Portfolio manager jobs in Yonkers, NY - 1,320 jobs

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

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 an 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.

A financial services firm in Stamford, Connecticut, is seeking an experienced Portfolio Risk Specialist to lead and expand its Risk Management Team. You will enhance risk management platforms, develop risk analysis metrics, and implement risk mitigation strategies for a growing portfolio of asset classes. The ideal candidate has over 5 years of experience in portfolio risk management and strong quantitative skills. A collaborative and friendly work environment awaits you, along with competitive compensation and comprehensive health benefits. #J-18808-Ljbffr

At Equitable, our power is in our people. We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you\'ll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential? Equitable operates in an agile environment across the entire organization, referred to as New Ways of Working. The Chief Investment Office is expanding its leadership team and searching for a Deputy Chief Investment Officer-a single, integrated leadership role encompassing strategic investment management, asset-liability oversight, and manager accountability. Reporting to the Chief Investment Officer, the Deputy Chief Investment Officer - General Account will manage a team of 2 to 3 professionals, collaborating with business and asset class leaders to drive the evolution of our investment functions. This highly visible position will lead critical cross-functional initiatives, advocate for the company\'s investment and risk management principles, and provide independent perspectives supporting a long-term investment approach. Role Summary & Responsibilities Strategic Asset Allocation & Product Strategy: Develop and oversee asset allocation targets across all asset classes, informed by liability profiles and risk tolerance. Lead the development and implementation of product investment strategies, maintaining close relationships with business areas. Asset-Liability Management: Ensure portfolio duration, cash flows, and risk characteristics are aligned with insurance liability obligations. Oversee ALM implementation, collaborating with stakeholders to guarantee strategic alignment. Investment Policy & Compliance: Create and maintain investment guidelines, establish risk limits, and ensure compliance with regulatory frameworks. Monitor policy adherence, aiming for zero violations of investment or regulatory requirements. Economic Capital & Risk Optimization: Maximize risk-adjusted returns while optimizing regulatory capital requirements (RBC, Solvency II). Oversee duration positioning, hedging strategies, and sensitivity analysis to manage interest rate risk. Portfolio Structuring & Manager Oversight: Drive portfolio structuring to meet key company OKRs including yield, risk, and capital usage. Engage directly with affiliated asset managers, evaluating performance, conducting due diligence, and enforcing accountability across mandates and asset classes. Performance Analysis: Analyze portfolio performance drivers, validate returns against strategic objectives, and deliver rigorous attribution analysis with >90% explained variance. Ensure affiliated manager delivers benchmark targets with prudent risk management. Risk Monitoring & Market Intelligence: Monitor portfolio risk characteristics, identify emerging risks, and provide independent market analysis and investment opportunity assessment. Lead specialized knowledge teams to validate manager decisions and uphold institutional-grade due diligence. Accountabilities Regulatory Capital Efficiency: Target improvement in capital ratios annually Asset-Liability Mismatch: Maintain duration gap within ±1 year of target matching. Strategic Performance: Deliver asset allocation decisions generating 5-10+ basis points annual outperformance. Policy Compliance: Zero violations of investment guidelines or regulatory requirements. Interest Rate Protection: Limit earnings volatility from rate movements to acceptable ranges. Capital Allocation ROI: Demonstrate 15%+ risk-adjusted return on allocated capital across asset classes. Manager Performance Validation: Ensure affiliated asset managers meet benchmarks and risk standards. Due Diligence Quality: Maintain investment evaluation standards across all asset classes. Risk Parameter Compliance: Enforce risk limits and concentration guidelines. Performance Attribution: Deliver accurate portfolio analysis with >90% explained variance in results. Cost-Effective Oversight: Provide independent validation without duplicating manager capabilities. Investment Quality: Prevent losses through rigorous screening and ongoing portfolio monitoring. The base annual salary range for this role is $275,000 - $350,000. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility. For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below. Equitable Pay and Benefits: Equitable Total Rewards Program A successful candidate must be skilled at working in a matrixed organization and have an established track record for building alignment and executing the work across multiple teams. Additional experience and skills that will enable candidate success include: Proven experience in portfolio structuring, communication of goals and tactics, ongoing monitoring of portfolio activities Demonstrated experience creating and leading engaging presentations for senior management/Board level meetings Experience leveraging third party relationships required Skills Asset and Liability Management (ALM): Advise portfolio managers and ALM committees on managing risk-return profiles of portfolios and products. Leads discussions on the rationale for modifying or switching asset liability portfolio risk management strategies. Predicts the future trends and developments in asset and liability management. Develops ALM portfolio and risk management strategies for unique, complex, and risky situations. Proposes alternative strategies to achieve desired and optimal ALM risk-return profiles. Business Acumen: Influences the manner in which business decisions are made through utilization of economic, financial, and organizational data to build business cases for major initiatives. Effective Communication: Communicates effectively with diverse audiences, using appropriate media and language. Ensures important messages are clearly understood. Coaches others on methods of improving their own communications. Portfolio Management: Develops innovative portfolio management strategies for unique situations. Contributes to the development of new portfolio instruments and the evaluation of their validity and relevance. Designs portfolio management processes and best practices. About Equitable At Equitable, we\'re a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. ********** Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws. NOTE: Equitable participates in the E-Verify program. If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at ************** or email us at ******************************* #J-18808-Ljbffr

