Manager, Digital Assets Risk Operations
Westlake, TX job
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
Vice President, Associate General Counsel
Westlake, TX job
The FMR LLC Legal Department has a unique opportunity for an innovative attorney to join our Asset Management Legal Team as Vice President, Cryptocurrency and Blockchain role. This role focuses on groundbreaking asset management products and services offerings for digital assets, including cryptocurrency and tokenization.
The role will involve coordination and collaboration with colleagues in the Fidelity Digital Asset Management business group, Asset Management Legal team as well as across the larger Fidelity Legal Group, other Fidelity business units, and control function business partners in the structuring and development of innovative cryptocurrency and blockchain enabled products and ideas in support of investment activities, operations, and distribution of products and services across client segments and for the company's proprietary and employee accounts.
The Expertise and Skills You Bring
J.D. required, member in good standing with the New York, New Jersey, California, Illinois, New Hampshire, Rhode Island and/or Massachusetts State Bar Associations.
A minimum of 7-10 years of relevant experience in the practice of law having a combination of law firm and in house experience.
Expertise in U.S. federal securities laws and regulations, including Securities Act of 1933, Securities Exchange Act of 1934, Advisers Act, the Investment Company Act, and the Commodity Exchange Act. Knowledge and experience with the intersection between the blockchain and transfer agency rules for registered fund products a plus.
Substantive expertise and business acumen with the following: crypto and blockchain technology applications in financial services that may include stablecoins, crypto custody, trading, staking, payments, and DeFi, tokenization, and related blockchain and smart-contract enabled financial applications and asset management product offerings.
Experience with technology startups and new business initiatives a plus.
Crisp, clear business partner with oral and written communication skills, in particular the ability to reduce complex legal issues to straightforward, practical analysis and advice.
Natural collaborative approach in influencing and devising pragmatic and creative solutions across a variety of issues in a dynamic environment with an entrepreneurial spirit and desire to learn.
Ability to build and maintain strong relationships and credibility, internally and externally.
Ability to manage outside counsel to provide excellent legal services in a cost-effective manner.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Provide legal, regulatory, and strategic advice and counsel to our Fidelity Digital Asset Management team on all aspects of Fidelity's cryptocurrency and blockchain products and services business.
Advise Fidelity Digital Asset Management on the development and ongoing operations of asset management products and services involving digital assets and blockchain technology.
Advise business and control function partners in the context of new business initiatives, identification of changing laws and implementation of new legal and regulatory requirements in relation to investment products and services-related matters.
Evaluate new technology and tools relating to the digital assets and related asset management product offerings.
#FidelityAlts
The base salary range for this position is $140,000-285,000 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:Legal
Principal Search Engineer (Solr/OpenSearch)
Westlake, TX job
The Role:
Our teams build and contribute to Fidelity's digital presence. As a Principal Search Engineer on the Search Platform team, you will play a key role in designing, developing, and optimizing our search and content discovery platform, supporting millions of customer requests. You will be responsible for implementing and enhancing hybrid search solutions, and leveraging AI/ML techniques to improve search relevance and user experience. Your role will include building, managing, and automating cloud infrastructure to ensure robust, high-performance search capabilities for both internal associates and customers. You'll collaborate with cross-functional teams to deliver innovative search solutions, contribute ideas for product enhancements, and continually develop your technical skills in a fast-paced, team-oriented environment.
The Expertise You Have:
Deep expertise in implementing, configuring, and tuning enterprise-grade search solutions using Solr (preferred); experience with OpenSearch is a plus.
Comprehensive knowledge of information retrieval principles, including both classic approaches (such as TF-IDF, BM25) and advanced neural search techniques (like vector embeddings and transformer-based models).
Proficiency in container technologies, especially Kubernetes (AWS EKS preferred) and Docker.
Solid understanding of the software development and delivery lifecycle for large-scale systems.
Ability to design and implement automation and infrastructure solutions using languages such as Python, Groovy, Shell, and NodeJS.
Experience with build tools and package managers (helm, maven, npm, pip, etc.).
Familiarity with observability, monitoring, and logging tools such as Datadog, Splunk, or other OpenTelemetry/APM tools.
Experience troubleshooting and resolving complex CI/CD pipelines, release issues, and multi-component system environments.
Education / Certifications:
Advanced degree in Computer Science or a related field, or equivalent professional experience.
The Skills You Bring:
Proven ability to lead technical efforts from conception through production deployment.
Skill in translating business needs into scalable, effective search solutions.
Ability to work collaboratively across organizations and drive successful outcomes.
Passion and aptitude for learning new technologies and approaches, especially in the search and AI/ML space.
Comfort operating in a polyglot development environment.
Excellent verbal and written communication skills
The base salary range for this position is $107,000-216,000 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:Information Technology
Director, Architecture
Westlake, TX job
Director, Data Architect
Fidelity Workplace Investing (WI) is seeking an experienced data architect to support the Workplace Platforms product area. The ideal candidate will have a solid understanding of data architecture principles and data strategy development. In this role, you will be responsible for formulating and driving the data strategy to help drive modernization efforts from a data perspective. You will also be working across business units and enterprise technology teams partnering with business leaders, architecture, and engineering to influence our core and common strategy and deliver these data capabilities.
