Job TitleAssociate Corporate Lending Energy TransitionJob Description
Associate Corporate Lending Energy Transition
Contribute to Rabobank's Energy Transition strategy by delivering the best possible corporate lending products to leading clients in the sector. Work with talented and experienced colleagues across the group and build on a career in Wholesale banking.
Our Shared Future:
"A key role in a fast growing part of Wholesale, with a broad range of responsibilities." - MD, Head of Corporate Lending
You and Your Job
As a Associate Corporate Lending Energy Transition you will be successful by providing a broad range of analysis and execution, supporting to the relationship managers and credit analysts in the team.
The Associate will be expected to provide a broad range of analytical, marketing and transaction support for the Corporate Lending Energy Transition team. Main tasks and responsibilities are focused on using Corporate Lending products and processes to support the development and management of client relationships with global and US-based companies in the Energy Transition. Additionally, it is expected that over time the role will also include supporting transactions and relationships in certain other sectors.
Job Responsibilities
Assisting in managing transactions through the internal credit process by consultation, analysis, structuring, and communication with credit, regional, and business line managers
Support maintaining and monitoring a portfolio of loans including, as needed, expansions, refinancings, restructurings, exits, etc., based on risk analysis.
Assist cross-selling of existing Rabobank products including derivatives, VCF, etc…
Help in developing new products and techniques in changing markets in collaboration with coverage, credit, clients, other lenders, etc.
Your Promise to Us:
To be considered for the Associate Corporate Lending Energy Transition role, you must have:
Bachelor's Degree
2+ years of relevant experience
Ability to travel regionally up to 15%
Legally authorized to work in the United States on a full-time basis. Rabobank is unable to sponsor or take over sponsorship of an employment visa for this position.
Our Commitment to you - cultivating your way beyond pay:
Rabobank welcomes employees and applicants from all backgrounds and is committed to fostering an inclusive environment that leverages the diverse strengths of our workforce. This enables us to exceed the expectations of our clients and customers while ensuring a healthy and safe environment for our staff.
We believe your well-being extends far beyond just a paycheck and should encompass your health, happiness, and satisfaction. To meet these needs, Rabobank offers a flexible hybrid working model and continually evaluates and enhances our benefit offerings to ensure they are comprehensive, competitive, and provide you with the options and flexibility you need.
Our employee benefits are focused on four main components:
Physical Well-Being includes our commitment to your Health and Wellness. Medical, Dental and Vision plan coverages are effective on your date of hire. Rabo offers multiple plan options and a full network of providers to best meet your needs.
Financial Well-Being provides for your Retirement + Savings + Security. We love seeing your retirement plan balance grow just as much as you do! That's why you can start participating in the 401(k) plan on your date of hire. Plus we match 50% of the first 6% you contribute to your 401(k) plan for US Employees. Rabo also contributes an additional 3% of your eligible pay in Safe Harbor contribution and up to 3% in annual Discretionary Profit Sharing contributions.
Emotional Well-Being ensures your Work + Life balance. We offer a generous paid time off program to full time employees: up to 20 days of vacation time, 5 days of additional time off plus 7 sick days and 11 US holidays annually (based on hire date during the calendar year). In addition, Growing a Better World Together requires wanting the best for our employees and their families and our communities. To do that, we offer both the time and financial support to give back to the community through our Dollars for Doers, Helping Hands and Gift Matching programs. (All paid time off is subject to company accrual and carryover policies.)
Workforce Well-Being supports a hybrid working model that offers the flexibility to split your time between home and the office-typically 2-3 days remote and the remaining days onsite-promoting both productivity and personal well-being.
Our Organization:
Rabobank Group is a global financial services leader providing wholesale and retail banking, leasing, and real estate services in more than 37 countries worldwide. Founded over a century ago, Rabobank today is one of the world's largest banks with over $678 billion in assets.
In North America, Rabobank is a premier corporate and investment bank to the food, agribusiness, commodities and energy industries in the United States, Mexico, and Canada. Rabo AgriFinance, a subsidiary of Rabobank, is a leading financial services provider for farmers, ranchers and agribusinesses in the United States and Canada. Together, we provide sector expertise, strategic counsel and tailored financial solutions to clients across the entire value chain. Visit ******************
Salary Expectations:
Target Hiring Range: $115,000.00 - $185,000.00
This position is subject to the terms of [RAF/Rabobank/RDS]'s compensation plans and policies. It is anticipated that the position will pay within the target hiring range. The range is reflective of the desired primary physical work location and may be adjusted outside of the projected range based on geographical differentiation if the actual work location of the hired candidate differs from the desired primary location, or for other lawful reasons. Further, all full-time regular positions include all other benefits provided to [RAF/Rabobank/RDS] employees, including healthcare benefits, 401k matching, vacation, sick leave, parental leave, possible discretionary bonuses and all other benefits that are all governed by and subject to ERISA plan documents and eligibility.
Rabo provides equal opportunity in employment to all employees and applicants and does not discriminate on the basis of race, color, creed, religion, national origin, ancestry, alienage or citizenship status, age, sex, sexual orientation, gender identity gender expression, marital status, genetic information, medical condition, physical or mental disability, pregnancy, childbirth or related medical condition, military service or veteran status, victims of domestic violence, or any other basis protected by applicable law. Rabo also prohibits harassment of any individuals on any of the bases listed above.
At Rabobank, we strive to grow a better world together. In order to achieve that, we have to have the right people in the right jobs. Are you ready to join our team?
This job posting has no fixed application deadline. We will accept resumes until a qualified applicant pool is identified.
#LI-Hybrid
$115k-185k yearly Auto-Apply 40d ago
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Wholesale Banking Associate - Energy Transition
Rabobank 4.8
Rabobank job in New York, NY
The Wholesale Banking Associate role at Rabobank is a unique opportunity to contribute to a global organization built on trust, collaboration, and customer focus. This position calls for a professional who naturally connects with others and thoughtfully balances risk and results to strengthen customer confidence across the value chain of product development, product distribution and customer advice. As part of the Rabobank Group, you will collaborate between national and international business units and entities to deliver meaningful, long-term impact.
You and Your Job
As a Wholesale Banking Associate you will be successful building relationships with bankers within the group by offering a wide array of analytical and transactional support. You will be engaging in a diverse range of activities such as creating marketing materials, handling management reporting, and tracking income.
Support to Relationship Management Team: Develop a knowledgeable understanding of the client portfolio and industries covered and to help manage those relationships alongside the RM. Providing support to the RM in any capacity so that they can focus on adding value to the client relationship. This requires proactively engaging with the RMs in relationship management, including accompanying the RMs to client meetings, and gaining detailed understanding and maintenance of the CRM system (Client Link) and the KYC process/requirements. Ad-hoc projects related to business management as needed.
Product Liaison: Act as intermediary between the RM's and Product Groups by learning and employing the basic techniques necessary to offer support on that specific product (e.g. capital Structure analysis, ABF products and solutions, etc.). This requires gaining a detailed understanding of products which may entail a rotation with product groups in NY.
Job Responsibilities
Further develop the ET prospecting funnel for North America, which encompasses market and sector analyses (in close collaboration with RaboResearch as well).
Prepare and coordinate the preparation of discussions and presentations for clients and prospects.
Collaborate closely with the Senior Bankers, Strategy and Business Manager in their daily activities.
Assist with broader strategic projects for the team and senior management.
Works closely with Wholesale Banking Analysts, Credit Analysts, Relationship Managers, Portfolio Manager, and Business Manager.
Collaborates on a range of projects including preparing for client meetings and pitches.
Monitors the portfolio and manages CRM data entry (e.g. pipeline management, call report production, etc.).
Ensures accurate data analysis and record-keeping to monitor the overall business.
Your Promise to Us:
To be considered for the Wholesale Banking Associate role, you must have:
Bachelor's degree
5+ years of experience with formal credit training and portfolio management at a major bank.
Previous exposure/experience in the Energy/Commodities/Infrastructure Sectors desired.
Ability to travel.
Excellent verbal and written communication skills.
Excellent quantitative and analytical skills.
