Partners Group LTD Jobs

** Private Equity Partnerships Investments - Content Expert (Senior Analyst)** We are one of the largest global private markets investment managers, serving over 800 institutional investors worldwide. We have USD 149.2 billion in assets under management and more than 1800 professionals across 20 offices worldwide. Partners Group is an equal opportunity employer committed to cultural diversity. **What it's about** Content Experts support the capital raising efforts related to Partners Group's Private Equity Partnerships platform (secondary, primary, and co-investments) by creating the full spectrum of business development content, such as pitchbook, teaser, private placement memorandum (PPM), due diligence questionnaires (DDQ), request for proposal (RFP) responses, investor letters, multimedia (videos, social media), product update presentations, presentations for due diligence events, and broader educational material for the asset class. They convey our messaging and position us through our marketing materials consistently. To strengthen our business development activities in the Private Equity asset class, we are hiring an additional senior analyst level content expert, to be based in Denver. Key activities: * Understand and analyze global private equity market and Partners Group Portfolio investments to craft content used for marketing materials, portfolio reports, and other deliverables in support of capital raising activities. * Collaborate closely with Partners Group's private equity partnership investment team and sales team to maintain mastery of product offerings, Partners Group portolios and current private equity market trands. * Utilize data tools and AI to update pitchbooks and client content pertaining to Partners Group private equity products. * Prepare compelling content for client publications and events, including due diligence days, investor calls and educational events, among others. * Leverage Partners Group data systames and investment due diligence materials to respond to client requests relating to private equity-focused programs. * Take responsibility in projects to support the growth and development of Partners Group's private equity partnership investments marketing business unit. **What we expect** * Minimum 2 years of relevant experience and demonstrated success in a similar role in the financial industry: investment banking, financial advisory, management consulting, or experience in the investment management industry is a plus * Strong academic credentials with a post-secondary degree, ideally in a business or finance field * A strong understanding of and interest in private equity investments, private markets, portfolio management, institutional investment, and associated trends * Excellent ability with Microsoft Office tools, specifically Word, PowerPoint, Excel, and Outlook, with a strong foundation of project management skills * Strong writing skills, flawless command of written English and a solid understanding of the financial industry/private markets. Exceptional verbal and written communication and interpersonal skills. * Ability to work within a matrix organization with numerous stakeholders and a global team that is spread out across several offices. * Passionate, highly motivated with a proven ability to handle high workload with no errors. **What we offer** Partners Group is a global financial institution that retains the culture, pace and agility of a start-up. As a growing firm, we are committed to attracting, developing and retaining the very best talent, by offering a workplace where results are truly recognized and rewarded. Our offerings include: * Professional, international, and high-performing work-environment * Challenging, rewarding career within a growing company * Collaborative environment, with on-the-job training and mentorship opportunities * Competitive benefits and wellness package, including medical, dental and vision coverage * 401k (Roth and pre-tax options) with company-match * 25 vacation days, and 13 holidays annually * One-month sabbatical after every five years of service * Company paid life and disability insurance * Education assistance program * Lunch stipend * Domestic and international events, including offsites and volunteer opportunities Partners Group compensation has a long-term outlook and philosophy, and our total compensation emphasizes performance based long term incentives. Base pay range for this role is $80,000 - 106,000 (the offered amount will be based on location and the candidate's experience) and a performance-based bonus and equity are additional parts of the total compensation package. Make an impact on the organization by taking a leading role in the growth of our US business. Our working environment is humble, inclusive and transparent; the structure of the firm is flat. ********************* Please be aware, fraudsters may pose as Partners Group recruiters. All genuine representatives can be identified by a verified sign on their LinkedIn profiles. If you suspect fraud or have doubts, contact us immediately at ******************** **Job Segment:** Private Equity, Investment Banking, Equity, Management Consulting, Social Media, Finance, Management, Marketing

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit ********************** ABOUT PARAMETRIC Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings. This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week. ABOUT THE TEAM The Quality Assurance team at Parametric: * We work among agile development/delivery teams to test and deliver custom software used by Parametric business users and customers * We are integral to ensuring software and system quality through understanding business requirements, test planning, test automation, test execution and acceptance testing ABOUT THE ROLE As a QA Engineer, you will be responsible for testing proprietary software solution, design, build and support of Test Automation software. You will be integrated with a project Team to deliver strategic and tactical enhancements to Parametric's proprietary software suite. You'll also collaborate with other technology teams in the organization as necessary, including Infrastructure, DevOps, InfoSec and Release Management. PRIMARY RESPONSIBILITIES * Design, implement and maintain Test Cases and Test Plans for Parametric's proprietary software * Design, implement and maintain Automated Test Suites for Parametric's proprietary software * Perform functional, exploratory, user acceptance testing and automated testing as part of Software Development Lifecycle and Release Process * Provide thought and practice leadership in Testing excellence among Software Development and Testing peers * Strive to develop and conduct software testing with high standards, thinking about engineering excellence. * Learn and contribute to development across the entire stack (backend, DB, front end, UI) * Engage in a highly collaborative team environment including business partners and product owners * Contribute to high-velocity delivery with safety; enable agility and iterative changes to the UI and product design JOB REQUIREMENTS * Bachelor's degree * 3+ years of software testing and test development experience * Strong communication skills * Well-versed in all testing methodologies (black box, white box, system, functional, exploratory and automated testing) * Ability to quickly understand complex business problems * Proven experience building high quality and comprehensive test plans and test cases custom software * Proven experience testing web applications, web apis and data driven applications * Proven experience designing and implementing automated test suites * Proven experience with CI/CD pipelines * Experience in an Agile delivery environment * Strong SQL coding and debugging skills * Experience with service oriented architectures a plus * Experience with cloud platform services a plus Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services. Salary range for the position: $70,000 - 150,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Share CL Sr Account Representative - CO - 2 of 2 with a friend via e-mail General Description: Assist Sales Executive and Account Manager in service and retention of Commercial clients. Responsibilities: * Provides internal assistance to 2-4 Commercial Lines Account Managers. * Processes client policies, endorsements, audits, cancelations, and restatements. * Review commercial lines insurance policies to ensure accuracy. * Maintains accurate information in agency management systems. * Requests information from insurance carriers such as loss runs and endorsement changes. * Processes renewal certificates and insurance holder updates. * Assists in preparation of summary of insurance documents and finance agreements, as needed. * Assists Account Manager in preparing documents for client renewals. * Assists in invoicing clients, including complex client invoicing. * Assists Account Management team in delivering client service and meeting client retention goals. Knowledge, Skills and Abilities: * Entry-level position; college degree preferred * Must be willing to earn Property & Casualty insurance license * Detail-oriented and prioritizes accuracy * Comfortable with internet-based programs and Microsoft Office products * Ability to work in a team environment * Resourceful, eager to learn new concepts and further professional development * Open to feedback and coaching #L/I-JN1 #L/I-hybrid With more than $2.5 billion in revenue and over 10,000 associates across 200+ offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs. We invite you to learn more about what makes USI an exceptional place to work! **Unrivaled Resources and Support** What truly distinguishes USI as a premier insurance brokerage and consulting firm is the , a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE represents Omni, Network, Enterprise-the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact. **Industry-Leading Programs, Rewards, and Recognition** In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need. **Deep Community Engagement** We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects - to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint - we're working to build a better future. **Committed to a Diverse, Equitable, and Inclusive Workplace** Our award-winning diversity, equity, and inclusion program educated our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture. **Nationally Recognized as a Top Insurance Employer** * Recognized as one of Insurance Business America's Top Insurance Employers for six consecutive years (2018-2023). * Named to Business Insurance's annual list of the Best Places to Work in Insurance four years in a row (2020-2023). * Recipient of the American Heart Association's Gold Status for a maintaining a culture of health and well-being five years in a row (2018-2022). * Visit our for a complete list of industry awards and recognitions! *USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time .* **Salary Range: $65,000 - $70,000** **This is a bonus-eligible position with a target incentive of 5%** **Applications accepted through 12/31/2024** **Salary Range: $65,000 - $70,000** **This is a bonus-eligible position with a target incentive of 5%** **Applications accepted through 12/31/2024** Job ID: 29258 Notice to 3rd Party Recruiters Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. USI Insurance Services LLC ("USI") will not accept submission of any resumes or referral of any candidates to USI by any external recruiter or recruitment agency by any means (including via Internet, e-mail, fax, U.S. mail and/or verbal communications) without a written contract for a specified position properly executed by an authorized member of the USI Talent Acquisition team. Any information submitted relating to any such individuals will become the property of USI, and USI will not be responsible for, or owe any fees associated with, the submission of any such information or referral of any such candidates. We endeavor to make this site accessible to any and all users. If you would like to contact us, please email ******************