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.

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

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

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.

Position: Digital Asset ManagerDepartment: DigitalReports To: VP of Digital ServicesLocation: On-Site, 5 Days/Week - Midtown Manhattan, New York City (Fashion District) Success ProfileThe Digital Asset Manager will partner across G-III's full portfolio of brands and businesses to oversee the daily operations of our digital asset management (DAM) platform. This role is highly cross-functional and requires a strategic, organized, and systems-driven professional who can optimize digital asset workflows, champion DAM adoption, and continually improve the platform's efficiency and user experience. Key AccountabilitiesPlatform Management & OperationsManage day-to-day operations of the DAM to ensure smooth, efficient functionality.Add and maintain metadata for all brands and divisions, including managing taxonomy updates and user-initiated metadata changes.Ensure timely upload and download of assets and troubleshoot any user blockers.Add users, maintain permissions, and safeguard appropriate visibility restrictions based on usage rights.Upload assets and create workflows to ingest content produced internally or licensed from third parties.Integrate the DAM with other platforms and tools across the G-III tech stack. Governance, Structure & OptimizationAuthor, maintain, and enforce DAM governance documentation and best practices.Propose catalog restructurings to optimize navigation, search pathways, and user experience.Recommend improvements to database structures, metadata strategy, or tagging frameworks to enhance future curation.Advise teams on how best to collect new tags or metadata inputs. Cross-Functional Partnership & TrainingLead onboarding of additional brands, departments, and partners into the DAM platform.Collaborate with internal business unit leaders to ensure the DAM reflects their workflows and use cases.Train end users and provide ongoing support, acting as the primary DAM resource across the organization.Engage super users to gather feedback and identify opportunities for improvement.Create and curate end-user-facing collections, folders, and content groupings. Vendor & Stakeholder ManagementOversee relationships with the DAM software provider and integration partners.Manage cross-functional workstreams tied to new integrations, enhancements, or rollouts. Education & Experience RequirementsBachelor's Degree required; MLS, MBA, or relevant advanced degree a plus.5+ years of experience in information curation, library science, digital asset management, or related field.Strong organizational skills and a passion for structure, detail, and categorization.Ability to work independently on long-term, complex projects.Entrepreneurial spirit with a proactive approach to proposing new initiatives.Comfort working with evolving systems while helping build scalable processes.Proficiency in spreadsheets (data analysis + string transformations).Ability to write and edit simple JSON.Experience with SEO tools (Google Analytics, Google Search Console).Optional: Knowledge of fashion wholesale, e-commerce, or DTC businesses.Optional: SQL familiarity and ability to write or learn basic queries. What We OfferCompetitive compensation and annual performance bonus eligibility Full suite of medical, dental, and vision benefits 401(k) with company match Generous PTO, holidays, and sick time Employee discounts across all G-III brands Career development opportunities and internal mobility Collaborative, innovative environment within one of fashion's premier apparel groups CompensationPay Range: $95,000 - $120,000 per year This good-faith compensation range is provided pursuant to the New York City Salary Transparency Law. About G-III Apparel Group, Ltd. | ****************** is a global leader in design, sourcing, manufacturing, distribution, and marketing, powering more than 30 owned and licensed fashion brands. Our entrepreneurial culture and strong industry partnerships allow us to deliver market-leading product and growth across our expansive portfolio.