Legally authorized to work in the United States on a full-time basis. Rabobank is unable to sponsor or take over sponsorship of an employment visa for this position.
Our Commitment to you - cultivating your way beyond pay:
Rabobank welcomes employees and applicants from all backgrounds and is committed to fostering an inclusive environment that leverages the diverse strengths of our workforce. This enables us to exceed the expectations of our clients and customers while ensuring a healthy and safe environment for our staff.
We believe your well-being extends far beyond just a paycheck and should encompass your health, happiness, and satisfaction. To meet these needs, Rabobank offers a flexible hybrid working model and continually evaluates and enhances our benefit offerings to ensure they are comprehensive, competitive, and provide you with the options and flexibility you need.
Our employee benefits are focused on four main components:
Physical Well-Being includes our commitment to your Health and Wellness. Medical, Dental and Vision plan coverages are effective on your date of hire. Rabo offers multiple plan options and a full network of providers to best meet your needs.
Financial Well-Being provides for your Retirement + Savings + Security. We love seeing your retirement plan balance grow just as much as you do! That's why you can start participating in the 401(k) plan on your date of hire. Plus we match 50% of the first 6% you contribute to your 401(k) plan for US Employees. Rabo also contributes an additional 3% of your eligible pay in Safe Harbor contribution and up to 3% in annual Discretionary Profit Sharing contributions.
Emotional Well-Being ensures your Work + Life balance. We offer a generous paid time off program to full time employees: up to 20 days of vacation time, 5 days of additional time off plus 7 sick days and 11 US holidays annually (based on hire date during the calendar year). In addition, Growing a Better World Together requires wanting the best for our employees and their families and our communities. To do that, we offer both the time and financial support to give back to the community through our Dollars for Doers, Helping Hands and Gift Matching programs. (All paid time off is subject to company accrual and carryover policies.)
Workforce Well-Being supports a hybrid working model that offers the flexibility to split your time between home and the office-typically 2-3 days remote and the remaining days onsite-promoting both productivity and personal well-being.
Our Organization:
Rabobank Group is a global financial services leader providing wholesale and retail banking, leasing, and real estate services in more than 37 countries worldwide. Founded over a century ago, Rabobank today is one of the world's largest banks with over $678 billion in assets.
In North America, Rabobank is a premier corporate and investment bank to the food, agribusiness, commodities and energy industries in the United States, Mexico, and Canada. Rabo AgriFinance, a subsidiary of Rabobank, is a leading financial services provider for farmers, ranchers and agribusinesses in the United States and Canada. Together, we provide sector expertise, strategic counsel and tailored financial solutions to clients across the entire value chain. Visit ******************
Salary Expectations:
Target Hiring Range: $115,000 - $185,000.00
This position is subject to the terms of [RAF/Rabobank/RDS]'s compensation plans and policies. It is anticipated that the position will pay within the target hiring range. The range is reflective of the desired primary physical work location and may be adjusted outside of the projected range based on geographical differentiation if the actual work location of the hired candidate differs from the desired primary location, or for other lawful reasons. Further, all full-time regular positions include all other benefits provided to [RAF/Rabobank/RDS] employees, including healthcare benefits, 401k matching, vacation, sick leave, parental leave, possible discretionary bonuses and all other benefits that are all governed by and subject to ERISA plan documents and eligibility.
Rabo provides equal opportunity in employment to all employees and applicants and does not discriminate on the basis of race, color, creed, religion, national origin, ancestry, alienage or citizenship status, age, sex, sexual orientation, gender identity gender expression, marital status, genetic information, medical condition, physical or mental disability, pregnancy, childbirth or related medical condition, military service or veteran status, victims of domestic violence, or any other basis protected by applicable law. Rabo also prohibits harassment of any individuals on any of the bases listed above.
At Rabobank, we strive to grow a better world together. In order to achieve that, we have to have the right people in the right jobs. Are you ready to join our team?
This job posting has no fixed application deadline. We will accept resumes until a qualified applicant pool is identified.
#LI-Hybrid
$115k-185k yearly 20d ago
Merrill Market Client Relationship Manager
Bank of America 4.7
New York job
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Description:
This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks.
The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff.
Responsibilities:
Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth
Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit
Oversees the client service experience and reviews the approval of new client accounts
Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals
Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.
Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
Specific responsibilities include, but are not limited to:
Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill
Managing the branch's Wealth Management Client Associates and Service Support Staff
Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel
Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge
Coaching teams to deliver a modern, digital first service model focusing on client satisfaction
Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise
Managing the daily operations ensuring compliance to industry regulations, and policies and procedures
Required Qualifications:
Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted
Minimum of 5+ years professional experience
Key Qualifications for the role:
Current or previous Merrill Wealth Management experience strongly preferred
Self-motivated and client centric
Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures
Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
Prior trend analysis experience
Strong customer service and communication skills
Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate
Desired Qualifications:
Bachelor's degree or equivalent work experience
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Skills:
Compensation Analysis
Performance Management
Process Performance Management
Referral Management
Workforce Planning
Due Diligence
Internal Audit Review
Leadership Development
Recruiting
Risk Management
Client Management
Customer Service Management
Employee Counseling
Succession Planning
Trade Operations Management
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NY - NEW YORK - 75 ROCKEFELLER PLZ (NY3075) Pay and benefits information Pay range$115,000.00 - $160,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$115k-160k yearly Auto-Apply 27d ago
Senior Product Specialist - Private Equity and Real Assets Sourcing and Origination
Bank of America 4.7
New York job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
Acts as a senior product representative on a team and is responsible for product transactions with key fund sponsors. Negotiates fee structures. Has extensive, in-depth knowledge of product functions and can operate independently in handling transactions. Strong client relationship skills used to control and coordinate all aspects of a transaction, from marketing and documentation to closing.
The Private Equity/Real Assets Product Sourcing & Origination team strives to develop and maintain a comprehensive product offering calendar across Private Markets including: Private Equity, Credit, Real Estate, Infrastructure, Special Situations and Energy Transition within its Alternative Investments platform for various client demographics.
In addition to product sourcing, deal negotiating and feeder fund structuring this position may require connectivity with financial advisors and clients to execute complex product transactions across private placements and RICs.
The role is an integral part of the broader team Private Markets team responsible across the illiquid spectrum of Alternative Investments including private equity, real estate, real assets, credit and special situations as well as perpetual and evergreen offerings.
Initiatives specifically include:
• Sourcing managers/funds
• Onboarding managers and launching feeder funds and direct investments
• Determining offering and pricing structures
• Negotiating terms
• Managing external funds relationships while assisting on existing products
• Driving initiatives that advance and support a robust Alternative Investments platform that meets the unique needs of the private bank / institutional clients
• The Private Equity/Real Assets Product Origination team strives to develop and maintain a comprehensive product offering calendar across its Alternative Investments platform for various client demographics.
• In addition to product sourcing, deal negotiating and feeder fund structuring this position may act as secondary coverage for financial advisors and clients to execute complex product transactions across private placements and RICs.
• The role works alongside the broader team Private Equity/Real Assets Origination team responsible across the illiquid spectrum of Alternative Investments including private equity, real estate, real assets, credit and special situations
Job Responsibilities:
Works in conjunction with Sales and due Diligence to determine appropriate funds to offer to ML clients
Develops appropriate legal structure and operational process for each product
Assists in determining pricing structures
Negotiates business and operating terms with fund managers
Coordinates launching and oversight of private equity funds
Coordinates investment and business due diligence efforts
Ensures proper internal and external legal review
Coordinates internal review processes
Creates contractual agreements and business proposals
Analyzes private equity offering documents to determine business, legal and headline risk
Maintains comprehensive knowledge of all private equity fund structures, terms and other industry trends
Specific responsibilities for the management of existing products and external fund relationship efforts will include but not be limited to:
Coordinates appropriate actions to address developing matters with existing funds
Drafts formal communications for financial advisors and clients
Ongoing maintenance of platform collateral
Integration of offerings across the Bank of America platform
Required Qualifications:
8+ years of general financial industry experience with preference of strong alternative experience, within private equity origination or deal sourcing
Knowledge of financial market required, a lean toward private markets preferred
Demonstrated capability to work in a team environment
Ability to manage and execute multiple projects
Excellent written and verbal communication skills
Series 7 and 66 preferred at time of hire or must be willing to obtain within 120 days of start date
Desired Qualifications:
Bachelor's degree (concentrated in Finance or Business MBA preferred)
Skills:
Analytical Thinking
Customer and Client Focus
Financial Management
Presentation Skills
Risk Management
Business Development
Client Management
Client Solutions Advisory
Market Analysis
Negotiation
Causation Analysis
Financial Forecasting and Modeling
Product Management
Relationship Building
Result Orientation
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100) Pay and benefits information Pay range$116,000.00 - $225,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$116k-225k yearly Auto-Apply 52d ago
Technology Services Lead - Global Markets APS Equities Production Services
Bank of America 4.7
New York job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for managing the day-to-day activities and functions for the assigned team. Key responsibilities include delegating work to team members, supervising work processes, providing informal leadership of sub teams or technology silos, managing on call and support schedules, and providing leadership, mentorship, and direction to team members. Job expectations include solving complex technical and analytical issues and effectively communicating results to senior management and Line of Business partners.