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit ********************** ABOUT PARAMETRIC Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings. This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week. GENERAL DESCRIPTION This position provides overall management of the daily operations of the Parametric New York Office. They are responsible for managing office communications and facilitating key tasks, procedures for various departments. Duties include communicating with department heads, relaying important information or policy changes from upper management, and implementing incentives to enhance employee productivity. This position is a contributing member to the office management and business administration team across all Parametric locations. PRIMARY RESPONSIBILITIES * Perform facility and office support functions as first point of contact for all employees, clients, vendors, and other external partners in the New York office. * Serve as point person with building management and Morgan Stanley Corporate and Facilities Services Team on any suite needs (e.g. carpet cleaning, lighting, and organization) * Maintain general office functions, including office, kitchen supply inventory and ordering, performing regular office rounds to ensure office machines are in order * Identify opportunities for process and office management improvements, and design and implement new systems. Develop office policies and procedures, and ensure they are implemented appropriately, reporting progress as applicable. * Manage the office occupancy, assign, and enforce seating standards * Address employees' queries regarding office management issues (e.g., stationery, hardware, visitors, and travel arrangements) * Manage the building and systems access with the building and maintain security awareness, including managing the keycard process * Prepare and ship all outgoing materials; (US Mail, UPS, and FEDEX). Process and log incoming deliveries; (US Mail, UPS, FEDEX) and open, sort and distribute incoming correspondence. * Ensure that conference rooms are organized and tidy * Ensure that employee experience events, Town Halls, new employee onboarding, and departmental meetings and events are coordinated and supported in the office. Arrange for space booking, technology, ensure supplies are available and that all elements of the event are supported for a positive employee experience. * Support communication efforts by authoring or editing office or company-wide communications. * Order repairs for office equipment and maintenance, connecting with and escorting vendors and monitor and order/manage as required * Receive and coordinate payments of vendor bills, ensuring that all items are invoiced and paid on time, * Provide back-up to the Business Administration department and other duties as assigned to meet business needs. JOB REQUIREMENTS * Bachelor's degree in business administration, facilities management, or a related field or comparable combination of education and experience. * 3+ years' experience in office management or similar office/property administration that demonstrate a knowledge of Office Administration responsibilities, systems, and procedures. * Hands on experience with office equipment (e.g. fax machines and printers) * Proficiency in MS Office applications (PowerPoint, Outlook, Excel, Word) * Strong interpersonal and relationship building; establishes rapport with colleagues and fosters a positive office environment. * Excellent written and verbal communication skills. * Financial know-how and the ability to manage budgets, track expenses, and ensure financial compliance. * Strong attention to detail, accuracy, and thoroughness. * Brings enthusiasm, creativity, patience, good judgment, and flexibility to their work * Confidence to take initiative and make decisions proactively; anticipates problems and challenges before they happen * Experience in exercising sensibility, discretion, and diplomacy in handling all matters, information, and relationships (including confidential or sensitive information) * Must be willing and able to work flexible hours, under tight deadline with pressure and on short notice Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services. Expected base pay rates for the role will be between $70,000 and $150,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet

Share CL Team Lead - CO with a friend via e-mail General Description: Responsible for managing the operational activities of the unit/department in order to ensure consistent standards of service and professionalism. Required to perform essential functions and meet service standards, Best Practices, and Risk Management Quality Control standards developed by USI. Individual in this position may also have responsibilities handling a book of business and adhere to Account Manager Position description, as well. Responsibilities: * Provide technical expertise in coordinating the inside service of new and existing clients through sales, account development, and problem solving in accordance with the objectives and procedures based on USI Core Values and Standards. * Expertise in understanding the USI ONE Advantage; Stewardship process and deliverables identified via the OMNI engine. Contribute information and ideas during strategy meetings. * Respond to client requests for information, documents, and general insurance inquiries. Handle all aspects of Commercial Lines Property & Casualty Insurance. Occasional outside service visits, to the client, may be required. * Maintain quality control of renewal expirations, avoid any lapse in coverage. Ensure team members are addressing renewals in a timely manner. * Monitor adherence to service standards through Key Performance Indicator (KPI) reporting. * Produce and monitor various monthly reports to ensure all policies have been renewed in a timely manner, invoicing is completed in accordance with Best Practices, review team members open items, workloads and backlog. * Identify, plan and resolve routine department coverage and workload issues. Take necessary action to resolve issues. * Perform periodic quality audits, when necessary. * Maintain client files accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures and best practices. Maintain a high degree of accuracy in agency management and document management systems. * Responsible for management of 2 or more employees. * Responsible for interviewing, hiring, training and development of the team. * Manage employees through performance reviews, performance improvement plans, setting priorities, developing work plans and schedules, handling department issues, recording time and attendance and approval of expense reports. * Other projects or duties, as needed. Knowledge, Skills and Abilities: * 5+ years experience in Commercial Property & Casualty Insurance Agency along with comprehensive understanding of all Property & Casualty insurance coverage's, underwriting and rating concepts. * High School Graduate. College degree preferred, but not required. * Prior managerial experience preferred, but not required. Ability to manage others effectively. * Must hold state Property & Casualty insurance license or willing to obtain one within an agreed upon timeframe. * Hold an industry designation such as ARM, CIC, and CPCU or expected to further industry knowledge through courses with intent to pursue an industry designation. * Ability to carry out complex tasks with many concrete and abstract variables. * Must be comfortable with internet based programs as well as intermediate knowledge of Microsoft office products. Knowledge of Sagitta/ImageRight preferred, but not required. * Ability to work in a fast paced environment with minimal instruction and a high degree of accuracy. * Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities. * Maintain a cordial and effective relationship with clients, co-workers, carriers, vendors and other business contacts. Ability to work in a team environment. * Keep informed regarding industry information, new product information, legislation, coverage's and technology to continuously improve knowledge and performance. * Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company. #L/I-JN1 #L/I -hybrid With more than $2.5 billion in revenue and over 10,000 associates across 200+ offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs. We invite you to learn more about what makes USI an exceptional place to work! **Unrivaled Resources and Support** What truly distinguishes USI as a premier insurance brokerage and consulting firm is the , a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE represents Omni, Network, Enterprise-the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact. **Industry-Leading Programs, Rewards, and Recognition** In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need. **Deep Community Engagement** We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects - to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint - we're working to build a better future. **Committed to a Diverse, Equitable, and Inclusive Workplace** Our award-winning diversity, equity, and inclusion program educated our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture. **Nationally Recognized as a Top Insurance Employer** * Recognized as one of Insurance Business America's Top Insurance Employers for six consecutive years (2018-2023). * Named to Business Insurance's annual list of the Best Places to Work in Insurance four years in a row (2020-2023). * Recipient of the American Heart Association's Gold Status for a maintaining a culture of health and well-being five years in a row (2018-2022). * Visit our for a complete list of industry awards and recognitions! *USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time .* **Salary Range: $110,000 - $135,000** **This is a bonus-eligible position with a target incentive of 10%** **Applications accepted through 12/31/24** **Salary Range: $110,000

Wealth Management Branch Examiner - Remote Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Professionals within Legal and Compliance provide a wide range of services to our business units. They might help to structure a complex and sensitive cross-border transaction; advise on a new product introduction; develop a training program or defuse an investor dispute. They preserve the firm's invaluable reputation for integrity and protect the firm from sanctions with policies and procedures that meet regulatory requirements around the world. They also strive to maintain cooperative relationships with governmental policy makers and the regulatory and self-regulatory agencies that govern the firm's businesses. Morgan Stanley is seeking a strong candidate for its Wealth Management Branch Examination team. The ideal individual will be responsible for the oversight and independent execution of branch examinations in retail branch locations. Primary Responsibilities: * Perform risk-based inspections of retail branch offices, including evaluating books and records, testing for sales practice compliance, money movement, and assessing the effectiveness of supervisory processes and procedures. * Perform pre-exam testing by analyzing risk assessments, establishing sample selection criteria, testing selected samples per departmental procedures and reviewing relevant documentation. * Conduct onsite branch inspections, review electronic and physical reports and documents, and interview financial advisors, support staff and branch management. * Leverage your expertise and judgment to evaluate testing results and assess the adequacy and effectiveness of the branches control environment. * Hold meetings with branch management to discuss preliminary findings, identify root causes of noted issues, and obtain formal responses to exam results. * Collaborate with local management and key personal to address identified business risks and policy violations and develop comprehensive corrective action plans to facilitate the timely remediation of identified issues. * Collaborate with branch examination management to assess whether a branch office complies with regulatory requirements and Firm policies and procedures. * Oversee multiple examinations and projects concurrently. * Maintain up-to-date knowledge of industry and regulatory changes. Skills Required: * Knowledge of the Financial Services Industry * Prior examination or testing experience a plus * Team-oriented with the ability to interact with diverse remote teams, branch staff and management * Strong communication, detail oriented, analytical, critical thinking and organizational skills * Objectivity with the skill to make independent decisions associated with Compliance testing procedures * Enthusiastic, disciplined and self-motivated * Ethical standards, sound judgment and integrity * Domestic travel approximately 30 to 40% required * 3+ years Financial Services Industry Experience * FINRA licenses a plus Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). Maryland: Salary range for the position: $75,000 - $120,000 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit ********************** ABOUT PARAMETRIC Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings. This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week. GENERAL DESCRIPTION Manages structured equity portfolios maximizing tax efficiency while tracking an index. Portfolio managers act as investment engineers - creating portfolios using optimization software to implement firm's quantitative-based strategy. The Associate Portfolio Manager must continually measure performance, manage risk and control costs. PRIMARY RESPONSIBILITIES - Construct optimized equity index portfolios for separate accounts - Rebalance and transition portfolios to maximize tax-efficiency - Construct custom benchmark data - Monitor index changes and corporate actions - Generate after-tax return data for both portfolios and benchmarks - Performance attribution - Respond to client requests for analysis - Interact across teams including Technology, Research, Marketing, Client Service, Operations - Participate in process improvement and technology development efforts. JOB REQUIREMENTS - Bachelor's (4yr) degree w/ concentration in finance, accounting, engineering or related quantitative focus - Preferred 4 years professional experience in investment management or similar - Significant progress towards a CFA, MBA and/or another credential relevant to investment management or finance strongly preferred - Strong mathematical and analytical skills - Familiarity with academic financial theory and applications - Working knowledge of equity risk models and portfolio optimization preferred - Analytical writing ability Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services. Salary range for the position: $70,000 - 150,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** **Asset/Investment Management* **Title:** *Associate Portfolio Manager - Parametric* **Location:** *Washington-Seattle* **Requisition ID:** *3260023* **Other Locations:** *Americas-United States of America-Minnesota-Minneapolis, Americas-United States of America-Georgia-Alpharetta, Americas-United States of America-Massachusetts-Boston*

