Portfolio manager jobs in Plainfield, NJ - 1,472 jobs

Introduction Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement. Headquartered in California, East West Bank (Nasdaq: EWBC) is a top performing commercial bank with an exclusive focus on the U.S. and Greater China markets. With a strong foundation, and enterprising spirit and a commitment to absolute integrity, East West Bank gives people the confidence to reach further. Overview The Project Finance Portfolio Manager will be responsible for assisting the Project Finance Portfolio Management team in underwriting, credit monitoring and portfolio management of a portfolio of clients where the repayment of the loan is based on cash flows generated by the related project (power/energy/renewables/solar). Responsibilities: Assist Portfolio Managers in underwriting certain aspects of proposed and existing transactions and assist in managing transactions according to the Bank's established guidelines and policies. Assist in evaluating numerous transaction types across a broad array of power markets and energy sectors, conducting analysis of the borrowers, counterparties, and developing cash flow models. Develop and manage financial models analyzing the economics and risks associated with project financing structures. Provide assistance with Depository Agency services, such as preparing wire transfers and fielding internal and external depository inquiries. Ongoing monitoring of credit/covenant compliance. Manage the renewal process by working with the Portfolio Managers, the client and the credit department for a variety of tasks such as credit line increases, amendments, and waivers of tripped covenants. Ensure compliance with EWB regulatory and credit requirements. Ensure the portfolio administration and risk management of each client relationship follows established EWB credit policy, procedures, and business strategy as well as commercial and regulatory guidelines. Assist in the review of legal documentation for accuracy, and compliance with Credit approval requirements. Perform other administrative duties required for the maintenance of a portfolio of clients to be determined by the Portfolio Managers. Develop and maintain knowledge of market conditions. Qualifications: Strong understanding of project finance (power/energy/renewables/solar). Ability to understand and advise on complex financial proposals. Excellent verbal and written communication skills. Excellent interpersonal and customer service skills. Excellent organizational skills and attention to detail. Strong analytical and problem-solving skills. Strong Excel skills. Education and Experience: Bachelor's degree in Accounting, Finance, or Economics required; MBA preferred. 5-10 years of experience in project finance. Compensation The base pay range for this position is USD $150,000.00/Yr. - USD $225,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.

The Real Estate Asset Management Associate will support the oversight and optimization of a portfolio of real estate investments throughout the hold period. This role focuses on driving asset-level performance, executing business plans, and supporting strategic initiatives in partnership with property management, leasing, development, and investment teams. The ideal candidate is analytically strong, detail-oriented, and capable of managing multiple assets and initiatives in a fast-paced investment environment. Key Responsibilities Asset & Portfolio Management Monitor asset-level financial performance versus budget, forecast, and underwriting Review monthly operating reports, rent rolls, leasing activity, and variance analyses Track key performance metrics including NOI, occupancy, leasing velocity, and cash flow Prepare quarterly asset reviews and portfolio-level reporting for internal stakeholders and investors Business Plan Execution & Value Creation Support execution of asset-level business plans, including leasing strategies, capital improvements, and operational initiatives Analyze and monitor capital expenditure programs and redevelopment projects Work closely with property managers, leasing brokers, and third-party vendors to drive performance Financial Analysis & Modeling Maintain and update detailed property-level financial models and cash flow projections Analyze lease transactions, renewals, tenant improvement packages, and concessions Support hold/sell analyses, refinancing, recapitalizations, and exit strategies Debt & Capital Markets Support Monitor loan compliance, covenants, and reserve requirements Assist with lender reporting, refinancing efforts, and due diligence processes Support coordination with capital partners and joint venture relationships Reporting & Governance Prepare materials for investment committee, board, and investor reporting Support audits, valuations, and internal control processes Ensure consistency in reporting and adherence to firm policies Qualifications Bachelor's degree in Finance, Real Estate, Economics, Accounting, or related field 4-8 years of experience in real estate asset management, acquisitions, investment banking, or consulting

Brooklyn, NY - Rose Valley Capital Rose Valley Capital, a Brooklyn, NY - based, fully vertically integrated real estate investment firm with 10,000 units and $2 Billion AUM, is seeking a Senior Asset Manager with deep experience in multifamily assets, particularly garden-style, midrise and hi-rise apartments. This senior role is both strategic and hands-on: the successful candidate will help refine, scale, and lead asset management processes across our growing national portfolio. Key Responsibilities • Drive the execution of business plans to achieve portfolio-level financial and investment objectives. • Oversee transitions of newly acquired properties and support capital transactions. • Partner with property management to align operating budgets with underwriting assumptions. • Continuously evaluate performance against budget and underwriting and develop accretive business plans to enhance value. • Conduct market analysis, asset reviews, and prepare performance reporting for leadership and investors. • Identify challenges that may impact performance and recommend strategies to maximize returns. • Serve as the primary asset management liaison for internal teams (property management, acquisitions) and external stakeholders (investors, partners, lenders). • Perform on-site property inspections and operational reviews. • Lead recurring valuation processes and provide insight on portfolio value creation. Qualifications & Skills • 5-7+ years of experience managing multifamily portfolios. • Proficiency with property management systems (Appfolio, RealPage, Entrata, YieldStar/LRO). • Strong analytical, financial modeling, and market evaluation skills. • Working knowledge of debt and capital markets. • Effective communicator with excellent presentation, verbal, and written skills. • Demonstrated ability in problem-solving, decision-making, and process improvement. • Hands-on leadership style with the ability to collaborate across functions.

Asset Manager, Development We are seeking an Asset Manager, Development to oversee a portfolio of LIHTC properties during the development phase. This role manages projects from construction through stabilization, ensuring compliance, financial performance, and timely achievement of key milestones. Responsibilities: Manage development-phase LIHTC assets, including construction completion, lease-up, stabilization, and delivery Monitor compliance with partnership agreements and LIHTC requirements Review financial reporting, benchmarks, construction draws, and equity installments Analyze risk, review GP requests, and support deal modifications Coordinate with internal teams, developers, investors, and third-party consultants Qualifications: Bachelor's degree in finance, accounting, real estate, or related field 2+ years of experience in asset management, affordable housing, accounting, or development Strong Excel and financial analysis skills Familiarity with LIHTC/affordable housing preferred Strong communication, organization, and problem-solving skills

A financial institution in New York is seeking a Portfolio Manager to manage and monitor commercial loan portfolios. This role requires strong relationship management, negotiation skills, and compliance with banking regulations. The ideal candidate will have 5-7 years of experience in loan account management and possess a U.S. college degree. Competitive salary range is between $90K and $110K, with potential bonuses. #J-18808-Ljbffr

