.
Please review Golub Capital's US Job Applicant privacy notice and, for California residents, the California Applicant privacy notice for information on how your personal data is collected, processed and stored.
Lead the onboarding and transition of financial institution programs joining Ameriprise Financial Institutions Group. This role ensures a seamless experience for advisors, clients, and accounts by driving consistent processes for hiring, licensing, onboarding, and transition execution-both virtually and onsite.
Key Responsibilities
Onboarding Leadership
Act as the Onboarding Quarterback, guiding advisors and staff through hiring, licensing, and appointment processes.
Define roles and responsibilities for pre-onboarding, day-of, and post-onboarding activities.
Partner with leaders and staff to ensure smooth execution and resource alignment.
Implementation & Training Support
Provide hands-on support for developing an end-to-end implementation and training strategy to ensure proper training on Ameriprise systems, tools, and processes.
Deliver training and onboarding for advisors and sales assistants to accelerate ramp-up and practice efficiency.
Provide virtual and onsite support during transition to ensure operational readiness and client confidence.
Transition Management
Collaborate with the Transition Management Support Team to execute a comprehensive transition plan.
Train advisors on digital tools and systems for managing transitions.
Monitor progress using the transition tracker and implement ramp-up tactics.
Leadership & Communication
Communicate effectively with AFIG and corporate partners to share best practices, identify process improvements, and recommend policy enhancements.
Deliver a best-in-class experience for advisors and clients throughout the transition.
Required Qualifications
Education: Bachelor's degree or equivalent experience.
Experience: 5+ years in financial services, advisor onboarding, or transition management.
Time Management: Ability to prioritize and execute multiple tasks under tight deadlines.
Relationship Management: Build trust and collaborate effectively with advisors, leaders, and cross-functional teams.
Preferred Qualifications
Executive Communication: Ability to present to executive leadership and influence decision-making.
Presentation Development: Skilled in creating professional presentations and delivering impactful content.
Facilitation: Lead calls, meetings, and training sessions with confidence.
Technical Proficiency: Familiarity with digital onboarding tools, CRM systems, and transition platforms.
Project Management: Strong organizational skills to manage timelines, resources, and deliverables.
About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Base Pay Salary
Base Salary Range The estimated base salary for this role is $62,300-$82,000/year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Non-Exempt
Job Family Group
Business Support & Operations
Line of Business
AFIG Ameriprise Financial Institutions Group
$62.3k-82k yearly Auto-Apply 9d ago
Applied AI/ML - Senior Associate
Jpmorgan Chase & Co 4.8
Chicago, IL jobs
JobID: 210696159 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $128,250.00-$195,000.00; Chicago,IL $118,750.00-$185,000.00 As part of the Commercial & Investment Bank, J.P. Morgan Payments enables organizations of all sizes to execute transactions efficiently and securely, transforming the movement of information, money and assets. We tackle complex challenges at every stage of the payment lifecycle and our industry-leading solutions facilitate seamless transactions across borders, industries and platforms. Operating in over 160 countries and handling more than 120 currencies, we are the largest processor of USD payments, with a daily transaction volume of $10 trillion.
As a Sr. Associate Applied AI/ML Scientist within our Payment Solutions team, you will be instrumental in utilizing artificial intelligence and machine learning technologies to augment our payment solutions and stimulate business expansion. Your role will involve researching, experimenting, developing, and transitioning high-quality machine learning models, services, and platforms into production to streamline payment processes, bolster fraud detection, and enrich customer experience. You will also be tasked with designing and executing highly scalable and dependable data processing pipelines, conducting analysis, and deriving insights to boost and optimize business outcomes. Working in collaboration with cross-functional teams, you will identify opportunities for AI/ML applications within the payments ecosystem.
Job Responsibilities:
* Actively collaborate with Product, Technology, and other cross-functional teams to gain a deep understanding of complex business problems and formulate data-driven solutions to address these challenges in key areas of the payments' domain.
* Design, develop, and deploy machine learning and AI solutions that meet success metrics aligned with business goals, while considering constraints such as model complexity, scalability, and latency.
* Partner with Risk and Compliance teams to ensure comprehensive model documentation, track performance metrics, and maintain adherence to regulatory compliance standards.
* Translate model outcomes into business impact metrics and communicate complex concepts to senior management and stakeholders.
Required qualifications, capabilities, and skills:
* Master's degree in a quantitative discipline (e.g., Computer Science, Data Science, Mathematics/Statistics, or Operations Research) with a minimum of 3 years of industry experience. Experience with Shell Scripting, Jupyter notebook/Lab, SQL, PySpark, and AWS Cloud Services is required.
* 2+ years of hands‑on experience with large‑scale data processing on AWS EMR, building robust batched feature stores (offline/online pipelines, schema governance, backfills, reproducibility), and orchestrating SageMaker training, pipelines, and model registry for production ML.