Position Summary
Seeking an experienced technology lead to join our Equities Derivatives & Swaps production services team. Responsibilities include oversight of application platform monitoring and support, root cause analysis, utilizing SRE principals and solutions to drive stability & resiliency improvements. Provide technical leadership and escalation for incident & problem management functions, onboarding applications, implementation of process improvements and effective communication to stakeholders for multiple front office trading applications as part of a global production services team.
The successful candidate will be one who also embraces innovation and has the drive to deliver on added-value projects and strategic initiatives to advance our capabilities. This role will be part of a team in New York, with a wider global team providing production services across core trading & technology locations.
Candidate should have good knowledge of the Global Markets technology ecosystem, strong technical skills (e.g. SPLUNK and Dynatrace) as well as Global Markets Equities domain understanding. Able to conduct independent research as well as collaborate with bank SMEs.
Responsibilities:
Manages and prioritizes multiple tasks and assignments for the team including tracking tasks and tickets in system(s) of record, ensuring enterprise service level agreements are met, and participating in defect, incident, problem, and change review meetings and release activities
Provides point of escalation for team members, peers, and partner teams, and shares the leadership Point of Contact for triage of high priority incidents or consulting engagements
Performs all responsibilities of team members from applicable teams
Works with appropriate teams to ensure alerts, monitoring, dashboards, and processes are established appropriately for new projects and initiatives
Participates and helps with resource interviews and onboarding processes
Performs access reviews, conducts compliance activities, and serves as a delegate for administrative processes
Creates the on call rotation schedule and ensures support for off hours, weekends, and release windows
Primary Skills
Linux, SQL, Python, Java, messaging platforms
Experience with monitoring tools; e.g. Dynatrace, Splunk, ITRS Geneos
ITIL (Remedy/ServiceNow), Jira
Secondary Skills
Autosys, Ansible, Grafana, Grid computing, SRE practices
Tertiary Skills
Tibco, MQ, Service Level Objectives (SLOs), Service Level Indicators (SLIs), Cloud, IBM OpenShift
Required Qualifications
5+ years of hands-on experience in Application support/development, ensuring stability for critical Trading platforms in a global, team-oriented environment.
Experience with distributed application platforms: Windows, UNIX, LINUX, SQL.
Ability to lead triage and solve production outage situations under tight deadlines, including root cause and problem resolution follow-ups.
Experienced on monitoring tools such as ITRS Geneos, Splunk, Dynatrace
Knowledge of Equities asset class and related trade processing flows.
Programming skills: Python, Unix/scripting, Java
Excellent verbal and written communication skills.
Knowledge of ITIL & SDLC principles and execution
Experience in coordinating with offshore/onshore support, business, vendor, and infrastructure partners.
Desired Qualifications
Hands on experience providing direct support to front office trading desks
Experience implementing SRE skills to eliminate toil through automation
Results oriented, must be able to effectively collaborate with Senior Management and Business Partners to find solutions
Skills:
Collaboration
Influence
Production Support
Risk Management
Solution Design
Analytical Thinking
Architecture
Innovative Thinking
Result Orientation
Stakeholder Management
Adaptability
Automation
DevOps Practices
Project Management
Solution Delivery Process
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NY - New York - 1100 Ave Of The Americas - Two Bryant Park (NY1540) Pay and benefits information Pay range$92,100.00 - $160,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$92.1k-160k yearly Auto-Apply 60d+ ago
CEB&I Client Specialist - Northeast - (New York / New Jersey / Pennsylvania)
Bank of America 4.7
New York job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This role is responsible for identifying and evaluating prospective clients for the Client Employee Banking and Investing Program by partnering with internal stakeholders and leveraging data-driven insights. The position involves engaging with corporate clients and senior executives to present program benefits, manage contracts, and coordinate approvals across legal, compliance, and risk teams. Acting as a subject matter expert, the individual will build and maintain strong relationships with internal partners to support seamless program delivery. Additionally, the role oversees implementation, monitors client development activities, and ensures alignment with broader business initiatives.
Responsibilities:
Partner with Corporate Banking Client Managers, ECRT, GWIM Financial Advisors, and Financial Wellness Partners to identify and evaluate clients for the Client Employee Banking and Investing Program.
Manage data-gathering processes such as deposit analytics and business case development to secure internal approvals for targeted clients.
Build and maintain a pipeline of prospective clients, ensuring alignment with program goals and strategic priorities.
Conduct client research and prepare for meetings to effectively present program benefits to senior executives and decision-makers.
Serve as a Consumer Bank subject matter expert, fostering strong relationships with internal partners including GCB/GCIB Client Managers and Financial Advisors.
Lead contract negotiations and coordinate with legal, compliance, and vendor management teams to ensure timely approvals and execution.
Required Qualifications:
Minimum of 3 years of experience in business development or client development roles.
Demonstrated ability to successfully manage a portfolio of clients and drive engagement.
Proven track record in prospecting, relationship building, and closing successful transactions.
Strong professional sales skills, including strategic planning, execution, and follow-up.
Solid foundation in finance, marketing, and internal controls.
Experience with financial modeling and data analysis.
Excellent oral and written communication skills.
Demonstrated leadership and ability to influence cross-functional teams.
Skilled in organizing, facilitating, and negotiating with cross-enterprise teams to onboard new clients.
Desired Qualifications:
Bachelor's degree in business, finance, or economics preferred.
Master of Business Administration (MBA) desirable but not required.
Active participation in Opportunity & Inclusion organizations and volunteer initiatives.
Strong public speaking skills with the ability to present confidently to diverse audiences.
Established networking relationships across the enterprise, particularly with centers of influence within the Consumer Bank.
Skills:
Collaboration
Executive Presence
Oral Communications
Presentation Skills
Problem Solving
Attention to Detail
Continuous Improvement
Influence
Product Management
Strategic Thinking
Business Analytics
Innovative Thinking
Market Analysis
Process Management
Reporting
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NY - New York - 1114 Avenue Of The Americas - Grace (NY1544) Pay and benefits information Pay range$113,000.00 - $165,100.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$51k-73k yearly est. Auto-Apply 48d ago
Technology Delivery Executive
Bank of America 4.7
New York job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Must be based out of the NYC office
This Technology Delivery Executive is responsible for building and leading technology teams and maximize the value delivered through multiple programs. The Executive will focus on delivery tech portfolio prioritized by the business, drive technology innovation while collaborating with the global teams and ensuring the successful delivery of projects in alignment with business objectives. Collaboration in the developing of pilots and layout execution and adoption roadmap is also required.
The Executive is accountable for the architecture and strategy that establishes an effective maintenance of critical data by leading teams to design and implement data driven strategies that enable business growth for Global Corporate and Investment Banking (GCIB). The executive will drive adherence to data standards, adoption of data management capabilities, optimization of data processing, and delivery of insights to the business and will leverage the use of analytics, data mining, big data, data visualization and other data technologies to deliver value added insights to GCIB.
Key responsibilities:
Understand the Global Corporate and Investment Banking (GCIB) business strategy, business model, operating model and key processes.
