Accounting Associate - Hybrid
Rose Financial Solutions LLC job in Rockville, MD or remote
Job DescriptionAccounting Associate
*This is a general interest opening.*
ROSE is a Finance as a Service (FaaS) leader, supporting a company's back office by harmonizing People, Process, Technology, Organization, and Data to empower our clients to become accomplished leaders. We achieve this by providing financial clarity and eliminating complexity through Easby , a system of engagement built on enterprise-grade, hyper-automation technology that manages finance, accounting, and tax activities, converts data into information, and supports a team of experienced professionals to enhance a company's success by improving financial performance.
Rose Financial Solutions (ROSE ) is seeking self-driven accounting professionals looking to grow and learn in the Accounting Field. At ROSE, we offer an opportunity to make an impact in the accounting field, advance your skills. We offer career growth and structured "learning by doing" for early-career accountants. Our organization provides hands-on experience in a wide range of finance, accounting, tax, and technology competencies required for your long-term success while helping you find your professional purpose and passion.
ROSE is looking for a driven Accounting Associate who is analytical, dynamic, collaborative, a strategic thinker, and a problem solver that possesses a passion for learning. Candidates should be able to contribute to collaborative teamwork and proactively seek guidance, clarification, and feedback. Candidates should also be able to thrive while meeting deadlines, enjoy challenges, and continually aspire to grow within the company.
Your responsibilities will include: Handling Payables, and Payments, Contracts, Billing, and Cash Receipts, Payroll, Time and Expense System Support, Banking and Credit Card Reconciliations, Income Tax and Compliance Support, Small Business Accounting, Client and Stakeholder Support.
Qualifications: Applicants should be within 30 - 40 credits from a bachelor's degree in accounting or finance (Or have a bachelor's degree, working towards an Accounting or Finance degree with significant coursework in Accounting and Finance already completed). They should be proficient in Microsoft Office applications, including Excel and thrive while meeting challenging deadlines. Strong candidates will be detail-oriented with strong problem-solving skills and be committed to exceptional client service while possessing excellent written and oral communication skills.
What You'll Get with ROSE: ROSE is passionate about serving our clients and is dedicated to being a great place to work. Our professional work environment involves working alongside the best and the brightest professionals, competitive compensation plan, with long-term growth opportunities. ROSE also offers a comprehensive benefits package including health insurance subsidies up to 80%, Work + Life Fit options, 401(k) with company match, and educational reimbursements.
Specific compensation will be based on skills, experience, merit, location, education, and training.
ROSE offers excellent benefits including Medical, Dental, Life, PTO days, Paid Holidays, a 401(k) Retirement Plan, and Hybrid Work Options.
See more on our state-of-the-art technology platform here: *********************
ROSE is an Equal Opportunity Employer. ROSE will not tolerate discrimination against any employee or applicants on any legally-recognized basis including, but not limited to: age; ancestry; childbirth or related medical condition; citizenship; color; creed; familial status; genetic information; height; weight; marital status; national origin; physical or mental disability or handicap; pregnancy; race; religion; sex; sexual orientation; uniform service member status or veteran status.
Third-party resume submissions are not accepted. Any resume submitted will be considered the property of ROSE, and ROSE will not be held liable to pay a placement fee.
Accounting Staff - Hybrid
Rose Financial Solutions LLC job in Rockville, MD or remote
Job Description
Accounting Staff
*This is a general interest opening.*
ROSE is a Finance as a Service (FaaS) leader, supporting a company's back office by harmonizing People, Process, Technology, Organization, and Data to empower our clients to become accomplished leaders. We achieve this by providing financial clarity and eliminating complexity through Easby , a system of engagement built on enterprise-grade, hyper-automation technology that manages finance, accounting, and tax activities, converts data into information, and supports a team of experienced professionals to enhance a company's success by improving financial performance. Rose Financial Solutions (ROSE ) is seeking self-driven accounting professionals looking to grow and learn in the Accounting Field. At ROSE, we offer an opportunity to make an impact in the accounting field, advance your skills. We offer career growth and structured "learning by doing" for early-career accountants. Our organization provides hands-on experience in a wide range of finance, accounting, tax, and technology competencies required for your long-term success while helping you find your professional purpose and passion.
ROSE is looking for a driven Accounting Staff who is analytical, dynamic, collaborative, a strategic thinker, and a problem solver that possesses a passion for learning. Candidates should be able to contribute to collaborative teamwork and proactively seek guidance, clarification, and feedback. Candidates should also be able to thrive while meeting deadlines, enjoy challenges, and continually aspire to grow within the company.
Your responsibilities will include: Handling Purchasing, Payables, and Payments, Contracts, Billing, and Cash Receipts, Payroll, Human Capital Management including Time and Expense System Support, Treasury and Cash Reconciliation, Tax Compliance Support, Small Business Accounting, Client and Stakeholder Support.