The Expertise and Skills You Bring
Education - BS or MS required
Demonstrated technology and personal leadership experience in architecting, designing, and building highly scalable transactional, analytical, and/or reporting applications
Ability to formulate data strategy, conceptual architecture and work with development teams to execute the strategy
Expertise in data management standard methodologies such as data integration, data security, data warehousing, data analytics, metadata management and data quality
Ability to evaluate, prototype and recommend emerging data technologies and platforms
Demonstrated experience developing enterprise applications and data solution in the cloud - Azure/AWS
Experience architecting large complex systems with large volume and high-performance requirements
Strong understanding of Data Modeling concepts including 3rd normal form and dimensional modeling
Expertise in relational database technologies such as Oracle and Snowflake; cloud native databases such as Yugabyte DB and Cockroach DB; and NoSQL databases such as Aerospike
Expertise in programming languages such as SQL and Python, Java a plus
ETL experience on-prem and the cloud, preferred Python, Informatica and Snaplogic
Experience with data processing concepts such as Change Data Capture, Eventing, and Streaming technologies
Analytical reporting experience, preferably Snowflake and PowerBI
Understanding of cloud concepts, specifically resiliency, scalability, and performance from a data/database perspective
The base salary range for this position is $126,000-255,000 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:Information Technology
Jr. System Support Analyst
Dallas, TX job
Title: Jr. System Support Analyst
MUFG Investor Services is part of the Mitsubishi UFJ Union Financial Group (MUFG), one of the largest financial groups in the world. As such we are dedicated to providing our clients with the top-quality service and our employees with a rewarding career. To our clients, we provide record-keeping, reporting and transaction management services to the Private Equity community. This includes overseeing fund administration across various asset classes including Merchant Banking, Venture Capital, Real Estate and Fund Related Investments which includes fund of private equity funds, secondary funds and co-investment funds. MUFG also provides customized reporting, analysis and transaction management for foundations, pension plans and other private equity investors interested in a consolidated view of their entire alternative and traditional investment portfolio.
To our employees we offer a stimulating environment where they can grow as a professional and develop long term careers, not just another job. To this end we ensure our professionals have the support to achieve their career development and goals including professional certification reimbursement programs. In addition to competitive salaries, a casual work environment and an excellent benefits program we give our employees the chance to give back to the community through our social service activities.
We celebrate our employee's successes and believe successful employees lead to successful businesses. If you take pride in your work and want to take pride in your employer- contact us.
Job Description:
MUFG is seeking a System Support Analyst with a strong accounting and/or financial background to join our team. This growth-oriented position will have the primary responsibility of supporting the applications used by MUFG. This individual will be responsible for responding to user submitted tickets, processing the ticket's request, and working with the business and/or technology to facilitate any testing or answer any questions under the direction of the Sr. System Support Manager. An understanding of current accounting principles and how they are applied to the accounting and financial reporting of Private Equity Fund of Funds is strongly preferred but not required.
Responsibilities:
Reviewing and processing user submitted tickets in a timely manner.
Research and resolve application issues as directed by the Sr. System Support Manager.
Ensure user submitted help tickets have the appropriate documentation attached to the ticket as directed by the Sr. System Support Manager.
Ensure user submitted help tickets have been resolved and closed appropriately
Review and update user documentation describing the “best practices and processes” for using the system under the direction of the Sr. System Support Manager.
Maintain a working knowledge of current accounting principles as they pertain to Private Equity and the systems used by MUFG.
Perform user access reviews for applications used by MUFG.
Maintenance and support of daily operations related to applications used by MUFG.
Technical Skills:
Strong Excel and analytical skills. Knowledge of Vlookups, pivot tables, and table functions.
SQL Server Management knowledge and experience preferred but not required.
Requirements:
College degree with a major in Accounting, Finance, Management Information Systems or related field.
Minimum GPA of 3.0.
One or two years of relevant work experience required.
Proactive, resourceful, strong work ethic, team player.
Ability to manage and reorganize competing priorities.
Excellent communication skills, both written and verbal.
Knowledge of Private Equity, Investran, ServiceNow, and/or eFront Applications is preferred.
Technical Business Analyst
Dallas, TX job
Primary responsibilities of the Technical Business Analyst include overall coordination and follow up of requirements gathering for Data Management related projects, writing Business Requirements as needed for Agile projects, along with assisting in writing Technical Design and Data Lineage Documents. This candidate will also be responsible for tracking the progress of projects and related tasks, which will include tracking follow-ups from meetings and scrums, assessing the status of related JIRA tasks and coordinating planned releases.