Collaborate with key stakeholders across the organization to understand where efficient processes are needed.
Identify opportunities immediate efficiencies can be delivered to drive business growth.
Apply understanding of the current business, industry context, data vendors, technologies, and regulatory context, to develop capabilities and define delivery roadmap.
Develop and implement data capabilities based on current and future data needs.
Ensure compliance with Data Privacy (MNPI) and regulatory requirements.
Partner with other senior leaders to prioritize remediation work to enable data compliance.
Lead cross-functional efforts to improve known integration gaps.
Work with senior management of other groups as needed to drive data management and data processing improvements across the Enterprise.
Lead large and multifunctional workstreams and projects to design strategy & architecture artifacts to deliver expected business case and value proposition while adhering to enterprise standards.
Collaborate across enterprise to design and build sustainable solutions; foster a culture of reuse, and collaboration across lines of business.
Required Qualifications:
Minimum of 15 years of people management experience.
Experience in Corporate and Investment Banking and Capital markets
Solid understanding of Corporate and Investment Banking Operations .
Proven track record in leading and delivering on sizeable scale initiatives , driving innovation within the corporate and investment banking environment .
Strong leadership and experience of line management of large teams (direct and matrixed)
Familiarity and experience with Agile
Experience in change management and leading transformation initiatives.
Ability to collaborate with cross-functional teams, Senior Executives , Business Stakeholders and Third party vendors to align technology initiatives with business goals.
Excellent writing and verbal communication skills.
Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
Opportunity & Inclusion Champion: Breaks down barriers to create a more inclusive environment that supports company Great Place to Work goals.
Manager of Process & Data: Challenges end-to-end process efficiency and effectiveness, champion data driven decision-making and removes obstacles to optimize operations.
Enterprise Advocate & Communicator: Contributes to enterprise strategy and influence messaging to connect team contributions to business purpose, results, and success.
Risk Manager: Inspects and challenges risk controls, governance and culture to ensure the timely identification, escalation, debate and remediation of risk across the organization.
People Manager & Coach: Coaches to sustain and elevates organizational performance while differentiating to ensure pay for performance.
Financial Steward: Efficiently allocates and manages resources across the organization to drive short and long term profitability.
Enterprise Talent Leader: Inspects and manages the health of the bench to ensure succession for the organization, while supporting enterprise talent needs.
Driver of Business Outcomes: Mobilizes organizational resources to deliver the full range of the bank's capabilities to meet client needs and to gain competitive advantage.
Skills:
Decision Making
Strategic Thinking
Strategy Planning and Development
Delivery Focused
Drives Engagement
Influence
Issue Management
Oral Communications
Relationship Building
Financial Management
Regulatory Compliance
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NY - New York - 1100 Ave Of The Americas - Two Bryant Park (NY1540) Pay and benefits information Pay range$175,000.00 - $325,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$104k-136k yearly est. Auto-Apply 60d+ ago
Summer Analyst, Project Finance
Rabobank 4.8
Rabobank job in New York, NY
The Project Finance Summer Analyst will have a unique opportunity to work with a growing Project Finance Americas team, responsible for structuring and executing prudent and profitable renewable energy and infrastructure project financing transactions. The PF Summer Analyst will have exposure to a broad, and growing range of technologies (e.g. solar, wind, battery, energy efficiency, data centers, and fuel cells) and transaction structures. The PF Summer Analyst will be an integral part of deal teams and will have the opportunity to learn from colleagues with different experience levels and fields of expertise.
The PF Summer Analyst will be expected to:
Act as an essential deal team members in structuring and executing renewable energy and infrastructure financing transactions
Build relationships within the organization and industry stakeholders
Gain and share expertise on various renewable energy and infrastructure technologies, project finance and financing structures
Job Description:
Assist team members in pitching, generating, structuring, executing, and monitoring project finance transactions.
Day-to-day responsibilities include:
Review financial models for renewable energy projects and other project finance transactions (no prior financial modeling experience required)
Review project documents, including Power Purchase Agreement (PPA), Engineering, Procurement, and Construction (EPC) Agreement, Operations and Maintenance (O&M) Agreements
Review financing agreements
Review consultant reports
Draft internal transaction documents
Conduct research for independent project covering the project finance industry
Assist portfolio team in monitoring loans, which includes risk analysis, expansions, refinancings, and restructuring
Required Skills & Experiences:
Strong interest in the renewable energy and infrastructure sectors
Be currently enrolled in an undergraduate program (Spring 2027 graduation year only).
Strong GPA of 3.5 or above
Have a good attitude and a willingness to learn quickly and think nimbly
Must be legally authorized to work in the United States on a full-time basis. Rabobank is unable to sponsor or take over sponsorship of an employment visa for this position.
Salary Expectations:
Target Hiring Range: $49.50/hour
Application:
Cover Letter: please explain why you are interested in project finance and include any relevant experience or coursework in project finance/renewable energy. Applications submitted without a cover letter will not be reviewed.
Resume (one-page only)
Applications will be accepted through January 16th, 2026.
About Rabobank Project Finance Americas:
Founded in 2009, Rabobank Project Finance Americas is a leading player in the North American renewable energy project finance space. The group offers tailor-made, innovative financing solutions in the wind, solar, battery storage, data center, biofuels and food & ag sectors. Typical products include: senior secured construction and term loan, tax equity bridge loan, equity bridge loan, equipment supply loan, project finance revolver, letter of credit facilities and interest rate hedge.
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$49.5 hourly 26d ago
Associate, Commodities Sales Person
Rabobank N.A 4.8
Rabobank N.A job in Day, NY
Job TitleAssociate, Commodities Sales PersonJob Description
As an Associate, Commodities Sales you play a key role in working with the sales and trading team, assisting them with their commodities orders flow and trades. Your role in the Sales team will be to provide ongoing service to the sales team making sure all the commodities trades processes run smoothly while getting the exposure to learn about agricultural, energies, and metals commodities.
Our Shared Future:
"I enjoy working on a dynamic, high-trust team made up of individuals who support one another and who are aligned in chasing the same goal. In this role I get to exercise my analytics skills to evaluate the market and build strategies, while also building relationships and excellent service with clients" -Commodity Sales North America - Associate
You and Your Job
As an Associate, Commodities Sales you will be successful in making sure all the commodities trades are booked and flow correctly through the processes while getting the exposure on learning about the trade details and type of strategies or structures clients can use to hedge the risk on commodities. You will spend the majority of the time reviewing and understanding the trade flow making sure all the commodities trades are booked and flow correctly through the processes.
Job Responsibilities
· Responsible for assisting commodities sales of North American clients on reviewing trades placed and ready to be booked.
· Primary focus on confirming details on each trade to be corrected and confirmed by sales & trading based on client requests.
· Assisting on the booking of transactions for all commodities.
· Works with the NA commodities team understanding all the process of each trade from client request to booking and initial confirmation.
· Detail oriented and with excel and Murex proficiency.
· Review client statements (and confirmations if needed)
· The Commodity Support role requires permissions to book/amend trades when salespeople are busy.
· Work on the weekly reconciliation of orders with sales and trading.
· Maintain the revenue sheet and EOS compensation up to date.
· Learn sales techniques and acquire technical skills to develop into a sales role.
Your Promise to Us:
To be considered for the Associate, Commodities Salesperson role, you must have:
· 3-4 years supporting a commodity trading or derivative sales desk in a financial institution. Banking experience is preferred.
· BS or BA in Finance, Accounting, Math, Engineering, Physics or relevant experience
· A high level of Excel and Murex knowledge. Microsoft Office Suite (Word, PowerPoint, Excel, Outlook)
· Practical knowledge of OTC derivatives, swaps, options and ideally other types of structures
· Experience in executing transactions with clients over portals, phone, email, or registered chats in commodities is a plus
· A high level of professional knowledge - Independently investigates problems, determines approach, compiles and analyses data and prepares reports/recommendations
· Able to clearly present solutions or build reports to control the booking process
· Able to assist Sales & Trading in the booking process
· Strong verbal and written communication skills required
· Provide highest level of service to other Rabobank Business Units and internal customers
· Highly motivated
· Ability to handle multiple tasks at one time
Salary Expectations:
Target Hiring Range: $115,000 - $185,000.00
This position is subject to the terms of Rabobank's compensation plans and policies. It is anticipated that the position will pay within the target hiring range. The range is reflective of the desired primary physical work location and may be adjusted outside of the projected range based on geographical differentiation if the actual work location of the hired candidate differs from the desired primary location, or for other lawful reasons. Further, all full-time regular positions include all other benefits provided to [RAF/Rabobank/RDS] employees, including healthcare benefits, 401k matching, vacation, sick leave, parental leave, possible discretionary bonuses and all other benefits that are all governed by and subject to ERISA plan documents and eligibility.