Qualifications:
Must have Bachelor's Degree in Accounting
1-3 years related experience
Proficient in Microsoft Office applications, including Excel
Thrive while meeting challenging deadlines
Detail-oriented with strong problem-solving skills
Committed to exceptional client service
Possess excellent written and oral communication skills
What You'll Get with ROSE: ROSE is passionate about serving our clients and is dedicated to being a great place to work. Our professional work environment involves working alongside the best and the brightest professionals, competitive compensation plan, with long-term growth opportunities. ROSE also offers a comprehensive benefits package including health insurance subsidies up to 80%, Work + Life Fit options, 401(k) with company match, and educational reimbursements. This position has hybrid flexibility.
Specific compensation will be based on skills, experience, merit, location, education, and training ROSE offers excellent benefits including Medical, Dental, Life, PTO days, Paid Holidays, a 401(k) Retirement Plan, and Hybrid Work Options.
See more on our state-of-the-art technology platform here: *********************
ROSE is an Equal Opportunity Employer. ROSE will not tolerate discrimination against any employee or applicants on any legally-recognized basis including, but not limited to: age; ancestry; childbirth or related medical condition; citizenship; color; creed; familial status; genetic information; height; weight; marital status; national origin; physical or mental disability or handicap; pregnancy; race; religion; sex; sexual orientation; uniform service member status or veteran status.
Third-party resume submissions are not accepted. Any resume submitted will be considered the property of ROSE, and ROSE will not be held liable to pay a placement fee.
Financial Advisor
Aberdeen, MD job
This job posting is anticipated to remain open for 30 days, from 28-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
Salary for the first five years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect...
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself...
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
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-USFATA
Global Equity Trader
Baltimore, MD job
Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture.
Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm's clients-including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries-are served by over 950 colleagues worldwide, all of whom are equity owners of the firm.
Abu Dhabi | Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C
Brown Advisory is seeking a Global Equity Trader to help lead the execution of global equity strategies across U.S., European, and Asian markets. This role requires U.S. and global markets expertise, strong leadership capabilities, and a thorough understanding of capital markets with the flexibility to operate during overnight or early morning trading sessions, as needed. The ideal candidate will support both U.S. and global strategies, collaborate across internal and external stakeholders, manage complex trade operations, and contribute to the optimization of portfolio performance. This trader will also be expected to provide coverage for other equity traders, with the team working collaboratively to ensure coverage across time zones. This position is based in the Baltimore, MD office.
Core responsibilities include, but are not limited to:
As part of the Equity Trading Desk at Brown Advisory, your core responsibilities include, but are not limited to:
Global Trading Execution and Strategy
* Execution of equity trades across U.S., European, and Asian equity markets on behalf of Brown Advisory's institutional and private client portfolios
* Actively monitor US and global equity markets to identify and execute trading opportunities for institutional equity strategies, including coverage of overnight sessions on a rotational basis with another trader
* Work flexible hours, including evenings and early mornings when appropriate, as part of a collaborative team structure that is designed to ensure balanced coverage and strategic support across global time zones
* Assist with managing, rebalancing, and optimizing portfolios to maximize strategy performance, while minimizing risk
* Demonstrate expertise in capital markets with the ability to collaborate effectively with various sell-side desks, including Equity Capital Markets, High Touch Cash, Low-Touch/Electronic, Program Trading, and ETF providers
* Provide backup coverage for other equity traders to ensure consistent execution and team continuity across the trading platform
Strategic Relationships and Market Intelligence
* Collaborate with Portfolio Managers and Research Analysts to align trading strategies with investment objectives
* Partner with internal infrastructure teams to improve trading systems, workflows, and reporting tools
* Stay current on global market structure developments, regulatory changes, and trading innovations
* Build and maintain strong partnerships with brokers, as well as other external counterparties through on-site visits and/ or conferences to expand the firm's network and close industry knowledge gaps
* Serve as escalation contact for colleagues with trade related questions that require complex solutions
Trading Oversight and Governance
* Assist with management of CSA budget and bundled research arrangements
* Produce and be able to present on quarterly best execution and board reporting
* Respond to Institutional investor requests including RFPs, due diligence, and quarterly questionnaires
Qualifications
* 10+ years of global equity trading experience across global markets and managing firm risk
* Proven leader and self-starter requiring limited oversight
* Ability to work rotational overnight shifts to support global trading operations
* Proficiency with global equities, ETFs, capital markets, mutual funds, and/or currencies
* Collaborative and proactive mindset with strong interpersonal skills
* Comfortable working in a fast-paced, deadline-driven environment
* Familiarity with compliance regulations regarding best execution and fair allocation practices
* Ability to prepare, analyze and disseminate information appropriately; pre and post trade TCA data, liquidity events, and commission analyses
* Experience with various trading technologies, including Bloomberg, Advent APX, and/or Charles River preferred
* Bachelor's degree from an accredited institution with preferable focus in accounting, finance, or economics
We are looking for individuals with the following characteristics:
* Strategic thinker with a passion for global equity, capital markets, and ETFs
* Demonstrable history of success in former roles
* Flexible and adaptable
* Detail oriented with strong analytical skills
* Superior communication skills
* Ability to maintain composure and focus through stressful situations
* Emotionally disciplined to effectively read personalities to maximize an effective outcome of trading scenarios and contract negotiations
* Easily viewed as a trustworthy and dependable team player
* Self-confidence
* Fair and balanced in negotiating complex situations
* A focused, dedicated, entrepreneurial, open-minded personality
Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship).