* Proficient in Python with hands-on experience in Machine learning and Deep learning frameworks (e.g., TensorFlow, PyTorch) and libraries (e.g., NumPy, Scikit-Learn, Pandas). Experience with Jupyter Notebook/Lab is essential.
* 1+ years of extensive experience in Natural Language Processing (NLP) or Large Language Models (LLM), AgenticAI, and 3+ years of extensive experience in other machine learning techniques, including classification, regression algorithms.
* Solid Understanding of algorithms in machine learning, AI, and neural network, including Large Language Models (LLM) and Generative AI as well as familiarity with state-of-the-art practices and advancements in these domains.
* Proficient in both basic and advanced exploratory data analysis (EDA), with an understanding of the limitations and implications of different methodologies.
* Ability to set the analytical direction for projects, transforming vague business questions into structured analytical plans. You possess strong cognitive and communication skills, characterized by clear and articulate expression. You excel at identifying core issues, bringing order to chaos, synthesizing insights, and driving decisive outcomes.
Preferred Qualifications, capabilities and skills
* Experience in the financial services industry, particularly within investment banking operations.
* Cloud computing: Amazon Web Service, Azure, Docker, Kubernetes, DataBricks, Snowflakes.
* Trust & Safety (T&S) fraud experience in payments, designing and deploying ML models for account takeover, transaction fraud, promotion abuse
$128.3k-195k yearly Auto-Apply 5d ago
TAS Senior Associate - Financial Due Diligence - Financial Services
RSM 4.4
Chicago, IL jobs
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
Responsibilities:
* Performs financial due diligence for clients who are acquiring and divesting businesses
* Participates in client meetings and site visits while interacting with top-level management to obtain pertinent information for financial analysis
* Prepares detailed financial and analytical analyses to help clients evaluate their acquisition decisions and financing requirements
* Uses various software tools as designated by the firm
* Interacts with the other functional areas of the practice including tax, audit and other consulting practices
Required Qualifications:
* A bachelor's degree, ideally with a major in accounting or finance
* Minimum of 2 years experience in an Audit or Transaction Advisory practice within a national or regional public accounting or consulting firm
* Excellent verbal and written communication skills
* Proficient with Microsoft Excel and Microsoft PowerPoint
* Ability to travel up to 10-15% locally and nationally
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $81,400 - $153,500
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
$81.4k-153.5k yearly Easy Apply 13d ago
Senior Associate - Healthcare Margin Improvement
RSM 4.4
Chicago, IL jobs
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
RSM's National Healthcare Consulting practice is searching for a SeniorAssociate - Healthcare Margin Improvement to join our team. As a Healthcare Margin Improvement Consulting Associate at RSM, you will work with various sized healthcare organizations across the spectrum of healthcare providers and receive hands-on client experience with direct access to clients at various management levels. At the start of your full-time position, you'll be assigned a "Career Advisor" who will help you establish your career goals.
RSM's Healthcare Margin Improvement Consulting group provides value added business performance improvement services to clientele and you will have the ability to be exposed to a wide variety of healthcare sectors and clients. Examples of projects include revenue cycle, clinical operations, supply chain, pharmacy, and managed care program assessments, service line optimizations, and implementation of strategic business plans to improve patient satisfaction, and the financial position of healthcare organizations.
Primary responsibilities include:
* Sit in on client meetings and support conducting consulting projects
* Preparing reports on consulting services performed for clients; delivering reports where appropriate and discussing results and recommendations with clients
* Traveling to client locations as requested to provide consulting services
* Completing client projects efficiently in accordance with the project timeline and critical dates
* Leveraging proficiency in Microsoft Excel, Word, and PowerPoint to analyze client information and document results and recommendations
* Opportunity to attend specific conferences, trainings, & meetings to continue professional development relevant to the role
Requirements/ Qualifications:
* B.A. / B.S. degree or equivalent from accredited university
* Three (3) or more years' experience as consulting associate with focus in healthcare or Five (5) or more years' industry experience in healthcare business analytics or business performance improvement
* Major in Business, Finance, Data & Analytics Preferred
* Minimum 3.0 GPA preferred
* Travel to assigned client locations may be required. Must have access to and ability to arrange for use of reliable modes of transportation to those locations
* Excellent written and verbal communication skills
* Strong computer skills, including MS Office
* Strong multi-tasking and project management skills
* Ability to work as an effective member of a team
* Must possess a high degree of integrity and professionalism
Certifications Preferred Not Required:
* Epic Electronic Health Record
* Epic (Electronic Health Record System)
* Epic Resolute
* Epic Cadence
* Epic Prelude
* Epic OpTime
* Epic Grand Central
* Oracle Health / Cerner (Electronic Health Record System)
* Millenium Patient Accounting
* Millenium Charge Services
* Millenium Registration
* Millenium Scheduling
* Millenium PowerChart
* Oracle RevElate
* Professional Certifications
* CRCR - Certified Revenue Cycle Representative (HFMA)
* CHFP - Certified Healthcare Financial Professional (HFMA)
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $81,400 - $153,500
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
$81.4k-153.5k yearly Easy Apply 15d ago
Experience Design Senior Associate
Jpmorgan Chase 4.8
Chicago, IL jobs
Contribute to innovative experience design, blending user needs with business goals in the dynamic environment of financial services. As an Experience Design SeniorAssociate in Consumer and Community Banking Technology Team, you will play a pivotal role in shaping the user experience of our products and services by leveraging your advanced knowledge of experience design principles. Collaborating with cross-functional teams, create innovative, inclusive, and accessible solutions that cater to a diverse range of users. As a core contributor, align user needs with business goals. Your strong understanding of the financial services industry and JPMC's IT systems will contribute to the continuous improvement of our offerings, navigating complex problems and driving strategic thinking. Your impact will be significant in the design, architecture, and functionality of our products, ensuring a seamless and enjoyable experience for our customers.
