Senior Associate jobs at Raymond James Financial - 2536 jobs

A leading audit and advisory firm is seeking an Audit Senior Manager in San Jose, CA. In this key role, you will oversee financial statement audits and support engagement teams through technical expertise and client relationship management. Candidates should possess a Bachelor's degree in accounting or related fields and an active CPA license, along with at least 8 years of public accounting experience. The salary range for this position is $138,000 to $230,000 per year. #J-18808-Ljbffr

Senior Associate, Primary Investments page is loaded## Senior Associate, Primary Investmentslocations: Bostontime type: Full timeposted on: Posted Todayjob requisition id: R1945**Job Description Summary**For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative thinking.In our collegial environment that's marked by low turnover and high energy, you'll be inspired to grow and thrive. Here, you will be encouraged to build on your strengths and acquire new skills and experiences.We are committed to fostering an environment of inclusion that promotes mutual respect among all employees. Understanding and valuing these differences optimizes the potential of both the individual and the firm.HarbourVest is an equal opportunity employer.This position will be a hybrid work arrangement, which translates to 2-3 days minimum per week in the office.HarbourVest is currently seeking a Senior Associate to join its Primary Investment Group in Boston, MA. The Senior Associate role is a career-track position within HarbourVest's Primary Team. As a Senior Associate, you will be responsible for evaluating fund investment opportunities across the Venture Capital, Growth Equity and Private Equity markets, across a variety of sectors. As part of the evaluation process, you will be responsible for meeting with managers who are raising funds, creating detailed performance analytics including benchmarking and portfolio company underwriting, forming and articulating investment theses to our senior team, conducting reference calls with portfolio companies and presenting opportunities to our global Investment Committee. You will also be responsible for helping to source attractive Primary and cross-platform investment activities, and assist with core client-related initiatives.## The ideal candidate is someone who has:* Strong work ethic and ability to thrive in a fast-paced work environment* Proven leadership skills and ability to succeed working independently and in collaborative teams* Strong quantitative skills with deep experience in Excel* Excellent communication skills, both written and verbal* High level of maturity with ability to multi-task## What you will do:* Perform due diligence on Private Equity, Growth Equity and Venture Capital managers and fund opportunities, including preparing detailed performance and benchmarking analyses, participating in manager diligence meetings, making reference calls, and conducting independent research* Source and evaluate new Private Equity, Growth Equity and Venture Capital fund opportunities. Develop investment theses and present key findings to senior professionals. Prepare diligence material and present opportunities to the global Investment Committee* Complete special projects for internal usage and client requests, including industry research and market updates. Prepare materials for HarbourVest's Annual Meeting and other client meetings* Monitor primary fund investments through attendance at Annual Meetings, reviewing quarterly and annual reports, and participating in portfolio update calls. Build and enhance relationships with fund managers* Source and refer interesting direct equity, credit and secondary opportunities internally and facilitate/assist with the initial assessment of these opportunities* Work to build and expand your personal network and knowledge base through continuing to meet and work with professionals at HarbourVest## What you bring:* A strong work background in manager research, investment consulting, investment banking or related financial services* Excellent written and verbal communications skills* Strong quantitative skills with deep experience in Excel* A strong academic background with coursework in finance, business or accounting## Education Preferred* Bachelor of Arts (B.A), Bachelor of Science (B.S.), MBA or equivalent experience## Experience* 3-5+ years of work experience in manager research, private equity, investment consulting, investment banking or related financial services#LI-HybridHarbourVest is an independent, global private markets firm with over 43 years of experience and more than $138 billion assets under management as of September 30, 2024. Our interwoven platform provides clients access to global primary funds, secondary transactions, direct co-investments, real assets and infrastructure, and private credit. Our strengths extend across strategies, enabled by our team of more than 1,200 employees, including more than 230 investment professionals across Asia, Europe, and the Americas. Across our private markets platform, our team has committed more than $59 billion to newly-formed funds, completed over $55 billion in secondary purchases, and invested over $40 billion in direct operating companies. We partner strategically and plan our offerings innovatively to provide our clients with access, insight, and global opportunities. #J-18808-Ljbffr

A leading financial services organization in Minneapolis is seeking a Senior Associate in private equity real estate. This role requires a bachelor's degree and at least four years of experience in commercial real estate. The associate will manage investment performance monitoring, support deal teams, and prepare materials for investment committees. The organization offers competitive salary and extensive benefits including health insurance, retirement plans, and generous paid time off. #J-18808-Ljbffr

A leading investment firm based in San Francisco is looking for an experienced candidate with a scientific background to join their public equity investment team. The role involves assessing investment opportunities, preparing materials, and collaborating with various teams. Ideal candidates will have a Ph.D. or M.D. and at least 3 years of experience in biotech or medtech analysis. The firm offers comprehensive benefits including medical, parental leave, and generous PTO. #J-18808-Ljbffr

A leading global financial services firm in Boston seeks a Performance and Risk Analytics Associate. The role involves delivering advanced analytics, conducting comprehensive performance analyses, and engaging with clients to deepen relationships. Candidates should hold a Bachelor's degree and have at least 10 years of experience in performance analysis within financial services. Excellent communication skills and a proactive attitude toward client management are essential, along with a strong understanding of institutional fund accounting. Periodic travel may be required. #J-18808-Ljbffr