MD Salary: $175k-$200k Commensurate with experience and location. This range does not include bonus or long term incentive eligibility, which are applicable for this role.
Benefits
At Brown Advisory we offer a competitive compensation package, including full benefits.
* Medical
* Dental
* Vision
* Wellness program participation incentive
* Financial wellness program
* Fitness event fee reimbursement
* Gym membership discounts
* Colleague Assistance Program
* Telemedicine Program (for those enrolled in Medical)
* Adoption Benefits
* Daycare late pick-up fee reimbursement
* Basic Life & Accidental Death & Dismemberment Insurance
* Voluntary Life & Accidental Death & Dismemberment Insurance
* Short Term Disability
* Paid parental leave
* Group Long Term Disability
* Pet Insurance
* 401(k) (50% employer match up to IRS limit, 4 year vesting)
Brown Advisory is an Equal Employment Opportunity Employer.
Auto-ApplyConfiguration Manager (TB-CM3-04.022123)
Fort Meade, MD job
CLEARANCE: TS/SCI with Polygraphs are required POSITION: Configuration Manager (Senior) LCAT: Configuration Manager, Level 3REQUISITION: TB-CM3-04.022123LOCATION: Ft. Meade, MarylandSEAT: Emerson JOB DESCRIPTION: The candidate must have Software Configuration Management experience with: GIT, JIRA, and CONFLUENCE. Analyzes system requirements and concept of operations documents, acquisition plans, and system descriptions to develop evaluation and test plans and procedures, prepare for and conduct the data collection and analysis, and report status and results. Supports the development of Government test and evaluation documentation e.g., Test & Evaluation (T&E) Strategy, Test & Evaluation Master Plan, Event Test Plans, Test Readiness Assessments, and T&E Reports. Works with other test organizations to support T&E program integration. Provides specialized T&E capabilities tailored to system functions, level, maturity, and performance area as assigned in the SOW. Configuration Manager, Level 3
CERTIFICATION: n/a EDUCATION + EXPERIENCE: • Master's Degree + 6 years CM in programs and contracts of similar scope, type, and complexity • Bachelor's Degree + 8 years as a CM in programs and contracts of similar scope, type, and complexity, OR • No Degree + 12 years as a CM in programs and contracts of similar scope, type, and complexity. • If assigned to a developmental program, one (1) year of experience using a source code control system for a developmental program of similar scope and complexity is required. NOTE: Degree or higher in computer science related discipline from an accredited college or university. \\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\
LABOR CATEGORY QUALIFICATIONSTABLE for Configuration Manager, Level 3 1. Assist in implementing hardware and software version control processes, policies and procedures2. Assist in the use of configuration management tools (e.g. DOORS, Eclipse) to store, track, and manage configuration items3. Understand basic concepts, and assist in documenting hardware and software configuration management processes and procedures4. Implement hardware and software version control processes, policies and procedures5. Understand basic concepts, assist in maintaining and developing the environment for hardware and software product build, staging, testing and integration6. Assist in defining and implementing hardware and software configuration management processes and procedures; such as creating product build scripts and procedures, and integrating those scripts with the hardware and software build process7. Utilize configuration management tools (e.g. DOORS, Eclipse) to store, track, and manage configuration items8. Maintain the CM environment for hardware and software product build, staging, testing and integration9. Develop hardware and software version control processes, policies and procedures and ensure that they are followed on hardware and software development projects10. Apply concepts and define and implement hardware and software configuration management processes and procedures, such as creating product build scripts and procedures, and integrate those scripts with the hardware and software build process 11. Serve as an advisor to (or non-voting member of) Government Change Control Board (CCB)11. Ensure hardware and software version control processes, policies and procedures are followed on hardware and software development projects.12. Manage, maintain and develop the CM environment for hardware and software product build, staging, testing and integration13. Work independently and defines and implement hardware and software configuration management processes and procedures, such as creating product build scripts and procedures, and integrate those scripts with the hardware and software build process CSG, Inc. is an Equal Opportunity / Affirmative Action employer that values the strength of diversity in the workplace. All qualified applicants will receive consideration for employment without discrimination or harassment based on race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, national origin, marital or domestic/civil partnership status, genetic information, citizenship status, veteran status, or any other characteristic protected by law.
