Investment Portfolio Manager - CFA, CFP, CIMA
Portfolio manager job at Regions Bank
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description:
At Regions, the Asset Management Portfolio Manager serves as a Portfolio Manager for assigned managed accounts.
Primary Responsibilities
Manages a book of either Private Wealth or Institutional Clients by serving as the Portfolio Manager
Works with clients and multiple partners to development investment objectives and goals through discussion and identification of client priorities
Implements and communicates investment related changes based on Investment Working Group guidelines to ensure clients receive the Best Thinking of Regions Asset Management
Effectively Implement Portfolio Management Group Strategic Initiatives
Leverage resources to maintain efficiency to focus on clients at an effective level
Address and respond to all risk related items in a timely fashion including but not limited to: Investment Reviews, Asset Allocation Flags, and other risk reports.
Learn the Regions Client Experience and execute at a competent level
Initiates and monitors required actions related to modeling and trading of client accounts.
Works with all appropriate partners at an effective level to retain and grow revenue from existing client relationships
Participates in the sales process with partners and teammates to identify and solidify new business opportunities focused on trust and investment management
Keeps abreast of trends and development in the economy and markets to ensure effective communication to clients and partners
Participates in group projects as assigned by management
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
Requirements
Bachelor's degree or International Equivalent
Three (3) years applicable knowledge or experience in investment/portfolio management, brokerage, finance, or equivalent
Preferences
Bachelor's degree in Business Administration, Finance or Economics
Technical Training in financial and economic markets
Progress towards Chartered Financial Analyst (CFA) designation, Certified Financial Planner (CFP) designation, or Certified Investment Management Analyst (CIMA)
Skills and Competencies
Analytical, organization and presentation skills
Knowledgeable about sales techniques and possess sales aptitude
Skilled in applicable computer software programs
Verbal and written communication skills
This position may be filled at a higher level depending on the candidate's qualifications and relevant experience.
Position Type
Full time
Compensation Details
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Job Range Target:
Minimum:
$85,234.60 USD
Median:
$108,000.00 USD
Incentive Pay Plans:
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
Paid Vacation/Sick Time
401K with Company Match
Medical, Dental and Vision Benefits
Disability Benefits
Health Savings Account
Flexible Spending Account
Life Insurance
Parental Leave
Employee Assistance Program
Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
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Location DetailsRegions CenterLocation:Birmingham, Alabama
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Auto-ApplyAsset Management Risk Manager
Merrimack, NH jobs
Job Description:The Role
The Manager position in Asset Management Risk provides general operational risk oversight for Fidelity Digital Asset Management and related businesses. Responsibilities include gathering important industry, market, and internal data, developing tools to measure risks and trends, and evaluating how these issues may impact Asset Management, our clients, and associates. This role will be accountable for analyzing data and controls to identify emerging and significant risks, perform targeted data-driven risk assessments, and develop risk management reporting using data visualization tools. The ideal candidate will have demonstrated commitment and passion for risk management, asset management, and academic/or work experience in related markets or fields. Candidates with SQL, programming, or data visualizations skills would be a plus. Strong communication, presentation and writing skills are also an important success factor. This role requires someone who is hard-working, eager to learn, and results oriented.
The Expertise and Skills You Bring
Bachelor's degree required
5+ years of relevant work experience in the financial industry, crypto experience preferred
Experience in Compliance, Risk, or Operations related to crypto/blockchain products, data, services
Demonstrated analytical skills with the ability to work with and summarize data from multiple sources
Experience working with blockchain technology or related enterprises
Executive level presentation skills required
Project management experience
Experience with data analysis techniques and visualization tools (e.g., Tableau), a plus
Experience with common data science tools & languages, a plus
CFA and/or FRM certifications a plus
Foundational understanding of blockchain technology
Ability to engage with multiple teams to establish a collaborative and interdisciplinary approach
Natural intellectual curiosity, initiative, and love for learning new skills and capabilities
Skilled at operating autonomously to achieve results in a dynamic environment
Thrives in a dynamic organization where priorities shift to meet evolving business needs
Superb verbal and written communications skills
Strong data analysis skills (e.g., tools, strategies)
Staying abreast of the latest innovations across industry
Problem solver with a blend of creativity and analytical rigor
The Value You Deliver
Analyze data and controls as well as identifying latent and emerging risks. The results of this analysis will be compiled into comprehensive management reports, including visual aids, analysis of data analytics and conclusions.
Actively perform proactive and targeted data analysis to identify risks for management.
Perform ad-hoc quality control reviews for presentations and reports built by the team to ensure the integrity of the materials.
Partner with business units to ensure that controls are working as intended and to improve the efficiency and effectiveness of processing.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Asset Management Risk, part of Fidelity's Risk organization and aligned with Asset Management's Compliance Risk and Business Operations Group (CRBO), provides guidance to management and business units by proactively identifying and monitoring risks to protect the interests of the firm, its clients, and associates. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant and emerging risks to assist management in strengthening their controls and processes.
The base salary range for this position is $80,000-153,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Risk
Asset Management Risk Manager
Westlake, TX jobs
Job Description:The Role
The Manager position in Asset Management Risk provides general operational risk oversight for Fidelity Digital Asset Management and related businesses. Responsibilities include gathering important industry, market, and internal data, developing tools to measure risks and trends, and evaluating how these issues may impact Asset Management, our clients, and associates. This role will be accountable for analyzing data and controls to identify emerging and significant risks, perform targeted data-driven risk assessments, and develop risk management reporting using data visualization tools. The ideal candidate will have demonstrated commitment and passion for risk management, asset management, and academic/or work experience in related markets or fields. Candidates with SQL, programming, or data visualizations skills would be a plus. Strong communication, presentation and writing skills are also an important success factor. This role requires someone who is hard-working, eager to learn, and results oriented.
The Expertise and Skills You Bring
Bachelor's degree required
5+ years of relevant work experience in the financial industry, crypto experience preferred
Experience in Compliance, Risk, or Operations related to crypto/blockchain products, data, services
Demonstrated analytical skills with the ability to work with and summarize data from multiple sources
Experience working with blockchain technology or related enterprises
Executive level presentation skills required
Project management experience
Experience with data analysis techniques and visualization tools (e.g., Tableau), a plus
Experience with common data science tools & languages, a plus
CFA and/or FRM certifications a plus
Foundational understanding of blockchain technology
Ability to engage with multiple teams to establish a collaborative and interdisciplinary approach
Natural intellectual curiosity, initiative, and love for learning new skills and capabilities
Skilled at operating autonomously to achieve results in a dynamic environment
Thrives in a dynamic organization where priorities shift to meet evolving business needs
Superb verbal and written communications skills
Strong data analysis skills (e.g., tools, strategies)
Staying abreast of the latest innovations across industry
Problem solver with a blend of creativity and analytical rigor
The Value You Deliver
Analyze data and controls as well as identifying latent and emerging risks. The results of this analysis will be compiled into comprehensive management reports, including visual aids, analysis of data analytics and conclusions.