Tax Manager High-Growth Team Compensation: $140,000 - $200,000+ base, plus annual bonus (above market for the right person) Status: Confidential Search Why This Role? If you're looking for something different - a role where technical challenge meets flexibility and autonomy - this might be your lane. We're helping a Top National Ranked Firm, quietly build out a hand-picked team of Tax Managers and Senior Tax Managers who are reshaping how client service looks in wealth management. This isn't just about a bigger title. It's about working with smart, supportive people on complex and rewarding client work in the High Net Worth space, all while maintaining the kind of work-life rhythm you usually only dream about in this industry. What You'll Do As apart of this growing team, you'll be a key player on a nimble team working with high-net-worth individuals, Real Estate, and closely held businesses. Your role will balance hands-on technical work with strategic advisory and mentorship. You'll: Lead tax compliance and planning for complex flow-through entities (partnerships, LLCs, etc.) Work closely with clients to identify tax issues and develop proactive planning strategies Manage project timelines, workflow, and review deliverables for accuracy and technical quality Coach and mentor junior staff, while contributing to internal firm growth initiatives Participate in developing new client relationships and expanding services with existing ones Research sophisticated tax matters and present findings in a practical, client-friendly way Collaborate across departments in a culture that prioritizes teamwork and integrity What You Bring This isn't an entry point - it's for someone who already knows the ropes and wants more control and more impact. You'll ideally have: CPA license; Master's in Taxation a strong plus 5-15+ years of relevant tax experience Advanced knowledge of partnership taxation, flow-throughs, and compliance Experience with HNW Individuals and Real Estate clients Strong research and communication skills - especially the ability to translate complexity into business language Project management skills - you know how to juggle deadlines without dropping balls A team-first mindset, with a real interest in mentoring others and helping the firm grow Experience using firm tech tools to drive better client outcomes Location & Flexibility HYBRID - based professionals can enjoy work where-ever environment (must be based in the US) Wherever you're based, my clients expects clear communication, collaboration, and accountability - and in return, offers real trust and autonomy. Why People Stay With Us Challenging, meaningful client work that helps you grow fast - This is not just a compliance job, you'll be working heavily in an advisory role. Clear paths to advancement (the firm has been growing steadily since 1991) Core values that actually matter - Integrity, Excellence, Teamwork, and DEI People-first culture with big-firm resources and a boutique feel Let's Talk This is a confidential search, and even if the timing isn't quite right, it could be worth a quick conversation. If it feels like the kind of team you've been hoping to find, reach out and let's connect. Kiefer.Cundy@cybercoders.com

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.