Responsibilities
Liaison between business users and technical team
Schedule business requirements sessions, document meeting minutes and track follow-ups
Write Business Requirement Documents
Assist with Technical Design and Data Lineage Documents
Ensure Technical Design addresses the Business Requirements
Effectively track the progress across projects and ensure business requirements are being followed
Coordinate planned releases and send out release announcements
Assist in creating, tracking and following up on JIRA tickets
Conduct Stakeholder Interviews and facilitate meetings for requirements elicitation
Ability to work in a team-oriented, fast-paced agile environment managing multiple
Qualifications
4+ years working as a Technical BA
4+ years working on Agile projects
2-4+ years of SQL experience (Oracle and SQL Server, MongoDB a plus)
4+ years of Data Analysis/Trouble shooting
4+ years writing Business Requirement, Technical Design and Data Lineage Documents
Ability to interpret business requirements into technical requirements
Strong Meeting Facilitator
Must be able to multi-task effectively
Great organizational skills
Excellent communication skills
Commercial Relationship and Servicing Supervisor
Plano, TX job
CountryPlace Mortgage is seeking a Commercial Relationship & Servicing Supervisor in commercial lending operations. Based in our Plano, TX headquarters, this role is instrumental in driving strategic account management, leading process development and operational improvement, and developing team capabilities. The Commercial Relationship & Servicing Supervisor serves as a subject matter expert and requires a high degree of independence, strategic thinking, and cross-functional collaboration, with regular engagement across credit underwriting, Regional Sales Managers, Retailers, and manufacturing partners.
This position combines high-level commercial account servicing responsibilities with strategic business relationship and sales functions. You will play a key role in managing complex dealer accounts, designing scalable processes, and cultivating new relationships to expand our lending footprint. The ideal candidate is a seasoned professional who thrives in a fast-paced environment, brings a consultative approach to client engagement, and demonstrates strong strategic thinking and leadership capabilitie
s.
ESSENTIAL DUTIES & RESPONSIBILIT
IES Strategically engage with factories and dealers to manage high-value commitm
ents Design, implement, and manage departmental processes to improve efficiency, accuracy, and scalabi
lity Identify operational gaps and lead resolution efforts through process redesign and documenta
tion Develop and maintain SOPs, training guides, and workflow documenta
tion Monitor KPIs and operational metrics, presenting insights and recommendations to leader
ship Lead cross-functional initiatives to align commercial lending operations with broader business g
oals Champion system enhancements and automation opportunities, including Solifi optimiza
tion Support internal audits and compliance reviews, ensuring adherence to regulatory and company stand
ards Serve as a liaison between account management and underwriting to ensure process align
ment Oversee and approve complex invoice and MCO transactions with minimal overs
ight Analyze credit line utilization trends and advise on optimization strate
gies Lead reconciliation of monthly billing statements and ensure financial accu
racy Facilitate payment processing and troubleshoot except
ions Coordinate third-party inventory inspections and lead resolution of audit discrepan
cies Perform payoff workflows, ensuring compliance and timely document deli
very Lead onboarding for new dealers, delivering expert-level training and sup
port Review and authorize pending orders, applying advanced credit and curtailment anal
ysis Ensure accurate and timely data entry into Solifi for approved or
ders Provide strategic payoff guidance to dealers and third-party len
ders Perform document distribution upon loan pa
yoff Implement delinquency management strategies and lead recovery eff
orts Partner with underwriting to assess and recommend credit line adjustm
ents Manage Help Scout communications and ensure timely resolution of escalated is
sues Foster long-term dealer and supplier relationships, acting as a strategic consul
tant Audit inspection reports and lead resolution of complex unit discrepan
cies Lead financial documentation collection for annual reviews, ensuring compliance and complete
ness Draft and execute formal collection communications, supporting legal and credit recovery eff
orts Design, implement, and advance strategic process improvements and departmental initiatives, ensuring alignment with organizational goals and operational excell
ence Mentor peers and junior Account Managers on best practices and process adher
ence Communicate and present operational insights, performance trends, and strategic initiatives to the Director of Floorplan and Commercial Finance and other departmental leaders, contributing to broader business planning and decision-ma
king Collaborate with the CPM Retail Sales team to process and route for approval dealer eligibility for retail financing prog
rams Drive floorplan sales for new and existing territories, managing the full sales pipeline from prospecting to c
lose Develop new and expand personal property and mortgage retailer relationships and loan vo
lume Scout and onboard new retailers in emerging territories, contributing to market develop
ment Represent CountryPlace Mortgage at trade shows, coordinating booth setup and marketing mater
ials Assist in developing internal training programs to support cross-functional collabora
tion Create compelling and compliant marketing flyers and trade show banners to support sales eff
orts Strengthen relationships with Regional Sales Managers (RSMs) and manufacturers to drive strategic align
ment
POSITION REQUIREMENTS, CAPABILITIES &
SKILLSStrategic, self-directed, and highly accou
ntable Excellent interpersonal skills and ability to build rapport across diverse teams and c
lients Proven ability to design and manage complex operational pro
cesses Exceptional interpersonal and leadership
skills Mastery of written, verbal, and presentation communi
cation Bilingual proficiency pre
ferred Expert-level proficiency in Solifi pre
ferred Proven ability to manage high-risk accounts and complex colle
ctions Consultative approach to client service, balancing business goals with relationship mana
gement Comfortable presenting to senior leadership, with the ability to translate operational data into actionable in
sights
MINIMUM QUALIF
ICATIONS Bachelor's degree required, in Finance, Accounting, or
Business3+ years B2B sales experience in manufactured housing, RV, or marine; floorplan and retai
l lending5+ years of Commercial manufactured housing floorplan experience in loan servicing, collections, and lending o
perations7+ years of experience in commercial loan servicing, collections, lending operations, banking or project m
anagement Advanced spelling and gramm
ar skills Working knowledge on applicable computer software systems to include Microsoft Office and internal
softwar
e
WE OFFERCompeti
tive SalaryMedical/Dental/Visio
n InsurancePa
id Holiday
s401K MatchG
enerous PTOFS
A/HSA PlansLife /Disability/Accidental Insurance and
much more!