**What it's about** Partners Group is seeking an Operations Support Professional to join its Private Wealth Client Solutions team based in [New York]. In this position, you will be responsible for servicing our existing client relationships by supporting our team's operations efforts, specifically within private wealth. In addition, you will be working closely with the fund administrator to ensure a smooth client experience. The successful candidate must demonstrate effective time and project management skills, be detail and process oriented, and have strong written and interpersonal skills. **Responsibilities:** * Acting as subject matter expert for assigned programs and respond to internal and external requests * Daily inquiry management, ensuring all requests are responded to timely and accurately * Addressing client service needs, including product information requests, transaction assistance and distribution of offering documentation * Assisting clients and financial advisors with operational fund inquiries * Working closely with clients and fund's administrator to coordinate subscription, redemption and transfer processes * Preparing standard and ad-hoc product reporting as needed * Assisting with year-end audit process and quarterly reports to Fund Board of Managers * Overseeing product compliance including proper documentation of processes and procedures * Taking responsibility of projects to support the development and growth of the team * Collaborating with internal teams including product management, structuring, legal and compliance * Solving complex client issues and maintaining a level of excellent client service **What we expect** * 2-4 years of experience in financial services, transfer agency, operations, fund administration, or related industry * Superior organizational, written, oral, time management and analytical skills with consistent attention to detail * BA/BS in finance, business, economics, communications, or a related field * Ability to communicate effectively as well as advanced Excel and PowerPoint skills * Project management skills, the ability to work under tight deadlines and setting appropriate priorities while maintaining a high standard * Superior attention to detail. Ability to pull together ideas to make a convincing argument. * Entrepreneurial, professional, proactive and motivated personality * Ability to work collaboratively in a team-oriented environment and be able to handle different constituencies across the firm **What we offer** Partners Group is a global financial institution that retains the culture, pace and agility of a start-up. As a growing firm, we are committed to attracting, developing and retaining the very best talent, by offering a workplace where results are truly recognized and rewarded. We offer a fantastic opportunity with a robust benefits package that includes: * Professional, international working environment * Challenging, rewarding career within a growing company * Collaborative environment, with on-the-job training and mentorship opportunities * Competitive benefits and wellness package, including medical, dental and vision coverage * 401k (Roth and pre-tax options) with company match * 25 vacation days and 12 holidays annually * One-month sabbatical after every five years of service * Company paid life and disability insurance * Education assistance program * Lunch stipend * Fun office and team events, including volunteer opportunities to connect with and help our local communities * Partners Group compensation has a long-term outlook and philosophy, and our total compensation emphasizes performance based long term incentives. Base pay range for this role is $90,000 - 110,000, and a performance-based bonus and equity are part of the total compensation package Make an impact on the organization by taking a lead role in the growth of our US business. Our working environment is humble, inclusive and transparent, and the structure of the firm is flat. At Partners Group, we thrive on new ideas for the benefit of our clients, our employees and our community. We are proud to be an equal opportunity employer and support diversity of perspectives. ********************* Please be aware, fraudsters may pose as Partners Group recruiters. All genuine representatives can be identified by a verified sign on their LinkedIn profiles. If you suspect fraud or have doubts, contact us immediately at ********************

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit ********************** ABOUT PARAMETRIC Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings. This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week. GENERAL DESCRIPTION The Operations Analyst is responsible for reconciling portfolios, resolving trade, currency, and corporate action discrepancies with our custodians. This role will also be responsible for client and third party reporting and other duties as assigned and ensuring processes and procedures are accurately documented. PRIMARY RESPONSIBILITIES - Reconciling client portfolios against custody statements/downloads/websites - Resolving variances in a timely manner - Ability to understand risk and to escalate as appropriate - Documentation of written processes and procedures - Must be comfortable with working with large datasets in MS Excel. Must be able to manage and organize datasets of 100,000 rows of data. Must be an expert at basic Excel functionality (copying, pasting, setting up different views, sorting, and similar functionality) - Analyzing corporate action events and when necessary entering transactions into the accounting system - Record Keeping/Maintenance of client records and files - Internal and External Reporting - Communicating with a variety of internal and external parties to effectively resolve issues - Resolves issues quickly with a sense of urgency - Must be able to prioritize work and ongoing initiatives during times of peak activity JOB REQUIREMENTS - Bachelor's (4yr) degree w/ concentration in Finance or Accounting or related area of study - Competent in Microsoft Office programs (Outlook, Word, Excel) - Exceptional interpersonal skills - Ability to ensure that work output is accurate and complete, using defined methods to check accuracy - Ability to work independently without direct supervision - Well organized, self-starter with the ability to analyze information - Ability to plan, prioritize, and meet deadlines - Experience with VBA and Excel macros or other technology a plus - Advent APX & SQL experience a plus Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** **Asset/Investment Management* **Title:** *Operations Analyst - Parametric* **Location:** *Massachusetts-Boston* **Requisition ID:** *3262671* **Other Locations:** *Americas-United States of America-Georgia-Alpharetta*

Share Internal Underwriting Specialist Property & Casualty- Mountain Region with a friend via e-mail **General Description**: Determine whether prospective client accounts can be placed within existing underwriting programs and/or market carrier partners. Identify and arrange for appropriate insurance coverage through accessible brokerage and underwriting markets. **Responsibilities:** * Market, quote, and bind new and renewal business directed to the internal underwriting and/or brokerage team. * Identify the appropriate market, price, coverage, terms, and conditions for internal clients. * Identify the need, order, and evaluate additional risk assessment information. * Evaluate quotes and contract provisions offered by insurance markets. Present pricing and terms. * Take policy to completion with recommending and binding coverage, invoicing, and policy issuance. * Develop and maintain relationships with internal resources and existing insurance carriers. * Build relationships with new insurance carriers. * Ensure a high degree of accuracy in agency management systems. * Engage in professional development and relevant industry training. * If position requires servicing and/or underwriting direct client responsibilities (verses indirect), Property & Casualty and/or appropriate business licensure is required. * Keep informed about industry information, technology, and trends. **Knowledge, Skills and Abilities:** * 5 years + of Property & Casualty insurance experience. * 3-5 years of wholesale contract bind underwriting * College degree preferred. High school diploma or graduate equivalent degree required. * Working knowledge of Microsoft Office suite of products. * Ability to meet established performance and revenue targets. * Ability to provide market intelligence, consultation, and client-specific assistance to inside sales associates. **Physical Demands** Work is performed in a climate-controlled office environment with minimal noise and limited to no exposure to chemicals or toxins. Employees operate office equipment including telephone - headset, computer, computer monitors, keyboard, mouse, copier, scanner, and mail machine. Physical tasks of job include walking, sitting, standing, and bending. **Analysis of Physical Demands:** * Constantly (over 66% of time) work performed requires employees to use repetitive hand motions such as typing, using a keyboard, and sitting at a desk. * Frequently (34%-66% of time) work performed requires employees to handle and grasp things, walk on normal surfaces, stand, and bend. * Occasionally (1%-33% of time) work performed requires employees to drive to client appointments, have repetitive foot movements, walk on uneven or slippery surfaces to and from work and occasionally reach outward to grab things and bend. * Rarely (< than 1 hour per week) work performed requires lifting/carrying items that range from 10-50lbs, pushing/pulling items that range from 10-50lbs, twisting/turning including reaching over shoulder or above head, kneeling or squatting. #LI-AG3 #LI-Remote *USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time .* Salary Range: $80,000 - $90,000 (depends on experience) This is a bonus-eligible position with a target incentive of 10%. Applications accepted through 12/31/2024 Job ID: 29071 Notice to 3rd Party Recruiters Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. USI Insurance Services LLC ("USI") will not accept submission of any resumes or referral of any candidates to USI by any external recruiter or recruitment agency by any means (including via Internet, e-mail, fax, U.S. mail and/or verbal communications) without a written contract for a specified position properly executed by an authorized member of the USI Talent Acquisition team. Any information submitted relating to any such individuals will become the property of USI, and USI will not be responsible for, or owe any fees associated with, the submission of any such information or referral of any such candidates. We endeavor to make this site accessible to any and all users. If you would like to contact us, please email ******************

Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Global Wealth Management/Morgan Stanley Wealth Management (MSWM), and Asset Management. MSWM provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services. We are seeking a high potential candidate ("Virtual Private Banking Specialist" or "VPBS") to join our Sales Team in the Private Banking Group. The Associate Private Banker will provide product and service support for the E*TRADE financial advisors and their clients. Position Responsibilities: * Act as subject matter expert for FA and Branch inbound inquires or facilitate referral for resolution to the subject matter expert * Act independently in making financial recommendations on banking and lending products to the FAs * Provide the best banking and lending financial advice to clients in conjunction with FAs * Partner with assigned Private Banker providing direct and backup support as necessary * Establish a reputation of execution and excellence to gain confidence of FAs and Private Bankers to fully develop the banking opportunities with their clients * Assist in developing and implementing marketing campaigns. Proactively make outbound calls to FAs * Adhere to established distribution process to realize established revenue, product and FA / client satisfaction goals, consistent with providing sound financial banking and lending advice * Develop and maintain adequate marketing pipeline to meet revenue targets. Maintain pipeline reports on an ongoing basis. * Gather client information to facilitate a streamlined account opening process including completion of loan applications and collection of information required to make credit decisions. * Collaborate with Region Manager on initiatives supporting the region * Ensure a coordinated business development and service process with product partners. Manage FA expectations throughout relationship and service. cycle * Provide product feedback to product managers to generate FA productivity improvements and product enhancements * Communicate new product and policy enhancements to FAs and branch staff * Work with and communicate effectively with Financial Advisors, Branch Managers & staff, Private Bankers & Product partners Experience: * Minimum of 5 years' experience with an investment, commercial or private bank * 4 years of client service, business development and/or Sales Desk experience * Experience in understanding the financial needs of all types of clients * Bachelor's degree preferred, or relevant work experience Skills/Abilities: * Strong knowledge of banking and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products * Excellent verbal and written communication skills * Possess excellent relationship building, business development and service skills and have the desire and drive to consistently achieve top quartile results * Ability to understand the financial needs of the retail brokerage clientele * Maintain poise, presence and professionalism with FAs and their affluent clients in the most difficult circumstances * Software proficiency (e.g., Word, Excel, PowerPoint) * Demonstrate positive initiative, leadership and comfort working in a fast-paced environment * Strong interpersonal collaboration and team skills including working with cross- functional teams Expected base pay rates for the role will be between $80,000 and $125,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet

Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Complex Business Service Officer (CBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Complex Sales and Risk teams to ensure execution in all aspects of the business and further support the CBSO with delivering on service initiatives. DUTIES and RESPONSIBILITIES: People Management and Communication Lead the Branch in executing the organization's strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures Lead, mentor, and supervise a team of Support and Service Professionals Promote cross-training, learning, development and recognition of Service and Support Professionals within the Complex Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals Partner with CBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution Maintain strong relationships with key partners within the Branch, Complex, Region and Home Office including participation in team meetings, regional and national calls Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs Manage and oversee Support Professionals coverage for Financial Advisors in the Branch Identify Support Professional recognition opportunities within the complex through sharing of best practices, success stories and achievements Promote a branch culture that's consistent with the Firm's core values, including championing diversity and inclusion Operational Oversight Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies Facilitate and manage resolution of client inquiries/requests Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies Additional operational oversight may be required Administer other duties as delegates by the Complex Business Service Officer EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience Bachelor's degree required or equivalent education Previous industry experience Active Series 7, 8 (or 9 and 10), and 66 (or 63 and 65) Other licenses as required for the role or by management Knowledge/Skills Effective written and verbal communication skills Strong attention to detail Ability to prioritize and resolve complex needs and escalate as necessary Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies Evidence of strong leadership and talent development capabilities Previous supervisory experience preferred Exceptional organizational and time management skills Exceptional conflict resolution skills Ability to manage relationships, motivate and lead groups of people at various levels throughout the Complex Knowledge of Firm's Risk & Compliance policies Ability to think strategically Reports to: Complex Business Service Officer Direct reports: Support Professionals Salary range for the position\: $114k - $121k/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. The application window is expected to close 12/15/2024 but may be extended depending on whether a candidate has been selected. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