A leading institutional investment platform is seeking a Quantitative Associate to join its Portfolio Management team, supporting the oversight of a diversified credit investment portfolio. This individual will work directly with the Lead Portfolio Manager on portfolio construction, asset allocation, risk analytics, and optimization across private and public credit strategies. The ideal candidate has strong technical capabilities, a deep understanding of portfolio theory, and hands-on experience supporting investment decision-making within an asset manager, insurance company, or advanced credit-focused investment team. Key Responsibilities Support the Lead Portfolio Manager on all aspects of portfolio construction, asset allocation, optimization, and risk budgeting. Develop and enhance quantitative models, tools, and dashboards to evaluate portfolio performance, exposures, factor sensitivities, and scenario analysis. Build analytics to support investment decisions across structured credit, corporate credit, private credit, and multi-asset credit portfolios. Conduct portfolio optimization analyses including capital allocation, yield/risk trade-offs, liability-aware investing, and regulatory constraints. Partner with PMs, traders, and risk management to integrate data, improve analytics pipelines, and ensure accuracy of exposures and risk metrics. Automate and scale reporting processes across performance attribution, liquidity forecasting, and forward-looking risk scenarios. Contribute to research initiatives across macro trends, interest-rate modeling, and credit-spread dynamics. Qualifications Advanced STEM degree preferred (e.g., MS/PhD in Quantitative Finance, Statistics, Applied Mathematics, Computer Science, Engineering, or similar). 3-8 years of experience supporting portfolio management, investment research, or risk analytics at a leading asset manager, insurance company, hedge fund, or credit-focused investment team. Strong programming skills in Python (preferred), plus proficiency in SQL Strong background in portfolio construction, optimization, risk modeling, and financial mathematics. Familiarity with fixed income and credit asset classes (structured credit, corporate credit, private credit, securitized products, etc.). Experience building models and analytics to support PMs, with the ability to translate quantitative insights into actionable investment recommendations. Excellent communication skills and an ability to work cross-functionally in a fast-paced environment. Compensation Base: $150k - $215k Total Comp: $250k - $300k Other In office 5 days a week - downtown Manhattan

Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose - to uplift everyone, everywhere by being the best way to pay and be paid. Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa. Job Description We are looking for a corporate finance professional who has the depth of experience and flexibility to provide support across a variety of corporate treasury activities. The primary focus will be on the investment portfolio and corporate finance activities. The investment portfolio is an essential element of the corporation's overall liquidity management strategy and provides an immediate source of funds to support Visa's daily settlement processes as well as other working capital needs. The individual will be a key member of Visa's global corporate treasury group which is responsible for funding Visa's operations, liquidity risk management, investments, and capital structure. The role will also be responsible for Visa's core corporate finance functions, including stock repurchase activity, capital structure, asset liability management policies, the revolving credit facility, interaction with rating agencies, and collaboration on liquidity risk management decisions. The position will report to the Senior Director of Capital Markets & Investments. Principal Duties and Responsibilities Capital Markets & Risk Management Cooperatively formulate, identify, and execute capital structure priorities with an asset liability based risk management framework. Develop and execute stock repurchases plans in consultation with Corporate Treasury Leaders and manage the dealers' rotations Responsible for maintaining, renewing, and managing Visa's revolving credit facility and commercial paper program Responsible for strategic and tactical planning to access debt capital markets and proactively identify associated risk mitigation opportunities. Continued engagement with banks, financial institutions, and rating agencies to stay abreast with current situations impact Visa's liquidity, capital structure, and access to capital markets. Actively partner across the Treasury to drive the success of technology initiatives. Work directly with internal stakeholders to deliver various activities, including SEC reporting activities, Internal/External audits, Investor presentations etc. Lead special projects on a need basis Investment Management Develop and execute investment strategies that will meet targeted risk adjusted returns while meeting the portfolio's liquidity objectives Analyze and quantify risk/return profiles of asset classes, monitor financial markets, and have regular dialogue with brokers, assets managers, and other investment professionals Execute fixed income transactions as well as entering Repo and CP transactions for liquidity needs Assist with developing and executing cash and investment business plans that support Treasury strategies Prepare investment income budget and forecast, monthly reconciliations and related reporting including relevant financial statement disclosures. This is a hybrid position. Expectation of days in the office will be confirmed by your Hiring Manager. Qualifications Basic Qualifications: 5 or more years of relevant work experience with a Bachelors Degree or at least 2 years of work experience with an Advanced degree (e.g. Masters, MBA, JD, MD) or 0 years of work experience with a PhD Preferred Qualifications: 6 or more years of work experience with a Bachelors Degree or 4 or more years of relevant experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or up to 3 years of relevant experience with a PhD In depth knowledge of financial markets and instruments Experience with financial modeling, financial software, and databases Strong Bloomberg, Treasury management System (TMS), Excel and Power Point skills Chartered Financial Analyst (CFA) credential a plus Possess the business judgment to manage risk and business trade offs Strong strategic and analytic corporate finance skill set Ability to be effective in executing transactions Manage multiple priorities in a dynamic environment Strong interpersonal and communication skills, and the ability to work effectively in cross functional teams Highly motivated and results driven. Additional Information Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 129,200 to 206,700 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.

At Citizens, we're focused on relationship-building and delivering exceptional customer experiences through every interaction. By fostering deep and lasting relationships, we drive customer loyalty while advancing our strategic goals to acquire, retain, and grow the business. As a Branch Manager (BM), you will lead your team in exceeding customer expectations, nurturing relationships that drive long‑term success. In this role, you'll spearhead branch performance, sales growth, and an outstanding colleague and customer experience. By leveraging inspirational leadership, collaborative partnerships, and sound operational practices, you will create and sustain a strong customer‑centric culture. As both a leader and coach, you'll help your team achieve individual and collective performance and sales goals through innovative solutions that address customer needs and deliver product and service value. A successful BM thrives in a digital‑first environment, showcasing the seamless accessibility of mobile and online banking platforms to customers. You'll play a pivotal role in building a diverse talent pipeline, developing your colleagues to meet evolving business needs, and prioritizing performance and growth. With a focus on continuous learning, you'll implement coaching plans that inspire your team to achieve personal and branch‑wide goals. To succeed, you must effectively communicate business priorities in a way that energizes and empowers your colleagues to execute with confidence. As the branches execution and outcomes owner, you'll combine financial acumen with strategic insights to guide decision‑making and deliver results. Leading by example, you will direct all colleague and sales activities to ensure key targets are not only met but exceeded. As a visible and engaged brand ambassador, you will connect with the local community to cultivate new customer relationships and existing ones. Qualifications, Education, Certifications and/or Other Professional Credentials Required Qualifications High School diploma or equivalent required Leadership experience, with proven ability to coach and develop to drive sales excellence, ensure the delivery of world‑class customer service, and operational integrity in a high‑volume branch environment 4 years sales management experience in Retail or Branch Banking environment Successful record of managing objectives in meeting sales goals, deadlines and branch goals in a profit and loss environment Drive an exceptional customer experience validated through customer satisfaction surveys Maintain strong partnerships with community & civic organizations Successful candidate must meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a unique identifier from the NMLS Preferred Qualifications Associate's or Bachelor's degree preferred Retail banking Talent sourcing & assessment Hours and Work Schedule Hours per Week: 40 Work Schedule: Varies with branch needs and may include weekends and evenings Pay Transparency: The salary range for this position is $91,043.70‑$112,530.00 per year. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time‑away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit *************************************** Some job boards have started using jobseeker‑reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. #J-18808-Ljbffr