Auto-ApplyTraining Course Developer/Instructor - OpELINT
Maryland job
ABOUT US: Ascensus Global, Inc. (formerly MultiLingual Solutions, Inc.) is a Service-Disabled Veteran-Owned Small Business (SDVOSB) with more than 21 years of successful experience providing professional language services, foreign language and cultural training, and analysis support to a broad client base consisting of more than 40 U.S. military and intelligence customers, as well as over 2,000 civilian government, commercial and non-profit organizations in various fields. With ISO 9001:2015 and 17100:2015 certifications, AGI provides services in more than 100 languages, employing innovative technologies and methodologies and applying best practices from both the Government and commercial arenas to advance each customer's unique communication and operational objectives throughout the U.S. and across the globe.
POSITION SUMMARY: AGI is actively seeking Training Curse Developers/Instructors for an upcoming effort supporting a government customer. The Course Developer-Instructor for Operational Electronic Intelligence Signals Analysis (OpELINT) is responsible for course development and instruction of analysis on intelligence derived from the following sources: radar and jammer emissions, aircraft, spacecraft, missile command links and telemetry, automated beaconing, navigation, and tracking control systems. It may also come from existence and parameters (but not content) of radio frequency communications used for warfighting, security, criminal activities, and/or other purposes. This position is pending contract award.
Requirements
ESSENTIAL RESPONSIBILITIES:
Solicit and receive course feedback from students and other people and timely incorporating appropriate feedback into courses and presentations.
Maintain expertise in OpELINT.
Develop new OpELINT courses, modules, and presentations while ensuring the accuracy and currency of existing ones.
Use good communication skills when working with others in the development, presentation, and updating of OpELINT teaching and course material.
SECURITY CLEARANCE: TS/SCI with polygraph is required.
QUALIFICATIONS: All OpELINT Training Course Developer-Instructors require 2 or more years of technical teaching experience and/or technical curriculum development (e.g., military courses, academia or industry classroom (faculty/adjunct), or On-the-job (OJT) instruction).
For candidates without a Bachelor's Degree (or higher) in a technical science major (Engineering, Mathematics, Computer Science, Physical Sciences, or comparable area): 8 or more years of OpELINT experience (within the past 15 years).
Prior successful completion of SIGP2055 Course “Introduction to Operational PROFORMA Fusion.”
For candidates with a Bachelor's Degree (or higher) in a technical science major (Engineering, Mathematics, Computer Science, Physical Sciences, or comparable area): 8 or more years of OpELINT experience (within the past 15 years).
PREFERRED QUALIFICATIONS:
A preferred candidate will have experience with one or both of the following: Python coding and/or Machine Learning.
WORK ENVIRONMENT:
8-hour shifts or as required by the customer.
PAY RANGE:
Pay Range: $80,000 - $130,000 a year
Ascensus Global (AGI) pay range and level are general guidelines for this job. Several factors, including education, geographic location, contract labor categories, experience, knowledge, skills, and abilities, or market data, determine the final salary.
BENEFITS:
Our benefits package includes health and welfare options (medical, dental, vision, and health savings account), short-and long-term disability, company-paid life insurance, additional voluntary coverage, a 401(k) plan with company match, paid time off, and holiday pay.
AGI is committed to equal employment opportunity without regard to race, color, ethnicity, national origin, sex, pregnancy, marital status, sexual orientation, gender identity, age, religion, disability, military/veteran status, or any other characteristic or condition protected by federal, state, or local laws. We support the employment and advancement in employment of individuals with disabilities and of protected veterans, and we treat qualified individuals without discrimination regardless of their physical/mental disability or veteran status.
2026 Risk Advisory Services Consultant
Columbia, MD job
JOB SUMMARYAs a Staff Consultant in Risk Advisory Services will offer internal audit, internal controls, compliance and risk management consulting. You will play a pivotal role in assisting the Senior Consultant in identifying, assessing, and mitigating risks within their organizations. You will work closely with the Senior Consultant to understand the client's unique business environments, operational processes, and regulatory requirements, offering tailored solutions to enhance their risk management practices. This position requires an understanding of risk management principles, strong analytical skills, and the ability to communicate concepts effectively.