Rabo provides equal opportunity in employment to all employees and applicants and does not discriminate on the basis of race, color, creed, religion, national origin, ancestry, alienage or citizenship status, age, sex, sexual orientation, gender identity gender expression, marital status, genetic information, medical condition, physical or mental disability, pregnancy, childbirth or related medical condition, military service or veteran status, victims of domestic violence, or any other basis protected by applicable law. Rabo also prohibits harassment of any individuals on any of the bases listed above.
At Rabobank, we strive to grow a better world together. In order to achieve that, we have to have the right people in the right jobs. Are you ready to join our team?
This job posting has no fixed application deadline. We will accept resumes until a qualified applicant pool is identified.
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$115k-185k yearly Auto-Apply 9d ago
Opportunity & Inclusion Consultant II - Global Corporate & Investment Banking
Bank of America 4.7
New York job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for developing and delivering Opportunity and Inclusion (O&I) solutions for the bank and consulting on complex O&I matters. Key responsibilities include leading major O&I projects, programs or processes with significant business impact involving cross-functional teams and/or organizations, possessing strong technical and functional O&I related acumen to serve as an SME to advise, consult, improve, and influence O&I outcomes, and influencing strategic direction and develop tactics to achieve O&I objectives across multiple businesses/functional groups.
This role will support the execution of O&I strategy for Global Corporate & Investment Banking and provide additional support for Global Risk Management, Global Markets, Research and Sustainable Finance.
Responsibilities:
Provides thought leadership and subject matter expertise to business leaders and Human Resources colleagues
Leads current Opportunity & Inclusion (O&I) initiatives, and primary point of contact for developing and delivering new initiatives to the line-of-business
Partners with enterprise-wide employee networks to deliver initiatives to line-of-business affinity groups
Manages executive participation in O&I events from invitation, to briefing, onsite support and follow up
Builds strong relationships & partners across the HR team, owning and executing the O&I-focused programs for the line of business
Required Qualifications:
7+ years of experience across HR or relevant business experience supporting O&I effort
Must have client management experience, preferably front-office/revenue generating
Sound judgment and strong communication skills
Strong project management experience and skills
Ability to partner and excel in a team environment
Proven data orientation and analytic skills, the ability to apply a combination of inductive and deductive reasoning to examine information, interpret results, arrive at logical conclusions, and recommend solutions
Financial services experience preferred
Current knowledge and understanding of Opportunity and Inclusion legislation and best practice (or a clearly demonstrated desire to build this knowledge)
Thrives in a fast-paced, action-oriented environment. Able to operate in an ambiguous environment or an environment where priorities may change quickly.
Skills:
Influence
Presentation Skills
Strategic Thinking
Strategy Planning and Development
Workforce Opportunity Management
Analytical Thinking
Business Analytics
Data and Trend Analysis
Innovative Thinking
Project Management
Collaboration
Confronting Bias
Executive Presence
External Resource Management
Oral Communications
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100) Pay and benefits information Pay range$110,000.00 - $159,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$110k-159k yearly Auto-Apply 60d+ ago
VP- Financial Crime Compliance - Data Analytics Senior Analyst
Rabobank N.A 4.8
Rabobank N.A job in Day, NY
Job TitleVP- Financial Crime Compliance - Data Analytics Senior AnalystJob Description
Analytics with a mission - stopping Financial Crime
You and Your Job
As a FCC VP- Data Analytics Senior Analyst you will be successful at leveraging data driven insights to support effective decision making, improving FCC risk coverage and enhancing regulatory compliance.
Lead the design, testing and tuning of AML and Sanctions systems in an effective and efficient way and ensure all scenarios are tuned as per global standards. Evaluate and improve existing scenarios to ensure they are working as crafted, are targeting the accurate behaviors, and are driving effective alerts for Transaction monitoring/ Sanctions teams to review. Lead strong Data Mining/Data Scrubbing and Data analysis projects. Lead new system implementations - UAT, data testing, impact assessments, model validations. Support in audit and regulatory exams and build effective presentations and communicate analysis approach, methodologies, summary of findings, and recommendations to business partners.
Job Responsibilities
Assess and support the data analytics and performance of systems supporting the BSA/AML program in collaboration with Operations and IT.
Assess system features/capabilities, data feeds, appropriate and customized usage, implementation gaps, identification of necessary controls, alignment to risk appetite, and automated controls/processes.
Maintain and support assigned FCC systems as required, using technical expertise and decision-making skills to anticipate technical issues and develop recommended changes and improvements.
Employ systems expertise to assist internal clients as needed with ad-hoc reporting and/or system maintenance requirements.
Identify opportunities for automation to minimize the risk associated with manual processes and controls.
Utilize data and functional testing and tuning monitoring systems including AML and sanctions.
Monitor and assess the performance of AML and Sanctions systems using data analytics tools and help with Management Information metrics and reports.
Lead the design, testing and tuning of new Transaction Monitoring systems in an effective and efficient way and ensure all scenarios are tuned per Global Standards.
Evaluate and improve existing scenarios to ensure they are working as crafted, are targeting the accurate behaviors, and are driving effective alerts for Transaction Monitoring and Sanctions teams to review.
Build effective presentations and communicate analysis approach, methodologies, summary of findings, and recommendations to business partners.
Lead impact analysis assessment sessions related to technology change requirements (Transaction Monitoring and Sanctions systems). • Maintain updated operational procedures, including list management, performance procedures, data reconciliation, etc). • Maintain updated related risks and controls.
Lead the development efforts of various Compliance dashboards to maintain accurate visibility of the different AML and Sanctions systems and have overall responsibility to ensure dashboards provide accurate information to senior management
Your Promise to Us:
To be considered for the Financial Crime Compliance - VP- Data Analytics Senior Analyst role, you must have:
Bachelor degree
7+ years supporting AML and Sanctions systems used in Financial economic crime
Must have SQL, Python, Qlik and other BI tools experience
Ability to travel regionally, up to 15%
Our Commitment to you - cultivating your way beyond pay:
Rabobank welcomes employees and applicants from all backgrounds and is committed to fostering an inclusive environment that leverages the diverse strengths of our workforce. This enables us to exceed the expectations of our clients and customers while ensuring a healthy and safe environment for our staff.
We believe your well-being extends far beyond just a paycheck and should encompass your health, happiness, and satisfaction. To meet these needs, Rabobank offers a flexible hybrid working model and continually evaluates and enhances our benefit offerings to ensure they are comprehensive, competitive, and provide you with the options and flexibility you need.
Our employee benefits are focused on four main components:
Physical Well-Being includes our commitment to your Health and Wellness. Medical, Dental and Vision plan coverages are effective on your date of hire. Rabo offers multiple plan options and a full network of providers to best meet your needs.
Financial Well-Being provides for your Retirement + Savings + Security. We love seeing your retirement plan balance grow just as much as you do! That's why you can start participating in the 401(k) plan on your date of hire. Plus we match 50% of the first 6% you contribute to your 401(k) plan for US Employees. Rabo also contributes an additional 3% of your eligible pay in Safe Harbor contribution and up to 3% in annual Discretionary Profit Sharing contributions.
Emotional Well-Being ensures your Work + Life balance. We offer a generous paid time off program to full time employees: up to 20 days of vacation time, 5 days of additional time off plus 7 sick days and 11 US holidays annually (based on hire date during the calendar year). In addition, Growing a Better World Together requires wanting the best for our employees and their families and our communities. To do that, we offer both the time and financial support to give back to the community through our Dollars for Doers, Helping Hands and Gift Matching programs. (All paid time off is subject to company accrual and carryover policies.)