For more Job Opportunities follow FINTRUST CONNECT here: FinTrust Connect: Jobs | LinkedIn Branch Manager I -Lyndhurst, NJ FinTrust Connect is excited to announce that we have partnered with a well-established community bank in search of a Branch Manager Lyndhurst, NJ branch. This candidate is responsible for managing the day-to-day operations of the branch, the internal sales process and customer experience. They are responsible for ensuring all policies and procedures are followed and that the branch staff practices sound risk management. This position is responsible for providing required reporting related to operations and control and adherence to income, expense, and budgetary guidelines and standards, as well as security of equipment and premises, financial controls, collections and loss handling, daily opening and closing procedures. Why this Opportunity? Culture: This bank values a strong team-oriented culture that prioritizes inclusivity and professional development. They believe in creating a supportive and collaborative work environment where all employees feel valued and empowered to reach their full potential. This institution is committed to fostering a positive and family-like atmosphere within the bank and to provide opportunities for career advancement and growth for their employees. Workplace (On-site, Hybrid, Remote): On-site in Lyndhurst, NJ Function: responsible for the cultivation and development of Centers of Influence (COIs) that refer profitable new business relationships Requirements: High School diploma. Minimum of 3 years of branch management/supervision experience preferred. Solid interpersonal skills, including listening, written and verbal communication. Ability to work with a wide variety of personalities in a courteous and professional manner. Solid math and analytical skills. Ability to understand and follow safety and security practices. Strong ability to build relationships through consultative conversations and to identify customer needs and translate those needs to sales opportunities. Strong customer service/advocacy skills. Solid organizational and time management skills Ability to effectively coach, develop and manage staff performance. Description: Manage and own all facets of day-to-day branch operations. Manage the successful execution of the internal sales process by all staff to drive results. Ensure all staff are providing an extraordinary customer experience by executing the bank's customer service behaviors. Ensure all staff are operating proficiently with regards to branch operations, policies and procedures and compliance. Actively participate in in local community and business events. Assist the Market Manager in creating the annual business plan for their financial center. Create, with the support of the Assistant Branch Manager, a monthly branch sales tactical plan to ensure sales goals are being met. Ensure the branch meets and exceeds corporate audit and compliance audit expectations. Responsible for managing branch profitability. Responsible for coaching and ensuring employee development process is conducted consistently on a monthly basis. Handle scheduling to effectively meet branch productivity and efficiency standards. Perform and review branch audits.

At Genmab, we are dedicated to building extra[not]ordinary futures, together, by developing antibody products and groundbreaking, knock-your-socks-off KYSO antibody medicines that change lives and the future of cancer treatment and serious diseases. We strive to create, champion and maintain a global workplace where individuals' unique contributions are valued and drive innovative solutions to meet the needs of our patients, care partners, families and employees. Our people are compassionate, candid, and purposeful, and our business is innovative and rooted in science. We believe that being proudly authentic and determined to be our best is essential to fulfilling our purpose. Yes, our work is incredibly serious and impactful, but we have big ambitions, bring a ton of care to pursuing them, and have a lot of fun while doing so. Does this inspire you and feel like a fit? Then we would love to have you join us! Genmab is looking for an Senior Manager Tax to help further shape and support Genmab's growing tax function. The role has a focus on U.S. tax operations. In this role, you will collaborate closely with corporate functions across multiple jurisdictions. This position will report to the Tax Director based in the U.S. This role is based out of our Princeton office and requires you to be on site 60% of the time. Responsibilities Assist in managing all aspects of Federal, State, and U.S. international income tax compliance. Coordinate U.S. R&D tax credit study with internal business stakeholders and external tax advisors. Assist in managing U.S. income tax provision reporting process, including quarterly and year-end provision calculations. Prepare budgetary transfer pricing calculations for interim tax reporting purposes. Assist in managing tax audits and notices with U.S. tax authorities. Oversee tax determination and reporting process for indirect taxes. Collaborate with the global tax team and external advisors to support global tax initiatives. Assist in establishing and maintaining tax processes and controls. Assist in operational tax process enhancement including integration of tax automation tools and platforms to streamline data flows and reporting. Support and partner with internal IT and digital data teams in integrating tax into enterprise digital and AI transformation initiatives. Requirements Bachelor's degree in accounting/finance required; CPA/master's degree in taxation preferred. 7+ years of combined experience working in a corporate in-house tax department and a Big 4 accounting firm. Possess a solid technical knowledge of US tax law. Exhibit strong analytical and problem-solving skills. Strong verbal and written communication skills. Strong project management skills and ability to prioritize and meet deadlines. Experience in an inbound multinational context, preferably in life sciences, biotech, or the technology sector. Experience working with OneSource Tax Provision, OneSource Income Tax, and SAP S4/Hana is preferred. For US based candidates, the proposed salary band for this position is as follows: $124,000.00---$186,000.00 The actual salary offer will carefully consider a wide range of factors, including your skills, qualifications, experience, and location. Also, certain positions are eligible for additional forms of compensation, such as discretionary bonuses and long-term incentives. When you join Genmab, you're joining a culture that supports your physical, financial, social, and emotional wellness. Within the first year, regular full-time U.S. employees are eligible for: 401(k) Plan: 100% match on the first 6% of contributions Health Benefits: Two medical plan options (including HDHP with HSA), dental, and vision insurance Voluntary Plans: Critical illness, accident, and hospital indemnity insurance Time Off: Paid vacation, sick leave, holidays, and 12 weeks of discretionary paid parental leave Support Resources: Access to child and adult backup care, family support programs, financial wellness tools, and emotional well-being support Additional Perks: Commuter benefits, tuition reimbursement, and a Lifestyle Spending Account for wellness and personal expenses About You You are genuinely passionate about our purpose You bring precision and excellence to all that you do You believe in our rooted-in-science approach to problem-solving You are a generous collaborator who can work in teams with a broad spectrum of backgrounds You take pride in enabling the best work of others on the team You can grapple with the unknown and be innovative You have experience working in a fast-growing, dynamic company (or a strong desire to) You work hard and are not afraid to have a little fun while you do so! Locations Genmab maximizes the efficiency of an agile working environment, when possible, for the betterment of employee work-life balance. Our offices are crafted as open, community-based spaces that work to connect employees while being immersed in our powerful laboratories. Whether you're in one of our office spaces or working remotely, we thrive on connecting with each other to innovate. About Genmab Genmab is an international biotechnology company with a core purpose to improve the lives of patients through innovative and differentiated antibody therapeutics. For 25 years, its hard-working, innovative and collaborative team has invented next-generation antibody technology platforms and harnessed translational, quantitative and data sciences, resulting in a proprietary pipeline including bispecific T-cell engagers, antibody-drug conjugates, next-generation immune checkpoint modulators and effector function-enhanced antibodies. By 2030, Genmab's vision is to transform the lives of people with cancer and other serious diseases with Knock-Your-Socks-Off (KYSO ) antibody medicines. Established in 1999, Genmab is headquartered in Copenhagen, Denmark with international presence across North America, Europe and Asia Pacific. For more information, please visit Genmab.com and follow us on LinkedIn and X. Genmab is committed to protecting your personal data and privacy. Please see our privacy policy for handling your data in connection with your application on our website Job Applicant Privacy Notice (genmab.com). Please note that if you are applying for a position in the Netherlands, Genmab's policy for all permanently budgeted hires in NL is initially to offer a fixed-term employment contract for a year, if the employee performs well and if the business conditions do not change, renewal for an indefinite term may be considered after the fixed-term employment contract.