**Job responsibilities**
+ Design and develop elegant solutions to specific interaction problems and ensure consistency across multiple products and platforms while adhering to industry best practices
+ Apply advanced knowledge of information architecture and storyboarding to create user-centric designs that enhance navigation, findability, and overall user satisfaction
+ Conduct data-driven analyses to inform design decisions and use data to transform raw information into valuable insights to inform decision-making
+ Collaborate with cross-functional teams to incorporate inclusive design principles and accessibility guidelines to ensure our products and services cater to a diverse range of users
+ Operate with an iterative design mindset and incorporate user feedback and insights to continuously improve the overall user experience of our offerings
+ Assist in the analysis of market trends, user research studies, and user behavior analyses to inform design decisions and contribute to the team's strategic thinking
**Required qualifications, capabilities, and skills**
+ 3+ years in a user experience design or equivalent role dedicated to improving experiences with digital products and services
+ Proven ability to create visually appealing and functional designs using industry-standard tools (e.g., Figma, Sketch, or Adobe Creative Suite)
+ Demonstrated experience in designing and optimizing user experiences across multiple platforms, including web, mobile, and other digital channels
+ Previous experience interpreting complex data and transforming it into actionable insights for informed decision-making
+ Proficient understanding of inclusive design principles, accessibility guidelines, and assistive technologies, with a history of creating accessible and inclusive digital experiences
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
Chicago,IL $104,500.00 - $150,000.00 / year; NewYork,NY $114,000 - $165,000 / year
$114k-165k yearly 60d+ ago
Senior Operations Associate, Private Fund and CLO, Senior Associate
Guggenheim Partners 4.2
Chicago, IL jobs
Guggenheim is seeking a Senior Operations Associate to join our Asset and Entity Servicing team. This individual will be responsible for the modeling and ongoing maintenance of CLOs and Private Funds. The position requires close interaction with various parties including traders, client service support, custodian/trustee banks, fund administrators, legal counsel and credit analysts. This role will involve working in a dynamic team environment, presenting opportunities to further develop bank loan industry knowledge, and supports the Private Fund and CLO Operation team's objectives and initiatives. This position is located in our New York City office, full-time.
Responsibilities
Key Responsibilities
* Upon closing a CLO transaction, develop and maintain CLO model that provides testing guidelines and limits specified in Indentures by use of proprietary excel templates. Guidelines include overcollateralization, interest coverage and collateral quality tests. This includes revising the model as needed due to any amended terms that may occur post-closing
* Run pre-trade testing for proposed trades utilizing the CLO models and approve trades in Aladdin's Compliance Dashboard. Additional testing may occur based on the results of the proforma trade analysis
* Review and tie-out extensive data for trustee monthly and quarterly payment reports, which includes management and incentive fees
* Direct cash entries with loan reconciliation team for Wall Street Office and GPIM cash team for PAM on any cash activities unrelated to trading. Entries may include quarterly waterfall payments, any borrowings or margin calls, and paid expenses
* Advise corporate accounting of any management fees or Guggenheim reimbursable expenses that are expected with support such as management fee accrual calculations or invoices
* Provide daily CLO snapshots which includes KPI, positions summary, proforma quarterly distribution, redemption analysis, and transactions to portfolio managers and trade desk
* Assist team lead/VP with data collection for any ad hoc requests related to due diligence/RFP, audit, revenue and fee analysis
* Calculate and distribute monthly fee income offset file and coordinate signoff from fund and corporate accounting, portfolio management, legal, and client service
* Maintain borrowing base files for leverage facilities and facilitate any fundings or paydowns on the leverage as directed by portfolio management
* Monitor cash needs and submit borrowing requests for CLO warehouses which includes working closely with the loan closing team to manage expectations around loan settlements
* Refresh monthly private funds team metrics and quarterly QPR.