Handles less complex tasks and projects within discipline/ function
Performing risk assessments developing work plans and project approaches, developing project budgets, establishing that quality objectives are met, and building teams to support the day-to-day execution of developed work plans
Performing assessments of business process and IT general controls
Utilizing communication and negotiation skills, effectively communicating ideas/issues with teams and clients
Recognizes complex technical issues, evaluates facts efficiently, and uses strategic decision-making skills to assist management in solving problems
Demonstrates advanced technical knowledge effectively through written and verbal communication
Follow regulations and professional ethics of state bodies appropriate to discipline, including the IIA, ISACA, GAO, AICPA etc
Assists management in planning and managing engagement activity and follows through to achieve results
Recognizes needs and issues pertinent to client activity and demonstrates ownership of engagement's day-to-day tasks and activities
Appropriately manages risk and ensures quality control procedures are being executed
Builds client relationships and maintains quality working relationship
Responds timely and accurately to internal team and client requests
Remains flexible to client requests and requirements
Seeks new ideas and better ways of accomplishing job and company goal
Supervisory responsibilities
None
Work environment
Work is conducted in a professional office environment with minimal distractions
Physical demands
Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
Must be able to lift up to 15 pounds at a time
Travel required
Travel may be frequent and unpredictable, depending on client's needs
Required education and experience
0 - 1 years of relevant experience
Bachelor's degree in accounting, finance, technology, computer sciences or equivalent experience
Responsible for completing the minimum CPE credit requirement
Preferred education and experience
Cumulative GPA of 3.0 or higher
Actively working towards achieving CPA licensure or relevant certification, if not already attained
Internal audit, internal controls, compliance or risk management or other professional services environment
Other duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.
WHO WE ARE
UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.
WHAT WE OFFER
POSITIVE WORK ENVIRONMENT
Enjoy a collaborative and supportive work environment where teamwork is valued.
ATTRACTIVE COMPENSATION PACKAGES
Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.
COMPREHENSIVE BENEFIT PACKAGE
Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
Auto-ApplyCommercial Banker 3
Baltimore, MD job
Primary Office Location: 300 E. Lombard Street. Baltimore, Maryland. 21202. Join our team. Make a difference - for us and for your future. Commercial Banker 3 Business Unit: Commercial Banking Reports To: Commercial Banking Team Leader
This position is primarily responsible for developing new and existing commercial loan business relationships, administering a portfolio of commercial loans, determining the credit worthiness of borrowers, monitoring loan performance, preparing commercial loans for presentation and promoting the Bank's image in the community in order to meet or exceed commercial loan quality, profitability, growth and service objectives. The incumbent provides the highest quality of service to every customer.
Primary Responsibilities:
Develops new and existing commercial loan business relationships by calling on potential and existing customers to cross-sell all banking products including other banking services and to promote the Bank's image within limits of current budget and mix of products to develop new and expand existing commercial loan business and achieve profit and growth objectives.
Administers a portfolio of commercial loans by preparing loans that meet credit quality, profitability, growth and service requirements as determined by portfolio yield, loss ratio, delinquency rate and other measures to achieve profit and growth objectives.
Determines the credit worthiness of borrowers by making sound analysis of their financial condition, ability to repay the loan and the net realizable value of the collateral in accordance with established policy and procedure to ensure a portfolio of commercial loans that meet the Bank's quality standards.
Monitors loan performance by maintaining contact with borrowers, monitoring the financial condition of borrowers and resolving problems and when appropriate waiving a request for financial statements according to established policies, procedures and regulations in an accurate and timely manner to reduce risk the Bank might incur from collateral deterioration or borrowers' inability to pay.
Prepares loan documents that are in compliance with bank regulations for presentation, presents loans that are above the incumbent's lending limit to the loan committee or officer with higher lending limits communicating all elements of the loan to ensure compliance with regulations and to enhance the ability to make sound credit decisions.
Promotes the Bank's image in the community by participating in community activities, coordinating community development efforts, promoting involvement and participation in community service organizations to assist in compliance with the Community Reinvestment Act, presents a favorable image in the community and establishes contacts that could generate new business.
Develops and maintains an adequate level of knowledge in Commercial Banking, general banking and business development matters and demonstrates personal and interpersonal behavior, attitude, judgment, communication and initiative with customers and employees to ensure an acceptable degree of performance.
Implements all compliance policies and procedures within the department and ensures the department staff receives adequate regulatory compliance training to perform job functions in compliance with regulatory requirements and standards, follows corporate Compliance policies and procedures and cooperates fully with all internal and external compliance reviews and examinations.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Education:
BA or BS
Minimum Years Experience:
10
Special Skills:
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent customer service skills
Excellent organizational, analytical and interpersonal skills
Ability to use a personal computer and job-related software
MS Word - Intermediate Level
MS Excel - Intermediate Level
MS PowerPoint - Intermediate Level
Experience in a lending banking position and in an equivalent customer focused position.
Knowledge of banking laws and regulations.
Experience in community and civic activities.
Special Licenses and Certificates:
N/A
Physical Requirements:
N/A
Compensation Grade:
EXT14
Pay Range:
$122,252.00 - $203,762.00
FNB's total rewards package may include other components such as: overtime, incentive, equity and benefits. Salary range is a guideline and is determined by a number of factors including education, experience, skills, internal equity and market conditions. We review pay regularly to ensure competitive and equitable pay. FNB offers a comprehensive benefits package including but not limited to, medical, dental, vision, life insurance, flexible spending accounts, health savings account, 401(k), paid time off, including sick time, vacation time, and paid holidays, and other voluntary benefits.