Founded in 2023, Crete Professionals Alliance (Crete PA) delivers big four firepower to local American firms. Our rapid growth has made us a magnet for leading firms nationwide, eager to join our revolution in accounting. We empower small to mid-market firms with PE-backed capital, strategic technology partnerships, and innovative workforce solutions-including national recruiting and offshore support-while preserving a personal, local touch. With a presence in over half the US, 31 regional offices, 1,500 dedicated professionals, and offshore operations in Asia, we're the fastest-growing accounting firm in the nation and well on our way to the top 20. At Crete PA, our culture and relationships are the cornerstone of our success, and we're always looking for talented, ambitious people to join our team. Do you have what it takes to keep up? Our member firm is hiring for their offices based in Glen Rock, NJ! The Senior Tax Manager is a high-level, client-facing professional responsible for overseeing complex tax planning, compliance, and consulting engagements across a diverse client portfolio. This role requires strong technical expertise, exceptional analytical skills, and the ability to lead and mentor a team of tax professionals. The ideal candidate thrives in a deadline-driven environment, particularly during peak tax seasons, and is committed to delivering high-quality service and strategic value to clients. Responsibilities Review complex federal, state, and local tax returns for a variety of entities, including individuals, partnerships, S corporations, C corporations, and trusts. Develop and maintain strong client relationships while implementing tax planning strategies aligned with client goals and business objectives. Stay current with changes in tax legislation and evaluate the impact on clients; communicate updates as needed. Perform tax research and analysis to ensure compliance and uncover tax‑saving opportunities. Manage federal and state tax audits, including responding to inquiries and ensuring timely and accurate resolution. Supervise, train, and mentor tax staff and managers, promoting professional development and a collaborative team culture. Oversee project workflows, monitor budgets, and ensure deadlines are met efficiently and effectively. Qualifications Bachelor's degree in Accounting, Finance, or related field required. 7-10 years of progressive tax experience in public accounting. Certified Public Accountant (CPA) strongly preferred. Proficiency in Microsoft Office Suite and CCH Axcess. Excellent interpersonal, communication, and organizational skills. Strong analytical skills and meticulous attention to detail. This position operates as part of a US East Coast-based team, with typical working hours aligning with EST to facilitate effective collaboration. We offer flexibility in managing your schedule to maintain a healthy work‑life balance while meeting business needs. We are excited to invite talented individuals to join our dynamic team! This position offers a competitive salary range of $170,000‑$190,000 annually, commensurate with experience and qualifications. Benefits Health, Dental, and Vision Insurance (with options for fully paid employee‑only coverage for health and dental) Company‑Paid Life and Long‑Term Disability Insurance Ancillary Benefits such as supplemental life insurance and short‑term disability options Classic Safe Harbor 401(k) Plan with employer contributions Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions! Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state or federal law. #LI-KC1 #J-18808-Ljbffr

ABOUT SAVILLS Savills is an organization full of extraordinary individuals. Brilliant people who are driven to succeed, hungry to remain at the forefront of their specialties, and eager to propel themselves, our clients, and our business forward. We are one of the preeminent commercial real estate firms with services ranging from tenant representation and project management to workplace strategy and occupant experience - showcasing the breadth and depth of our expertise. Find your place to thrive. No matter the role you're in, we all share one purpose: to help people thrive through places and spaces. The DNA ingrained in our business guides us on this mission, shaping the way we behave to deliver the best results. When you join Savills, our ask for you is simple: Be extraordinary, together. Savills North America is seeking an FP&A and Strategic Finance Manager to join our dynamic and collaborative team. The ideal candidate is mission-driven, action-oriented, analytical, and able to thrive in a growing and fast paced environment. This individual should have a track record of analytical acumen and rigor, process discipline, and cross-functional collaboration to align decision making and business goals and objectives. The position will work directly with the Chief Financial Officer (CFO) and Executive Team, along with cross-functional teams to ensure the organization is advancing its financial initiatives aligned with Savills goals and objectives. ESSENTIAL DUTIES & RESPONSIBILITIES Recruitment and M&A: Support the executive committee in broker recruitment and M&A processes, which includes due diligence, production of detailed financial models to evaluate opportunities, and creation of investment board packages. Represent and support the constructs of finance's Transformation (i.e., decision support) and Finance Leadership and Growth Attribute's models. Develop actionable insights to inform Recruiting and M&A decisions and business strategy. FP&A: Assist with the development senior management review materials aimed at facilitating decision-making and business performance assessments including monthly results, forecasts, pipelines, etc.. Maintain the Company's multi-year planning model to facilitate scenario analysis and ongoing tracking of long-term objectives. Identify opportunities to enhance systems, tools, and processes that improve efficiency, transparency, and scalability- focusing on using technology and PowerBi. Other duties may be assigned based on the company's strategic initiatives. Mentor and develop the FP&A Analyst as well as fostering a culture of learning and collaboration across all business functions QUALIFICATIONS Bachelor's degree (Finance, Economics, Business, or related field preferred) 5+ years of experience in pricing, financial analysis, or a related business discipline-preferably within commercial real estate, professional services, or financial sectors QUALITIES & ATTRIBUTES Strong sense of integrity with the ability to handle sensitive issues and maintain confidentiality. Strong analytical mindset: able to synthesize data from multiple sources into actionable business insights. Advanced proficiency in Microsoft Excel and PowerPoint. Experience with Power BI, SQL, or CRM systems (e.g., Salesforce or Dynamics) is a plus. Strong time management skills with the ability to manage multiple priorities and meet critical deadlines. Proven ability to work effectively in a fast-paced, cross-functional, and global environment. Superior written, verbal, and presentation skills with the ability to distill complex information for a variety of audiences. Outstanding ability to communicate and break down complex ideas into digestible, simpler components. Savills values a diverse work environment and is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, genetic information, disability, age, veteran status,or any other protected characteristic. Savills participates in the E-Verify program.