Manager, Digital Assets Shareholder Reporting
Westlake, TX job
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.
Benefits Advisor (Mid-Level) - Health & Wellness
Plano, TX job
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
As a dedicated Benefits Advisor (Mid-Level), specializing in Health & Wellness, you will play a vital role in supporting the well-being of our employees and their families. You will be responsible for managing key benefits programs, ensuring compliance, and promoting a culture of health and wellness across USAA.
We offer a flexible work environment that requires an individual to be in the office 4 days per week.
This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL.
Relocation assistance is not available for this position.
What you'll do:
Program and vendor management for the vision and dental plans.
Subject matter expert for the wellness and fitness reimbursement programs.
Oversee family building program.
Responsible for onsite events such as the 5k across all campuses as well as the onsite biometric screenings.
Coordinate efforts to ensure HIPAA processes and controls meet standard to include monitoring the HIPAA training audience to verify the appropriate parties receive periodic training as well as work with compliance, privacy and learning teams to ensure HIPAA training curriculum is reviewed annually.
Applies proficient knowledge to provide guidance in the design, development, implementation, assessment and administration of benefit plans, programs, and services.
Supports the daily management of programs, regulatory compliance, contract compliance and contracted suppliers.
Researches and analyzes organizational trends, market data, and industry practices to identify root causes and address benefit issues to resolve efficient solutions.
Assists with raised issues on benefit programs.
Ensures vendors and benefit programs are integration and alignment with the Total Rewards philosophy.
Assesses supplier performance and contracts meet appropriate service levels to employees and plan participants.
Collaborates with the stakeholders to evaluate and modify objectives for employee benefit programs.
Evaluates the efficiency and impact of changes for benefits programs and initiatives.
Ensures legal compliance of regulations applying to assigned benefit programs and assesses the legal and regulatory environment that may impact current and/or future employee benefit offerings.
Researches and analyzes changes and improvements to programs to maintain compliance with federal regulations.
Assists with benefit projects and initiatives and serves on cross functional teams.
Coordinates with key team members on the development and implementation of systems and processes which support benefit projects and initiatives.
Implements the communication strategy around benefit plans, programs, and services to include open enrollment changes, pricing, plan details, and the various communication resources.
Researches and analyzes measures to ensure costs are minimized and efficiencies are realized and analyzes financial impacts to programs to minimize financial exposure.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
4 years of experience in employee and retiree benefit plans, programs and services, to include health & welfare (self & fully insured programs), retirement benefits, experience in benefits supplier management, plan design, requirements development, program implementation, strategic communications, regulatory compliance, day-to-day administration and operations.
Experience leading and/or running projects/programs.
Working knowledge of data analysis tools and techniques.
Understanding of outsourced benefits administration and how to provide oversight of outsourced functions and programs.
Experience with documenting processes and identifying required controls; to include recommending and implementing solutions and responding effectively to sensitive inquires and complaints.
Working knowledge of defined benefit and defined contribution plans, deferred compensation and Health and Welfare plans.
Proficient knowledge of Microsoft Office tools to include Word, Excel, and PowerPoint.
Knowledge of federal laws, rules, and regulations to include: ERISA, COBRA, HIPAA, ACA, FMLA.
Compensation range: The salary range for this position is: $77,120.00 - $147,390.00.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA 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 status as a protected veteran.
Auto-ApplyLaboratory Instrument Technician
Fort Worth, TX job
Pay: up to $32/hr o w2 (No C2C or 3rd parties)
We are seeking a highly skilled and detail-oriented Laboratory Instrument Technician to support the calibration, qualification, and performance maintenance of laboratory equipment. This role is essential for ensuring data integrity, regulatory compliance, and operational efficiency across our lab systems.
Key Responsibilities:
Perform routine and scheduled calibrations of laboratory instruments (e.g., HPLC, GC, balances, spectrophotometers).
Execute preventive maintenance and performance checks in accordance with SOPs and manufacturer specifications.
Lead and support instrument qualification activities (IQ/OQ/PQ) for new and existing equipment.
Collaborate with QA and IT teams to implement and maintain Computer System Validation (CSV) and Computer Software Assurance (CSA) protocols.
Troubleshoot equipment issues and coordinate repairs or service with vendors.
Maintain accurate records of calibration, qualification, and validation activities in compliance with regulatory standards (e.g., GMP, GLP, ISO 17025).
Assist in audits and inspections by providing documentation and technical support.
Qualifications:
Minimum 2-3 years of experience in laboratory instrument calibration and maintenance.
Hands-on experience with instrument qualification protocols (IQ/OQ/PQ).
Working knowledge of CSV and CSA frameworks in regulated environments.
Familiarity with quality systems and regulatory requirements (FDA, EMA, ISO).
Strong documentation and organizational skills.
Preferred Skills:
Experience with calibration management software and electronic documentation systems.
Understanding of data integrity principles and risk-based validation approaches.
Certification in instrumentation, metrology, or validation (e.g., ASQ CCT, GAMP) is a plus.