Workforce Well-Being supports a hybrid working model that offers the flexibility to split your time between home and the office-typically 2-3 days remote and the remaining days onsite-promoting both productivity and personal well-being.
Our Organization:
Rabobank Group is a global financial services leader providing wholesale and retail banking, leasing, and real estate services in more than 37 countries worldwide. Founded over a century ago, Rabobank today is one of the world's largest banks with over $678 billion in assets.
In North America, Rabobank is a premier corporate and investment bank to the food, agribusiness, commodities and energy industries in the United States, Mexico, and Canada. Rabo AgriFinance, a subsidiary of Rabobank, is a leading financial services provider for farmers, ranchers and agribusinesses in the United States and Canada. Together, we provide sector expertise, strategic counsel and tailored financial solutions to clients across the entire value chain. Visit ******************
Salary Expectations:
Target Hiring Range: $140,000.00 - $165,000.00
This position is subject to the terms of [RAF/Rabobank/RDS]'s compensation plans and policies. It is anticipated that the position will pay within the target hiring range. The range is reflective of the desired primary physical work location and may be adjusted outside of the projected range based on geographical differentiation if the actual work location of the hired candidate differs from the desired primary location, or for other lawful reasons. Further, all full-time regular positions include all other benefits provided to [RAF/Rabobank/RDS] employees, including healthcare benefits, 401k matching, vacation, sick leave, parental leave, possible discretionary bonuses and all other benefits that are all governed by and subject to ERISA plan documents and eligibility.
Rabo provides equal opportunity in employment to all employees and applicants and does not discriminate on the basis of race, color, creed, religion, national origin, ancestry, alienage or citizenship status, age, sex, sexual orientation, gender identity gender expression, marital status, genetic information, medical condition, physical or mental disability, pregnancy, childbirth or related medical condition, military service or veteran status, victims of domestic violence, or any other basis protected by applicable law. Rabo also prohibits harassment of any individuals on any of the bases listed above.
At Rabobank, we strive to grow a better world together. In order to achieve that, we have to have the right people in the right jobs. Are you ready to join our team?
This job posting has no fixed application deadline. We will accept resumes until a qualified applicant pool is identified.
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Charlotte, North Carolina;New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*************************************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for assisting the FX (Foreign Currency) Compliance and Operational Risk officer team to execute second line of defense compliance and operational risk oversight for a Front Line Unit, Control Function, and/or Third Parties. Key responsibilities include ensuring requirements of the Global Compliance Enterprise Policy, the Operational Risk Management Enterprise Policy (collectively "the Policies"), the Compliance and Operational Risk Management Program and Standard Operating Procedures are implemented and identifying, challenging, escalating, and mitigating risks in a timely manner.
**Responsibilities:**
+ Assists in assessing risks, associated controls and their effectiveness, while driving compliance with applicable laws, rules, and regulations, adhering to policies, and developing reporting and documentation
+ Engages in activities to provide support to the FX (Foreign Currency) Compliance and Operational Risk teams in order to provide independent compliance and operational risk oversight of Front Line Unit or Control Function performance and any related third party/vendor relationships in alignment with the Global Compliance - Enterprise Policy, the Operational Risk Management - Enterprise Policy (collectively the Policies) and the Compliance and Operational Risk Management Program and Standard Operating Procedures
+ Assists in identifying and escalating problems or issues that arise and drives actions to address the root causes that lead to compliance risk issues and/or operational risk losses
+ Assists in the development of independent risk management reporting for respective area(s) of coverage as input into management routines
+ Assists in responding to regulatory inquiries and other audits and examinations
+ Monitors the regulatory environment to identify regulatory changes applicable to area(s) of coverage and maintains a comprehensive regulatory inventory
**Skills:**
+ Surveillance
+ FX Product knowledge
+ Understanding of Trade Flow
+ Process Management
+ Regulatory Compliance
+ Reporting
+ Risk Management
+ Attention to Detail
+ Critical Thinking
+ Interpret Relevant Laws, Rules, and Regulations
+ Issue Management
+ Policies, Procedures, and Guidelines Management
+ Active Listening
+ Advisory
+ Business Process Analysis
+ Written Communications
**Required Qualifications:**
+ 5 years minimum of FX (Foreign Currency) product knowledge or trade flows
+ Bachelor's Degree or equivalent experience
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$80k-120k yearly est. 13d ago
Business Governance Manager
Bank of America 4.7
New York job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
In conjunction with other senior management, implements and monitors operational risk management policies, procedures, standards, and program with enterprise-wide impact such as Regulatory, and/or special projects for one or more departments or functions within a business group. Applies knowledge and expertise to influence business managers and peers to ensure enforcement of risk/regulatory programs, balancing business strategy with appropriate risk management controls. Communicates and interacts with regulatory agencies, external consultants, and other internal risk management groups within area of responsibility. Requires knowledge of retirement products and regulations. May manage other associates.
This is a Contracts Manager/Contracts Negotiator position. The individual in this role will be responsible for reviewing and negotiating client service agreements and related documents, liaising with Legal, Product, Sales and other internal teams to respond to contract issues or changes, managing client contract related projects, and performing ongoing internal compliance procedures and routines. This role supports the Workplace Benefits Institutional Retirement products - primarily the plan recordkeeping and related services for Proprietary Defined Contribution, Equity compensation, Non-Qualified Deferred Compensation and Health Benefit Solutions.
Responsibilities:
Reviewing and negotiating business contracts/service agreements within set parameters
Working with legal, business and other teams to balance the interests of protecting the firm while finalizing terms with clients in a timely and professional manner
Monitoring and tracking assigned requests to ensure that all defined deadlines are met and to help with reporting requirements
Preparing timely and accurate documentation of negotiated provisions
Managing contract related projects as well as the contracting process and ongoing compliance routines
Requirements:
Minimum 2-3 years' experience with reviewing/negotiating business contracts
Must possess a proven ability to maintain and develop strategic business relationships
Superior verbal and written communication skills
Ability to clearly and concisely communicate to all levels of Sales, Legal, Risk, and Retirement Management
Ability to adapt to a fast paced, changing environment
Demonstrated excellent organizational, prioritization, and multi-tasking skills
Desired:
Formal legal or paralegal training strongly preferred
Experience relating to retirement or benefit plans or health benefit solutions strongly preferred
Bachelor's degree preferred
Skills:
Attention to Detail
Controls Management
Innovative Thinking
Policies, Procedures, and Guidelines Management
Risk Management
Business Process Analysis
Decision Making
Issue Management
Problem Solving
Written Communications
Data Visualization
Measurement Effectiveness
Process Management
Process Mapping
Project Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
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.
For internal employees; participation in a work from home posture does not make you ineligible to post
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100), US - NJ - Jersey City - 101 Hudson St - 101 Hudson (NJ2101), US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140), US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100) Pay and benefits information Pay range$124,100.00 - $152,700.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$124.1k-152.7k yearly Auto-Apply 60d+ ago
Financial Solutions Registration Candidate - Mt Hope Financial Center
Bank of America 4.7
Rochester, NY job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions.
Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
We'll help you
Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
Get training and one-on-one coaching from Academy managers who are invested in your success.
Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
Required Qualifications:
Aptitude in obtaining required industry licenses.
Must be self-disciplined in managing time and capacity.
Experience in cultivating client relationships, accessing needs and recommending solutions.
Success creating strong peer relationships through effective communication and collaboration.
Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment.
Executes multiple tasks simultaneously.
Learns and adapts to new technology or applications.
Desired Qualifications:
Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
Schedule: Monday - Fridays and rotating Saturdays
Skills:
Advisory
Account Management
Client Experience Branding
Customer and Client Focus
Oral Communications
Issue Management
Client Solutions Advisory
Pipeline Management
Active Listening
Attention to Detail
Risk Management
Policies, Procedures, and Guidelines
Client Management
Causation Analysis
Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NY - Rochester - 1400 Mount Hope Ave - Mt. Hope (NY7212) Pay and benefits information Pay range$28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set.Predictable pay This role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$28.9-33.7 hourly Auto-Apply 7d ago
Trust Senior Associate
Bank of America 4.7
New York job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for providing administrative and account servicing activities for fiduciary and trust client relationships. Key responsibilities include serving as a trust product expert, helping to identify opportunities for expanded product penetration in existing books of business, and supporting administrative client account/relationship servicing. Job expectations include acting as an additional point of contact to clients and supporting other service associates as needed.