Join our finance team as a Manager, Government Pricing & Medicaid. This new position will play a key role in ensuring pricing accuracy and regulatory compliance across critical federal and state healthcare programs. Salary range based on the market with a 15% bonus target. Key Responsibilities: Perform manual government price calculations, analysis, and timely submissions for all mandated products Collaborate on Medicaid invoice processing and payment submissions Resolve data discrepancies and provide supporting documentation to government agencies, including CMS, HRSA, and the VA Ensure full compliance with federal and state reporting regulations Potential to qualify for Management & Leadership role based on performance

Withum is a place where talent thrives - where who you are matters.It's a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results. Explore different industries. Learn new skills. Connect with our diverse teams of professionals to gain insight into the career you envision. Your Career Starts with You. Experience the Transformative Power of Withum Plus You - that's the Power in the Plus! Withum's Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations are met in an accurate and timely manner and minimize or defer the payment of taxes. Their comprehensive understanding of international, US federal, state, and local regulations, counting our affiliation with HLB international, allows them to help develop economical tax strategies anywhere. Their services include Business, Individual, State & Local tax, R&D Tax Credit, as well as International and Private Client services. As a Tech & Emerging Growth Tax Manager based out of our New York City, San Francisco, Los Angeles, San Ramon, Orange County or San Diego CA offices, you'll work alongside an integrated team of seasoned, well-known CPAs and industry leaders. In this position, you will take a lead role on all aspects of tax engagements, supervise/mentor staff, and build/maintain relationships with clients. Withum's brand is a reflection of our people, our culture and our strength.We havebecome synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who work here every day, whose mission is to help our clients grow and thrive - to be in a position of strength. But our commitment goes beyond our clients as we continue to live the Withum Way, promoting personal and professional growth for all team members, clients, and surrounding communities. How you'll spend your time: Reviewingindividual, trust, partnership and corporate tax returns prepares by tax staff and/or seniors for accuracy Researchingand draftingmemorandum involving complex tax matters Identifyingand implementingtax planning opportunities Handlingand resolvingtax controversies Overseeingcomplete tax research projects for a variety of clients and diverse industries Managingmultiple engagements concurrently with various teams to efficiently meet client deadlines Conductingconstructive discussions with team members on their evaluations and providing counsel accordingly Servingin professional development programs as an instructor or discussion leader Thekinds ofpeoplewewant totalk tohavemany ofthefollowing: Bachelor's degree in accounting and CPA license, JD or aMastersof Science in Taxation At least 5 years of prior experience working in the tax department of a public accounting, with experience leading multiple engagements and supervising staff Excellent analytical and technical tax skills Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships Ability to manage multiple engagements and competing projects in a rapidly growing, fast-paced, interactive, results-based team environment Strong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills to represent the Firm well to client's management Excellent analytical, organizational, project management skills, and strong attention to detail The compensation for this position will vary by location. If you reside in California, New Jersey or New York City, please see below. In addition to the base compensation, Withum offers a competitive benefits package and bonus program (for eligible roles) based on individual and firm performance. Final offer amounts are based on multiple factors such as the specific role, hiring location, as well as the individual's skills, experience and qualifications. For additional information on our benefits, visit our website at******************************** California salary ranges from $135,000 to $200,000 New Jersey salary ranges from $100,000 to $170,000 New York salary ranges from $105,000 to $160,000 #LI-MM1 #Hybrid WithumSmith+Brown, PC is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, creed, religion, ancestry, age, sex, (including pregnancy), genetic information, marital status, domestic partnership status, familial status, affectional or sexual orientation, gender identity, citizenship status, national origin, disability or handicap, veteran status, weight, height, or any other classification protected by federal, state, or local law.