A leading financial services firm in Boston is seeking a Performance and Risk Analytics Associate to support institutional clients with advanced analytics throughout the investment lifecycle. This role involves representing the firm at client onboardings, conducting performance analyses, and building strong relationships within complex organizations. The ideal candidate has a Bachelor's degree in a relevant field and at least 10 years of experience in performance and risk analytics, alongside excellent communication skills. Opportunities to travel periodically for client engagements are also part of the role. #J-18808-Ljbffr

BBVA Global Wealth Advisors, an SEC-registered investment adviser, is seeking a motivated and detail-oriented AML EDD & Monitoring Senior Associate to join our growing Compliance Team. This role is responsible for executing and enhancing our Regulatory Compliance Program, including Anti-Money Laundering (AML) and financial crime prevention program. You'll play a key role in protecting the firm from illicit activities while ensuring strict adherence to all applicable laws and SEC regulations. The ideal candidate brings strong investigative, analytical, and regulatory experience, with the ability to translate complex risks into actionable controls and deliver high-quality results in a fast-paced environment. Key Responsibilities As a AML EDD & Monitoring Senior Associate, you'll be on the front lines of our financial crime defense, with a diverse range of responsibilities that include: EDDs/Risk Assessments: Conduct initial and ongoing Enhanced Due Diligence (EDD) reviews in higher-risk clients, including PEPs, foreign clients, complex ownership structures, source of wealth verification, and adverse media, documenting conclusions in a clear, concise, and factual manner. Assess customer risk profiles determined by the firm's risk-based methodology and maintain accurate, up-to-date risk ratings. Identify potential risks, escalate concerns, and propose effective operational improvements to help ensure that operation controls are in place for all key processes and that any control weaknesses are appropriately addressed and escalated. Account Periodic Reviews: Performing periodic, risk-based reviews of client accounts across all client risk tiers, ensuring ongoing compliance with AML & KYC standards. This includes verifying client information, updating beneficial ownership details, and re-assessing client risk profiles in accordance with firm policy. Revalidate client information, transactional behavior, and adverse findings, and take actions accordingly, as dictated by AML Policies and Procedures. Document conclusions in a clear, concise, and factual manner. Transaction Monitoring & Investigations: Analyzing transactional data for unusual patterns, red flags, and suspicious activities that may indicate money laundering, terrorist financing, or other financial crimes. Collaborate with operation and commercial teams to understand the transactional context and escalate matter when appropriate. Conduct timely investigations into potentially suspicious behavior, gather supporting documentation, and prepare well-supported recommendations to escalate activity, as needed. Watchlists & Screening Oversight: Manage the internal list name screening process, playing a key role in quality assurance and ensuring the process effectiveness. Oversee the accuracy, completeness, and regular updates of internal watchlists, including lists of high-risk individuals, entities, and jurisdictions. Collaborating with various departments to ensure timely inclusion or removal of names. Work with internal and external stakeholders to ensure system accuracy and proper calibration to reduce false positives and maintain industry standards. AML Policies, Procedures, Control Enhancement: Assist in the drafting, review, and transposition of Compliance policies, procedures, and controls to ensure they are current, comprehensive, and effectively mitigate identified risks. Translate applicable regulatory requirements into actionable internal guidance. Support internal and external audits, regulatory examinations, and remediation plans, as applicable. Special Projects: Participate in and lead various special projects aimed at enhancing our AML Compliance program, such as system implementations, new product risk assessments, training initiatives, and internal audit responses. Ad Hoc Requests: Responding promptly and accurately to various ad hoc requests from internal stakeholders (e.g., front office, operations, legal) and external parties (e.g., auditors, regulators) related to Compliance as required by business needs. Compliance Cross-Functional Collaboration - this role may have exposure to cross functional collaboration, including but not limited to: Administer the systems used by the GWA Compliance program, especially those used for AML. Assist with the GWA AML Compliance and general Compliance testing program, ensuring compliance with SEC regulations, GWA internal policies, and Holding level requirements. Develop and deliver targeted training as required by the Compliance team initiatives. Qualifications The ideal candidate will have a basic foundation in Regulatory Compliance, demonstrated by: 5+ years of experience at a financial institution (BD or RIA preferrable). Certified Anti-Money Laundering Specialist (CAMS) certification is a preferred (or willingness to obtain within 12 months). Direct, hands-on experience with EDD, KYC, and transaction monitoring. Strong Familiarity of U.S. regulations, including the Bank Secrecy Act (BSA), USA PATRIOT Act, and OFAC sanctions programs. Proven ability to conduct thorough investigations, analyze complex data, and make well-reasoned decisions under pressure. Strong analytical skills with an ability to identify trends, patterns, and anomalies. Exceptional written and verbal communication skills, with the ability to articulate complex risk concepts clearly and concisely to diverse audiences. High degree of attention to detail and accuracy in all work. Ability to manage multiple priorities effectively and meet deadlines in a dynamic environment. A strong ethical compass and commitment to upholding the highest standards of compliance. Proficient in collaboration platforms like Google Workspace and Office 365. Bilingual - Fluency in both English and Spanish (verbal and written).