Equal Employment Opportunity (EEO):
It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.
Auto-ApplyNFR Framework Policies Professional
Baltimore, MD job
Non Financial Risk: NFR Framework Policies Professional The NFR (Non-Financial Risk) Framework Policies and Rules Management team in LCD comprises two primary functions: (i) the Policies team, which sets standards for LCD policies and procedures and Enterprise Risk Management (generally, firmwide) policies and maintains the firm's repository for policies and related documents and (ii) the Rules Management team, which manages the rules management framework and maintains the Firm's rules management system. The role will be responsible for assisting with the review and reissuance of various global and NFR Framework policies and procedures, as well as for the administration of the policy frameworks for LCD and Enterprise Risk Management policies.
Professionals within Legal and Compliance (LCD) provide a wide range of services to our business units. They might help to structure a complex and sensitive cross-border transaction; advise on a new product introduction; develop a training program or defuse an investor dispute. They preserve the firm's invaluable reputation for integrity and protect the firm from sanctions with policies and procedures that meet regulatory requirements around the world. They also strive to maintain cooperative relationships with governmental policy makers and the regulatory and self-regulatory agencies that govern the firm's businesses.
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Policies Responsibilities That This Role Will Support:
The role will be responsible for assisting with the review and reissuance of various global and NFR Framework policies and procedures, as well as for the administration of the policy frameworks for LCD and Enterprise Risk Management policies. It will require collaboration with regional/divisional policy teams, a support team in Mumbai, the technology teams that support related systems, and policy owners and other stakeholders. Primary Responsibilities
> Assist with the review, approval and reissuance processes for global and NFR Framework policy content owned by LCD, working with content owners and other stakeholders as needed
> Coordinate with regional/divisional policy teams on the development of annual policy plans and the tracking of progress to plan
> Support production and distribution of the monthly Non-Financial Risk Policy Bulletin, which is a firmwide communication on new and updated LCD policies and procedures
> Assist with coordinating Enterprise Risk Management policy reviews
> Work with the Mumbai team and regional/divisional policy teams to maintain consistent policy management standards
> Advise regional/divisional policy teams on policy content and governance questions
> Maintain framework documents owned by the Policy Team, including the LCD Policy Framework and Procedures and Global Policy Mandate, as well as the team's internal procedures
> Other tasks and responsibilities as needed Candidates must have:
> Undergraduate degree
> 3+ years of experience in Operational Risk, Compliance, Legal or regulatory roles relating to the financial services industry
> Excellent written and oral communication skills
> Strong organizational skills with the ability to maintain attention to detail across multiple simultaneous projects
> Ability to work with global and cross-functional teams spanning Legal and Compliance and other areas of the Firm
> Creative problem-solving skills and high level of learning agility and initiative
> Strong Microsoft Word, PowerPoint and Excel skills
Skills Desired
> Experience with policies and procedures drafting, reviewing and/or management
> Project management experience
> Experience working with offshore teams
> Comfort working with technology systems and applications; programming skills not required
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Salary range for the position: $60,000 and $95,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 15 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyMobile Bank Teller II
Leonardtown, MD job
Shore United Bank is seeking a Mobile Branch Banking Specialist II (Mobile Bank Teller II) to join our team. A Mobile Branch Banking Specialist II is a front-line, customer facing teller position responsible for professionally interacting with clients to take care of their financial needs. A Branch Banking Specialist is responsible for providing exceptional customer service including efficient and accurate transaction processing. The Specialist is skilled in customer conversations, asking questions to determine the best solutions to meet the financial needs of our customers. This position requires prior bank experience.
What does "mobile" mean? Your work location will vary based on needs in the region. This provides the opportunity to support multiple communities while serving as the go-to support for clients. This position will rotate between branches in the following Maryland Counties: Calvert County (Prince Frederick, Lusby, Dunkirk), St. Mary's County (Leonardtown, Lexington Park, Charlotte Hall), and Charles County (La Plata, Waldorf, Bryans Road) with a home base of Prince Frederick, MD. Mileage reimbursement is provided.
Essential Functions Include:
Assists clients with transactions, performing operational duties and processing work while maintaining audit standards, security, and control functions to protect the Bank from loss.
Promotes timely and courteous service by ensuring questions are answered, providing friendly and accurate service, making proper referrals as necessary, meeting customer needs and expectations, uphold and meet customer service guidelines
Establishes new banking relationships through conversations based on their financial needs.
Provides account servicing and maintenance to include address changes, ATM card disputes, online banking setup and reset of passwords.
Recommends bank products and services to customers by having beneficial conversations during daily transactions.
Opens new consumer and business accounts including CDs, IRAs, and safe deposit boxes
Adheres to compliance with regulations and Branch operational policies and procedures, conducting branch security checks of alarm and video systems, and completing required reports according to established policies, procedures, and regulations accurately and timely.