Other responsibilities as needed:
Ensure that lab cleanliness and safety standards are maintained.
Develop and qualify new testing methods.
Train other analysts to perform laboratory procedures and assays.
Perform visual inspections of finished products.
Participate in internal assessments and audits as required.
Identify and troubleshoot equipment problems.
Evaluate new technologies and methods to make recommendations regarding their use.
Serve as a technical liaison between quality control and other departments, vendors, or contractors.
Coordinate testing with contract laboratories and vendors.
Write technical reports or documentation such as deviation reports, testing protocols, and trend analyses.
Write or revise standard quality control operating procedures.
Supply quality control data necessary for regulatory submissions.
Receive and inspect raw materials.
Review data from contract laboratories to ensure accuracy and regulatory compliance.
Prepare or review required method transfer documentation including technical transfer protocols or reports.
Perform validations or transfers of analytical methods in accordance with applicable policies or guidelines.
Participate in out-of-specification and failure investigations and recommend corrective actions.
Monitor testing procedures to ensure that all tests are performed according to established item specifications, standard test methods, or protocols.
Investigate or report questionable test results.
Interpret test results, compare them to established specifications and control limits, and make recommendations on appropriateness of data for release.
Identify quality problems and recommend solutions.
Evaluate analytical methods and procedures to determine how they might be improved.
Complete documentation needed to support testing procedures including data capture forms, equipment logbooks, or inventory forms.
Calibrate, validate, or maintain laboratory equipment.
Compile laboratory test data and perform appropriate analyses.
Conduct routine and non-routine analyses of in-process materials, raw materials, environmental samples, finished goods, or stability samples.
Client Relationship Specialist - Plano, TX
Plano, TX job
Regular
Your opportunity
Our branch network is part of the broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs. Whether it's retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services can help.
To read more about our client offerings visit: Charles Schwab - Investor Services
What you have
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
Bachelor's degree or equivalent work related experience
A valid and active Series 7 license is required (may be obtained under a condition of employment)
A valid and active Series 63 license is required (may be obtained under a condition of employment)
Notary preferred
Minimum 12 months in a client service industry
Basic understanding of brokerage regulations and rules that govern client accounts
Demonstrated experience handling client concerns and issues with tact and diplomacy
Outstanding written and oral communication skills
Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
Ability to manage multiple client situations, needs and inquiries simultaneously
Need be able to build and maintain good cross enterprise working relationships
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.
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
Sr Data Analyst
Dallas, TX job
Primary responsibilities of the Senior Data Analyst include supporting and analyzing data anomalies for multiple environments including but not limited to Data Warehouse, ODS, Data Replication/ETL Data Management initiatives. The candidate will be in a supporting role and will work closely with Business, DBA, ETL and Data Management team providing analysis and support for complex Data related initiatives. This individual will also be responsible for assisting in initial setup and on-going documentation/configuration related to Data Governance and Master Data Management solutions. This candidate must have a passion for data, along with good SQL, analytical and communication skills.
Responsibilities
Investigate and Analyze data anomalies and data issues reported by Business
Work with ETL, Replication and DBA teams to determine data transformations, data movement and derivations and document accordingly
Work with support teams to ensure consistent and pro-active support methodologies are adhered to for all aspects of data movements and data transformations
Assist in break fix and production validation as it relates to data derivations, replication and structures
Assist in configuration and on-going setup of Data Virtualization and Master Data Management tools
Assist in keeping documentation up to date as it relates to Data Standardization definitions, Data Dictionary and Data Lineage
Gather information from various Sources and interpret Patterns and Trends
Ability to work in a team-oriented, fast-paced agile environment managing multiple
priorities
Qualifications
4+ years of SQL experience working in OLTP, Data Warehouse and Big Data databases
4+ years of experience working with Exadata and SQL Server databases
4+ years in a Data Analyst role
Strong attention to Detail
2+ years writing medium to complex stored procedures a plus
Ability to collaborate effectively and work as part of a team
Extensive background in writing complex queries
Extensive working knowledge of all aspects of Data Movement and Processing, including ETL, API, OLAP and best practices for data tracking
Good Communication skills
Self-Motivated
Works well in a team environment
Denodo Experience a plus
Master Data Management a plus
Big Data Experience a plus (Hadoop, MongoDB)
Postgres and Cloud Experience a plus
Proprietary Equity Traders Wanted
Dallas, TX job
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street the heart of New York City's financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 & SIE license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
Easy ApplyTalent Acquisition Partner (Mid-Level)
Plano, TX job
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
As a Talent Acquisition Partner (Mid-Level), you will be instrumental in shaping USAA's talent acquisition strategy by fostering and maintaining exceptional relationships with hiring leaders, prospective candidates, internal partners, and third-party vendors. Your main focus will be on delivering a superior experience for both candidates and our clients (hiring leaders), ensuring every interaction reflects USAA's commitment to excellence. You will proactively develop and recommend innovative recruiting strategies to identify and attract a diverse pipeline of top talent, championing a positive and engaging experience throughout the entire hiring journey by managing the full cycle recruiting process. This includes everything from sourcing candidates to screening, interviewing, and extending offers.
We offer a flexible work environment that requires an individual to be in the office 4 days per week.
This position will be based in the Plano, Texas office location.
Relocation assistance is not available for this position.