* Provide necessary information needed to produce 1099-MISC by compiling vendor payments and tax IDs for tax reporting on annual basis
* General fund oversight
* Calculate and signoff on waterfall calculations relating to Risk Retention vehicles
Qualifications
Basic Qualifications
* Undergraduate degree with at least 5 years of relevant work experience in investment management or financial services environment
* Proficient in the use of Microsoft Office Suite, specifically Excel
* Must be able to multi-task in a fast paced and challenging environment
Preferred Qualifications
* At least three years of CLO-related and/or structured product experience
* Knowledge of Wall Street Office, Aladdin, Allvue, and Bloomberg
* Strong analytical skills including ability to analyze and manage large sets of interconnected data and information
* Ability to design, document and assist in implementing processes
* Organized, detail-oriented and extremely thorough with strong problem-solving skills and demonstrated ability to take initiative
* Operational knowledge of both broadly syndicated and Middle Market CLO structures, leverage facilities, warehouses, and other structured products
* Ability to navigate legal documents such as Indentures, Credit Agreements, Loan Servicing Agreements, Collateral Management Agreements, etc.
We are not seeking agency assistance for this role.
We are unable to consider candidates who require current or future visa sponsorship for employment in the United States. Candidates must be authorized to work in the US without current or future visa sponsorship or transfer.
Salary Range
Annual base salary between
$120,000.00-$130,000.00
The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.
$120k-130k yearly Auto-Apply 14d ago
Cash Services - Reconciliation Sr. Associate
Guggenheim Partners Investment Management 4.2
Chicago, IL jobs
Guggenheim Investments is seeking an exceptional candidate to join its Investment Management Operations function. The Reconciliation SeniorAssociate is part of the Guggenheim Investments Portfolio Operations team and is responsible for ensuring that both cash and positions across assigned portfolios are accurate. The ideal candidate will be extremely organized while having the confidence and communication skills to effectively work in a team setting. A key aspect of the role is managing and liaising with counterparts at global custodians to minimize market risk, in addition to effectively communicating cross functionally with internal teams. The Sr. Associate role requires the ability to analyze upstream business processes and understand where gaps may exist and propose recommendations for process improvements.
This position is located in our Chicago office, full-time.ResponsibilitiesKey Responsibilities
Ensure that all cash is reconciled accurately, efficiently and on a timely basis
Monitor accurately cash balance positions for Trading Desks and Portfolio Managers
Work with internal and external parties in order to resolve breaks, identify root causes and expedite resolution
Ensure that all cash is accurate and reconciled across multiple internal systems including BlackRock Solutions, Wall Street Office, e-PAM and others as needed.
Monitor formal processes that ensure reconciliation processes meet standards established by internal and external auditors including SSAE 16 procedures
Qualifications
Basic Qualifications
4-5 years of experience in financial services industry, specifically back office operations and/or fund accounting
Ability to multitask and meet tight deadlines in a fast-paced environment, while maintaining accuracy and quality of work
Prior experience with one or more of the following
Fixed Income Instruments
Fund Accounting
Global Custodian Processes
Cash flows and transactions associated with securities (FI, EQ and Derivatives)
BlackRock Solutions and/or Wall Street Office
Bachelor's degree
Preferred Qualifications
Strong problem-solving skills and demonstrated ability to take initiative and critically analyze processes and procedures in a push toward constant improvement
Prior experience in an Asset Management, Private Equity, or Alternative Investment firm
Must have a strict attention to detail while able to prioritize issues appropriately
Team-oriented individual with ability to collaborate with a diverse range of groups
Desire to work in Investment Management space
Excellent data skills (Excel, Macros, Access, etc.) and system experience
We are not seeking agency assistance with this role
Salary Range
Annual base salary between
$105,000.00-$120,000.00
The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.
$105k-120k yearly Auto-Apply 9d ago
Sr. Associate, Data Governance
Banco Santander 4.4
Dallas, TX jobs
Sr. Associate, Data GovernanceCountry: United States of America
It Starts Here:
Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference.
If you are interested in exploring the possibilities We Want to Talk to You!
The Difference You Make:
The Sr. Associate, Data Governance for the Business/Operations domain will serve as a subject matter expert for designing end to end data governance structure for specific reporting and processes. They will liaise with business leaders and other stakeholders to ensure the delivery of quality products within the expected timeframes.
Collaborates with Operations leadership to identify and prioritize critical data elements (KDEs) impacting operational efficiency, risk mitigation, or compliance.