**For additional information, please review .** **Non-Trading Market Risk Reporting Lead Analyst** This Non-Trading Market Risk (NTMR) Reporting role is part of Citi's Treasury CAO community and is responsible for the analysis, reporting, and supporting of the management of Citi's NTMR exposures across legal entities, geographies, and business segments. The candidate will play a prominent role in the development of the risk reporting process and will be supporting critical organizational remediation programs whilst helping drive innovation and the migration to modern reporting and business intelligence platforms. **Responsibilities:** * Undertake and present detailed analysis to key stakeholders in Treasury, Risk, and Finance, of the drivers in the change of the NTMR exposures at a Country / Legal Entity level, though providing insight into areas such as balance sheet movement, changes in the portfolio structure, modelled behaviour, and market factors. * Design time-sensitive analytics, visualizations, complex and high visibility reports across Interest Rate Risk that provide critical data to Risk and Business management for portfolio monitoring and strategic decision-making. * Lead internal strategic initiatives and provide SME support on enterprise internal and regulatory initiatives. * Working alongside partners in Treasury, Risk, and Finance identify emerging NTMR requirements and incorporate these within the analysis. * Identify and drive opportunities to improve process efficiencies, technological automation and functionalities within data and reporting infrastructure. * Work with Technology groups in automation efforts, writing business requirements documentation for new/enhanced reports and user acceptance testing. * Deliver regular and time-sensitive ad-hoc information for regulatory requests and internal/external audit reviews. * Implementation and enhancement of key controls and maintenance of associated process documentation. **Ideal background:** * 7+ years of experience in finance and/or risk data analytics. * Strong knowledge of Interest risk / Market Risk / Liquidity concepts and basic accounting. * Excellent fixed income product knowledge including valuation methodologies and risk metrics. * Strong analytical and problem-solving skills, and attention to details. * Ability to quickly analyse granular details, summarize top-level trends, identify key drivers of trends and adeptly present findings. * Excellent written and verbal communication skills, and proven presentation skills. * Ability to relay information to senior management in a succinct, insightful way, and negotiate internally with a broad range of stakeholders. * Proficiency in Tableau, Power BI or other BI visualization tools. * Professional degree equivalent to CA / MBA Finance or Postgraduates. * Bachelor / master's degree in finance, engineering, computer science or other analytically intensive discipline will be an advantage. **Benefits:** * Competitive compensation package with a wide range of benefits: + Cafeteria Program + Home Office Allowance - for colleagues working in hybrid and remote work models + Paid Parental Leave Program - maternity leave and paternity leave + Private Medical Care Program and onsite medical rooms at our offices + Pension Plan Contribution to voluntary pension fund + Group Life Insurance + Employee Assistance Program * Access to a wide variety of learning and development programs, online course libraries and upskilling platforms, such as Udemy and Degreed * Flexible work arrangements to support colleagues' in managing work - life balance * Continuous career progression opportunities across geographies and business lines * Inclusive and friendly corporate culture * Socially active employee communities with diverse networking opportunities **Apply to join the world's most global bank and discover the true extent of your capabilities!** ------------------------------------------------------ **Job Family Group:** Finance------------------------------------------------------ **Job Family:** Financial Reporting------------------------------------------------------ **Time Type:** Full time------------------------------------------------------ Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review . View the "" poster. View the . View the . View the

Train on site/ Home Office Program This position requires you to complete training on site at 14000 Citicards Way, Jacksonville FL 32258. After training, you may have the option to participate in our Home Office Program where you will work from home as long as you are performing in role, have proper working conditions, and technology that is required. Attached resume is required in order to move to Interview We Offer: * Competitive rates start at $20.05/hr! * Day 1 Health Benefits! * State of the Art facility * Flexible Work Strategies * Collaborative team environment * 401(k) match * Tuition Reimbursement #CustomerSupport The Fraud Ops Specialist is an entry level position responsible for completing thorough risk assessments when reviewing account activity while also delivering exceptional customer service to our clients. Early fraud detection is critical in minimizing financial impact as well as protecting our client's account and identity. Responsibilities: * Perform investigation of potential fraud activity on existing credit card accounts. * Respond to inbound client inquiries and assist with specific service-related requests and concerns * Provide solutions to client issues through the usage of all available resources under limited supervision * Complete assigned tasks in an accurate and timely manner * Consistently achieve individual and team performance targets * Contact card members to verify charges and recent activity to identify any potential fraud * Ensure a positive customer experience while * Determine specific verification procedures to be used in processing customer's information * Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by adhering to Policy, rules and regulations, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting issues with transparency. Qualifications: * 1-3 years relevant experience * Minimum 1 year of customer service experience * Ability to process both inbound and outbound client calls * High attention to detail with the ability to interpret data and organize information * Consistently demonstrates clear and concise written and verbal communication * Demonstrated ability to remain unbiased in a diverse working environment Education: * High School diploma or equivalent This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. * ----------------------------------------------------- Job Family Group: Operations - Services * ----------------------------------------------------- Job Family: Fraud Operations * ----------------------------------------------------- Time Type: * ----------------------------------------------------- Primary Location: Jacksonville Florida United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $41,600.00 - $53,600.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Anticipated Posting Close Date: Jan 27, 2025 * ----------------------------------------------------- Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View the "EEO is the Law" poster. View the EEO is the Law Supplement. View the EEO Policy Statement. View the Pay Transparency Posting

Location, State, City, or Zip Code Relevant skills and experience will be listed so you know why those jobs are a match **Job Description** **Employment Type** Full Time **Job Level** Non-Officer **Posted Date** Sep 27, 2024 Morgan Stanley is a leading global financial services Firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. **Department Profile** The Virtual Engagement Associate Desk provides Financial Advisors (FAs) with dedicated infrastructure and support through innovative business development strategies to strengthen client relationships and promote business growth. Team members will collaborate with partners across the Morgan Stanley ecosystem and learn the skills necessary to succeed as a wealth management professional. The VEA program offers a variety of offerings: · **Digital VEAs** Learn to create, enhance, and implement custom digital marketing and communication strategies. They leverage the Firm's tools to help FAs increase client engagement and deliver consistent communication through websites, social media, and Morgan Stanley's proprietary email communication and marketing system. · **Planning VEAs** Build authentic goals-based financial plans for clients and prospects. They utilize Morgan Stanley's Financial Planning tools to support FAs by enhancing their financial planning process. **Position Overview:** The VEA Program is a 2-year program which provides an exciting opportunity for recent graduates of all undergraduate majors and backgrounds to: 1. Gain their Securities Industry Essentials (SIE) Exam prior to joining the Firm, as well as the Series 7, and Series 63 licensing exams through Firm sponsorship upon starting full-time 2. Get firsthand experience consulting and working directly with FAs and their teams and learn about their business model and wealth management 3. Upon completion of the program, you have the flexibility of being promoted into a Senior VEA role or the support to look for other opportunities throughout the Firm **How VEAs Make an Impact:** · Be an effective communicator: Adapt communication styles to adhere to a diverse array of people and situations and drive business opportunities · Be an innovative thinker: Develop and share new ideas to attract and retain clients and contribute to the future growth of the business · Be a problem solver: Demonstrate empathy and help FAs with their inquiries, to create an exceptional client experience in a fast-paced environment · Be your own advocate: Strive for excellence in your role and work with your manager to prepare for future career advancements that align with your goals as a professional **Benefits of being a VEA:** · Develop a robust understanding of wealth management and gain insight into one of the world's leading financial institutions · Invest in your career with a top tier learning and career development experience combining online learning courses, as well as on the job training · Benefit from a competitive base salary and a wide range of additional benefits including paid time off, savings programs, health care, insurance plans, student loan refinancing, fitness subsidy, and more · Access to 401(k) offering with competitive Firm matching, as well as access to the Morgan Stanley Employee Stock Purchase Program **Skills You Bring:** We seek candidates from a variety of academic backgrounds who have a heightened interest in financial services. Successful VEAs have a unique blend of interpersonal and analytic skills that they leverage to build relationships with FAs and serve as a consultant for their client engagement and planning strategies. Specific Qualifications Include: · Must hold a bachelor's degree; 0-3 years professional experience in finance, business development, management, marketing, sales, legal, accounting, education, military, or other business-related field preferred, but open to all majors · Securities Industry Essentials (SIE) exam required prior to start date, Series 7 and 63 preferred prior to start date, otherwise required within 90 days of joining the desk · Exemplary communication, presentation, problem solving, and time-management skills · Organized, focused, and highly disciplined · Able to balance simultaneous competing needs of their assigned FAs and execute on all necessary actions in a timely manner · Authorization to work in the U.S. without durational restrictions · Successful completion of background check and pre-employment assessments Expected base pay rates for the role will be between $57,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Get Matched** Upload your resume and see jobs that match your skills and experience **Popular Skills of Previous Hires** Economics Finance Data Analysis Analysis