Actively perform proactive and targeted data analysis to identify risks for management.
Perform ad-hoc quality control reviews for presentations and reports built by the team to ensure the integrity of the materials.
Partner with business units to ensure that controls are working as intended and to improve the efficiency and effectiveness of processing.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Asset Management Risk, part of Fidelity's Risk organization and aligned with Asset Management's Compliance Risk and Business Operations Group (CRBO), provides guidance to management and business units by proactively identifying and monitoring risks to protect the interests of the firm, its clients, and associates. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant and emerging risks to assist management in strengthening their controls and processes.
The base salary range for this position is $80,000-153,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Risk
Senior Manager, Fund Financial & Tax Reporting
Merrimack, NH jobs
The Role
The Senior Tax Manager is responsible for reviews of the workpapers and the management of the daily operations within the Tax group. The Senior Tax Manager also participates in the setting of tax policy and coordinating the implementation of such policies, participating in the setting of strategic goals and initiatives for the group, and managing the relationships with the department's internal and external business partners. The Senior Tax Manager oversees the timely and accurate execution of the team's core deliverables for Fidelity's alternative investment products, and Canadian Mutual Fund Trusts including K-1s, estimates, federal and state income tax returns, international filings, and certain qualification tests, and Canadian fund distributions. The Senior Tax Manager is also responsible for implementing and ensuring the accurate execution of team's policies, procedures, and controls.
The expertise and skills you bring
BS in Accounting or Finance
CPA and/or MST is preferred
5+ years of public accounting experience in Partnership taxation
Regulated Investment Company tax and/or Real Estate Investment Trust tax experience a plus
Private Equity fund of funds tax experience a plus
Experience with InvestOne, Geneva, and Yardi a plus
Advanced knowledge of Partnership tax and associated structures
Broad knowledge of financial instruments and securities taxation
Familiarity with tax research techniques
Familiarity with various fund structures suitable for different types of investors
Familiarity with federal, state and international filing requirements of partnerships and blockers
Ability to frame complex operational & tax issues and propose solutions
Ability to seamlessly move from strategy to execution
Leadership and management - ability to work independently or within a team, establish goals and priorities, coach and develop others, and contribute to a positive work environment
The Team
The primary responsibilities of the team include providing tax compliance services for US 40-Act mutual funds, Canadian mutual fund trusts, and alternative investment products. The Tax Operations team works closely with several different operations teams and internal business partners including Shareholder Reporting, Compliance, Legal, and Fund Treasury.
#Fidelityalts
Certifications:Category:Investment Operations
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Manager, Fund Financial & Tax Reporting
Merrimack, NH jobs
The Role
The Tax Manager is primarily responsible for providing tax support and oversight for Fidelity's alternative investment products, including U.S Partnerships funds, U.S. REITs and U.S grantor trusts, and Canadian Mutual Fund Trusts. The manager is responsible for:
Analyzing the Funds books and records to provide accurate and timely U.S. investor tax information reporting (k-1s, estimates, 1042-s etc.), Canadian fund distributions, tax returns and Canadian shareholder reporting and to ensure compliance with various Tax Agencies.
Reviewing information provided to third party service providers, tax work papers, tax returns (U.S. form 1065/K-1/K-3, 1120, 1120-F and state returns, and Canadian form T3 etc.), and other monthly, quarterly, and ad-hoc tasks.
The Expertise and Skills You Bring
Bachelor's degree or equivalent experience in Finance or Accounting
3+ years proven experience in investment management tax operations, or related tax specialty strongly preferred
Familiarity with tax research techniques
Broad knowledge of accounting and tax principles
Ability to embrace and adapt to a constantly evolving regulatory and technology environment
Ability to work in a collaborative environment
Comfortable in a fast paced, deadline-oriented environment
Interpersonal and time management skills
Flexibility to work overtime (as needed) to fulfill the job requirements
Tax experience with Real Estate Investment Trust, private credit funds, Private Equity fund of funds, Regulated Investment Company and/or Canadian mutual fund a plus
Experience with accounting platforms InvestOne, Geneva, and Yardi a plus
The Team
The Tax Manager role is part of the Tax Operations team within the Fidelity Fund Investment Operations business unit. The primary responsibilities of the team include providing tax compliance services for US 40-Act mutual funds, Canadian mutual fund trusts, and alternative investment products. The Tax Operations team works closely with several different operations teams and internal business partners including Shareholder Reporting, Compliance, Legal, and Fund Treasury.
#Fidelityalts
#FFIOALTS
Certifications:Category:Investment Operations
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Enterprise Risk Manager - Controls Framework
Saint Louis, MO jobs
Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you. Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk.
Job Overview
Position Schedule: Full-Time
This job posting is anticipated to remain open for 30 days, from 25-Nov-2025. The posting may close early due to the volume of applicants.
Edward Jones is investing in maturing our Enterprise Risk Management (ERM) capabilities and is seeking an Enterprise Risk Manager to join our Controls capacity as part of the Enterprise Risk Management framework. This position collaborates with ERM as needed to support the development, implementation, governance, and continuous improvement of ERM's risk and control lifecycle programs including risk identification and assessment, controls documentation and assessment, and issue and incident management. This position will partner with teams across the organization to assist in educating stakeholders on the firm's controls standard and program, providing foundational controls knowledge to risk and non-risk professionals, and assisting teams in their identification, documentation and assessment of controls. The Enterprise Risk Manager is an individual contributor with knowledge and awareness in the risk management field and financial services industry, and is directly responsible to an Enterprise Risk Management Director.
What You'll Do:
Assists with the execution of ERM's Control framework and firm capability. Providing oversight of program compliance, reporting, and analysis.
Works with partners across the organization to further develop and strengthen our Enterprise Risk Management framework within their teams, particularly focused on driving our risk and control lifecycle frameworks.
Assists leadership to support effective risk management practices across the company's governance ecosystem and decision-making processes.
Contributes to a collaborative, accountable, transparent and proactive risk culture within the function.
Acts as a resource to implement targeted enhancements to the Enterprise Risk Framework in relation to risk and control lifecycle programs to ensure the effectiveness and continuous improvement towards maturity.
Stays informed on risk industry and educational/development opportunities.
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
Hiring Minimum: $84100
Hiring Maximum: $143100
Read More About Job Overview
Skills/Requirements
Knowledge of Enterprise Risk Frameworks, methodologies and best practices.
Knowledge of the financial services and wealth management industries.
Preferred Knowledge
Basic organizational knowledge and savvy to understand how to best apply industry frameworks to Edward Jones successfully.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-HO
Manager, Fund Financial & Tax Reporting
Westlake, TX jobs
The Role
The Tax Manager is primarily responsible for providing tax support and oversight for Fidelity's alternative investment products, including U.S Partnerships funds, U.S. REITs and U.S grantor trusts, and Canadian Mutual Fund Trusts. The manager is responsible for:
Analyzing the Funds books and records to provide accurate and timely U.S. investor tax information reporting (k-1s, estimates, 1042-s etc.), Canadian fund distributions, tax returns and Canadian shareholder reporting and to ensure compliance with various Tax Agencies.