A leading professional services firm in New York is seeking an experienced Audit Senior Manager to oversee audit engagements and manage a team. The role requires strong leadership and client management skills, along with extensive experience in auditing within a CPA firm. Responsibilities include ensuring audit quality, developing comprehensive strategies, and mentoring junior staff. Competitive compensation ranging from $150,000 to $210,000 is offered, along with a collaborative work environment. #J-18808-Ljbffr

At CapCenter, our mission is to simplify the homebuying experience for our clients. We are seeking detail-oriented, results-driven individuals to join our team and guide our clients through one of life's most meaningful milestones - homeownership. Job Overview: CapCenter is seeking a Mortgage Training & Policy Associate to ensure new and existing mortgage production team members are equipped with the knowledge and skills needed to deliver exceptional customer service. This role partners closely with Mortgage Production and Compliance leadership to develop, enhance, and deliver training for both new hires and current team members. The ideal candidate is highly organized, collaborative, and adept at translating regulatory requirements into clear, practical, and user-friendly learning resources. Key Responsibilities: Lead and support training initiatives for the mortgage production team, including delivery of select training sessions and ongoing program improvements. Partner with Mortgage Production and Compliance leaders to identify training needs and support effective rollout of policy and process changes. Manage and administer the learning management system (LMS), including course assignments, tracking, and reporting. Develop and maintain training materials, job aids, and reference resources based on company policies, procedures, and regulatory requirements. Support change management by documenting updates, communicating changes, and reinforcing adoption across the production team. Qualifications: · Bachelor's degree in finance, business, communications, teaching or other related field preferred. · Experience in mortgage underwriting, operations, training, and/or compliance. · Exceptional written and verbal communication and presentation skills. · Engaging and dynamic personality with the ability to motivate and inspire a team. We offer a competitive compensation package to include base salary, medical, dental and life insurance benefits, 401K, and paid vacation. We do not discriminate against applicants/employees on any protected basis and are an Equal Opportunity Employer: Veteran/Disability.

Brooklyn, NY, United States Job Identification 210688605 Job Category Firmwide Risk and Compliance Business Unit Corporate Sector Posting Date 12/01/2025, 09:30 PM Job Schedule Full time Job Shift Day Job Description Join a team at the forefront of global risk management and regulatory compliance. Make a meaningful impact by supporting critical capital and stress testing initiatives that shape the firm's financial resilience. Collaborate with diverse stakeholders and leverage cutting-edge analytics and business intelligence tools. Grow your expertise in a fast-paced environment where your insights and ideas are valued. Be part of a group that champions innovation, quality, and continuous improvement. As a Capital and Stress Testing Analyst in the Firmwide Operational Risk team, you help us deliver high-quality analytics, reporting, and process enhancements that support regulatory and internal risk management objectives. You work closely with business lines, corporate functions, and technology partners to execute, monitor, and report on regulatory capital and stress testing across the firm and its international legal entities. You contribute to process improvements and governance, ensuring our risk management practices remain robust and effective. You have the opportunity to drive impactful change and collaborate with colleagues at all levels. Job Responsibilities Support the execution of regulatory capital and stress testing processes, including data collection, validation, analysis, and documentation Produce accurate and timely management and regulatory reports related to capital and stress testing Develop and prototype tactical reporting solutions using business intelligence tools, especially Tableau Assess and recommend enhancements to internal processes, reporting workflows, and data management practices Collaborate with business lines, risk officers, control management, and technology teams to gather requirements and communicate findings Maintain and elaborate internal governance procedures, standards, and documentation Perform ad-hoc analyses using operational risk data and advanced Excel functions Participate in the development and execution of internal projects and regulatory deliverables Support user acceptance testing for new systems and enhancements Ensure compliance with internal and external regulatory requirements Drive initiatives that improve efficiency, control, and quality across reporting and analytics Required Qualifications, Capabilities, and Skills Hold a bachelor's degree in Business Administration, Finance, Accounting, or a related discipline Minimum 5 years' experience in financial services, risk management, or analytical roles Demonstrate strong analytical, problem-solving, and decision-making skills Show high attention to detail and commitment to quality assurance Excel in Microsoft Excel, including database functions Communicate effectively in written and verbal formats Build relationships with stakeholders at all levels, including senior management Work independently and as part of a team, managing multiple priorities under tight deadlines Create impactful presentations using Microsoft PowerPoint Apply significant experience with business intelligence and reporting tools, especially Tableau Ensure accuracy and compliance in all reporting activities Preferred Qualifications, Capabilities, and Skills Bring experience in regulatory capital, stress testing, or operational risk Utilize Alteryx, SAS, or similar programming software for data analysis Contribute to process re-engineering and control management initiatives Prototype and develop functional specifications for technology solutions Perform advanced ad-hoc analyses using operational risk data Support governance and control documentation for capital and stress testing Participate in user acceptance testing for new systems and enhancements About Us JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans About the Team Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success. Risk Management helps the firm understand, manage and anticipate risks in a constantly changing environment. The work covers areas such as evaluating country-specific risk, understanding regulatory changes and determining credit worthiness. Risk Management provides independent oversight and maintains an effective control environment. #J-18808-Ljbffr

A leading financial services company located in Brooklyn, NY seeks a Senior Officer in Risk Management to support regulatory capital and stress testing initiatives. This role involves collaborating with various stakeholders to ensure robust risk management practices while delivering high-quality analytics and reports. Candidates should have a bachelor's degree along with a minimum of five years of relevant experience, strong analytical skills, and proficiency in tools like Excel and Tableau. A competitive compensation package and benefits are offered. #J-18808-Ljbffr