Responsibilities:
Supports Trust and Estate Officers with administrative and account servicing activities for fiduciary and trust clients, while applying knowledge of trust products to support the execution of client transactions
Serves as an additional point of contact to clients and/or as backup for the Trust Officers, servicing account questions and resolving service issues including investment management and trust accounts, money movement, discretionary actions, resolving compliance metrics exceptions, Client Maintenance Tool updates
Identifies new business opportunities for expanded penetration of Private Bank capabilities within the client's current book of business, while assisting other service associates as needed
Coordinates the internal delivery of trust services through the appropriate channels within the Fiduciary Services and/or Trust Operations groups
Partners with the Trust office on general day-to-day administration functions for maintaining investment management and trust accounts
Qualifications:
Minimum of 4 years of experience with a financial institution focusing on high net worth client service and sales
Trust administration experience desired
BS/BA degree in Business, Finance, Economics or Law desired
Skills:
Active Listening
Adaptability
Attention to Detail
Emotional Intelligence
Prioritization
Collaboration
Critical Thinking
Decision Making
Oral Communications
Written Communications
Drives Engagement
Innovative Thinking
Mentoring
Networking
Problem Solving
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100) Pay and benefits information Pay range$31.25 - $44.33 hourly pay, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$31.3-44.3 hourly Auto-Apply 24d ago
Ultra High Net Worth Portfolio Strategist
Bank of America Corporation 4.7
New York, NY job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
The UHNW Advisory Strategist will support Financial Advisors in the business development of UHNW prospects and clients by partnering with Financial Advisors to deliver customized portfolio construction expertise and facilitate engagement with UHNW capabilities across the firm.
Strategists will anchor on deep investment expertise to deliver custom asset allocation and traditional and alternative manager selection. Advice and guidance are informed by our Chief Investment Office around portfolio construction, investment manager selection and asset allocation and personalized to specific client circumstances.
Additionally, Strategists will partner with Specialists across the bank to deliver appropriate solutions spanning custom lending, trust and estate planning, philanthropic services, business sales and beyond.
Responsibilities:
* Develop relationships with UHNW focused Financial Advisors in assigned territory to educate on team's capabilities and the value proposition of the UHNW Portfolio Strategies and Analyst.
* Strategize with those Advisors on how to approach deepening existing UHNW client relationships in their book and how to present full suite of solutions to prospective clients, Lead the portfolio construction process for new money opportunities with UHNW clients and prospects.
* Deliver investment expertise that begins with robust client discovery leading to custom asset allocation, multi asset portfolio construction and traditional and alternative investment manager selection.
* Engage advisors to deliver our enterprise-wide solutions that meet their clients' needs, Partner and collaborate with enterprise Specialists to ensure full scope of the client's wealth needs are met.
* Partner with local Merrill Market Executives to deliver value add content to advisors
Qualifications:
* 10+ years' experience in financial services industry
* 5+ years' sales experience
* Knowledge of traditional and Alternative Investments products
* Ability to work under pressure, meet deadlines and meet clearly defined measurements
* Strong communication, interaction and presentation skills required
* Self-motivated, adaptive, positive attitude and high energy are a must, display a passion for achieving aggressive goals in innovative and highly professional way
* Series 7 and 63/65 pt 66 required
* Advanced credentials like CFA, CPWA, CIMA preferred
Desired Qualifications:
Portfolio Construction and Analysis, Presentation Skills, Financial Markets expertise, Pipeline Management, Wealth Planning, Liability Management
Skills:
* Market Analysis
* Portfolio Management
* Wealth Planning
* Analytical Thinking
* Client Investments Management
* Client Solutions Advisory
* Networking
* Strategic Thinking
* Business Acumen
* Collaboration
* Critical Thinking
* Oral Communications
Shift:
1st shift (United States of America)
Hours Per Week:
40
$99k-156k yearly est. 16d ago
Credit Analyst III/Hedge Funds - Global Markets Credit
Bank of America 4.7
New York job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
Responsible for all aspects of the underwriting and credit management of Hedge Funds (HF) for the Global Markets business inclusive of trade approvals, internal credit ratings and limit management. This is a high-volume and fast-moving portfolio that utilizes a risk-based approach to drive revenue while maintaining appropriate credit risk disciplines.
Responsibilities:
Credit analysis: Participate in initial and ongoing due diligence of HFs. Perform quantitative and qualitative credit assessment, setting internal ratings and recommending credit limits
Initial margin calculation: Determine initial margin (IM) and evaluate transactional risks associated with OTC and exchange traded derivatives, securities financing and structured trades
Trade approval: Hold delegated approval authority to approve trading floor request (OTC derivatives) or to make recommendations to higher authority levels.
Relationship management: Build strong working relationship with external HF clients, internal business partners including Sales, Structuring & Trading, Risk counterparts, Legal and Audit Function
Risk monitoring: Undertake regular exposure analysis including internal stress testing and IM back testing. Monitoring of performance and AUM flow data received from HFs
Trading documentation: Liaise with Legal and client in negotiating ISDA, CSA, GMRA etc.
Portfolio reviews: Preparation of portfolio reports and reviews, including analysis of OTC and F&O exposures, any counterparties of concern and other pertinent risk issues.
Candidate will be responsible for underwriting credit lines to support hedge fund client traded products.
Required Qualifications:
2+ years of prior hedge fund (Reg Fund or Financial Institution) risk management and/or hedge fund due diligence experience.
Proficient with Microsoft Office.
General knowledge of Hedge Funds, their strategies and financial derivatives.
Candidate will have significant exposure to Global Markets personnel including Trading / Structuring / Sales, as well various support partners.
Candidate must be comfortable working on transactions in a fast-paced capital markets/trading environment.
Ability to thrive in a fast-paced environment, consistently meet deadlines, and demonstrate strong quantitative and analytical skills
Desired Qualifications:
Bachelor's Degree
Masters Degree
CFA Charter Holder
Skills:
Attention to Detail
Client Management
Decision Making
Underwriting
Credit Documentation Requirements
Critical Thinking
Portfolio Management
Problem Solving
Written Communications
Financial Analysis
Negotiation
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100) Pay and benefits information Pay range$60,800.00 - $110,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$60.8k-110k yearly Auto-Apply 25d ago
Wealth Management Client Associate
Bank of America 4.7
Buffalo, NY job
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
Skills:
Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Pipeline Management
Prioritization
Administrative Services
Emotional Intelligence
Referral Identification
Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
Pay Transparency details
US - NY - Buffalo - 50 FOUNTAIN PLZ - KEY TOWER (NY3050) Pay and benefits information Pay range$25.00 - $44.00 hourly pay, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$25-44 hourly Auto-Apply 52d ago
Quantitative Financial Analyst
Bank of America 4.7
Newark, NY job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for conducting auditing activities of model risk management across the company and for specific business units or control functions. Key responsibilities include leading the audit assessment of effectiveness of controls supporting the model life cycle including model governance, development, validation, on-going monitoring, and model change management. Job expectations may include the ability to influence management's strategic direction and actions to strengthen the model risk control environment.
Responsibilities:
Conducts audit assessment of effectiveness of controls supporting the model life cycle including model governance, development, validation, on-going monitoring, and model change management.
Performs review of model development analysis and on-going model performance testing to assess the conceptual soundness of the model methodology, reasonableness of the model assumptions and the completeness and accuracy of the model testing.
Conducts review the model validation analysis to assess the effectiveness of the model validation process. Assesses the completeness and reasonableness of the model assumptions, limitations and independent model testing.
Provides insightful challenges to management, identifies control deficiencies or enhancement opportunities, conducts root cause investigation, documents and reports audit findings.