Reviewing information provided to third party service providers, tax work papers, tax returns (U.S. form 1065/K-1/K-3, 1120, 1120-F and state returns, and Canadian form T3 etc.), and other monthly, quarterly, and ad-hoc tasks.
The Expertise and Skills You Bring
Bachelor's degree or equivalent experience in Finance or Accounting
3+ years proven experience in investment management tax operations, or related tax specialty strongly preferred
Familiarity with tax research techniques
Broad knowledge of accounting and tax principles
Ability to embrace and adapt to a constantly evolving regulatory and technology environment
Ability to work in a collaborative environment
Comfortable in a fast paced, deadline-oriented environment
Interpersonal and time management skills
Flexibility to work overtime (as needed) to fulfill the job requirements
Tax experience with Real Estate Investment Trust, private credit funds, Private Equity fund of funds, Regulated Investment Company and/or Canadian mutual fund a plus
Experience with accounting platforms InvestOne, Geneva, and Yardi a plus
The Team
The Tax Manager role is part of the Tax Operations team within the Fidelity Fund Investment Operations business unit. The primary responsibilities of the team include providing tax compliance services for US 40-Act mutual funds, Canadian mutual fund trusts, and alternative investment products. The Tax Operations team works closely with several different operations teams and internal business partners including Shareholder Reporting, Compliance, Legal, and Fund Treasury.
#Fidelityalts
#FFIOALTS
Certifications:Category:Investment Operations
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Manager, Digital Assets Shareholder Reporting
Westlake, TX jobs
The Role
Digital Assets Shareholder Reporting is GROWING at Fidelity!
Are you interested in joining a collaborative, operations-focused team? Do you have strong knowledge and experience preparing or auditing financial statements for alternative investment products with a focus on digital assets and cryptocurrencies?
As we BUILD this critical team, we can offer roles at various levels: Analyst, Manager and Senior Manager. All applicants will be evaluated based on skills and experience and aligned to the appropriate role(s).
This team is responsible for preparing, reviewing, and coordinating the production of financial reports to ensure accuracy and compliance with regulatory, product-specific requirements and internal quality standards. Primary responsibilities of the role relate to the digital products structured as Exchange Traded Products (ETPs) and Limited Partnerships (LPs) and includes quarterly/annual reporting. We need talent that thrives in an operational environment where deadlines, accuracy and high-quality reporting are critical to our success!
Depending on your role, we need you to participate and/or lead operational efficiencies to scale and automate processes to support a growing line of products with diverse investments and structures.
The Expertise and Skills You Bring
Bachelor's degree with a background in financial services with an asset manager, audit firm or custodian bank, preferably in accounting operations or administration for alt investment products and public company financial reporting (Form 10K, 10Q, 8K and other reporting as needed)
Demonstrated success in leading teams to perform at their best for our Senior Manager role
Experience using the Geneva or InvestOne platforms for accounting and reporting are a plus
Advanced accounting and operational knowledge for alternative asset classes with a focus on digital assets and cryptocurrencies
In-depth knowledge of US GAAP financial reporting standards for nonregistered investment partnerships and 33/34/40 Act investment funds and familiarity with a variety of product structures including onshore and offshore LPs, master-feeder, open-ended and closed-ended arrangements
Advanced excel skills and experience translating accounting data into financial statement presentation
Ability to lead independently and in an operations-focused, fast paced team environment
Strong working knowledge of project and relationship management
Excellent written and verbal communication skills and strong presentation capability
MBA or CPA preferred for the Manager and Senior Manager roles.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
In Shareholder Reporting, we're on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. In fact, we're the largest service line within FFIO and are responsible for producing and distributing financial statements, prospectuses, and other fund and legal documents to our customers and filing them with the SEC. Doing this in the smartest and most effective way is more important than ever as we are in the midst of implementing Fidelity's new and alternative investment products, new and changing regulations, and a brand new technology platform that will transform the way we work. Lots of opportunity to develop key knowledge, experience and capabilities that will continue to contribute to Fidelity's current and future success!
#Fidelityalts
#FFIOALTS
Certifications:Category:Investment Operations
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Senior Manager, Fund Financial & Tax Reporting
Westlake, TX jobs
The Role
The Senior Tax Manager is responsible for reviews of the workpapers and the management of the daily operations within the Tax group. The Senior Tax Manager also participates in the setting of tax policy and coordinating the implementation of such policies, participating in the setting of strategic goals and initiatives for the group, and managing the relationships with the department's internal and external business partners. The Senior Tax Manager oversees the timely and accurate execution of the team's core deliverables for Fidelity's alternative investment products, and Canadian Mutual Fund Trusts including K-1s, estimates, federal and state income tax returns, international filings, and certain qualification tests, and Canadian fund distributions. The Senior Tax Manager is also responsible for implementing and ensuring the accurate execution of team's policies, procedures, and controls.
The expertise and skills you bring
BS in Accounting or Finance
CPA and/or MST is preferred
5+ years of public accounting experience in Partnership taxation
Regulated Investment Company tax and/or Real Estate Investment Trust tax experience a plus
Private Equity fund of funds tax experience a plus
Experience with InvestOne, Geneva, and Yardi a plus
Advanced knowledge of Partnership tax and associated structures
Broad knowledge of financial instruments and securities taxation
Familiarity with tax research techniques
Familiarity with various fund structures suitable for different types of investors
Familiarity with federal, state and international filing requirements of partnerships and blockers
Ability to frame complex operational & tax issues and propose solutions
Ability to seamlessly move from strategy to execution
Leadership and management - ability to work independently or within a team, establish goals and priorities, coach and develop others, and contribute to a positive work environment
The Team
The primary responsibilities of the team include providing tax compliance services for US 40-Act mutual funds, Canadian mutual fund trusts, and alternative investment products. The Tax Operations team works closely with several different operations teams and internal business partners including Shareholder Reporting, Compliance, Legal, and Fund Treasury.
#Fidelityalts
Certifications:Category:Investment Operations
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Asset Manager
Atlanta, GA jobs
The Asset Manager will be responsible for the management of assets in Arbor Realty Trust's (ART) loan portfolio.
Essential Job Functions (Duties/Responsibilities)
The Asset Manager will have the following duties and responsibilities, including but not limited to:
Prepare quarterly reports, valuations and risk ratings.
Perform financial analysis of properties including operating statements, budget and variance review, loan administration and borrower support, workout and foreclosure analysis, lease analysis, appraisal and engineering report reviews, etc.
Assess loan risk within the portfolio and make recommendations to senior management to mitigate the risk.
Perform quarterly property level valuations in order to value the asset.
Conduct market research to determine various factors impacting property level performance.
Oversee borrower implementation of business plan(s) associated with a variety of real estate-related assets, including mezzanine and bridge loans, REO properties and preferred equity positions.
Work closely with senior management in analyzing strategies for workouts, foreclosures, acquisitions and dispositions.