Presidio, Where Teamwork and Innovation Shape the Future AtPresidio, we're at the forefront of a global technology revolution, transforming industries throughcutting-edge digital solutions and next-generation AI. We empower businesses-and their customers-to achieve more through innovation, automation, and intelligent insights. The Role The Finance Manager, Tax, position is responsible for supporting the Vice President of Tax in overseeing the US tax functions of the organization. This position will be responsible for routine to moderately complex activities of the tax department including US Federal and state tax compliance, tax accounting, research & planning, financial reporting, corresponding with State agencies and audits. This includes maintenance of tax calendar by monitoring due dates to ensure timely and accurate tax related filings and accruals. The position is currently supported by an outsourced arrangement with Ernst and Young, which handles income tax provisions and compliance. This position will oversee the EY relationship and work product and will work closely with the VP on tax planning and financial reporting for income taxes. Responsibilities include: Income Tax Compliance (50%) Manage, coordinate, and review all federal, and state, local income tax returns Manage, coordinate and review book to tax adjustments (M-3), state apportionment, and state tax adjustments calculations including information requests Prepare estimates and extension tax payments and journals with reconciliation. Track estimated payments, changes in tax account balances and carryovers. Reconcile state payments including verification of tax payments with state tax authorities (vouchers, online payments or checks, state website payment management). Identify significant items for consideration in calculation of estimated payments (e.g., tax leases, debt-related transactions, tax planning) Monitor income tax filing frequencies through maintenance of the tax calendar Correspond and manage notices, inquiries and audits with State agencies Prepare certain gross receipts returns Prepare monthly reconciliation for monthly close process including journal entries Income Tax Provision (30%) Manage quarterly and year-end ASC 740 tax provision including requests of information, preparation of certain supporting schedules, and coordinate timing and completion with third party outsourcing firm Prepare and review ASC 740 footnote SEC disclosures Manage internal controls, processes and documentation and coordination with external auditors for control testing VAT / GST Compliance (10%) Prepare monthly and quarterly VAT or GST returns for a handful of international jurisdictions including managing relationships with third party firm. This includes corresponding and managing inquiries and audits with foreign jurisdictions. Other tasks (10%) Manage, plan and coordinate projects supporting tax compliance and tax provision Coordinate and manage process striving for efficient and streamlined approach Develop cross-functional relationships both within and outside of tax function Required Skills and Professional Experience Bachelor's degree in Accounting or Finance required. Certified Public Accountant (CPA) preferred (active, inactive OR progressing to completion) 7+ years of professional tax, financial, transactional, and reporting experience related to private or publicly-held companies. Two+ years tax experience with Big 4 or large regional public accounting firm is a plus Strong technical tax background in tax accounting under ASC 740 and US corporate, state, and local income tax Experience with public company working in a SOX controls environment is highly preferred Working knowledge of taxing authority audit processes in various taxing jurisdictions. Must possess critical thinking skills to solve complex issues and produce tax technical analysis. Highly motivated team player with the ability to work independently. A driven individual with excellent analytical skills and demonstrates action driven and task-oriented skills set Ability to remain focused, productive and organized while spearheading several simultaneous projects Ability to meet assigned deadlines with minimal supervision and demonstrates judgment and problem solving abilities Strong verbal and writing communication skills in order to interface with internal and external personnel Establishes clear accountability, respect for others, and achieves stretch goals Strives to make constant improvements in processes or internal controls and can identify opportunities to make processes more efficient Detail oriented, accurate and organized in work product with emphasis in strong documentation Honesty, personal integrity and a sense of personal responsibility are critical Expertise with Excel (Pivots, Vlookups, etc.) Experience/working knowledge with Accounting Tools Your future at Presidio JoiningPresidiomeans stepping into aculture of trailblazers-thinkers, builders, and collaborators-who push the boundaries of what's possible. With our expertise in AI-driven analytics, cloud solutions, cybersecurity, and next-gen infrastructure, we enable businesses to stay ahead in an ever-evolving digital world. Here,your impact is real.Whether you're harnessing the power of Generative AI, architecting resilientdigital ecosystems, or drivingdata-driven transformation, you'll be part of a team that is shaping the future. Ready to innovate? Let's redefine what's next-together. About Presidio At Presidio, speed and quality meet technology and innovation. Presidio is a trusted ally for organizations across industries with a decades-long history of building traditional IT foundations and deep expertise in AI and automation, security, networking, digital transformation, and cloud computing. Presidio fills gaps, removes hurdles, optimizes costs, and reduces risk. Presidio's expert technical team develops custom applications, provides managed services, enables actionable data insights and builds forward-thinking solutions that drive strategic outcomes for clients globally. For more information, visit ***************** ***** Applications will be accepted on a rolling basis. Presidio is an Equal Opportunity / Affirmative Action Employer / VEVRAA Federal Contractor. All qualified candidates will receive consideration for this position regardless of race, color, creed, religion, national origin, age, sex, citizenship, ethnicity, veteran status, marital status, disability, sexual orientation, gender identification or any other characteristic protected by applicable federal, state, and local statutes, regulations, and ordinances. To read more about discrimination protections under Federal Law, please visit: If you have any difficulty using our online system and need an accommodation in the job application process due to a disability, please send an email to for assistance. Presidio is a VEVRAA Federal Contractor requesting priority referrals of protected veterans for its openings. State Employment Services, please provide priority referrals to . Notice to Massachusetts Candidates: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Recruitment Agencies, Please Note: Presidio does not accept unsolicited agency resumes/CVs. Do not forward resumes/CVs to our careers email address, Presidio employees or any other means. Presidio is not responsible for any fees related to unsolicited resumes/CVs. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Argo Group International Holdings, Inc.and American National, US based specialty P&C companies, (together known as BP&C, Inc.) are wholly owned subsidiaries of Brookfield Wealth Solutions, Ltd. ("BWS"), a New York and Toronto-listed public company. BWS is a leading wealth solutions provider, focused on securing the financial futures of individuals and institutions through a range of wealth protection and retirement services, and tailored capital solutions. Job Description The Premium Tax Manager will be responsible for managing premium tax compliance, reporting, and strategic planning specifically for insurance companies. The role will also provide oversight of surcharge and assessment compliance levied on insurers. The role interacts with senior level executives, so strong business and financial acumen are necessary and the capability to articulate strategy is critical.The role will be responsible for delivery and improvement on all processes and system integrations. We are looking for a positive leader with a passion for developing people to extract their potential. Roles and Responsibilities Oversee the accurate and timely preparation and filing of state premium tax returns and estimates for various entities Ensure state mandated assessments and surcharges are remitted to tax authorities in a timely manner while limiting the net tax impact on the business Serve as a primary point of contact and manage responses to inquiries and audits from state taxing authorities Conduct detailed tax research, staying current with changes in tax laws and industry trends, and documenting tax positions to ensure compliance Delivering accounting and operational support across all areas of the business. Oversee daily/monthly/quarterly operational activities. Ensure accuracy and integrity of financial data. With deep understanding of SOX requirements, ensure compliance in all transactions and support SOX testing request. Provide high quality reporting and analysis to be used both internally and externally. Develop systems, process and controls to enhance efficiency and effectiveness. Complete ad-hoc analysis as requested by senior management. Identify improvement opportunities in current processes. Revamp processes that need enhancement, recommend solutions and implement changes. System-oriented. Evaluate feasibility to automate currently manual processes. Lead system implementations. Supervise, train and develop staff, ensuring job responsibilities are completed successfully and career progression is supported. Participate in special projects as needed. Ability to work with other departments and collaborate outside of Finance. Qualifications Strong knowledge of premium tax regulations, accounting principles, and insurance industry standards is essential. Bachelor's degree in accounting or finance. Strong knowledge of US GAAP. A minimum of 10 years in accounting and at least 5 years at management positions with progressing responsibilities and demonstrated experience managing insurance accounting operations teams. Prior experience in a publicly traded company preferred. Unquestionable ethics and integrity. Strong analytical skills and attention to detail and accuracy. Excellent interpersonal, communication, and organizational skills. Ability to work independently, manage deadlines, and balance competing priorities in a progressive environment. The base salary range provided below is for hires in those geographic areas only and will be commensurate with candidate experience. Pay ranges for candidates in other locations may differ based on the cost of labor in that location. In addition to base salary, all employees are eligible for an annual bonus based on company and individual performance as well as a generous benefits package. New York City - $119.1k - $141.8k Chicago - $109.2 - $129.9k Richmond, San Antonio and Omaha - $99.2k - $118.1k PLEASE NOTE: Applicants must be legally authorized to work in the United States. At this time, we are not able to sponsor or assume sponsorship of employment visas. If you have a disability under the Americans with Disabilities Act or similar state or local law and you wish to discuss potential reasonable accommodations related to applying for employment with us, please contact our Benefits Department at . Notice to Recruitment Agencies: Resumes submitted for this or any other position without prior authorization from Human Resources will be considered unsolicited. BWS and / or its affiliates will not be responsible for any fees associated with unsolicited submissions. We are an Equal Opportunity Employer. We do not discriminate on the basis of age, ancestry, color, gender, gender expression, gender identity, genetic information, marital status, national origin or citizenship (including language use restrictions), denial of family and medical care leave, disability (mental and physical) , including HIV and AIDS, medical condition (including cancer and genetic characteristics), race, religious creed (including religious dress and grooming practices), sex (including pregnancy, child birth, breastfeeding, and medical conditions related to pregnancy, child birth or breastfeeding), sexual orientation, military or veteran status, or other status protected by laws or regulations in the locations where we operate. We do not tolerate discrimination or harassment based on any of these characteristics. The collection of your personal information is subject to our HR Privacy Notice Benefits and Compensation We offer a competitive compensation package, performance-based incentives, and a comprehensive benefits program-including health, dental, vision, 401(k) with company match, paid time off, and professional development opportunities.