Job Classification: Finance & Accounting - Finance & Accounting A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers! If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today. At PGIM, You Can! What you can expect: Assist in the annual budgeting and quarterly forecasting processes Collaborate with team members and business partners to gather and analyze financial data Help maintain financial models and tools (e.g., Anaplan) used for forecasting and planning Prepare and review monthly and quarterly financial reports, including variance analysis Support the development of presentation materials for leadership meetings Participate in benchmarking studies and competitive analysis Contribute to process improvement initiatives within the finance team Gain exposure to strategic projects and cross-functional collaboration The current employee work arrangement for this position is Hybrid and requires your on-site presence on a reoccurring basis as determined by your business. Your manager will provide additional details relative to the specific number of days you are expected to be on-site. What you will need: Bachelor's degree in Finance, Accounting, Economics, or a related field Strong analytical and problem-solving skills Excellent attention to detail and organizational abilities Effective written and verbal communication skills Proficiency in Microsoft Excel and other MS Office tools Eagerness to learn, grow, and contribute in a team-oriented environment Internship or academic project experience in finance or data analysis is a plus *PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply. Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $70,000 to $80,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. What we offer you: Market competitive base salaries, with a yearly bonus potential at every level. Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave. 401(k) plan with company match (up to 4%). Company-funded pension plan. Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs. Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development. Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs. Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com. If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.

Founded in 1989, PanAgora (Greek for across marketplace) Asset Management is a premier provider of investment solutions spanning most major asset classes and risk ranges. We seek to provide investment solutions using sophisticated quantitative techniques that incorporate fundamental insights and vast amounts of market information. While PanAgora's investment strategies are highly systematic in nature, the processes deployed within these strategies are built and overseen by talented professionals with significant and diverse investment experience. Innovative research plays a central role in our investment philosophy and process, and is an essential component of our firm's ability to deliver attractive investment solutions. Investment teams are organized into an Equity Strategies group and a Multi Asset Strategies group. Most investment team members are engaged in original research using fundamental intuition, market intelligence, modern finance and scientific methods. We are committed to providing clients with reliable investment processes, consistent performance, transparency, and access to our investment resources. Our client base is comprised of institutional investors across the globe, including public & private retirement funds, sovereign wealth funds, endowments & foundations, and sub-advisory mandates. The Senior Reporting Associate is a key member of the Reporting Team, responsible for producing, maintaining, and distributing recurring and ad hoc reports for clients, consultants, and prospects. This role focuses on ensuring the timely delivery and accuracy of reporting deliverables, maintaining report details in internal tracking systems, and supporting the overall reporting infrastructure through quality control and process management. Working closely with internal stakeholders, the associate will publish reports to the Client Reporting Portal, manage vendor relationships, and contribute to new report development and enhancements. The role also supports broader reporting needs such as the preparation of presentation materials, factsheets, and client/consultant questionnaires. This position requires strong organizational and time management skills, attention to detail, and the ability to handle multiple priorities under tight deadlines. The associate is expected to become a subject matter expert in reporting tools and systems, ensuring accuracy, consistency, and continuous improvement across all reporting functions. Primary Duties and Responsibilities Produce and disseminate recurring and ad hoc client, consultant, and prospect-driven reporting deliverables. Meeting all internal and external deadlines for reporting, adhering to weekly, monthly, and quarterly schedules. Within a timely manner, publish all reports to the Client Reporting Portal and send email notifications to clients via the portal. For clients with specific deliverable requests, ensure that all requirements are met. Maintain report details in the Report Tracking System, including report type, deadlines and portal details within the Report Tracking system. Maintain reporting requirements within the Client Reporting Portal. Perform operational tasks and activities to support management of task list and client follow ups. Collaborate with and support other team members on new report creation and other projects. Become a subject matter expert on relevant client reporting tools and data applications. Maintain quality control, ensuring on-time delivery and report accuracy. Build and maintain a relationship with the reporting / material creation vendor and oversee updates to existing reports and creation of new reports. Additional/Potential Duties and Responsibilities Generate regular deliverables for the Global Distribution Team, such as standard presentation books, and product factsheets. Complete ad hoc requests for pitchbooks, factsheets, and client review books (CRBs). Coordinate client and consultant questionnaires with a focus on accuracy and timeliness, ensuring drafts are reviewed by the internal stakeholders before submitting them to compliance and delivering final responses by the deadlines. Work with subject matter experts to draft responses not available in RFP Library. Assist with data gathering and/or population of consultant and third party databases. Essential Skills: Undergraduate degree in business, marketing, communications or finance preferred 3-5 years' experience at an asset management firm or relevant experience Strong organizational and time management skills, ability to multi-task Flexibility to handle changing priorities, pressure, and short deadlines Strong proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and PDF Proven ability to work collaboratively within a team, while also excelling in independent tasks. Experience with Report Creation Tools a plus (VisionFI / Assette / Seismic) Salary Range: 80,000 - 105,000 Disclaimer: The posted salary range represents the company's good faith estimate of the compensation for this position at the time of posting and the same is not a promise of a particular wage for any individual. Actual compensation may be dependent on a variety of factors including, but not limited to, the candidate's experience, education or skills, and other factors. **PanAgora is an equal opportunity employer and provides equal employment opportunities to job applicants and employees without regard to race, religion, sex, marital status, color, national origin, age, physical or mental disability, veteran status, pregnancy, ancestry or sexual orientation. PanAgora is committed to maintaining an environment that is free from discrimination as well as adhering to applicable federal and state laws.