Review and interpret legal documents, such as loan agreements, guarantees, and promissory notes, and coordinate with borrower and respective staff to ensure the loans remain in compliance.
Monitor capital improvement projects to ensure timely completion within budgets.
Additional loan servicing and reporting as needed.
Qualifications
Education: Bachelor's degree in Finance, Real Estate and/or Accounting.
Experience: A minimum of 4-6 years of experience in Real Estate with an emphasis on risk/financial analysis, valuations, relationship management, workouts, capital markets and Asset Management.
Knowledge/Skills/Abilities:
A strong knowledge of real estate markets with a particular emphasis on multifamily.
Excellent project management, leadership and organizational skills.
The ability to “think outside the box”.
The ability to gather property and market data, analyze that data, and make proposals to senior management in a clear and concise manner.
Travel: up to 10%
We are proud to be an equal opportunity employer and are committed to maintaining a diverse workforce and an inclusive work environment for our associates, customers and business partners. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability, ethnicity, pregnancy or any other legally protected status. We are committed to working with and providing reasonable accommodations to individuals with disabilities.
Portfolio Manager
Shoreline, WA jobs
The Portfolio Relationship Manager owns primary responsibility for the underwriting quality, portfolio administration, the credit quality of the assigned portfolio, and working directly with Account officers.
Essential Job Functions
Responsible for the credit and monitoring of portfolio risks
Working directly with account officers and team members to effectively grow fees, deposits, and portfolio revenue by presenting financial solutions to customers.
Conducts preliminary evaluation and underwriting of loan proposals terms sheets.
Contribute to the Team's overall meeting and/or exceeding the assigned volume/production goals
Identify and recommend changes and enhancements to the Bank's lending policies and procedures to best serve the current market needs
Responsible for the full cycle of loan requests process. Provide financial analysis, obtain data to prepare a term sheet, and write proposals to expand the lending business.
Requests all third party appraisals, environmental reports, and ensures all are within compliance.
Identify areas of concern pertaining to a loan and discuss with Account officers
Primary liaison with the Credit Department on loans submitted, prepare risk rating change proposal and facilitate the loan approval.
Primary contact for coordinating information between client and internal departments in the loan process.
Responsible for communication and finalizing loan closing.
Responsible for overseeing renewals, document tickler and covenant tracking of loans.
Monitor loan documentation exception reports and follow-up to clear up document exceptions in a timely manner.
Monitor financial statement exception reports and follow-up to clear up financial statement exceptions in a timely manner.
Works closely with Account Officers to manage maturing and re-price loans and identify new business opportunities.
Troubleshoot, report, and manage activity on delinquent accounts at the various intervals
Generate and provide requested reports as necessary on Team's loan portfolio
Participate in team sales calls and attend external events and activities in a business development role.
Qualifications/Requirements
Minimum of five (5) years of experience working in a Banking environment with emphasis on credit area required.
Prior working experience with loan underwriting is required.
Formal credit training is required.
Ability to analyze financial and project statement, corporate and personal tax returns.
Understanding of basic loan structure processes and regulations associated with lending
Strong understanding of loan documentation criteria
Excellent verbal and written communication skills;
Proficiency with Microsoft Office Suite (Word, Excel, Powerpoint)
Excellent interpersonal, customer relations and sales skills
Ability to demonstrate being a self-starter, well-organized, detail-oriented
Strong team work ethics is required
Ability to converse and exchange information with all levels of staff within organization.
Ability to observe, perceive, identify, and translate data
Ability to work well independently and in a fast-paced environment
Travel within the local market may be necessary
BD & Investment Manager, AI + Game Tech
San Jose, CA jobs
About the Hiring Team
Business Development Department is dedicated to fostering connections between Tencent and top-tier game developers worldwide, catering to a diverse network of over 100 global investment partners and developers. Our primary objective is to enhance Tencent's global presence in the internet ecosystem as well as gaming sector, identifying business prospects and supporting investment partners in achieving sustainable growth. We are actively seeking exceptional talent globally to join our dynamic team. By building a strong global talent network, we aim to strengthen and expand Tencent's partnerships with more partners worldwide while nurturing high-quality games for the market.
What the Role Entails
Tencent Games was established in 2003. We are a leading global platform for game development, operations and publishing, and the largest online game community in China.
Tencent Games has developed and operated over 140 games. We provide cross-platform interactive entertainment experience for more than 800 million users in over 200 countries and regions around the world. Honor of Kings, PUBG MOBILE, and League of Legends, are some of our most popular titles around the world.
Meanwhile, we actively promote the development of esports industry, work with global partners to build an open, collaborative and symbiotic industrial ecology, and create high-quality digital life experiences for players.
As a Strategic BD and Investment Manager, you will:
Lead frontline engagement with US and AI/tech or AI+ application companies to identify collaboration opportunities and establish long-term partnerships;
Identify and evaluate high-potential investment opportunities and strategic partnerships at the intersection of Tech/AI and Games/Entertainment. More importantly, drive development of new opportunities and incubate new businesses
Act as the primary external-facing representative to bridge Tencent's internal teams (studios, tech platform) with external innovators and ecosystem players.
Monitor and analyze emerging technology and AI trends in gaming and entertainment. Develop and maintain a strategic framework for market analysis and opportunity assessment;
Work directly with senior management across global AI and games markets.
Work in a team with high-calibre executives previously from top-tier consultancy firms and investment banks.
You will be responsible for supporting decision-makings for executives and leaders of business groups.
Provide game changing strategy and inspire out-of-the-box thinking to senior leader.
Plan and manage business incubation, drive product innovation and new partnerships, develop and execute go-to-market plan.
Who We Look For:
Have more than 3 years of work experience in tech investment or strategy consulting, preferably with a focus on gaming/entertainment or TMT industries. An advanced degree in Computer Science, Engineering or a similar field is a strong plus.
Demonstrate strategic vision, business insights and in-depth knowledge of emerging technologies and market trends (particularly AI applications in gaming).
Proficiency in analyzing market data, financial metrics, and technology trends to identify promising opportunities in game tech/AI.
Must be a self-starter, capable of navigating ambiguity and driving investment strategies from ideation to execution, while collaborating with cross-functional teams.
Effective team players with excellent communication and interpersonal skills.
Exceptional proficiency with MS Excel & PowerPoint; working knowledge of statistics and analysis packages.
Location State(s)
US-California-Palo Alto
The expected base pay range for this position in the location(s) listed above is $100,300.00 to $233,200.00 per year. Actual pay may vary depending on job-related knowledge, skills, and experience. Employees hired for this position may be eligible for a sign on payment, relocation package, and restricted stock units, which will be evaluated on a case-by-case basis. Subject to the terms and conditions of the plans in effect, hired applicants are also eligible for medical, dental, vision, life and disability benefits, and participation in the Company's 401(k) plan. The Employee is also eligible for up to 15 to 25 days of vacation per year (depending on the employee's tenure), up to 13 days of holidays throughout the calendar year, and up to 10 days of paid sick leave per year. Your benefits may be adjusted to reflect your location, employment status, duration of employment with the company, and position level. Benefits may also be pro-rated for those who start working during the calendar year.