What you'll do:
Identifies and builds community partnerships to generate candidates in alignment with the organization's hiring and program objectives.
Develops and implements creative sourcing strategies to proactively identify candidates and assemble pipeline of talent for open positions.
Performs full life cycle recruiting applying various recruitment methods.
Partners with internal and external partners to establish community networks and relationships in support of our military, diversity and college hiring requirements with minimal direction.
Follows up and follows through on all submitted candidates in a timely manner and ensures that the Applicant Tracking System (Workday) is kept up to date in real time and maintains compliance with all Federal, State and Regulatory requirements.
Employing defined job descriptions, develops compelling job posting descriptions to attract talent and strives to differentiate USAA from our competitors.
Keeps candidates continually advised with high-touch communication throughout the entire hiring process
Negotiates salary per job requisition within approved range maintaining a fiduciary responsibility to the company.
Forecasts and handles talent pool size to fulfill workforce plans and hiring objectives.
Collaborates with hiring leaders and/or coworkers through the recruiting process while maintaining compliance within external and internal regulatory agencies.
Builds candidate pools to meet hiring requirements through leveraging their technical expertise to identify sourcing and networking strategies and tools.
Consults with hiring leaders and internal partners to proactively identify strategies to understand business requirements and meet hiring requirements.
Serves as a resource to team members.
Applies knowledge of relevant human resources discipline(s), specifically employment law, policy and procedures.
Ensures risks associated with business activities are successfully identified, measured, assessed, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
4 years of progressive work experience in staffing, general human resources, and/or account relationship management, to include knowledge of applicable employment laws.
Demonstrates understanding of recruiting methods and standard methodologies.
Knowledge of applicable policies and federal, state, and local employment laws and regulations.
Demonstrates knowledge and application of effective screening and interviewing techniques.
Proficient knowledge and use of Microsoft Office products and other software to support sourcing tools and techniques.
What sets you apart:
At least 1 year of experience with full-cycle recruiting for Banking, Property and Casualty, Life and/or Agency lines of business.
At least 2 year of experience building and implementing innovative sourcing strategies using a variety of tools and platforms including Applicant Tracking Systems (ATS) and Candidate Relationship Management (CRM) systems.
At least 1 year of experience using AI-powered recruiting tools to improve sourcing and screening efforts.
Use of data and analytics and reporting tools to track key recruiting metrics and advise decision-making.
Experience with the Workday Recruiting module.
Certification in recruiting or human resources (e.g., PHR, SHRM-CP, AIRS CIR).
Compensation range: The salary range for this position is: $85,040.00 - $162,550.00.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA 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 status as a protected veteran.
Auto-ApplyTechnology and Facility Controls Engineer
Fort Worth, TX job
A Fort Worth, TX family is seeking a Technology and Facility Controls Engineer to join the
engineering team at their private property. We are focused on bringing in a highly technical
individual who is eager to learn, has excellent communication skills, and superior problemsolving skills. This is a unique position and with excellent on the job training.
The Technology and Facility Controls Engineer will enjoy working on a variety of interesting
projects a majority of the time, including:
Programming home automation systems - state of the art automation system for a 20,000 square foot house which controls lights, security, showers, pool, fountains, shades, and anything else you can imagine
Managing and standardizing over 50 iPhones, iPads, Apple TVs, and other tablets
Setting up laptops, PC's and other computing equipment
Testing and programming home audio systems
Installing dashboard cams in a fleet of 10 cars
Maintaining over 20 Access Points for a large Wi-Fi network spanning 7 acres
Setting up and testing surveillance equipment (e.g. IP cameras, thermal cameras, security beams)
On-site working hours are Monday through Friday, 8:00am to 6:00pm and occasional after-hours / weekend work as needed
Traveling to other properties across the country for IT set-up and maintenance
The successful candidate will also help support the family and engineering team with a variety of
complex technical issues facing the property, including: networking design and maintenance,
scripting, SAN management, backup systems management, MS Exchange administration,
disaster recovery systems, home/office automation systems, antivirus/security management,
videoconferencing support, media production support, and other complex system administration
tasks. A general knowledge of Windows and iOS would be helpful.
Additionally, the successful candidate will:
Be offered up to 20% over current compensation or any current offers AND be paid a $25,000 signing bonus for a three-year commitment.
Have a bachelor's degree in Computer Science, Software Engineering, or other Engineering or related field.
Will have demonstrated a strong interest and background in technology.
Be able to commit to the position for at least two years.
Will have one to five years of work experience after college.
Webmethods Developer
Plano, TX job
Role: Webmethods Developer
Must Have Technical/Functional Skills
Primary Skill: webmethods
Secondary: Java
Experience: Minimum 10 years
Roles & Responsibilities
Experience developing service integration solutions using Web Method
8+ year experience in Angular and Middleware Service development
Good understanding of Design Patterns and design thinking. Able to apply while developing technical solutions
Familiarity with SOAP and REST Web Services and related technologies (JAX-WS, JAX-RS, XML Technologies).
Web Services Design and development experience as a service provider.
Strong communication/interpersonal skills both written and verbal and the ability to quickly form meaningful working partnerships.
Works well under pressure. Manage multiple priorities, be proactive, and deliver quality results under aggressive deadlines.