Guggenheim Securities * Guggenheim Securities ("GS") is seeking an experienced Senior Analyst or Junior Associate to join its Infrastructure Investment Banking group in New York. Our Associates play an integral role in evolving and enhancing our client relationships and are active participants throughout the life of a transaction and beyond. Our Associates benefit tremendously from the experience and partnership they have with our Senior Managing Directors, Managing Directors, Vice Presidents, and Analysts. We pride ourselves on the dedication we give to our Associates development, which in turn helps assist in supporting and cultivating our growing team of Analysts. We work to constantly assist in developing our Associates marketing, sales, analytical, and communication skills. We aspire to continuously refresh and cultivate a culture of Innovation, Diversity, and Inclusion. In a client services business like ours, our team members are the product, the service, and the offering. We will provide best-in-class Investment Banking training-formal and hands-on-as you continue to develop your professional toolkit: M&A process management, business acumen, financial analysis, data analysis, soft-selling and presentation skills, professional communication (verbal, written and virtual), negotiations, and more. We believe Associate development is critical to our strategy, and this role is seen as a career-track position. Essential Job Functions * Lead day-to-day project management and oversee execution on a range of advisory and financing transactions * Develop and oversee financial and accounting analyses and help identify, research, and analyze M&A and financing opportunities * Analyze and manage the analysis of market trends, competitive landscapes, and publicly traded company financials to identify potential client solutions and new market opportunities * Develop and monitor the development of complex financial models for a broad range of corporate finance alternatives * Perform financial and valuation analysis using both industry standard and proprietary models * Analyze and supervise the analysis of current and past accounting and financial records to advise management through financial projections preparation * Integrate strategy ideas derived from various analyses, forecasts, business plans, and research into presentations for various stakeholders * Conduct due diligence investigations of client companies to ascertain the soundness of their business model and forecasts * Transaction evaluation, preparation, due diligence, and execution of transactions; and managing the preparation of marketing materials including teasers, information memoranda, and other transaction-related documentation * Help lead deal pitches including idea generation * Act as the financial and strategic advisor for clients of core accounts in conjunction with senior coverage officers * Build and develop relationships with clients through ongoing engagement and demonstration of financial and industry knowledge * Generate potential ideas and new business opportunities to clients to help solve problems Preferred Qualifications * Significant level of maturity and the ability to work as a team interfacing with top company executives and senior management * Highly organized, with the initiative and ability to work with limited supervision * Excellent analytical skills and attention to detail * Strong written and oral communication skills * Effective process management abilities * Sell-side advisory experience is a plus Basic Qualifications * Requires a minimum of a Bachelor's degree * IB Analyst promotes to Associate or MBA hires with 1-2 years of relevant experience * Core modeling and valuation experience in professional setting * SIE Exam, Series 79 and Series 63 must be acquired within 150 days of employment Work Location * Currently, this role is expected to be in the New York office at least 4 days per week. Salary * Annual base salary between $125,000 and $200,000. The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation. About Us: Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston. For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ****************************************** or ************. Guggenheim Securities, LLC ("GS") does not accept unsolicited resumes or applications. GS considers any resume or application to be unsolicited if (a) received from an entity or individual without a current recruiting agreement with GS or (b) submitted to anyone at the firm other than through the process set forth in the recruiting agreement between GS and the submitting entity or individual, and GS will not pay a fee to any entity or individual for such submission.