Equal Employment Opportunity at Tencent
As an equal opportunity employer, we firmly believe that diverse voices fuel our innovation and allow us to better serve our users and the community. We foster an environment where every employee of Tencent feels supported and inspired to achieve individual and common goals.
BD & Investment Manager, AI + Game Tech
Santa Rosa, CA jobs
About the Hiring Team
Business Development Department is dedicated to fostering connections between Tencent and top-tier game developers worldwide, catering to a diverse network of over 100 global investment partners and developers. Our primary objective is to enhance Tencent's global presence in the internet ecosystem as well as gaming sector, identifying business prospects and supporting investment partners in achieving sustainable growth. We are actively seeking exceptional talent globally to join our dynamic team. By building a strong global talent network, we aim to strengthen and expand Tencent's partnerships with more partners worldwide while nurturing high-quality games for the market.
What the Role Entails
Tencent Games was established in 2003. We are a leading global platform for game development, operations and publishing, and the largest online game community in China.
Tencent Games has developed and operated over 140 games. We provide cross-platform interactive entertainment experience for more than 800 million users in over 200 countries and regions around the world. Honor of Kings, PUBG MOBILE, and League of Legends, are some of our most popular titles around the world.
Meanwhile, we actively promote the development of esports industry, work with global partners to build an open, collaborative and symbiotic industrial ecology, and create high-quality digital life experiences for players.
As a Strategic BD and Investment Manager, you will:
Lead frontline engagement with US and AI/tech or AI+ application companies to identify collaboration opportunities and establish long-term partnerships;
Identify and evaluate high-potential investment opportunities and strategic partnerships at the intersection of Tech/AI and Games/Entertainment. More importantly, drive development of new opportunities and incubate new businesses
Act as the primary external-facing representative to bridge Tencent's internal teams (studios, tech platform) with external innovators and ecosystem players.
Monitor and analyze emerging technology and AI trends in gaming and entertainment. Develop and maintain a strategic framework for market analysis and opportunity assessment;
Work directly with senior management across global AI and games markets.
Work in a team with high-calibre executives previously from top-tier consultancy firms and investment banks.
You will be responsible for supporting decision-makings for executives and leaders of business groups.
Provide game changing strategy and inspire out-of-the-box thinking to senior leader.
Plan and manage business incubation, drive product innovation and new partnerships, develop and execute go-to-market plan.
Who We Look For:
Have more than 3 years of work experience in tech investment or strategy consulting, preferably with a focus on gaming/entertainment or TMT industries. An advanced degree in Computer Science, Engineering or a similar field is a strong plus.
Demonstrate strategic vision, business insights and in-depth knowledge of emerging technologies and market trends (particularly AI applications in gaming).
Proficiency in analyzing market data, financial metrics, and technology trends to identify promising opportunities in game tech/AI.
Must be a self-starter, capable of navigating ambiguity and driving investment strategies from ideation to execution, while collaborating with cross-functional teams.
Effective team players with excellent communication and interpersonal skills.
Exceptional proficiency with MS Excel & PowerPoint; working knowledge of statistics and analysis packages.
Location State(s)
US-California-Palo Alto
The expected base pay range for this position in the location(s) listed above is $100,300.00 to $233,200.00 per year. Actual pay may vary depending on job-related knowledge, skills, and experience. Employees hired for this position may be eligible for a sign on payment, relocation package, and restricted stock units, which will be evaluated on a case-by-case basis. Subject to the terms and conditions of the plans in effect, hired applicants are also eligible for medical, dental, vision, life and disability benefits, and participation in the Company's 401(k) plan. The Employee is also eligible for up to 15 to 25 days of vacation per year (depending on the employee's tenure), up to 13 days of holidays throughout the calendar year, and up to 10 days of paid sick leave per year. Your benefits may be adjusted to reflect your location, employment status, duration of employment with the company, and position level. Benefits may also be pro-rated for those who start working during the calendar year.
Equal Employment Opportunity at Tencent
As an equal opportunity employer, we firmly believe that diverse voices fuel our innovation and allow us to better serve our users and the community. We foster an environment where every employee of Tencent feels supported and inspired to achieve individual and common goals.
BD & Investment Manager, AI + Game Tech
San Francisco, CA jobs
About the Hiring Team
Business Development Department is dedicated to fostering connections between Tencent and top-tier game developers worldwide, catering to a diverse network of over 100 global investment partners and developers. Our primary objective is to enhance Tencent's global presence in the internet ecosystem as well as gaming sector, identifying business prospects and supporting investment partners in achieving sustainable growth. We are actively seeking exceptional talent globally to join our dynamic team. By building a strong global talent network, we aim to strengthen and expand Tencent's partnerships with more partners worldwide while nurturing high-quality games for the market.
What the Role Entails
Tencent Games was established in 2003. We are a leading global platform for game development, operations and publishing, and the largest online game community in China.
Tencent Games has developed and operated over 140 games. We provide cross-platform interactive entertainment experience for more than 800 million users in over 200 countries and regions around the world. Honor of Kings, PUBG MOBILE, and League of Legends, are some of our most popular titles around the world.
Meanwhile, we actively promote the development of esports industry, work with global partners to build an open, collaborative and symbiotic industrial ecology, and create high-quality digital life experiences for players.
As a Strategic BD and Investment Manager, you will:
Lead frontline engagement with US and AI/tech or AI+ application companies to identify collaboration opportunities and establish long-term partnerships;
Identify and evaluate high-potential investment opportunities and strategic partnerships at the intersection of Tech/AI and Games/Entertainment. More importantly, drive development of new opportunities and incubate new businesses
Act as the primary external-facing representative to bridge Tencent's internal teams (studios, tech platform) with external innovators and ecosystem players.
Monitor and analyze emerging technology and AI trends in gaming and entertainment. Develop and maintain a strategic framework for market analysis and opportunity assessment;
Work directly with senior management across global AI and games markets.
Work in a team with high-calibre executives previously from top-tier consultancy firms and investment banks.
You will be responsible for supporting decision-makings for executives and leaders of business groups.
Provide game changing strategy and inspire out-of-the-box thinking to senior leader.
Plan and manage business incubation, drive product innovation and new partnerships, develop and execute go-to-market plan.
Who We Look For:
Have more than 3 years of work experience in tech investment or strategy consulting, preferably with a focus on gaming/entertainment or TMT industries. An advanced degree in Computer Science, Engineering or a similar field is a strong plus.
Demonstrate strategic vision, business insights and in-depth knowledge of emerging technologies and market trends (particularly AI applications in gaming).
Proficiency in analyzing market data, financial metrics, and technology trends to identify promising opportunities in game tech/AI.
Must be a self-starter, capable of navigating ambiguity and driving investment strategies from ideation to execution, while collaborating with cross-functional teams.
Effective team players with excellent communication and interpersonal skills.
Exceptional proficiency with MS Excel & PowerPoint; working knowledge of statistics and analysis packages.