What to Expect Work on high-impact and diverse projects- You will have the opportunity to advise management on emerging industry trends and key business decisions, optimize key processes, and orchestrate key initiatives. Your work will be important to our business growth and sustainability, and cover a broad spectrum of topics. Own your initiative from end to end- You get to experience the full product cycle - from conception of an idea, to product launch, and ongoing KPI monitoring. You get to see the results of your recommendations & decisions with live data reporting. You get to truly own initiatives that you help to design & continuously improve, from end to end. Learn something new every day- Most if not all projects at Crypto.com are cross-functional, meaning you will be sitting at a roundtable or brainstorming on a whiteboard with colleagues & experts from diverse backgrounds - blockchain engineering, mobile development, design, cybersecurity, customer acquisition, fraud management, banking & finance… What You'll Do In this role, you will spearhead the strategic direction of our core products including our Main App Trading, Loyalty Programs, VISA Card and Pay, among others. Below are some activities you may find yourself doing: Strategic Visionary: Assisting the Strategy team to conceptualize, execute and monitor key strategic initiatives aimed at driving commercial success Subject Matter Expertise: Develop deep subject matter expertise in Crypto CEX trading, Loyalty Program Design, Crypto Payments and other relevant domains Pricing Strategy Optimization: Developing optimal pricing strategies for our all core products (proficiency in Excel modeling and generating data-driven insights is expected) Market Research & Analysis: Developing thematic research memos to advise on market/ sub-sector strategy; Project Coordination & Management: Coordinating cross-functional projects end-to-end from timeline/ deliverable planning to tracking/ reporting; Product Development: Designing & drafting requirements for a new product or feature; Performance Evaluation & Optimization: Deciding & analyzing product KPIs and recommending improvements to drive revenue and user engagement Strategic Partnerships & Investments: Evaluating & driving strategic and investment opportunities Business Projection & Analysis: Projecting business results and engage in strategic discussions with management regarding implications & strategic pivots Overall, you will shoulder the important responsibilities of: (a) At a product level: Design & drive new features to success, (b) At a company level: Define & align business priorities with management, and (c) At an industry level: Generate insights & your own views on the market. What We Look For Below are some key traits we look for, and a list of indicators we watch out for during our screening. (Note that the list is not exhaustive, nor do we expect candidates to possess all traits at the same time.) We value the ability & drive to learn over past experience, as we believe in investing in learning of our team. Intellectual prowess & curiosity Bachelor's Degree in Business Administration, Finance or related field 1-3 years of work experience in a field requiring strong problem-solving skills, e.g., management consulting, investment banking, venture capital, equity research; Highly structured approach in thinking, analysis and output generation; Quick learner who is able to translate newly acquired knowledge into actionable insights; Proven ability to take initiative and be proactive in identifying and addressing challenges or opportunities, consistently anticipating and acting upon business needs. (Plus) Strong modeling skills; (Plus) Strong curiosity and a passion for continuous learning (Plus) Proficiency in SQL and Tableau (Plus) Track record in an extracurricular activity/ hobby, e.g., writing, arts, sports, etc.; Literacy in oral & written communication Clarity, conciseness and confidence in communication, e.g., experience communicating with senior stakeholders, public presentations and/ or teaching, a portfolio of writing samples, etc. Ownership, agility & teamwork Pursuit of excellence, always going the extra mile to level up the quality of insights and deliverables; Self-driven and organized, with a relentless focus on following through on alignments and delivering results effectively; High-level of adaptability, being able to quickly reprioritize and iterate based on latest developments; Excellent attention to detail; Collaborative approach to teamwork, demonstrated through coordinating a complex project across multiple work-streams, leading a project team, etc.; (Plus) Experience working with teams from diverse backgrounds, e.g., cross-cultural, cross-industry. #LI-Associate#LI-Remote ***************** Empowered to think big. Try new opportunities while working with a talented, ambitious and supportive team.Transformational and proactive working environment. Empower employees to find thoughtful and innovative solutions.Growth from within. We help to develop new skill-sets that would impact the shaping of your personal and professional growth.Work Culture. Our colleagues are some of the best in the industry; we are all here to help and support one another.One cohesive team. Engage stakeholders to achieve our ultimate goal - Cryptocurrency in every wallet. Work Flexibility Adoption. Flexi-work hour and hybrid or remote set-up Aspire career alternatives through us - our internal mobility program offers employees a new scope. Are you ready to kickstart your future with us? BenefitsCompetitive salary Attractive annual leave entitlement including: birthday, work anniversary 401(k) plan with employer match Eligible for company-sponsored group health, dental, vision, and life/disability insurance Work Flexibility Adoption. Flexi-work hour and hybrid or remote set-up Aspire career alternatives through us. Our internal mobility program can offer employees a diverse scope. Our Crypto.com benefits packages vary depending on region requirements, you can learn more from our talent acquisition team. About Crypto.com:Founded in 2016, Crypto.com serves more than 150 million customers and is the world's fastest growing global cryptocurrency platform. Our vision is simple: Cryptocurrency in Every Wallet™. Built on a foundation of security, privacy, and compliance, Crypto.com is committed to accelerating the adoption of cryptocurrency through innovation and empowering the next generation of builders, creators, and entrepreneurs to develop a fairer and more equitable digital ecosystem. Learn more at ******************* Crypto.com is an equal opportunities employer and we are committed to creating an environment where opportunities are presented to everyone in a fair and transparent way. Crypto.com values diversity and inclusion, seeking candidates with a variety of backgrounds, perspectives, and skills that complement and strengthen our team. Personal data provided by applicants will be used for recruitment purposes only. Please note that only shortlisted candidates will be contacted.