Serves as the primary liaison between the Operations department and the central data governance/IT teams to translate business needs into data requirements.
Completion of data management deliverables (Business Glossary, Data Dictionary, Data Lineage and Data Quality Business Rules) for priority data management initiatives.
Monthly reporting of Data Quality Business Rules results to Data Owners and assess root cause analysis for priority data quality defects.
Builds future state governance strategy and roadmaps; presents to senior leadership.
Identifies data governance gaps and assesses data governance maturity within a domain.
Facilitates resolution of data conflicts across lines of businesses.
Builds and sustains cross-functional relationships through consistent and predictable collaboration efforts.
Provides oversight through collaboration and/or development of supplemental guidance to ensure successful implementation of policy requirements.
Gathers critical information from meetings with various stakeholders to produce useful reporting working closely with department heads, technicians, and managerial staff.
Presents data, results, and/or recommendations from projects or process implementations to senior leadership as directed.
Prepares and analyzes extensive data for timely and accurate managerial reporting.
Identifies trends, advises management and recommends actions based on sound advise.
Ensures that solutions meet the business needs and adherence to company standards.
Provides guidance and direction to less experienced data analysts on data analysis and maintenance of data infrastructure.
Provides recommendations to complex business scenarios/problems.
What You Bring:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Bachelor's Degree or equivalent work experience: Finance, Economics, Computer Science, Mathematics/Statistics, Actuarial Science, or other equivalent field. - Required.
Master's Degree: Finance, Economics, Computer Science, Mathematics/Statistics, Actuarial Science, or other equivalent field. - Preferred.
9+ Years Audit, regulatory, compliance, operational, or financial experience with Data Governance - Required.
Advanced knowledge of data governance best practices, challenges, and approaches; metadata, data quality, and data stewardship.
Knowledge of regulatory compliance requirements in financial services industry.
Ability to comprehend processes and systems associated with data management; evaluate and understand business challenges; their technical implications, and potential solutions for implementation.
Ability to profile data to understand, assess, and improve data quality by discovering structure, content, and relationships, ensuring accuracy for analytics, and enabling better decision-making. Understanding of SQL/Python programming language preferred.
Ability to define, maintain, and enforce data quality rules and business glossaries for operational data (e.g. loan origination, servicing, payment processing, claims)
Understanding of data architecture, data models, BI platforms (Power BI), and integration with analytics/AI initiatives
Ability to interact with all levels of management and negotiate project priorities and deliverables.
Ability to work across multiple lines of business and facilitate large cross-functional meetings.
Strong project management skills.
Ability to interact with senior level management; experience interfacing with multiple levels of the organizational structure.
Ability to maintain and report on confidential information in an appropriate manner.
Ability to communicate at all levels with clarity, poise, maturity and precision both written and verbal.
Ability to exercise stakeholder confidentiality and discretionary judgment.
Ability to convey a sense or urgency and drive .
Ability to adjust to new developments/changing circumstances.
Ability to make effective decision making on complex matters.
Ability to lead, influence and direct peers, subordinates and management.
Results oriented; ability to work efficiently and meet strict reporting deadlines.
Self-directed, self-motivated and demonstrated experience providing ideas and solutions to further business understanding.
Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy.
It Would Be Nice For You To Have:
Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
Experience in Microsoft Office products.
What Else You Need To Know:
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Base Pay Range:
Minimum:
$101,250.00 USD
Maximum:
$170,000.00 USD
We Value Your Impact:
Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com)
Risk Culture:
We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.
EEO Statement:
At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander 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, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions:
Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
Employer Rights:
This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.
What To Do Next:
If this sounds like a role you are interested in, then please apply.
We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.
JobID: 210698617 JobSchedule: Full time JobShift: Day Base Pay/Salary: Jersey City,NJ $91,200.00-$140,000.00; Chicago,IL $83,600.00-$116,000.00 Be at the heart of transforming visions into market-ready products, while you navigate through and solve complex challenges. In this dynamic environment, you ensure smooth product delivery and support change initiatives, marking a significant step in your career growth and innovation journey.
As a Senior Product Delivery Associate in Commercial Card, you are trusted with enabling the delivery of products in a stable and scalable way. Work with cross-function teams, build key relationships, and enable the product to continuously deliver value.