Assists sales platform with daily pre-shift huddles, branch incentive contests and weekly referral goals.
Works closely with bank partners for client referrals to Merchant, Wye Financial, Commercial Relationship Managers, Branch Lenders.
Represents the Bank in a manner that maintains and expands positive relations with all customers, potential customers, and co-workers.
Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the workplace.
Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g., Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, SAFE Act, etc.; ensures that the office and all personnel adhere to the same.
Participates in required training sessions, including training for compliance with BSA/AML policies and procedures.
Position Type/Expected Hours of Work:
Full-time.
Non-exempt.
Days of Work: Monday-Friday, with rotating Saturdays (Closed Sundays.)
Required Education and Experience:
High school diploma/GED equivalent.
1 year experience successfully providing excellent customer service in a fast-paced environment.
1 year experience cash handling with high level of accuracy.
1 year experience as a bank teller.
Compensation:
The pay range for this position is $21.00 to $23.00 hourly.
Actual compensation offered may vary from the posted hiring range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.
Company Benefits:
Join a family and community-oriented workplace that offers a team environment, along with a collaborative and friendly place to work.
Comprehensive benefits package for full-time employees including health, dental, vision, company-paid life insurance, mental health well-being, short-term and long-term disability, and much more!
Paid parental leave
401k savings plan with up to a 4% company match
Employee Stock Purchase Plan
Employee perks such as: employee banking services, loan discount program, education assistance, career development program, Employee Assistance Program, and wellness initiatives.
Opportunity for growth and advancement
Paid training program and continuous training sessions throughout the year on various topics
Generous paid time off and paid sick time
Community involvement opportunities
Shore United Bank is a full-service financial institution with a rich history dating back to 1876. In excess of $6 billion in assets, we offer innovative financial services delivered with the personal touch you expect. We serve a broad geographic area with branches in Maryland, Delaware, and Virginia, and we also provide a comprehensive suite of digital banking services that allow you to bank with us no matter where life takes you. In addition to banking, we offer trust and wealth management services through Wye Trust, a division of Shore United Bank. Together, our team of experienced professionals is dedicated to helping you achieve your financial goals.
Shore United Bank is an Affirmative Action/Equal Opportunity Employer. Shore United Bank is an E-Verify participant.
Auto-ApplyAudit Associate
Columbia, MD job
Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With offices in Atlanta, Alpharetta, Baltimore, Charlotte, Huntsville, Las Vegas, London, Nashville, Pensacola, Tampa and Winter Haven, there is a spot for you!
We serve clients of all sizes across the United States and the globe, with a suite of services that grow every year. Our growth mindset and entrepreneurial environment translates into variety and opportunity for our people.
At Frazier & Deeter, we're committed to training, mentoring, and developing our staff members. With our emphasis on Investing in Relationships to Make a Difference and a Firmwide Focus on Inclusion, we help each other grow in every aspect of life.
Job details:
As a member of our Assurance team, you will be empowered to work directly with clients and partners to provide a broad spectrum of accounting and related consulting services and have the opportunity to work with a diverse client base. You will be able to participate in a unique client-based approach and be valued as an individual, mentored as a future leader and recognized for your accomplishments.
This role is available in either our Columbia or Towson office.
Responsibilities
Prepare audits, reviews, and compilation engagements
Prepare financial statements and related disclosures
Develop an understanding of client's business
Keep abreast of latest standards and regulations through on going education
Requirements
1-3 years of public accounting experience
Completion of 1 or more parts of CPA exam or set plan/timeline to complete; CPA license a plus
Bachelor's Degree in Accounting or related field
Experience with one or more of the following: audits, reviews, compilations of financial statements, and EBP audits
Enjoys both collaboration and independent work
Experience with Engagement Manager preferred
Excellent communication skills
#LI - hybrid
Salary Range
Salary Range$64,000-$72,000 USD
Auto-ApplyMM - Systems Architect, Subject Matter Expert (MAR-SME5-05.070125)
Annapolis, MD job
SECURITY CLEARANCE: TS/SCI with both Polygraphs are required POSITION: Systems ArchitectLCAT: Subject Matter Expert, Level 5 (SME) REQUISITION: MAR-SME5-05.070125LOCATION: Ft. Meade, Maryland JOB DESCRIPTION: CSG is searching for a Subject Matter Expert to join an effort supporting: Desktop and Enclave Services (DES). NOTICE: CITRIX, VMWare, XenApp, CENTRIFY, SCCM, HPE, CentOS/RedHat is required.
In general, DES organization provides development, delivery, and sustainment of physical and virtual non-corporate enterprise personal desktop computing solutions.