If you are not sure that you're 100% qualified, but up for the challenge - we want you to apply. We recognize the value of training our employees and the outcomes they can achieve. Senior Audit Associate - Alternative Investments At Richey May, we very much believe that our people are our promise - our promise to be the best partners to each other, our clients, and our community. As the largest independent accounting and consulting firm in the greater Denver area, we are known for our teamwork and work-life balance. If you are experienced audit talent, based remote or local, and are looking for a different kind of work experience, our Alternative Investments team would love to talk to you! Many accounting firms claim work-life balance. Richey May Alternative Investments has a proven record of inclusive, supportive, “we're all in this together” team spirit that redefines the public accounting auditor experience. Our Core Value of Balance is built into our DNA; we all work together to make sure every team member - from Staff to Partners - can experience a balanced life outside of the office. While we may be one of the Top Fund Auditors in the country recognized by Convergence Optimal Performance and Hedge Fund Alert, we also know how to have fun. Elevate Richey May is committed to creating a culture that fosters diversity, equity, and inclusion. Elevate is a cross-functional team of leaders of all levels throughout the firm working to bring different ideas, perspectives, and experiences to create a stronger, more inclusive and innovative work environment. Objectives: • To empower, promote, and mentor a diverse group of future leaders. • To educate leadership on different types of leadership and skill sets. • To utilize and leverage the talent pool at Richey May. • To attract and retain diverse pool of talented new employees. Benefits Just like our teamwork, our benefits package is also unique. We are proud to offer 27 days of paid time off and 10 paid holidays for this role to make sure you have a life outside of the office. As you progress in your career with us, we offer more paid time off. Our robust benefits package includes paid employee medical, employer health savings account contribution, life insurance, and long-term disability. Other voluntary benefits include short-term disability, accident, vision, dental, and medical for dependents. We also offer a discretionary profit-sharing 401k plan, certification bonuses, continuing professional education and education reimbursement. Our wellness programs also include an employee assistance program, paid bereavement leave and our Mental Health First Aid team, employees trained to support mental wellness throughout the firm. Employees are eligible for a performance-based incentive bonus on top of base salary. The salary range for this role is $62,000 to $94,000. Qualifications: Attained Bachelor's degree (B.A.) from four-year College or university Minimum of three years auditing experience in public accounting within Alternative Investments Ability to show strong leadership and mentoring capabilities Solid understanding of Alternative Investments specific audit issues Strong analytical, written and verbal communication skills The Fun Stuff For Colorado-based team members, our technologically advanced office has gorgeous views for all (not just the few) with multiple common spaces designed to inspire innovation and collaboration. We also offer onsite locker rooms with showers and a quick-service restaurant on site with plenty more within walking distance. Firm-wide, we offer many community service activities through our Richey May Cares Foundation, regular firm socials, team-building activities and training programs to develop leaders at all levels. Don't just take our word for it. Richey May has an enduring legacy of excellence recognized nationally. Some of our awards over the last three years includes: Convergence Optimal Performance “Top 10 Fund Auditor” Hedge Fund Alert “Top Hedge Fund Auditors” Inside Public Accounting “Excellence in Firm Culture” “Fastest Growing Firms” “Top 200 Firms” Accounting Today “Firms to Watch” “Fastest Growing Firms” “Top 10 Regional Leader” “Regional Leader” #LI-DNI