Job responsibilities
* Collaborates with the Product Delivery Manager to execute on key delivery tasks and identify ways to boost efficiencies
* Supports the completion of change management activities across functional partners and monitors adherence to the firm's risk, controls, compliance, and regulatory requirements
* Raises blockers and other impediments to the Product Delivery Manager to manage dependencies and ensure adequate resources
Required qualifications, capabilities, and skills
* 3+ years of experience or equivalent expertise in product management or a relevant domain area
* Demonstrated performance in either product management or relevant domain area
* Experience executing operational management and change readiness activities
* Experience in product deployment processes
Preferred qualifications, capabilities, and skills
* Developed knowledge of the product development life cycle
$91.2k-140k yearly Auto-Apply 14d ago
Quant Analytics - Senior Associate
Jpmorgan Chase 4.8
Chicago, IL jobs
Join the Commercial & Investment Banking Finance & Business Management team as a SeniorAssociate, Quant Analytics. In this high-visibility role, you will partner with senior managers to deliver advanced analytics globally, supporting strategy and execution for Client Onboarding & Service. Develop your expertise in business processes and analytics to solve complex business challenges and drive impactful results.
As a SeniorAssociate in Quant Analytics, you will advance the business analysis and reporting agenda, create dashboards and reporting for capacity modeling, and deploy advanced analyses at scale. Your role involves extracting insights from data, building relationships with stakeholders, and delivering executive-level presentations.
**Job Responsibilities:**
+ Advance business analysis and reporting focused on insights delivery for staffing models, volume forecasts, cost modeling, and expense allocations.
+ Partner with Business & Analytics teams to create dashboards and reporting for capacity modeling and client costing.
+ Identify opportunities to deploy advanced quantitative and statistical methodologies at scale.
+ Develop a deep understanding of systems and processes to extract insights and recommend data quality enhancements.
+ Build trusted relationships with stakeholders, cross-functional partners, and leadership.
+ Create executive-level presentations using PowerPoint PitchPro+.
+ Analyze and interpret complex data to support business decision-making.
+ Recommend enhancements to improve data quality and analytics processes.
+ Support the execution of business modeling and analytics programs.
+ Collaborate with management teams to align analytics initiatives with business objectives.
+ Communicate findings and recommendations clearly to senior management.
**Required Qualifications, Capabilities, and Skills:**
+ Bachelor's degree in a quantitative or related field (Data Analytics, Computer Science, Finance, etc.).
+ Minimum 4 years of experience using data technology to solve complex business problems.
+ Hands-on expertise in multiple Business Intelligence toolsets and database platforms.
+ Tableau and SQL/coding experience.
+ Knowledge and experience with analytical, modeling, and statistical methodologies.
+ Strong quantitative and problem-solving skills with the ability to multi-task in a fast-paced environment.
+ Excellent interpersonal and communication skills.
+ Highly motivated, proactive attitude, with a passion to learn and an inquisitive personality.
+ Excellent problem-solving and critical thinking skills with the ability to interpret and present complex data.
**Preferred Qualifications, Capabilities, and Skills:**
+ Knowledge of Alteryx, Python/R, and Qlik Sense.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
Chicago,IL $95,000.00 - $135,000.00 / year
$95k-135k yearly 48d ago
Private Bank Recruiter Senior Associate
Jpmorgan Chase 4.8
Chicago, IL jobs
Our New Joiner Experience function is committed to delivering a complete candidate experience from the moment a candidate applies through their first 30 days with the company. As a SeniorAssociate Recruiter in Private Banking, you will ensure your clients are best positioned to attract, source and recruit top talent, both internally and externally. Your primary responsibilities include staffing the business with quality hires, providing strategic talent acquisition solutions and proactive pipelining for future needs. As a segment subject matter expert, you will manage the end to end recruitment lifecycle for roles within your segment.