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

CompanyFederal Reserve Bank of AtlantaAs an employee of the Atlanta Fed working for the Office of Employee Benefits (OEB) in the Newark, NJ office, you will help support our mission of promoting the stability and efficiency of the U.S. economy and financial system. Your work will affect the economy of the Southeast, the United States, and the world. The work we do here is important, and how we do it is just as important as what we do. We live our values of integrity, excellence, and respect every day. We do the right thing, we do things right, and we treat people right. A career at the Federal Reserve Bank of Atlanta gives you the chance to do work that touches lives and helps communities prosper. Onsite Work Expectations: The Bank believes in flexibility to balance the demands of work and life while also recognizing the necessity of connecting and collaborating with our colleagues in person. Onsite work is an essential function of this position, and you are required to be onsite according to the schedule set by your management. Assists with analyses and calculations that will support the maintenance of the Federal Reserve's retirement and health and welfare benefits programs. Also participates in the investment of the System's Retirement and Thrift Plan portfolios particularly as it relates to strategies intended to mitigate financial risk to the System and/or its participants. Must maintain broad-based knowledge and exposure to various aspects of benefits plan management and investments. Key Responsibilities: Conduct complex actuarial analyses and calculations to support the maintenance of the Federal Reserve's Retirement and Health & Welfare benefits programs. Facilitate the collection and review of data and data action plan for actuarial reporting and valuation activities. Validate results with appropriate stakeholders. Participate in the investment of the System's Retirement and Thrift Plan portfolios, with a focus on mitigating financial risk to the System and its participants. Assist in periodic asset class reviews and investment manager RFP's. Lead research and development of funding analyses for the Retirement Plan. Collaborate with external partners (e.g. independent actuary), stakeholders, plan participants, and Federal Reserve System partners (e.g., Finance & Accounting) on various actuarial projects. Monitor and analyze emerging trends in participant behavior, utilization rates, etc., and develop recommendations based on findings. Assist with enhancements to actuarial control processes, such as reviewing and balancing controls, to ensure accurate and ongoing processes are in place. Demonstrate expert understanding of asset/liability matching approaches and their application to the Retirement Plan. Possess a strong understanding of investment markets and principles, particularly fixed income and investment strategies relevant to pension actuarial calculations. Work effectively with cross-functional teams to integrate actuarial and investment insights into broader financial and operational strategies. Communicate complex actuarial concepts and findings to non-actuarial stakeholders in a clear and concise manner. Provide mentorship and guidance to junior staff and other team members, fostering a culture of learning and professional development. Assist with developing presentations, training sessions and ad-hoc analyses for Reserve Bank partners. Lead processes and projects with measurable outcomes. Lead or contribute to special projects and initiatives that require actuarial expertise, ensuring timely and successful completion. Functional Knowledge Preferences Strong technical knowledge of ERISA, the Internal Revenue Code, and applicable regulations and financial accounting standards as they pertain to the Federal Reserve's benefit programs. Understanding of asset/liability matching approaches. Experience working as, or with, enrolled, investment or healthcare actuaries are desirable. Experience working with either pension or health & welfare actuarial calculations. Knowledge of retiree medical funding approaches, trusts and accounting. Some accounting background (particularly as it relates to benefit plans) Proficiency with a variety of data analysis and data manipulation tools. Understanding of investment markets and principles (particularly fixed income investments) Education: Bachelor's degree in mathematics, actuarial science, accounting, management information systems or finance; MBA or Chartered Financial Analyst (CFA) designation preferred. Experience: Seven+ years of experience in the areas of actuarial analysis or statistical development of various pension, health & welfare and other accrued benefit plans preferred. Our total rewards program offers benefits that are the best fit for you at every stage of your career: Comprehensive healthcare options (Medical, Dental, and Vision) 401K match, and a fully funded pension plan Paid vacation and holidays, flexible work environment Generously subsidized public transportation Education Assistance Program Professional development programs, training and conferences And more… This is not necessarily an exhaustive list of all responsibilities, duties, performance standards or requirements, efforts, skills or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed when circumstances change (e.g. emergencies, rush jobs, change in workload or technological developments). The Federal Reserve Bank of Atlanta is an equal opportunity employer. Full Time / Part TimeFull time Regular / TemporaryRegularJob Exempt (Yes / No) YesJob CategoryAccounting/Finance Family GroupWork ShiftFirst (United States of America) The Federal Reserve Banks are committed to equal employment opportunity for employees and job applicants in compliance with applicable law and to an environment where employees are valued for their differences. Always verify and apply to jobs on Federal Reserve System Careers (************************************* or through verified Federal Reserve Bank social media channels. Privacy Notice