If you are not sure that you're 100% qualified, but up for the challenge - we want you to apply. We recognize the value of training our employees and the outcomes they can achieve. Senior Audit Associate - Mortgage Banking At Richey May, we very much believe that our people are our promise - our promise to be the best partners to each other, our clients, and our community. As the largest independent accounting and consulting firm in the greater Denver area, we are known for our teamwork and work-life balance. If you are experienced audit talent, based remote or local, and are looking for a different kind of work experience, our Mortgage Banking team would love to talk to you! Many accounting firms claim work-life balance. Richey May Mortgage Banking has a proven record of inclusive, supportive, “we're all in this together” team spirit that redefines the public accounting auditor experience. Our Core Value of Balance is built into our DNA; team outdoor activities and social events keep us connected to each other outside of the office. Our pets are even connected through the Pets of Richey May calendar! We are known as the Mortgage Experts and seek to solve the challenges others cannot. We create our futures as a team and celebrate every step we accomplish. Elevate Richey May is committed to creating a culture that fosters diversity, equity, and inclusion. Elevate is a cross-functional team of leaders of all levels throughout the firm working to bring different ideas, perspectives, and experiences to create a stronger, more inclusive and innovative work environment. Objectives: To empower, promote, and mentor a diverse group of future leaders. • To educate leadership on different types of leadership and skill sets. • To utilize and leverage the talent pool at Richey May. • To attract and retain diverse pool of talented new employees. Benefits Just like our teamwork, our benefits package is also unique. We are proud to offer 27 days of paid time off and 10 paid holidays for this role to make sure you have a life outside of the office. As you progress in your career with us, we offer more paid time off. Our robust benefits package includes paid employee medical, employer health savings account contribution, life insurance, and long-term disability. Other voluntary benefits include short-term disability, accident, vision, dental, and medical for dependents. We also offer a discretionary profit-sharing 401k plan, certification bonuses, continuing professional education and education reimbursement. Our wellness programs also include an employee assistance program, paid bereavement leave and our Mental Health First Aid team, employees trained to support mental wellness throughout the firm. Employees are eligible for a performance-based incentive bonus on top of base salary. The salary range for this role is $62,000 to $94,000. Qualifications: Attained Bachelor's degree (B.A.) from four-year College or university Minimum of three years auditing experience in public accounting, ideally within Financial Services Ability to show strong leadership and mentoring capabilities Strong analytical, written and verbal communication skills The Fun Stuff For Colorado-based team members, our technologically advanced office has gorgeous views for all (not just the few) with multiple common spaces designed to inspire innovation and collaboration. We also offer onsite locker rooms with showers and a quick-service restaurant on site with plenty more within walking distance. Firm-wide, we offer many community service activities through our Richey May Cares Foundation, regular firm socials, team-building activities and training programs to develop leaders at all levels. Don't just take our word for it. Richey May has an enduring legacy of excellence recognized nationally. Some of our awards over the last three years includes: Inside Public Accounting “Excellence in Firm Culture” “Fastest Growing Firms” “Top 200 Firms” Accounting Today “Firms to Watch” “Fastest Growing Firms” “Top 10 Regional Leader” “Regional Leader” Housing Wire “Tech Trendsetters in Mortgage and Real Estate” “Tech 100 in Mortgage” #LI-DNI

What to Expect Work on high-impact and diverse projects- You will have the opportunity to advise management on emerging industry trends and key business decisions, optimize key processes, and orchestrate key initiatives. Your work will be important to our business growth and sustainability, and cover a broad spectrum of topics. Own your initiative from end to end- You get to experience the full product cycle - from conception of an idea, to product launch, and ongoing KPI monitoring. You get to see the results of your recommendations & decisions with live data reporting. You get to truly own initiatives that you help to design & continuously improve, from end to end. Learn something new every day- Most if not all projects at Crypto.com are cross-functional, meaning you will be sitting at a roundtable or brainstorming on a whiteboard with colleagues & experts from diverse backgrounds - blockchain engineering, mobile development, design, cybersecurity, customer acquisition, fraud management, banking & finance… What You'll Do In this role, you will spearhead the strategic direction of our core products including our Main App Trading, Loyalty Programs, VISA Card and Pay, among others. Below are some activities you may find yourself doing: Strategic Visionary: Assisting the Strategy team to conceptualize, execute and monitor key strategic initiatives aimed at driving commercial success Subject Matter Expertise: Develop deep subject matter expertise in Crypto CEX trading, Loyalty Program Design, Crypto Payments and other relevant domains Pricing Strategy Optimization: Developing optimal pricing strategies for our all core products (proficiency in Excel modeling and generating data-driven insights is expected) Market Research & Analysis: Developing thematic research memos to advise on market/ sub-sector strategy; Project Coordination & Management: Coordinating cross-functional projects end-to-end from timeline/ deliverable planning to tracking/ reporting; Product Development: Designing & drafting requirements for a new product or feature; Performance Evaluation & Optimization: Deciding & analyzing product KPIs and recommending improvements to drive revenue and user engagement Strategic Partnerships & Investments: Evaluating & driving strategic and investment opportunities Business Projection & Analysis: Projecting business results and engage in strategic discussions with management regarding implications & strategic pivots Overall, you will shoulder the important responsibilities of: (a) At a product level: Design & drive new features to success, (b) At a company level: Define & align business priorities with management, and (c) At an industry level: Generate insights & your own views on the market. What We Look For Below are some key traits we look for, and a list of indicators we watch out for during our screening. (Note that the list is not exhaustive, nor do we expect candidates to possess all traits at the same time.) We value the ability & drive to learn over past experience, as we believe in investing in learning of our team. Intellectual prowess & curiosity Bachelor's Degree in Business Administration, Finance or related field 1-3 years of work experience in a field requiring strong problem-solving skills, e.g., management consulting, investment banking, venture capital, equity research; Highly structured approach in thinking, analysis and output generation; Quick learner who is able to translate newly acquired knowledge into actionable insights; Proven ability to take initiative and be proactive in identifying and addressing challenges or opportunities, consistently anticipating and acting upon business needs. (Plus) Strong modeling skills; (Plus) Strong curiosity and a passion for continuous learning (Plus) Proficiency in SQL and Tableau (Plus) Track record in an extracurricular activity/ hobby, e.g., writing, arts, sports, etc.; Literacy in oral & written communication Clarity, conciseness and confidence in communication, e.g., experience communicating with senior stakeholders, public presentations and/ or teaching, a portfolio of writing samples, etc. Ownership, agility & teamwork Pursuit of excellence, always going the extra mile to level up the quality of insights and deliverables; Self-driven and organized, with a relentless focus on following through on alignments and delivering results effectively; High-level of adaptability, being able to quickly reprioritize and iterate based on latest developments; Excellent attention to detail; Collaborative approach to teamwork, demonstrated through coordinating a complex project across multiple work-streams, leading a project team, etc.; (Plus) Experience working with teams from diverse backgrounds, e.g., cross-cultural, cross-industry. #LI-Associate#LI-Remote ***************** Empowered to think big. Try new opportunities while working with a talented, ambitious and supportive team.Transformational and proactive working environment. Empower employees to find thoughtful and innovative solutions.Growth from within. We help to develop new skill-sets that would impact the shaping of your personal and professional growth.Work Culture. Our colleagues are some of the best in the industry; we are all here to help and support one another.One cohesive team. Engage stakeholders to achieve our ultimate goal - Cryptocurrency in every wallet. Work Flexibility Adoption. Flexi-work hour and hybrid or remote set-up Aspire career alternatives through us - our internal mobility program offers employees a new scope. Are you ready to kickstart your future with us? BenefitsCompetitive salary Attractive annual leave entitlement including: birthday, work anniversary 401(k) plan with employer match Eligible for company-sponsored group health, dental, vision, and life/disability insurance Work Flexibility Adoption. Flexi-work hour and hybrid or remote set-up Aspire career alternatives through us. Our internal mobility program can offer employees a diverse scope. Our Crypto.com benefits packages vary depending on region requirements, you can learn more from our talent acquisition team. About Crypto.com:Founded in 2016, Crypto.com serves more than 150 million customers and is the world's fastest growing global cryptocurrency platform. Our vision is simple: Cryptocurrency in Every Wallet™. Built on a foundation of security, privacy, and compliance, Crypto.com is committed to accelerating the adoption of cryptocurrency through innovation and empowering the next generation of builders, creators, and entrepreneurs to develop a fairer and more equitable digital ecosystem. Learn more at ******************* Crypto.com is an equal opportunities employer and we are committed to creating an environment where opportunities are presented to everyone in a fair and transparent way. Crypto.com values diversity and inclusion, seeking candidates with a variety of backgrounds, perspectives, and skills that complement and strengthen our team. Personal data provided by applicants will be used for recruitment purposes only. Please note that only shortlisted candidates will be contacted.