**Job Responsibilities**
+ Qualify new requisitions, ensuring information is accurate and job descriptions align with global guidance
+ Lead requirement intake calls with hiring managers and offer guidance on the recruitment processes, controls and policies
+ Proactively map talent, create, add to, and manage candidate talent pools and operate as a specialist within your market
+ Source and pipeline qualified candidates through a wide variety of channels, supported by your aligned sourcing partner when required
+ Evaluate (screen), interview and present qualified candidates to hiring managers
+ Partner with the interview scheduling team to arrange candidate interviews with hiring teams
+ Provide a positive candidate experience with frequent and timely communication throughout the recruitment process; share manager feedback and appropriately disposition candidates in real time
+ Act as a subject matter expert, influencing decision making and effectively manage hiring manager and candidate expectations
+ Conduct pre-offer candidate calls and take ownership of offer negotiation and management
+ Liaise with hiring managers, human resources, and compensation partners to ensure appropriate offer approvals are in place
+ Present to and update senior client groups on recruiting activity and manage escalations effectively
**Required qualifications, capabilities, and skills**
+ 5+ years of experience working within a recruiter role either in-house or within a talent acquisition agency
+ Experience sourcing and pipelining talent
+ Demonstrate excellent client management skills
+ Demonstrated ability to build relationships and deliver a first class candidate experience
+ Excellent communication skills both written and verbal
+ Demonstrated ability to present recruiting activity to senior clients when required
+ Demonstrated ability to manage client expectations and escalations where appropriate
+ Good prioritization and organizational skills with the ability to multi-task
+ Demonstrated ability to work independently and as part of a wider team
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
Los Angeles,CA $88,350.00 - $130,000.00 / year; Chicago,IL $80,750.00 - $123,000.00 / year
$88.4k-130k yearly 60d+ ago
Senior Audit Associate
Pattillo, Brown & Hill, LLP 3.2
Waco, TX jobs
Benefits:
401(k)
Company parties
Competitive salary
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
Vision insurance
Wellness resources
Pattillo, Brown & Hill, L.L.P. is seeking a motivated and experienced Senior Audit Associate to join our Government Assurance, Consulting & Advisory practice. In this role, you will be an important part of our team, managing the day-to-day responsibilities on government audit engagements while mentoring staff and building strong relationships with clients.This opportunity is ideal for someone with a solid foundation in public accounting who enjoys working collaboratively and is ready to grow in leadership, client service, and technical depth. We are looking for someone who ensures audit accuracy and compliance, takes pride in coaching others, and contributes to our firm's continued success. Key Responsibilities
Lead the planning and execution of financial and compliance audits for local government entities
Supervise and mentor audit associates, providing guidance and support throughout each engagement
Maintain clear and professional communication with clients, team members, and audit leadership
Ensure work is performed in compliance with professional standards, policies, and procedures
Review workpapers and financial statements for completeness, accuracy, and alignment with reporting standards
Build trusted relationships with client personnel and serve as a dependable resource for accounting and audit guidance
Promote a collaborative, productive, and engaged team environment
Stay informed on changes to government auditing standards and industry trends
Qualifications
Bachelor's degree in accounting or related field required
CPA license preferred; candidates actively pursuing CPA certification will be considered
Minimum of 2 years of public accounting experience, preferably with government or nonprofit entities
Strong project management skills and the ability to balance multiple priorities
Effective leadership and collaboration abilities
Excellent verbal and written communication skills
Technical Proficiency
Proficiency in Microsoft Office applications including Excel, Word, and PowerPoint
Experience with CCH ProSystem fx Engagement is helpful but not required
Why PB&H?At Pattillo, Brown & Hill, we believe in innovation, integrity, and balance. These values shape how we serve our clients and how we support each other. We are a collaborative and high-performing team that enjoys what we do and celebrates our shared success. If you are looking to grow professionally and work in an environment where people care about doing great work together, we encourage you to apply.
This role offers hybrid flexibility available based on performance and operational needs. Compensation: $70,000.00 - $85,000.00 per year
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
$70k-85k yearly Auto-Apply 60d+ ago
Senior Audit Associate
Pattillo, Brown & Hill, LLP 3.2
Waco, TX jobs
Job DescriptionBenefits:
401(k)
Company parties
Competitive salary
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
Vision insurance
Wellness resources
Pattillo, Brown & Hill, L.L.P. is seeking a motivated and experienced Senior Audit Associate to join our Government Assurance, Consulting & Advisory practice. In this role, you will be an important part of our team, managing the day-to-day responsibilities on government audit engagements while mentoring staff and building strong relationships with clients.
This opportunity is ideal for someone with a solid foundation in public accounting who enjoys working collaboratively and is ready to grow in leadership, client service, and technical depth. We are looking for someone who ensures audit accuracy and compliance, takes pride in coaching others, and contributes to our firm's continued success.
Key Responsibilities
Lead the planning and execution of financial and compliance audits for local government entities
Supervise and mentor audit associates, providing guidance and support throughout each engagement
Maintain clear and professional communication with clients, team members, and audit leadership
Ensure work is performed in compliance with professional standards, policies, and procedures
Review workpapers and financial statements for completeness, accuracy, and alignment with reporting standards
Build trusted relationships with client personnel and serve as a dependable resource for accounting and audit guidance
Promote a collaborative, productive, and engaged team environment
Stay informed on changes to government auditing standards and industry trends
Qualifications
Bachelors degree in accounting or related field required
CPA license preferred; candidates actively pursuing CPA certification will be considered
Minimum of 2 years of public accounting experience, preferably with government or nonprofit entities
Strong project management skills and the ability to balance multiple priorities
Effective leadership and collaboration abilities
Excellent verbal and written communication skills
Technical Proficiency
Proficiency in Microsoft Office applications including Excel, Word, and PowerPoint
Experience with CCH ProSystem fx Engagement is helpful but not required
Why PB&H?
At Pattillo, Brown & Hill, we believe in innovation, integrity, and balance. These values shape how we serve our clients and how we support each other. We are a collaborative and high-performing team that enjoys what we do and celebrates our shared success. If you are looking to grow professionally and work in an environment where people care about doing great work together, we encourage you to apply.