**About this role** The Workplace AI Portfolio Lead owns the enterprise portfolio strategy, prioritization, and value realization for AI-enabled workplace experiences and workflow automation. This role partners with the Head of Digital Workplace AI to help define the Workplace AI vision and translates it into a focused set of sequenced initiatives, ensuring engineering capacity is aligned to the highest impact outcomes. The scope spans platforms like M365 Copilot, ChatGPT Enterprise, Copilot Studio agents, and workflow automation across Microsoft 365 and the Power Platform, with a focus on scalable employee experiences, reusable patterns, and measurable business impact. This leader is accountable for portfolio clarity and outcomes. They set the "what and why," run the portfolio operating model, and ensure impact can be measured and communicated. They partner closely with Workplace AI Engineering, Workplace AI Operations, Adoption and Change Management, and Release and Transformation, as well as AI leaders across the firm. They help shape the Workplace AI North Star, including the target employee experience, priority scenarios, and the sequencing required to scale responsibly. **Key Responsibilities** Portfolio Strategy, Intake, and Prioritization + Own a single enterprise portfolio and backlog across Workplace AI initiatives (including M365 Copilot, ChatGPT Enterprise, Copilot Studio agents, and automation), consolidating intake to reduce duplication and improve transparency. + Establish a standardized prioritization rubric that drives repeatable trade-offs across impact, scalability, reuse potential, readiness, risk, and effort. + Own and run portfolio decision forums. Lead quarterly planning and maintain a resourced roadmap (Now, Next, Later) aligned to actual engineering capacity and key dependencies. + Operate a clear "stop doing" and re-sequencing mechanism to protect capacity for priority initiatives and avoid perpetual pilots. Engineering Capacity Alignment and Execution Readiness + Build and maintain a capacity model that allocates effort across priority initiatives, reusable platform capabilities, reliability and technical debt, and time-boxed experimentation. + Partner with Workplace AI Engineering leadership to reduce parallel work, sequence dependencies, and improve throughput and time to impact. + Define stage gates from idea through scaled release (discovery, pilot, production, post-deployment) with clear readiness and exit criteria. + Ensure delivery plans account for constraints such as data readiness, integrations and connectors, identity and permissioning, security reviews, and release readiness. Vision and Product Strategy + Co-develop and maintain the Workplace AI vision and multi-horizon strategy (Now, Next, Later), in partnership with the Head of Digital Workplace AI and Digital Workplace AI Exco. + Translate the vision into a small set of enterprise scenario bets, with clear principles, guardrails, and sequencing that reflect real capacity and dependencies. + Own the portfolio narrative for Workplace AI, ensuring leadership and stakeholders understand what we are building, why it matters, and how it connects across tools. Experience Strategy and Scenario Focus + Translate the Workplace AI vision into an executable scenario blueprint and capability map that clarifies what will be standardized, reused, and bespoke. + Maintain a prioritized scenario library that defines target users, workflows, and expected outcomes for high-frequency moments that matter. + Drive coherence across Copilot, chat, agents, and automation so employees have a consistent path from question to action across channels. Value Realization, Measurement, and Executive Reporting + Define outcome metrics for priority scenarios (time saved, cycle time reduction, deflection, quality, user satisfaction, etc.) and ensure they are measurable and attributable. + Establish a measurement approach that combines telemetry and insights, user feedback, and business validation to quantify impact and inform portfolio decisions. + Build portfolio dashboards and executive-ready reporting that communicate what is live, what is scaling, what is next, and the value delivered. + Drive evidence-based decisions to iterate, scale, pause, or stop initiatives based on realized outcomes. + Lead post-release and post-scale retrospectives across priority initiatives, ensuring learnings translate into changes to roadmap, guardrails, and delivery process. Standards, Quality, and Responsible Scaling + Publish reusable agent and automation patterns with Workplace AI Operations to standardize escalation, logging, and safe operations. + Convert governance into practical guardrails with Risk, Legal, Privacy, and Security to move fast with controls. + Set AI experience quality standards with Workplace AI Engineering and Release & Transformation across accuracy, safety, and user acceptance. Stakeholder Alignment + Run a consistent operating cadence with Workplace AI leads to align priorities, manage dependencies, and resolve trade-offs quickly. + Partner with Adoption and Change Management to ensure targeted enablement plans exist for priority scenarios, with accountability for outcomes. + Serve as a key partner to the Head of Digital Workplace AI for vendor and platform engagement by translating roadmap signals into portfolio implications and product-level requirements. **Qualifications** + 10+ years of experience in product management, portfolio leadership, platform strategy, or enterprise transformation, including significant leadership experience in a cross-functional environment. + Demonstrated success prioritizing and delivering a portfolio under constrained capacity, including making and defending trade-offs with senior stakeholders. + Strong executive communication skills and the ability to build crisp narratives that connect vision, roadmap, and outcomes. + Technical fluency across modern productivity platforms and enterprise architecture concepts, including identity, permissions, data access patterns, and integration dependencies. + Strong analytical orientation with experience defining and tracking outcome metrics. + Experience delivering AI-enabled products or workflow automation in an enterprise environment. + Familiarity with productivity platforms, conversational experiences, and low-code automation tooling. + Experience translating vendor and platform roadmaps into internal investment decisions and scalable delivery plans. + Experience operating in regulated environments and partnering with risk and control functions. **Core Competencies** + Portfolio rigor and prioritization discipline + Systems thinking and structured problem solving + Outcome orientation and comfort with measurement + Cross-functional leadership and stakeholder influence + Ability to simplify complexity and drive decision-making For New York, NY Only the salary range for this position is USD$215,000.00 - USD$275,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. **Our benefits** To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. **Our hybrid work model** BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. **About BlackRock** At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock (****************************** | Twitter: @blackrock (****************************** | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement (************************************************************************************************************ **and the** **pay transparency statement (************************************************************************************************* **.** BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com . All requests are treated in line with our privacy policy (**************************************************************************************** . BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.