Share Sr. Premier Client Advisor with a friend via e-mail **General Description:** Responsible for independently and proactively managing of assigned Premier in Client Tiers 2 and 3 (HNW & Affluent). Activities include, but not limited to renewal marketing, handling client questions and requests, completing an annual client review with thorough risk assessment of current and future exposures. Required to perform essential functions and meet service standards and Best Practices developed by USI. **Responsibilities:** * Provide technical expertise (knowledge of insurance coverage and products, staying abreast on industry updates and changes) with service of new and existing clients. Consultative approach providing expertise in identifying exposures and problem solving in accordance with the objectives and procedures based on USI Core Values and Standards. * Maintain renewal expirations, avoid any lapse in coverage. * Make insurance program recommendations. * Respond to underwriters' questions in a timely and professional manner. * Prepare proposals and summaries of insurance, as needed. * Maintain a high degree of accuracy in agency management and document management systems. * Provide direction to clients in submitting first reports of claims, facilitate prompt response from carrier. * Identify exposure to loss and recommend appropriate coverage. **Knowledge, Skills and Abilities:** * 8 years' experience in Personal Lines Property & Casualty Insurance along with comprehensive understanding of all Property & Casualty insurance coverages, underwriting and rating concepts. * High School Graduate. College degree preferred, but not required. * Must hold state Property & Casualty insurance license * Hold an industry designation such as ARM, CIC, CPCU, CPRIA or expected to further industry knowledge through courses with intent to pursue an industry designation. * Strong written, oral and interpersonal communication skills. * Knowledge of Sagitta/WorkSmart preferred, but not required. * Ability to work in a fast paced environment with minimal instruction and a high degree of accuracy. * Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities. * Ability to work in a team environment. * Keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance. * Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company. With more than $2.5 billion in revenue and over 10,000 associates across 200+ offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs. We invite you to learn more about what makes USI an exceptional place to work! **Unrivaled Resources and Support** What truly distinguishes USI as a premier insurance brokerage and consulting firm is the , a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE represents Omni, Network, Enterprise-the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact. **Industry-Leading Programs, Rewards, and Recognition** In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need. **Deep Community Engagement** We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects - to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint - we're working to build a better future. **Committed to a Diverse, Equitable, and Inclusive Workplace** Our award-winning diversity, equity, and inclusion program educated our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture. **Nationally Recognized as a Top Insurance Employer** * Recognized as one of Insurance Business America's Top Insurance Employers for six consecutive years (2018-2023). * Named to Business Insurance's annual list of the Best Places to Work in Insurance four years in a row (2020-2023). * Recipient of the American Heart Association's Gold Status for a maintaining a culture of health and well-being five years in a row (2018-2022). * Visit our for a complete list of industry awards and recognitions! *USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time .* **Salary Range: $65,000. - $80,000.** **This is a bonus-eligible position with a target incentive of 5%** **Applications accepted through 12-31-2024** Job ID: 29203 Notice to 3rd Party Recruiters Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. USI Insurance Services LLC ("USI") will not accept submission of any resumes or referral of any candidates to USI by any external recruiter or recruitment agency by any means (including via Internet, e-mail, fax, U.S. mail and/or verbal communications) without a written contract for a specified position properly executed by an authorized member of the USI Talent Acquisition team. Any information submitted relating to any such individuals will become the property of USI, and USI will not be responsible for, or owe any fees associated with, the submission of any such information or referral of any such candidates. We endeavor to make this site accessible to any and all users. If you would like to contact us, please email ******************

Share CL Sr Account Manager - CO with a friend via e-mail **General Description:** Manage 20 to 40 mid-to-large sized Commercial Lines insurance accounts as the day-to-day client contact. Activities include new and renewal marketing, fielding questions and requests and coverage review. Assist Sales Executives and Account Executives. **Responsibilities:** * Provide proactive, personalized support to assigned Commercial Lines clients. * Provide insurance technical expertise to clients and other members of the Account Management team. * Responsible for marketing and placement of client Commercial Lines insurance renewals. + With assistance from Account Representatives, prepare client applications for review. + Determine most-appropriate carriers for market pricing. + Analyze and compare carrier quotes and coverage offerings. + Make insurance program recommendations to clients. * Manage client renewal expirations and avoid any lapse in coverage. * Negotiate with carriers on behalf of clients. * Process policies, endorsements and audits as needed. * Champion client cross-selling initiatives and develop customer accounts. * Represent client interests in internal USI account strategy meetings. * Delegate administrative client tasks to assigned Account Representatives. * Respond to underwriters' questions in a timely and professional manner. * Maintain a high degree of accuracy in agency management systems. * Regular in-person attendance at face-to-face client meetings. **Knowledge, Skills and Abilities:** * 5+ years experience in a Commercial Lines agency. College degree preferred. * Strong understanding of Property & Casualty insurance. * Must hold or be willing to earn Property & Casualty insurance license. * Industry designation such as ARM, CIC, CPCU preferred * Comfortable with internet-based programs and Microsoft Office products. * Knowledge of Sagitta / ImageRight preferred, but not required. * Able to work in a fast-paced, team environment with minimal instruction. * Keep informed about industry information, technology and trends. #L/I-JN1 #L/I-Hybrid With more than $2.5 billion in revenue and over 10,000 associates across 200+ offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs. We invite you to learn more about what makes USI an exceptional place to work! **Unrivaled Resources and Support** What truly distinguishes USI as a premier insurance brokerage and consulting firm is the , a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE represents Omni, Network, Enterprise-the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact. **Industry-Leading Programs, Rewards, and Recognition** In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need. **Deep Community Engagement** We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects - to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint - we're working to build a better future. **Committed to a Diverse, Equitable, and Inclusive Workplace** Our award-winning diversity, equity, and inclusion program educated our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture. **Nationally Recognized as a Top Insurance Employer** * Recognized as one of Insurance Business America's Top Insurance Employers for six consecutive years (2018-2023). * Named to Business Insurance's annual list of the Best Places to Work in Insurance four years in a row (2020-2023). * Recipient of the American Heart Association's Gold Status for a maintaining a culture of health and well-being five years in a row (2018-2022). * Visit our for a complete list of industry awards and recognitions! *USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time .* **Salary Range: $90,000 - $115,000** **This is a bonus-eligible position with a target incentive of 5%** **Applications accepted through 12/15/24** **Salary Range: $90,000 - $115,000** **This is a bonus-eligible position with a target incentive of 5%** **Applications accepted through 12/15/24** Job ID: 29217 Notice to 3rd Party Recruiters Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. USI Insurance Services LLC ("USI") will not accept submission of any resumes or referral of any candidates to USI by any external recruiter or recruitment agency by any means (including via Internet, e-mail, fax, U.S. mail and/or verbal communications) without a written contract for a specified position properly executed by an authorized member of the USI Talent Acquisition team. Any information submitted relating to any such individuals will become the property of USI, and USI will not be responsible for, or owe any fees associated with, the submission of any such information or referral of any such candidates. We endeavor to make this site accessible to any and all users. If you would like to contact us, please email ******************