This role offers hybrid flexibility available based on performance and operational needs.
Support scalable product delivery, streamline processes, aid change initiatives, uphold compliance, and resolve delivery impediments Be at the heart of transforming visions into market-ready products, while you navigate through and solve complex challenges. In this dynamic environment, you ensure smooth product delivery and support change initiatives, marking a significant step in your career growth and innovation journey.
As a Senior Product Delivery Associate on Receivables Online, you are trusted with enabling the delivery of products in a stable and scalable way. Work with cross-function teams, build key relationships, and enable the product to continuously deliver value.
**Job responsibilities**
+ Collaborates with the Product Delivery Manager to execute on key delivery tasks and identify ways to boost efficiencies
+ Supports the completion of change management activities across functional partners and monitors adherence to the firm's risk, controls, compliance, and regulatory requirements
+ Raises blockers and other impediments to the Product Delivery Manager to manage dependencies and ensure adequate resources
+ Develop content that highlights value proposition for delivery through training, marketing, communications, process & procedures, and standardized proposal content
+ Coordinate internal and external communications about product updates while maintaining product and system documentation
+ Review and certify monthly billing activity to ensure accuracy and completeness of revenue capture
+ Produce data driven analysis to maximize revenue opportunities
+ Cultivate partnerships and collaborate across stakeholders, including Operations, Technology, Implementations, Sales, and Service to assure alignment
+ Oversee agile product development processes, including sprint planning, backlog grooming, and release management
**Required qualifications, capabilities, and skills**
+ 3+ years of experience or equivalent expertise in product management or a relevant domain area
+ Demonstrated performance in either product management or relevant domain area
+ Experience executing operational management and change readiness activities
+ Experience in product deployment processes
+ Excellent time management and is a self-starter with the ability to deliver results on-time
+ Excellent verbal and written communication skills
**Preferred qualifications, capabilities, and skills**
+ Developed knowledge of the product development life cycle
+ Stay current with emerging Fintech technologies and Receivables industry trends, integrating relevant advancements into product strategy.
+ Experience working with agile methodologies and tools (JIRA, Confluence)
+ Demonstrated ability to engage directly with clients, understand their needs, and resolve complex issues efficiently
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
Chicago,IL $83,600.00 - $116,000.00 / year
$83.6k-116k yearly 48d ago
Payroll, Senior Associate
Pimco 4.9
Austin, TX jobs
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.
The Sr. Payroll Associate is a key member of the HR Global Payroll team, responsible for supporting payroll processing across the Americas and Asia Pacific regions. Reporting to the VP, Global Payroll Manager, this role supports timely, accurate and compliant payroll operations for multiple countries, including system enhancements and process improvements.
Primary responsibilities (including the following, other duties may be assigned)
* Support the timely and accurate processing of monthly payrolls for 3-4 countries in the Asia Pacific region and operational support for payrolls in the Americas.
* Perform regular data and system audits to ensure data integrity and compliance.
* Collaborate with payroll team and vendors to identify system enhancements, formulate requirements and participate in testing.
* Partner with cross-functional teams (HR, Accounting, Finance, IT, etc.) to identify and implement process improvements, driving operational excellence and risk mitigation.
* Respond to payroll inquiries from management, employees and third party vendors in a professional and timely manner.
* Assist the Payroll Manager with Workday and ADP systems projects, including business process changes and system implementations.
* Stay current on payroll regulations, compliance requirements and best practices.
* Provide operational support during cross-training initiatives and payroll-related projects.
Qualifications
* Minimum of 4+ years of HR and international payroll experience, with specific experience in U.S. and Asia Pacific payrolls.
* Hands-on experience with payroll systems such as Workday Payroll, ADP Streamline and/or ADP Celergo; including exposure to system implementations and conversions.
* Strong analytical, organizational and problem-solving skills, with keen attention to detail.
* Self-motivated, proactive and capable of working independently in a dynamic environment.
* Excellent written and verbal communication skills, with the ability to collaborate effectively across global teams.
* Proficiency in Microsoft Excel (pivot tables, VLOOKUP, etc.).
* Demonstrated ability to handle confidential information with discretion and professionalism.
* Knowledge of payroll best practices, federal and state regulations.
* Strong interpersonal skills, negotiation abilities and adaptability.
* Experience with expatriate and partnership payroll administration a plus.
Education and Certifications
* Bachelor's degree required.
* Certified Payroll Professional (CPP) or similar HR/payroll certification a plus.
PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.
Hourly Rate Range: $ 48.08 - $ 54.09
Equal Employment Opportunity and Affirmative Action Statement
PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.
Applicants with Disabilities
PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.