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

Senior Analyst - Investor Relations ACCOUNTABLE TO: Senior Vice President - Investor Relations Job Type: Full-time About the Company: The Federal Farm Credit Banks Funding Corporation (Funding Corporation) is a financial institution that issues debt securities to finance the loans, leases, and operations of the Farm Credit System (FCS), the network of borrower-owned lending institutions serving the U.S.'s rural communities and agriculture sector. The Funding Corporation's services help to connect securities market investors with the System's vital mission: to facilitate the growth of farmers and rural communities, thereby strengthening the American agricultural system. Why Work With Us: At the Funding Corporation you have the ability to be part of something special, leveraging your knowledge and skills to support the people who help feed, fuel and clothe the world. The Farm Credit System supports rural communities and agriculture with reliable, consistent credit and financial services, today and tomorrow. We offer a positive company culture where you will work alongside kind people in a collaborative environment and emphasis on maintaining work-life balance. POSITION OBJECTIVES: Support Head of Investor Relations and department in efforts to build and maintain a diverse investor base for Farm Credit Debt securities. Contribute to development and execution of investor relations strategies and messaging. Assure database and Funding Corporation website integrity for efficient use in investor development. PRINCIPAL RESPONSIBILITIES Collaborate with the Senior Vice President to develop and execute an Investor Relations (IR) plan designed to strengthen existing relationships and build new relationships with institutional investors. Utilize investor data to help drive IR strategy and assist with all aspects of planning, preparing and executing investor meetings, calls, conferences and Support investor message development by monitoring, researching and reporting on industry trends. Collaborate with finance, financial management and information systems teams to assure timely and accurate messaging. Create investor profiles, verify reports and provide analysis to support investor marketing and targeting. Maintain the investor memos and activity records (currently in Microsoft Dynamics 365). Develop marketing material including investor presentations, website content, reports, etc. and maintain IR webpage content. Collaborate with IR Database Administrator to assure data integrity. Engage with individuals within the Farm Credit System. Participate in select meetings, conferences and road shows. Willingness to travel for investor meetings, industry events and conferences occasionally. Other projects/research/analysis as assigned. BACKGROUND & QUALIFICATIONS Bachelor's degree in Finance, Business, Communications or related field. 2+ years of prior work experience in capital markets or comparable Understanding of financial reports and other investor documentation and communication. Strong interpersonal skills that will help to develop and maintain relationships with key Strong written and verbal communication skills. Ability to synthesize information in a clear and concise manner. Understanding of debt market, buy-side capital market. Understanding of dealer groups and debt capital markets ecosystem. Interest in U.S. Agriculture industry. Proficiency in Microsoft Office Suite: Word, Excel, Outlook, and Familiarity with CRM software. Ability to multi-task and meet strict Excellent attention to detail. Additional Information: Office location - 101 Hudson Street, Suite 3505, Jersey City, NJ Hybrid Work Schedule: Onsite T/W/TH, Remote M/F Compensation range: $80-95k (DOE) Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time. The Funding Corporation is an Equal Opportunity Employer and does not discriminate based on race, color, religion, national origin, sex, age, marital status, disability, protected veteran status or any other status protected by federal, state or local law.