About GoodLeap:GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. The position will play a key role within the Strategic Initiatives group. The primary responsibility set involves developing and executing various strategies that will help GoodLeap grow. This role will involve liaising and building positive relationships with internal and external stakeholders, conducting market research and analysis, evaluating and executing on build vs. buy vs. partnership arrangements, setting goals and guidelines, and overseeing operations from planning to execution. The role will touch the entire lifecycle of the business and will have a high degree of visibility internally and externally. The ideal candidate will have experience in distributed energy, capital markets, JV partnership relationships and agreements, M&A, and presentations to executives and board members.Essential Job Duties & Responsibilities: Analyze GoodLeap's capabilities to develop and execute strategies that will accelerate company growth Work with capital markets team members to analyze financial structures that will enhance returns. Work with business development team members to analyze new products and services for contractors, homeowners, and financial institutions, including virtual power plants Work with technical and operations team members to analyze Salesforce and AI automation initiatives for contractors and homeowners, including more efficient payment systems, CRM, and business service arrangements Work with technical and marketing team members to analyze Salesforce and customer-facing applications that create engagement and allow for cross-selling opportunities Required Skills, Knowledge & Abilities: A minimum of 3-5 years of relevant experience in finance, corporate development, consumer lending, or distributed energy Minimum bachelor's degree Expert with MS Office (especially Excel and PowerPoint; VBA is a plus) Working proficiency with SQL; Python is a plus Excellent written and oral communication skills Superb attention to detail and work ethic Basic understanding of financial structures in the energy sector Comfortable working in fast-paced, unstructured environment Passionate about the renewable energy sector Compensation: $125,000 - $200,000/ annually (DOE) Additional Information Regarding Job Duties and s: Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today!

JOB SUMMARYThe Corporate Finance Senior Associate is deeply involved in all aspects of the M&A process from client development to transaction closing. Corporate Finance Senior Associates are responsible for overseeing Analysts and Associates on project teams and providing senior M&A professionals with support and various deal materials. Senior Associates will manage complex transactions and communicate with clients which includes facilitating meetings. Participate meaningfully in all aspects of transaction development and execution Develop and present analyses and presentations in client and prospect meetings Identify strategic and financial buyers and sellers Participate in M&A strategy development discussions Draft information memoranda and management presentations Coordinate and support due diligence Build detailed and accurate financial models, including DCF, LBO, comparable transaction, and guideline company analysis Monitor relevant transactions, capital market trends, company financial statements, industry, regulatory, and other economic information Mentor and develop staff (Analysts) Supervisory responsibilities None Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift up to 15 pounds at a time Travel required Some travel may be required to client sites during engagements Required education and experience Bachelor's degree in finance, accounting, economics, mathematics, or similar concentration 5+ years of experience in investment banking, corporate finance, or a related role Exceptional financial modeling and analytical skills Preferred education and experience Master's degree finance, accounting, economics, mathematics, or similar concentration Series 7, 79, and/or 63 designations Any FINRA licenses, CFA charters, and other industry-specific designations Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.