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit ********************** ABOUT PARAMETRIC Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings. This role is part of Parametric's hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week. ABOUT THE TEAM The Quality Assurance team at Parametric: - We work among agile development/delivery teams to test and deliver custom software used by Parametric business users and customers - We are integral to ensuring software and system quality through understanding business requirements, test planning, test automation, test execution and acceptance testing ABOUT THE ROLE As a QA Engineer, you will be responsible for testing proprietary software solution, design, build and support of Test Automation software. You will be integrated with a project Team to deliver strategic and tactical enhancements to Parametric's proprietary software suite. You'll also collaborate with other technology teams in the organization as necessary, including Infrastructure, DevOps, InfoSec and Release Management. PRIMARY RESPONSIBILITIES - Design, implement and maintain Test Cases and Test Plans for Parametric's proprietary software - Design, implement and maintain Automated Test Suites for Parametric's proprietary software - Perform functional, exploratory, user acceptance testing and automated testing as part of Software Development Lifecycle and Release Process - Provide thought and practice leadership in Testing excellence among Software Development and Testing peers - Strive to develop and conduct software testing with high standards, thinking about engineering excellence. - Learn and contribute to development across the entire stack (backend, DB, front end, UI) - Engage in a highly collaborative team environment including business partners and product owners - Contribute to high-velocity delivery with safety; enable agility and iterative changes to the UI and product design JOB REQUIREMENTS - Bachelor's degree - 3 years of software testing and test development experience - Strong communication skills - Well-versed in all testing methodologies (black box, white box, system, functional, exploratory and automated testing) - Ability to quickly understand complex business problems - Proven experience building high quality and comprehensive test plans and test cases custom software - Proven experience testing web applications, web apis and data driven applications - Proven experience designing and implementing automated test suites - Proven experience with CI/CD pipelines - Experience in an Agile delivery environment - Strong SQL coding and debugging skills - Experience with service oriented architectures a plus - Experience with cloud platform services a plus Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services. Salary range for the position: $70,000 - 150,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** **Quality Management and Testing* **Title:** *QA Engineer - Parametric* **Location:** *Minnesota-Minneapolis* **Requisition ID:** *3261465* **Other Locations:** *Americas-United States of America-Washington-Seattle*

HNW Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. HNW Private Bankers are able to add value to clients by building and drawing upon a network of internal resources, often global, to achieve desired results. Successful Bankers are able to develop and adapt a disciplined sales process to convert a pipeline of prospects into target market clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services) in an intensely competitive fragmented market, taking fullest advantage of the Citi franchise while protecting the Bank and client/firm by complying with relevant policies, procedures, and country legal/regulatory requirements. Job Requirements New Client and Business Development * Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending * Create sales and marketing strategies designed to generate revenue growth and to acquire new target clients within different sectors * Prospecting - generate leads and develop prospects, network to identify referrals to new clients/prospects * Profile, qualify, and convert prospects into CPB clients. * Identify and execute on new business opportunities with existing clients * Orchestrate appropriate specialist resources to develop tailored, long-term solutions for clients/prospects * Present and communicate to clients/prospects complex financial concepts and investment strategies in a way that is easily understood Relationship Management * Serve as the client's advocate and trusted advisor (primary contact) for strategic advice on financial matters * Create, organize, and implement a wealth management strategy designed to deepen relationships with existing clients * Manage client expectations regarding what can and cannot be executed on their behalf * Ensure financial strategies are kept current and appropriately aligned with client objectives * Understand and communicate the risk involved with financial and investment strategies * Ensure all client inquiries and problems are handled effectively and resolved * Help team members to acquire experience and establish credibility with clients Compliance Oversight and Controls * Comply with all regulatory policies and control procedures regarding client transactions and suitability * Oversee and ensure compliance with the following processes: Investment Objective Setting (IOS), Client Risk Profile (CRF), Periodic Client Reviews * Oversee and ensure clients are on-boarded appropriately including all required documentation is complete and accurate Skills and Knowledge * Client facing experience, preferably in the financial services industry. Strong knowledge of investments, banking and credit products * Strong knowledge of financial industry and current market conditions * Strong verbal and written communication skills. Excellent interpersonal skills, problem solving, team work and analytical skills * Ability to establish relationships and partner effectively with various groups including sales, service, operations, compliance, and marketing * Ability to understand, utilize and learn computer and web based applications Qualifications and Education * Licensing: Series 7 & 66 (or 63 & 65) * BA plus relevant financial services experience required. * ----------------------------------------------------- Job Family Group: Private Client Coverage * ----------------------------------------------------- Job Family: Private Banker * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: Denver Colorado United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $200,000.00 - $300,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Anticipated Posting Close Date: Jul 01, 2024 * ----------------------------------------------------- Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View the "EEO is the Law" poster. View the EEO is the Law Supplement. View the EEO Policy Statement. View the Pay Transparency Posting