Location State(s)
US-California-Palo Alto
The expected base pay range for this position in the location(s) listed above is $100,300.00 to $233,200.00 per year. Actual pay may vary depending on job-related knowledge, skills, and experience. Employees hired for this position may be eligible for a sign on payment, relocation package, and restricted stock units, which will be evaluated on a case-by-case basis. Subject to the terms and conditions of the plans in effect, hired applicants are also eligible for medical, dental, vision, life and disability benefits, and participation in the Company's 401(k) plan. The Employee is also eligible for up to 15 to 25 days of vacation per year (depending on the employee's tenure), up to 13 days of holidays throughout the calendar year, and up to 10 days of paid sick leave per year. Your benefits may be adjusted to reflect your location, employment status, duration of employment with the company, and position level. Benefits may also be pro-rated for those who start working during the calendar year.
Equal Employment Opportunity at Tencent
As an equal opportunity employer, we firmly believe that diverse voices fuel our innovation and allow us to better serve our users and the community. We foster an environment where every employee of Tencent feels supported and inspired to achieve individual and common goals.
BD & Investment Manager, AI + Game Tech
Fremont, CA jobs
About the Hiring Team
Business Development Department is dedicated to fostering connections between Tencent and top-tier game developers worldwide, catering to a diverse network of over 100 global investment partners and developers. Our primary objective is to enhance Tencent's global presence in the internet ecosystem as well as gaming sector, identifying business prospects and supporting investment partners in achieving sustainable growth. We are actively seeking exceptional talent globally to join our dynamic team. By building a strong global talent network, we aim to strengthen and expand Tencent's partnerships with more partners worldwide while nurturing high-quality games for the market.
What the Role Entails
Tencent Games was established in 2003. We are a leading global platform for game development, operations and publishing, and the largest online game community in China.
Tencent Games has developed and operated over 140 games. We provide cross-platform interactive entertainment experience for more than 800 million users in over 200 countries and regions around the world. Honor of Kings, PUBG MOBILE, and League of Legends, are some of our most popular titles around the world.
Meanwhile, we actively promote the development of esports industry, work with global partners to build an open, collaborative and symbiotic industrial ecology, and create high-quality digital life experiences for players.
As a Strategic BD and Investment Manager, you will:
Lead frontline engagement with US and AI/tech or AI+ application companies to identify collaboration opportunities and establish long-term partnerships;
Identify and evaluate high-potential investment opportunities and strategic partnerships at the intersection of Tech/AI and Games/Entertainment. More importantly, drive development of new opportunities and incubate new businesses
Act as the primary external-facing representative to bridge Tencent's internal teams (studios, tech platform) with external innovators and ecosystem players.
Monitor and analyze emerging technology and AI trends in gaming and entertainment. Develop and maintain a strategic framework for market analysis and opportunity assessment;
Work directly with senior management across global AI and games markets.
Work in a team with high-calibre executives previously from top-tier consultancy firms and investment banks.
You will be responsible for supporting decision-makings for executives and leaders of business groups.
Provide game changing strategy and inspire out-of-the-box thinking to senior leader.
Plan and manage business incubation, drive product innovation and new partnerships, develop and execute go-to-market plan.
Who We Look For:
Have more than 3 years of work experience in tech investment or strategy consulting, preferably with a focus on gaming/entertainment or TMT industries. An advanced degree in Computer Science, Engineering or a similar field is a strong plus.
Demonstrate strategic vision, business insights and in-depth knowledge of emerging technologies and market trends (particularly AI applications in gaming).
Proficiency in analyzing market data, financial metrics, and technology trends to identify promising opportunities in game tech/AI.
Must be a self-starter, capable of navigating ambiguity and driving investment strategies from ideation to execution, while collaborating with cross-functional teams.
Effective team players with excellent communication and interpersonal skills.
Exceptional proficiency with MS Excel & PowerPoint; working knowledge of statistics and analysis packages.
Location State(s)
US-California-Palo Alto
The expected base pay range for this position in the location(s) listed above is $100,300.00 to $233,200.00 per year. Actual pay may vary depending on job-related knowledge, skills, and experience. Employees hired for this position may be eligible for a sign on payment, relocation package, and restricted stock units, which will be evaluated on a case-by-case basis. Subject to the terms and conditions of the plans in effect, hired applicants are also eligible for medical, dental, vision, life and disability benefits, and participation in the Company's 401(k) plan. The Employee is also eligible for up to 15 to 25 days of vacation per year (depending on the employee's tenure), up to 13 days of holidays throughout the calendar year, and up to 10 days of paid sick leave per year. Your benefits may be adjusted to reflect your location, employment status, duration of employment with the company, and position level. Benefits may also be pro-rated for those who start working during the calendar year.
Equal Employment Opportunity at Tencent
As an equal opportunity employer, we firmly believe that diverse voices fuel our innovation and allow us to better serve our users and the community. We foster an environment where every employee of Tencent feels supported and inspired to achieve individual and common goals.
Sr. Manager, Tax, Trust & Estate Specialist
Roanoke, TX jobs
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.
Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab's approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs.
The Tax, Trust and Estate specialist role is a part of a specialized team that provides great value and benefits to Schwab's advisory clients. This offering provides depth and value to Schwab Wealth Advisory Investment Advisors. The goal of the relationship is to work through client's sophisticated needs in Tax, Trust, and Estates that among other things could result in a large amount of savings to the end client. This position will require you to provide detailed, highly sophisticated advice to entrepreneurs and other high-net-worth individuals with sophisticated financial affairs, substantial business interests, large family estates and investment portfolios requiring careful attention.
The Wealth Specialist will be the subject matter authority in all implications of a client's Tax, Trust and Estate needs.
What you have
As a Tax, Trust & Estate Specialist, you will:
Develop and handle strong relationships with Financial Consultants and Wealth Advisors.
Function as an in-house subject matter authority on sophisticated trust, estate and income tax questions and issues.
Uncover unstated needs from the clients to offer additional Schwab services where relevant
Present to large and small groups to share your expertise and the offering to key partners
Educate internal partners on your skills and ability to support their clients to drive referrals
Apply your previous experiences in Tax, Trust and Estate to supply to a growing sector of Investment Advisor Services
We believe that our values have helped us to build both a successful business model and an outstanding work environment. We value partnership, integrity, exceptional client service, open communication, and adaptability to change.
Bachelor's degree required
Active FINRA Series 65 license or equivalent required (may be obtained with a 120-day condition of employment)
5-10 years client facing experience
At least one of the following is strongly preferred; JD, LLM, CPA, CTFA, AEP
Previous experience as a Tax, Trust, and Estate attorney strongly preferred
Extensive experience advising high net worth clients
Shown experience in discovering unstated needs through diagnostic information gathering
Excellent presentation skills and demonstrated success in a collaborative environment
Strong verbal and written communication, listening, interpersonal, client service, networking and analytical skills
Ability to demonstrate exceptional interpersonal effectiveness when working with high-net-worth clients
Ability to build strong internal relationships due to working closely with Branch Financial Consultants and Wealth Advisors within Schwab Wealth Advisory
Travel approximately 10% to 25%
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Senior Investment Performance Analyst
Los Angeles, CA jobs
Kayne Anderson Rudnick Investment Management in Century City is seeking a highly motivated, organized, committed individual with strong initiative and excellent communication skills for the role of Senior Investment Performance Analyst.