Self-starter, good aptitude, Problem Solver and someone who is open to learning new technologies and comes with strong analytical
Experience with Agile development and tool set like Jira and Jenkins Experience with Integration technologies like Kafka and Web Sphere.
Interested candidates please share me your updated resume to *******************
Traveling Site Superintendent
Dallas, TX job
With over 50 years of leadership in Intralogistics Solutions, Malin is seeking a Site Superintendent to join our Systems Department. This position will collaborate with Project Managers and be responsible for overseeing racking, conveyor, and material handling projects.
This role demands strong interpersonal skills, problem-solving, sound judgment, persistence, and proven construction and mechanical experience.
Malin delivers efficient intralogistics solutions that optimize space, lower labor costs, and boost productivity. We prioritize integrity, our reputation, and a customer-first mindset.
Microsoft 365; Microsoft Teams
ESSENTIAL FUNCTIONS
Oversee operations to ensure site safety standards are followed
Manage site activities, manufacturers, installers and freight companies
ADDITIONAL JOB FUNCTIONS
Make scheduled site visits to ensure project progress and report to management
Interact with Project Managers, engineers and customers as required to ensure necessary coordination and good communication
Education and Experience
3+ years of experience in the construction industry, with hands-on use of tools and equipment.
High School Diploma or GED required
General
Willing to travel nationwide up to 75%
Skilled in time management and problem solving
Experienced with subcontractor oversight
Focused on quality and detail
Effective written and verbal communicator
Experienced in inventory management and control
Demonstrates ethical performance and safety awareness
Builds trust through interpersonal skills
Works independently as a self-starter in fast-paced settings
Language & Communication Skills
Ability to read and interpret construction drawings
Ability to address inquiries or complaints from customers, suppliers, or installers
Physical Requirements
Ability to drive an automobile and travel using public transportation including airlines.
Occasional bending and stooping.
While performing the duties of this job the employee is regularly required to sit, talk and hear.
The associate must occasionally lift and/or move up to 25 pounds.
The associate is required to use hands to type, handle, or feel objects, tools and computer controls.
Specific vision abilities required by this job include close vision and distance vision.
Associate - Modeling Analytics
Plano, TX job
JobID: 210686953 JobSchedule: Full time JobShift: Day : Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Senior Associate - Modeling Analytics, in the Credit Card Loss Forecasting within the Consumer & Business Banking (CCB) Risk Management group, you will be responsible for leading credit forecasting for the $220B credit card portfolio. This role requires strong data analytical knowledge and skills to generate short- and long-term loss forecasts and perform attribution analysis. The role encompasses all aspects of loss forecasting, including CCAR, CECL, Budgets, and Risk Appetite. This is an exciting opportunity to work on high-impact strategy initiatives as they become the key focus of the firm and across the financial services industry. You will excel at creative thinking and problem-solving, be self-motivated, confident, and ready to work in a fast-paced, energetic environment.
Job Responsibilities
* Support analytical tools for risk assessment and stress credit evaluations to support annual stress testing, the Risk Appetite framework, and strategy integrations
* Participate in cross-functional communications with Risk Management, Finance, Marketing, and Collections to inform the forecast and incorporate strategic initiatives
* Partner with the Risk Modeling team to ensure the model functions as desired and provide regular inputs for improvement
* Create and present forecasts to senior management with a clear storyline and data support
* Enhance consistency and efficiency across existing processes and reporting to meet the changing needs of the business
* Be a self-motivated individual with the ability to work on multiple projects with limited guidance
* Spearhead best-in-class documentation and operational risk and audit controls surrounding loss forecasting and LLR
Required qualifications, capabilities, and skills
* Master's/Bachelor's degree in a quantitative discipline (Finance/Statistics/Economics/Mathematics/Engineering) from an accredited college/university required.
* Minimum 1 year of experience in Credit Risk Management, Statistical Modeling, Marketing Analytics, and/or Consulting.
* Minimum 3 years of related analytical experience.
* Strong knowledge of Python, SAS, SQL, and MS Office required.
* Strong analytical, interpretive, and problem-solving skills with the ability to interpret large data sets and their impact in both operational and financial areas.
* Excellent oral and written communication and presentation skills.
Preferred qualifications, capabilities, and skills
* Advanced degree is preferred.
* Strong P&L knowledge and understanding of drivers of profitability.
* Knowledge of CCAR (Stress Testing) and CECL process
Auto-ApplyCommercial Credit Analyst II
Plano, TX job
ABOUT THE ROLE
CountryPlace Mortgage, a leading nationwide personal property, mortgage and commercial lender headquartered in Plano, TX, is seeking a Commercial Credit Analyst II to help grow our Commercial Lending Department. This in-person role is in our Plano, TX office. The Commercial Credit Analyst II will complete financial analysis for floorplan lines, floorplan buyouts and other commercial lending, including real estate and revolving lines of credit.