Posted Monday, October 27, 2025 at 7:00 AM People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Portfolio Manager (“PM”) is responsible for maintaining and monitoring existing commercial loan portfolio and work closely with the SRM who owns the relationship of these accounts. PM is expected to maintain close contact with these clients and leverage the relationship to identify and bring in additional new business opportunities, both in loans and Bank's other products and services. PM is expected to provide “best-in-class” service to these loan clients while following established Bank's policies and procedures. ESSENTIAL FUNCTIONS PM is to work closely with SRM(s) and Team Managers on the assigned loan portfolio by monitoring and managing the credit quality of such portfolio. Review to ensure each credit is properly risk rated based on the Bank's risk rating system. Maintain and grow existing client relationships, cross-sell Bank's other products and services. Specifically accountable for credit underwriting and origination of new credits from the existing client base, portfolio monitoring, renewals, amendments and annual reviews. Work with designated underwriter, loan assistants and other loan support staff to prepare the Credit Commitment Report (“CCR”). Reviews client's accounts and portfolios in order to identify, evaluate and determine the appropriate course of action on potential credit quality issues in order to maximize credit quality and minimize risk and potential loss to the Bank. Ensure compliance with Bank, regulatory and credit requirements with emphasis on best-in-class customer service while adhering to required timeframes from the client. QUALIFICATIONS Education: U.S. College graduate with major in related fields, strongly preferred. Experience: 5-7 years of loan account relationship management experience, credit underwriting experience or a combination of both. Thorough knowledge of lending regulations and credit/underwriting practices. Must have strong loan portfolio management experience. Must possess strong loan negotiation (rates, terms, collateral requirements) experience. Must possess previous underwriting experience in the requisite area of commercial lending. Must have extensive knowledge and understanding of Bank's credit policy, risk management, underwriting requirements and loan servicing. Must have strong knowledge and understanding of commercial and specialty group banking products and services and have demonstrated ability to cross-sell such products. Skills/Ability: PC proficient. Excellent verbal and written communication skills. Bilingual (English/Mandarin or Cantonese) a plus but not required. Ability to work well independently to restructure loans and/or lines of credits. Must be organized and detail oriented and able to multi-task. Ability to work effectively in a fast paced, high production and team environment. Excellent time management skills and be accustomed to working with deadlines. Ability to assume responsibility and accountability for decision-making. Ability to communicate effectively with all levels of Bank personnel. OTHER DETAILS $90K - $110K / year Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus. Cathay Bank offers its full‑time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes coverage for medical insurance, dental insurance, vision insurance, life insurance, long‑term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k). Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy. Cathay Bank is an Equal Opportunity and Affiative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision‑making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law. This contact information is for accommodation requests only and cannot be used to inquire about the status of applications. Contact: Mickey Hsu, FVP, Employee Relations Manager, ************** or *************************. #J-18808-Ljbffr