This position is responsible for calculating and analyzing portfolio related statistics including investment performance, fundamental characteristics, and performance attribution. This requires a comprehensive understanding of performance and analytics calculations, including composite maintenance, GIPS compliance, fundamental characteristics, performance attribution, risk statistics and performance reporting.
In addition, this role would oversee the fulfilling of periodic and ad-hoc reporting needs, as well as completing RFP/Questionnaires requests for performance data. This role also holds the responsibility for maintaining the integrity of performance data across the firm and for ensuring our firm's GIPS Compliance. Lastly, this role would be expected to cross-train and help across other functions across the PAR team and either lead or assist on special projects as needed.
Duties and Responsibilities: The following duties are generally representative of the nature and level of work assigned and are not necessarily all inclusive.
Manage the daily, monthly and quarterly reporting of investment performance
Oversee the firm's GIPS compliance, annual GIPS examination, as well as the maintenance of performance composites
Run and analyze performance attribution, providing commentary and insights on observations
Calculate and analyze portfolio fundamental characteristics
Respond to internal ad-hoc requests and RFPs/RFIs for performance and analytics related data
Recommend and implement process changes as needed to increase the efficiency of the team, including continued automation of routine processes
Develop ways to offer thoughtful insights to better serve both internal and external stakeholders
Participate and lead special initiative projects as needed
Familiarity with SS&C GWP, Sylvan, FactSet Portfolio Analysis, FactSet SPAR, FactSet Risk Models - Axioma, Barra, Morningstar Direct
Ideal Qualifications:
Bachelor's degree in economics, finance, statistics or equivalent
Progress towards CIPM, CFA is a plus
At least 5-7 years' relevant experience
Knowledge of GIPS and performance measurement concepts
Experience with FactSet Portfolio Analysis and SPAR is extremely helpful
Proficient in MS Excel (sort, search, link, pivot tables, formatting, formulas, macros, VB, etc.)
Microsoft Office Proficiency (Word, Excel, Outlook)
Familiarity in the following programs or systems would be additive: Sylvan, GWP, other accounting portfolio systems, Bloomberg
Ability to quickly learn new systems and software
Interpersonal/Communication/Language Skills:
Ability to competently and accurately handle multiple projects and/or tasks simultaneously while meeting deadlines
Effective organizational skills; with the ability to focus on details within the context of the overall goals
Self-starter with motivation to develop new insights, and ideas to enhance current procedures
Strong leadership skills with the ability to train and motivate junior team members
Outstanding analytical and strong communication skills; with the ability to simply explain complex concepts to internal stakeholders
Able to work independently, but also effectively in a team environment; as well as having demonstrated ability to build strong working relationships with multiple stakeholders across organization functions
The starting salary range is $115,000 to $160,000.
The starting salary range will vary based on the applicant's education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. This position is also eligible to participate in the company's annual incentive plan.
Benefits:
We offer a variety of benefits that support employees and their families in maintaining all aspects of health and wellness. We pride ourselves on offerings that encourage work-life balance and support the needs and goals of the team.
Competitive Pay
Medical, Dental, and Vision Insurance
Life and Disability Insurance
Health Savings Account with a Company Match
Flexible Spending Accounts including Dependent Care
Wellness Program
Tuition Reimbursement
24-Hour Employee Assistance Program
Adoption Assistance
Paid Family Care Time
Paid Volunteer days
Gym onsite
Paid Parking -LA Office
Lunch provided
Hybrid 3/2 (Subject to change)
KAR is made up of diverse, talented, and passionate employees working together to achieve a common and rewarding goal: providing high quality investment strategies and wealth solutions for our clients.
Awarded Best Firm Culture at the 2022 PAM Awards, KAR maintains a team-oriented culture of accessibility, open communication, and respect. We believe in empowering and growing our people and are excited to be hiring.
KAR is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
For additional information on Kayne Anderson Rudnick, please access the firm's web site at *************
Auto-ApplyPGIM Real Estate - Sr. Investment Analyst, Debt Originations
Los Angeles, CA jobs
Job Classification: Investment Management - Investments A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers! If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today. At PGIM, You Can!
What you will do:
Are you highly motivated, intellectually curious, and willing to jump in to make impactful contributions? Are you ready to be a key contributor to a team and help get the job done? If so, then becoming a Senior Investment Analyst or Investment Associate within a culture that treats our talent like an investment might be the right job for you!
We are looking for an astute, determined professional like you to fulfill a critical Senior Investment Analyst or Associate role (depending on experience) supporting our Debt originations business on making new Core, Core Plus, Structured and Agency loans.
This position will be based in Los Angeles, where the team is working in the office 4 days a week.
What you can expect:
* Analyze and underwrite commercial real estate debt investment opportunities across all commercial property types with a focus in the Western US.
* Create cash flow models, Argus models, sensitivity tables, rent roll analyses, and other financial analyses required to evaluate, pursue, and close debt investment opportunities.
* Prepare Investment Committee memoranda and related materials through market research, risk analysis, and in‐depth understanding of investment factors and credit risks.
* Analyze economic, market, legal, and political conditions within an investment's geography.
* Assist senior investment professionals in leading the due diligence and closing processes for originations in conjunction with the portfolio management team.
* Assist in property level financings, appraisal reviews, and other activities that may require feedback from the debt originations or real estate transactions group, portfolio management team, or loan servicing group.
* Interact professionally with internal and external parties, including originations, risk, legal, developers, investment firms, borrowers, and third‐party service providers.
What you will bring:
* Bachelor's degree and 1‐3 years commercial real estate work experience in transactions or underwriting
* Understanding of basic real estate terms and concepts such as net leases, gross leases, contracts, rents, percentage rents, operating expenses, capital expenditures, expense recoveries, and property types.
* Understanding of basic finance concepts such as amortization, interest rates, net operating income, cash flow returns, cap rates, internal rate of return, present value/discounted cash flow, and property valuations.
* Advanced knowledge of Microsoft Excel and Argus.
* Experience underwriting stabilized and proforma cash flows across property types.
What will set you apart:
* Strong writing and quantitative skills and demonstrated analytical ability.
* Ability to operate independently and in a team environment, with good judgment and attention to detail while managing multiple projects simultaneously.
* Self‐motivated with perseverance, and a hands‐on, proactive style.
* We know not everyone will meet 100% of the requirements, however we encourage you to apply if you think your skills are a good fit for this role.
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 $95,000 to $120,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.
About PGIM Real Estate
With $207.9 billion in gross assets under management and administration ($133.8 billion net),1 PGIM Real Estate provides investors and borrowers access to a range of real estate equity, real estate debt, agriculture, and impact solutions across the risk-return spectrum.