ESSENTIAL DUTIES & RESPONSIBILITIES
Underwriting commercial loan requests for new and existing relationships by analyzing the financial condition utilizing financial statements, tax returns, CPA statements, bank statements, and other necessary documentation
Cash flow analysis and pro forma forecasting and scaling
Full understanding of entity legal ownership structure and ability to provide clear, concise explanation of them
Ensure appropriate security instruments are recommended based on risk profile and ownership structure
Present recommendation, details and financial analysis to the appropriate authority level
Ownership of UCC process (filing, search and notification) to ensure properly perfected
Timely communication to stakeholders (Dealer, Manufacturer, Sales and Management) through the process
Obtain answers to any questions regarding financials, credit line requests, structure, and other relevant factors
Maintain a stakeholder focus throughout the underwriting process, exceeding service level commitments
Prepare legal documents and follow up to ensure necessary documentation is received
Final review of loan documentation and audit prior to loan funding
Periodic account reviews and maintenance
Support the development of junior analysts by sharing knowledge, answering questions, and modeling effective credit analysis techniques
Assist in training new team members, helping them understand tools, processes, and credit policies
Provide coverage during team absences to maintain workflow continuity
Join complex credit reviews to build subject matter expertise
Contribute to a collaborative team by offering peer-to-peer feedback and promoting open communication
Participate in complex credit reviews alongside senior analysts, gradually building subject matter expertise.
Complete ad hoc projects as needed
POSITION REQUIREMENTS, CAPABILITIES & SKILLS
Superior analytical skills
Excellent verbal and written communication skills
Outstanding organizational and project management skills
Advanced interpersonal skills to collaborate with stakeholders
Strong work ethic with an ability to meet deadlines while multi-tasking
Ability to identify and resolve problems in a timely manner
Willingness to learn and grow in a fast-paced environment
Effective decision-making, customer service and problem-solving skills
Strong attention to detail and accuracy
Ability to work effectively in a team environment
MINIMUM QUALIFICATIONS
BA/BS degree required in Finance, Accounting, or Business
14+ months of Manufactured Housing Commercial lending experience OR
2+ years of experience in commercial credit, structuring, and financial statement analysis, banking, finance, and/or loan servicing
Intermediate to advanced MS Office skills in Excel, Word and PowerPoint
WE OFFER
Competitive Salary
Medical/Dental/Vision Insurance
Paid Holidays
401K Match
Generous PTO
FSA/HSA Plans
Life /Disability/Accidental Insurance and much more!
Business Development Representative II - Payments - Senior Associate
Plano, TX job
JobID: 210692068 JobSchedule: Full time JobShift: : You are a strategic thinker, passionate about delivering solutions to clients, and have experience in building business relationships and selling within Payments. You have found the right team.
As a Business Development Representative II within the Chase Small Business (SMB) sales channel and Lodging Partners, you will be tasked with discovering and establishing new business opportunities within the lodging vertical. Your role will involve developing market strategies to promote additional payment processing revenue to Chase Payments. You will oversee the negotiation of new merchant agreements with clients from start to finish, coordinating the firm's resources to ensure successful completion. Your responsibilities will also include building and maintaining business relationships, proactively reaching out to prospects and merchants through phone calls and emails, and acting as a liaison with internal and external partners and stakeholders to identify new client opportunities.
The Small & Medium-Sized Business Organization (SMB Payments) is part of global JP Morgan Payments organization and is an innovative leader in serving small and medium-size business clients through banking, payments, and value-added services. We take a client-first approach in developing solutions that help our more than 5 million small business customers across the US and Canada to start, run and grow their businesses. Together, J.P. Morgan and Chase hold the #1 position in payments market share -- both in number of transactions and volume -- processing over 2 trillion in volume and over 50% of eCommerce transactions in the U.S. The SMB Payments team is a group of builders with an entrepreneurial mindset, and we are looking for team members who value collaboration, accountability, inclusivity, customer centricity and innovation.
Job Responsibilities
* Identify and cultivate new business opportunities by reaching out to prospects and existing merchants by phone, email, and/or self-sourced relationship to provide best possible solutions and sell payment processing products and services within the Lodging and Hospitality Industry
* Serve as trusted advisor, leveraging core knowledge, recommend and promote banking and payment processing solutions to clients while working within the risks parameters that protect the firm
* Understand client's banking and processing needs and offer multi-level Chase products and solutions, to best accommodate the client
* Acquire deep knowledge of company's products and pricing to facilitate sales efforts
* Negotiate with clients to price products and services competitively while generating revenue
* Maintain sales records and prepare sales reports as required
* Protect the firm by applying sound risk management protocols; have understanding and knowledge of compliance and risk issues to escalate to management as appropriate; able to collaborate to determine solutions
* Develop a vertical market expertise and become industry expert
* Work directly with Credit, Risk, and Quality Control to adhere to Anti-Money Laundering and Know Your Customer regulations
Required qualifications, capabilities and skills
* Sales experience with a proven track record of self sourcing leads that result in meeting revenue goals in a solution selling environment
* Demonstrate critical thinking and problem solving skills
* Demonstrate ability to build positive interpersonal relationships with business owners
* Demonstrate ability to prioritize and focus on multiple initiatives
* Demonstrate ability to communicate effectively both verbally and in writing with key decision-makers at a variety of levels (Small to Mid-size business owners, CEOs, etc.) to evaluate needs, propose solutions from our suite of merchant services products
* Travel to clients and/or attend Trade-shows
Preferred qualifications, capabilities, and skills
* Bachelor's degree
* Knowledge and experience within the Merchant Services and Lodging & Hospitality Industry
Auto-Apply