Works closely with teammates from multiple internal audit teams to ensure a comprehensive coverage of model uses across the various lines of business of control functions.
Works closely with model stakeholders and senior management with regard to communication of audit assessment outcomes.
Required Qualifications:
Bachelor's Degree or above in a quantitative discipline such as Mathematics, Statistics, Finance, Economics, Engineering, or Science
5+ years of industry experience relating to financial modelling and model uses, particularly in trading models, market risk models and Counterparty Credit Risk models
Familiar with regulations and regulatory guidance on model risk management
Desired Qualifications:
Master's degree or above
Prior auditing background preferred
Skills:
Critical Thinking
Quantitative Development/Validation
Risk Analytics
Risk Modeling
Technical Documentation
Collaboration
Problem Solving
Risk Management
Data Modeling and Trend Analysis
Written Communications
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NJ - Pennington - 1500 American Blvd - Hopewell Bldg 5 (NJ2150), US - NY - New York - 114 W 47TH ST (NY8114) Pay and benefits information Pay range$85,000.00 - $130,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$85k-130k yearly Auto-Apply 60d+ ago
Wholesale Banking Associate - Energy Transition
Rabobank N.A 4.8
Rabobank N.A job in Day, NY
Job TitleWholesale Banking Associate - Energy TransitionJob Description
The Wholesale Banking Associate role at Rabobank is a unique opportunity to contribute to a global organization built on trust, collaboration, and customer focus. This position calls for a professional who naturally connects with others and thoughtfully balances risk and results to strengthen customer confidence across the value chain of product development, product distribution and customer advice. As part of the Rabobank Group, you will collaborate between national and international business units and entities to deliver meaningful, long-term impact.
You and Your Job
As a Wholesale Banking Associate you will be successful building relationships with bankers within the group by offering a wide array of analytical and transactional support. You will be engaging in a diverse range of activities such as creating marketing materials, handling management reporting, and tracking income.
Support to Relationship Management Team: Develop a knowledgeable understanding of the client portfolio and industries covered and to help manage those relationships alongside the RM. Providing support to the RM in any capacity so that they can focus on adding value to the client relationship. This requires proactively engaging with the RMs in relationship management, including accompanying the RMs to client meetings, and gaining detailed understanding and maintenance of the CRM system (Client Link) and the KYC process/requirements. Ad-hoc projects related to business management as needed.
Product Liaison: Act as intermediary between the RM's and Product Groups by learning and employing the basic techniques necessary to offer support on that specific product (e.g. capital Structure analysis, ABF products and solutions, etc.). This requires gaining a detailed understanding of products which may entail a rotation with product groups in NY.
Job Responsibilities
Further develop the ET prospecting funnel for North America, which encompasses market and sector analyses (in close collaboration with RaboResearch as well).
Prepare and coordinate the preparation of discussions and presentations for clients and prospects.
Collaborate closely with the Senior Bankers, Strategy and Business Manager in their daily activities.
Assist with broader strategic projects for the team and senior management.
Works closely with Wholesale Banking Analysts, Credit Analysts, Relationship Managers, Portfolio Manager, and Business Manager.
Collaborates on a range of projects including preparing for client meetings and pitches.
Monitors the portfolio and manages CRM data entry (e.g. pipeline management, call report production, etc.).
Ensures accurate data analysis and record-keeping to monitor the overall business.
Your Promise to Us:
To be considered for the Wholesale Banking Associate role, you must have:
Bachelor's degree
5+ years of experience with formal credit training and portfolio management at a major bank.
Previous exposure/experience in the Energy/Commodities/Infrastructure Sectors desired.
Ability to travel.
Excellent verbal and written communication skills.
Excellent quantitative and analytical skills.
Legally authorized to work in the United States on a full-time basis. Rabobank is unable to sponsor or take over sponsorship of an employment visa for this position.
Our Commitment to you - cultivating your way beyond pay:
Rabobank welcomes employees and applicants from all backgrounds and is committed to fostering an inclusive environment that leverages the diverse strengths of our workforce. This enables us to exceed the expectations of our clients and customers while ensuring a healthy and safe environment for our staff.
We believe your well-being extends far beyond just a paycheck and should encompass your health, happiness, and satisfaction. To meet these needs, Rabobank offers a flexible hybrid working model and continually evaluates and enhances our benefit offerings to ensure they are comprehensive, competitive, and provide you with the options and flexibility you need.
Our employee benefits are focused on four main components:
Physical Well-Being includes our commitment to your Health and Wellness. Medical, Dental and Vision plan coverages are effective on your date of hire. Rabo offers multiple plan options and a full network of providers to best meet your needs.
Financial Well-Being provides for your Retirement + Savings + Security. We love seeing your retirement plan balance grow just as much as you do! That's why you can start participating in the 401(k) plan on your date of hire. Plus we match 50% of the first 6% you contribute to your 401(k) plan for US Employees. Rabo also contributes an additional 3% of your eligible pay in Safe Harbor contribution and up to 3% in annual Discretionary Profit Sharing contributions.
Emotional Well-Being ensures your Work + Life balance. We offer a generous paid time off program to full time employees: up to 20 days of vacation time, 5 days of additional time off plus 7 sick days and 11 US holidays annually (based on hire date during the calendar year). In addition, Growing a Better World Together requires wanting the best for our employees and their families and our communities. To do that, we offer both the time and financial support to give back to the community through our Dollars for Doers, Helping Hands and Gift Matching programs. (All paid time off is subject to company accrual and carryover policies.)
Workforce Well-Being supports a hybrid working model that offers the flexibility to split your time between home and the office-typically 2-3 days remote and the remaining days onsite-promoting both productivity and personal well-being.
Our Organization:
Rabobank Group is a global financial services leader providing wholesale and retail banking, leasing, and real estate services in more than 37 countries worldwide. Founded over a century ago, Rabobank today is one of the world's largest banks with over $678 billion in assets.
In North America, Rabobank is a premier corporate and investment bank to the food, agribusiness, commodities and energy industries in the United States, Mexico, and Canada. Rabo AgriFinance, a subsidiary of Rabobank, is a leading financial services provider for farmers, ranchers and agribusinesses in the United States and Canada. Together, we provide sector expertise, strategic counsel and tailored financial solutions to clients across the entire value chain. Visit ******************
Salary Expectations:
Target Hiring Range: $115,000 - $185,000.00
This position is subject to the terms of [RAF/Rabobank/RDS]'s compensation plans and policies. It is anticipated that the position will pay within the target hiring range. The range is reflective of the desired primary physical work location and may be adjusted outside of the projected range based on geographical differentiation if the actual work location of the hired candidate differs from the desired primary location, or for other lawful reasons. Further, all full-time regular positions include all other benefits provided to [RAF/Rabobank/RDS] employees, including healthcare benefits, 401k matching, vacation, sick leave, parental leave, possible discretionary bonuses and all other benefits that are all governed by and subject to ERISA plan documents and eligibility.
Rabo provides equal opportunity in employment to all employees and applicants and does not discriminate on the basis of race, color, creed, religion, national origin, ancestry, alienage or citizenship status, age, sex, sexual orientation, gender identity gender expression, marital status, genetic information, medical condition, physical or mental disability, pregnancy, childbirth or related medical condition, military service or veteran status, victims of domestic violence, or any other basis protected by applicable law. Rabo also prohibits harassment of any individuals on any of the bases listed above.
At Rabobank, we strive to grow a better world together. In order to achieve that, we have to have the right people in the right jobs. Are you ready to join our team?
This job posting has no fixed application deadline. We will accept resumes until a qualified applicant pool is identified.
#LI-Hybrid
Zippia gives an in-depth look into the details of Rabobank N.A., including salaries, political affiliations, employee data, and more, in order to inform job seekers about Rabobank N.A.. The employee data is based on information from people who have self-reported their past or current employments at Rabobank N.A.. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Rabobank N.A.. The data presented on this page does not represent the view of Rabobank N.A. and its employees or that of Zippia.
Rabobank N.A. may also be known as or be related to RABOBANK NA, Rabobank N.A., Rabobank N.a., Rabobank NA, Rabobank, National Association, Rabobank and Raiffeisen -Boerenleenbank.