PGIM Real Estate is a business of PGIM, the global asset management business of Prudential Financial, Inc. (NYSE: PRU). PGIM Real Estate's risk management approach, execution capabilities and industry insights are backed by a 50-year legacy of investing in commercial real estate, a 140-year history of real estate financing,2 and the local experience of professionals in 32 cities globally. Through its investment, financing, asset management, and talent management approach, PGIM Real Estate engages in practices that strive to ignite positive environmental and social impact, while pursuing activities that seek to strengthen communities around the world. For more information visit pgimrealestate.com.
#LI-Hybrid
#LI-SC1
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.
Auto-ApplyAsia Portfolio Leader - Industrial Adhesive and Tapes
Indiana jobs
3M has a long-standing reputation as a company committed to innovation. We provide the freedom to explore and encourage curiosity and creativity. We gain new insight from diverse thinking, and take risks on new ideas. Here, you can apply your talent in bold ways that matter.
Job Description:
Individual accountability
* Drives growth by meeting customer needs through flawless portfolio and program implementation
* Define the Area Portfolio implementation plan in alignment with Global Portfolio strategy
* Application of global 'key focus strategic" portfolios /products (invest/focus) relevant to the area
* Clear actions for "strategic review" portfolios /products (divest/de-emphasize) , By Area/Country, By Market Segment / Procedure / Process
* Execute portfolio exit decisions in the area to minimize customer impact during transition or complete phase out
* Provides customer and competitive insights into Area & global teams
* Understand market trends and customer goals on sustainability, leveraging as part of our strategy for portfolio/segment
* Facilitate the Monthly Area IBP Portfolio Review
* Set Area Price Corridors
* Define and execute pricing per region / country based on global and area corridors by understanding price / value proposition
* Own the governance and rhythm, including optimizing commercial processes
* Approve price deviation requests outside of area corridor for defined value thresholds, escalate requests outside of global corridor with Global Portfolio team
* Lead Global NPI launches in Area / prioritized geographies
* Ensure usage of global launch best practices and global resources (e.g. launch packages, assets, etc) and successful adaptation in the area as needed
* Provide continuous support and guidance to regions on training and education related to new product introductions
* Provide feedback on Region / Country needs for successful launches and sales plan attainment
* Own Area Material Master Data for the Business Unit
* e-commerce / Channel Partners
* SAP / Legacy systems
Key shared accountabilities
* Area Division leader - provide prioritized plans as aligned with Global Portfolio, support area execution priorities & growth programs, ensure strong feedback loops on market & customers back to global teams
* R&D - strong engagement on area product development plans, guidance on AE priorities/programs/ support needs
* Area IBP Demand Leader - represent the portfolio in the area demand plan
Role qualifications
* Strategic pricing understanding
* Translating global portfolio strategy
* Ability to translate a global portfolio strategy into area adapted tactics including prioritization of regions and/or segments.
Key Metrix
Primary Metrics:
* $ sales & organic local currency growth %
* Gross margin $ at standard
* Market penetration (specific metric to be further defined)
* Incremental (Net) NPI Sales $
Secondary Metrics:
* Price Exception Approval Cycle Time
* Pricing Corridor Compliance
* IBP: Portfolio Revenue projection vs. actual sales attainment & BIAS (Lag 2/3)
* IBP: Portfolio Revenue vs. Area demand plan (Rolling 12/24/36 months vs. CAGR)
* IBP: NPI Health ($, timing, pipeline)
* Phase in/phase out metrics [tbd in BG customization]
* Commercialization Execution
* Key Project Accomplishment
* Customer satisfaction
* Brand health (specific metric to be further defined)
Learn more about 3M's creative solutions to the world's problems at ********** or on Instagram, Facebook, and LinkedIn @3M.
Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement.
Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly.
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Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms.
Please access the linked document by clicking here, select the country where you are applying for employment, and review. Before submitting your application, you will be asked to confirm your agreement with the terms.
Auto-ApplyMarTech Strategy and Marketing Portfolio Senior Manager
Portfolio manager job at Regions Bank
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description:
At Regions, the MarTech Strategy and Marketing Portfolio Senior Manager leads the development and implementation of marketing technology platforms and tools, as well as collaborates with Marketing Communications on marketing initiatives requiring support from Technology, Data and Analytics, and/or Digital teams. This position contributes to Regions' efforts in attracting new customers and ensuring relevant and effective experiences, as well as data-driven decision making for overall marketing strategy.
Primary Responsibilities
Develops, defines, and delivers Regions' marketing technology roadmap that is designed for ease of use, automation, and speed to market
Develops, drives, and implements marketing technology platforms and tools
Aligns efforts with Regions' strategic vision of generating “always on” and personalized marketing offers
Ensures marketing technology enables seamless digital customer experiences that are personalized and relevant
Manages annual budget, recommending adjustments, when necessary, as a result of research and evolving technology needs
Collaborates with key stakeholders on marketing technology needs
Continuously monitors trends and developments in the market, as well as peers and related offerings and marketing strategies
Manages adoption and change management related to migrations from legacy platforms to new, modernized platforms with enhanced capabilities
Collaborates with Risk to ensure proper risk reviews are conducted on proposed marketing technology platforms and tools
Manages compliance with internal and external policies, guidelines, and regulations
Collaborates with Marketing Communications team to capture, summarize, score (value vs. effort), and properly direct all Marketing initiatives that require support from Technology, Data and Analytics, and/or Digital
This position is exempt from overtime requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
Requirements
Bachelor's degree in Marketing, Communications, Business, or related field
Eight (8) years of experience in Marketing or related field, preferably in banking and/or financial services
Five (5) years of experience in project management
Five (5) years of experience leading enterprise initiatives
Experience with Agile methodologies and best practices
Experience collaborating with cross-functional business groups
Preferences
Master of Business Administration (MBA) or Master's in Marketing
Experience with business writing and/or request-for-proposal (RFP) writing
Formal change management and/or project management certifications
Project Management Professional (PMP) certification
Skills and Competencies
Ability to develop future-state vision for an organization and drive execution
Ability to effectively manage competing priorities in a fast-paced environment
Ability to supervise and manage a team
Advanced knowledge of industry and peer company products and services to effectively develop strategic direction
Demonstrated leadership capabilities
Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.)
Strong verbal, written communication, and organizational skills
Strong work ethic and self-motivation
Position Type
Full time
Compensation Details
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Job Range Target:
Minimum:
$149,338.20 USD
Median:
$190,080.00 USD
Incentive Pay Plans:
This role is eligible to participate in the annual discretionary incentive plan. Employees are eligible to receive a discretionary award based on individual, business, and/or company performance.Opportunity to participate in the Long Term Incentive Plan.
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
Paid Vacation/Sick Time
401K with Company Match
Medical, Dental and Vision Benefits
Disability Benefits
Health Savings Account
Flexible Spending Account
Life Insurance
Parental Leave
Employee Assistance Program
Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
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Location DetailsRegions CenterLocation:Birmingham, Alabama
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
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