Job Classification: Investment Management - Investments A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers! If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today. At PGIM, You Can! What you will do The Senior Investment Analyst role in the Portfolio Analysis Group will directly support the Asset Based Finance desk, providing investment analysis, both portfolio and market based, to key internal constituents, as well as current and prospective clients. Sectors covered will include Private ABF, CMBS, non-agency RMBS, CLOs, and Asset Backed Securities. The Analyst delivers expert quantitative investment analytics and shares leadership responsibilities for the group with his or her peers. The Analyst works closely with portfolio managers, risk managers, traders, credit research, client service representatives and the sales and marketing team to deliver deal analysis, performance attribution and analytics, monitor portfolio positioning, alignment, and risk exposures, collect and analyze market data and model portfolios and custom benchmarks for portfolio management. The incumbent understands and participates in portfolio construction and trade construction within multiple sets of constraints or guidelines that exist for the portfolio sphere they cover. The ability to successfully navigate multiple, and at times competing, ad hoc requests and projects simultaneously that relate to market or portfolio analytics received from all parts of the larger Fixed Income organization is also key. The incumbent partners closely with peers throughout Fixed Income to build organizational capabilities and is responsible for setting goals and accomplishing the objectives of the Portfolio Analysis Group. What you can expect * Perform targeted deal analysis, prepare investment committee materials, and deliver performance attribution for Asset Based Finance portfolios, emphasizing risk, structure, and outcome across ABF asset classes. * Integrate specific client guidelines, objectives and risk tolerances into the firm's investment process and strategies to ensure complete portfolio management and analytics are in place for all portfolios * Follow developments, views and themes within the market or markets applicable to the desks being covered, understand how those drive portfolio positioning and performance * Maintain the Portfolio Analysis Group's position as a world class provider of Investment Analytics and provide leadership, talent development and execution against the organization's strategic goal set. * Work with peers across mandates to ensure analytics processes and methodologies are applied consistently and efficiently * Deliver and effectively communicate monthly and quarterly performance attribution analysis * Work with constituents throughout the organization to ensure that the Portfolio Analysis Group, Portfolio Management teams and the Risk Management Group have the tools and technology required to effectively manage portfolios * Remain current on all applicable technology related to portfolio analytics, attribution methodologies, modelling methodologies and risk management tools * Ad hoc Project work including but not limited to work related to analyzing new deals in the market, answering client questions, or creating exhibits on market trends as needed by the desk. What you will bring * 3-5+ years of experience in Fixed Income Investments and a demonstrated passion for Fixed Income Analytics with Structured Product and Credit experience strongly preferred * Strong demonstrated quantitative skills (project experience involving data analysis a plus) * Advanced knowledge of MS Excel * Experience scripting with SQL is strongly preferred and working with programming languages (Python/R) is a plus * Tableau or other data visualization tool experience is preferred * Ability to thrive in a fast-paced environment while working on multiple tasks both independently and within a team construct * Maintains high levels of productivity and self-direction * MBA, CFA, other applicable master's level work such as Statistics or Quantitative Finance or equivalent experience will be considered * Excellent verbal and written communications skills * Embraces and encourages change and development * PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply. Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $120,000 to $125,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. What we offer you: * Market competitive base salaries, with a yearly bonus potential at every level. * Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave. * 401(k) plan with company match (up to 4%). * Company-funded pension plan. * Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs. * Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development. * Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs. * Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com. If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.

Are you a detail-oriented problem solver with a passion for streamlining complex investment operations? Do you enjoy collaborating closely with customers and cross-functional teams to solve high-impact operational challenges? Are you eager to bring innovation and automation to middle- and back-office workflows in the investment management industry? If so, we invite you to be a part of our innovative team. As a Senior Investment Operations Analyst, you'll play a key role in supporting Ridgeline customers by managing critical investment operations functions such as reconciliation, performance reporting, trade capture, and more. You'll be the go-to expert ensuring that customer operations are accurate, timely, and scalable. This role also helps bridge customer experience and product evolution by identifying process improvements and automation opportunities. You'll work with cutting-edge technology, including AI tools such as ChatGPT, to deliver efficient, forward-thinking solutions and insights that shape the future of investment operations. At Ridgeline, how we work matters as much as what we build. Ridgeliners act like owners, choose growth over comfort, and communicate with transparency. We assume positive intent, bias toward action, and bring solutions-not just problems. We celebrate wins, learn from setbacks, and thrive in a resilient, collaborative, high-performing culture. If this excites you, we'd love to meet you. You must be work authorized in the United States without the need for employer sponsorship. The impact you will have: * Account Administration - Set up new accounts, process updates and terminations, and maintain portfolio group structures as directed by customers. * Investment Accounting - Record financial transactions on a trade-date basis, process income and expense accruals, and support period-end close activities. * Trade Capture & Settlement -Ensure accurate posting, support post-trade workflows (matching, confirmations, allocations), and meet T+1 settlement requirements. * Corporate Actions - Process mandatory corporate actions and reconcile all activity through standard controls. * Pricing & Security Master - Apply daily pricing, FX rates, and security master data from third-party vendors, resolving exceptions and ensuring compliance with customer policies. * Reconciliation - Perform daily reconciliations of positions, transactions, cash, and tax lots between Ridgeline and custodians/prime brokers; research and resolve breaks with clear documentation. * Performance - Support daily and monthly performance reporting, ensuring calculations align with GIPS standards and addressing customer inquiries on returns and composites. * Customer Engagement - Deliver exception reports, investigate and resolve inquiries, and surface operational insights that help improve both customer outcomes and Ridgeline's platform. * Automation & Innovation - Identify opportunities to streamline processes through AI/ML and automation, working with the broader team to design smarter workflows that scale with customer needs. What we look for: * Bachelor's degree in Finance, Economics, Accounting, or a related field. * 3-5 years of experience in investment operations or a related middle/back-office function. * Familiarity with portfolio accounting, reconciliation, performance reporting, and trade lifecycle management. * Strong attention to detail with a commitment to accuracy and timeliness. * Analytical and problem-solving skills, with the ability to resolve breaks and exceptions independently. * Excellent written and verbal communication skills for working with customers and internal teams. * Proficiency with Google Apps or MS Office, especially spreadsheets. * Curiosity about new technologies, including AI-driven tools, and willingness to learn. * Flexibility to support early-morning start times (as early as 3:00am PST) when required by customer operations. Bonus: * Experience with enterprise SaaS or fintech platforms. * Familiarity with tools such as Slack, JIRA, Confluence, or Kantata. * Exposure to APIs, AWS, or other cloud-based architectures. * CFA or CPA designation (or progress towards one). About Ridgeline Ridgeline is the industry cloud platform for investment management. It was founded by visionary tech entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to apply his successful formula of solving operational business challenges with bold innovation and human connectivity to the unique needs of the investment management industry. Ridgeline started with a clean sheet of paper and a deep bench of experts bound by a set of core values and motivated to revolutionize an industry underserved by its current tech offerings. We are building a new, modern platform in the public cloud, purpose-built for the investment management industry and we are prioritizing security, agility, and usability to empower business like never before. With a growing campus in Reno and offices in New York, Lake Tahoe, and the Bay Area, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Fast Company as a "Best Workplace for Innovators," by The Software Report as a "Top 100 Software Company," and by Forbes as one of "America's Best Startup Employers." Ridgeline is proud to be a community-minded, discrimination-free equal opportunity workplace. Ridgeline processes the information you submit in connection with your application in accordance with the Ridgeline Applicant Privacy Statement. Please review the Ridgeline Applicant Privacy Statement in full to understand our privacy practices and contact us with any questions. Compensation and Benefits The cash compensation amount for this role is targeted at $115,000-$137,500. Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above. As an employee at Ridgeline, you'll have many opportunities for advancement in your career and can make a true impact on the product. In addition to the base salary, 100% of Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement. We also offer rich benefits that reflect the kind of organization we want to be: one in which our employees feel valued and are inspired to bring their best selves to work. These include unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans. Please check out our Careers page for a more comprehensive overview of our perks and benefits. #LI-Hybrid