DES supports requirements such as modern hardware and software solutions, delivery, operating system and application software patching, packaging and updates, and hardware testing and baseline approvals for VDI, Trusted Thin Client (TTC), thick clients, thin clients, laptops, and other mobile devices for enclave, customer-specific, and High Value Assets (HVA). Services span the early preparations for deployment, implementation during deployment, and follow-up actions after deployments have concluded. • DES is part of the Enterprise Infrastructure Services (EIS) organization. • EIS is in the process of designing, developing and implementing major changes to the IT architecture and infrastructure, and these changes apply to the entire enterprise.
• DES is one of many EIS organizations that will participate in supporting transformation and modernization. At present DES supports a subset of numbering organizations which have requirements that cannot be fulfilled by standard corporate solutions.
TTO: The Desktop Application Services Section consists of three Teams: 1. Specialized Desktop Solutions, 2. Specialized VDI Solutions, 3. and TTC. TTO: Enterprise Directory Services performs development and sustainment of Directory and Security services for both on-prem and cloud services. It provides the implementation of emerging technologies, cloud integration, Active Directory and Identity consolidation, and the architecture and adoption of cloud services from cloud providers, such as Microsoft Azure, Amazon, IBM, Google, and Oracle.
A Subject Matter Expert, System Architect, you shall be responsible for: REQUIRED: • Provide the bridge between Mission end users of the system to be delivered and those who are architecting engineering and/or developing the system. • Support the development, review, and analysis of Mission CONOPs, requirements, scenarios and use cases that accurately reflect end users' needs. • Assist in the development, organization, and articulation of Mission expectations to support test planning and operational evaluation activities. • Support information management transformation. • Maintain cognizance of all operational requirements, ensuring that the spirit of the requirements is preserved across programmatic and acquisition activities. • Articulate/whiteboard ideas to all levels of management. • Provide lifecycle sustainment support
QUALIFICATIONS:
• Experience with CITRIX, VMWare, XenApp, CENTRIFY, SCCM, HPE, CentOS/RedHat required.
• NOTE: If assigned to Directory Services TTOs, experience with Active Directory, Identity Management, SCCM, DNS, Group Policy, Active Role Servers, Privileged Account Management (PAM) Services, and MS Exchange are required.
• NOTE: If assigned to Desktop & Enclave Services TTOs, understanding of the concepts of mission islands, Trusted Thin Client, and enhanced VDI (e.g., remote GPU and memory scaling) is required.
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Subject Matter Expert, Level 5 CERTIFICATION: IAT, Level 2 EDUCATION + EXPERIENCE: • Bachelor's Degree + 10 years of systems experience, OR • Associate's Degree + 15 years of systems experience, OR • No Degree + 20 years of systems experience. CSG, Inc. is an Equal Opportunity / Affirmative Action employer that values the strength of diversity in the workplace. All qualified applicants will receive consideration for employment without discrimination or harassment based on race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, national origin, marital or domestic/civil partnership status, genetic information, citizenship status, veteran status, or any other characteristic protected by law.
Auto-ApplyGlobal Equity Trader
Baltimore, MD job
Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture.
Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm's clients-including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries-are served by over 950 colleagues worldwide, all of whom are equity owners of the firm.
Abu Dhabi | Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C
Brown Advisory is seeking a Global Equity Trader to help lead the execution of global equity strategies across U.S., European, and Asian markets. This role requires U.S. and global markets expertise, strong leadership capabilities, and a thorough understanding of capital markets with the flexibility to operate during overnight or early morning trading sessions, as needed. The ideal candidate will support both U.S. and global strategies, collaborate across internal and external stakeholders, manage complex trade operations, and contribute to the optimization of portfolio performance. This trader will also be expected to provide coverage for other equity traders, with the team working collaboratively to ensure coverage across time zones. This position is based in the Baltimore, MD office.
Core responsibilities include, but are not limited to:
As part of the Equity Trading Desk at Brown Advisory, your core responsibilities include, but are not limited to:
Global Trading Execution and Strategy
Execution of equity trades across U.S., European, and Asian equity markets on behalf of Brown Advisory's institutional and private client portfolios
Actively monitor US and global equity markets to identify and execute trading opportunities for institutional equity strategies, including coverage of overnight sessions on a rotational basis with another trader
Work flexible hours, including evenings and early mornings when appropriate, as part of a collaborative team structure that is designed to ensure balanced coverage and strategic support across global time zones
Assist with managing, rebalancing, and optimizing portfolios to maximize strategy performance, while minimizing risk
Demonstrate expertise in capital markets with the ability to collaborate effectively with various sell-side desks, including Equity Capital Markets, High Touch Cash, Low-Touch/Electronic, Program Trading, and ETF providers
Provide backup coverage for other equity traders to ensure consistent execution and team continuity across the trading platform
Strategic Relationships and Market Intelligence
Collaborate with Portfolio Managers and Research Analysts to align trading strategies with investment objectives
Partner with internal infrastructure teams to improve trading systems, workflows, and reporting tools
Stay current on global market structure developments, regulatory changes, and trading innovations
Build and maintain strong partnerships with brokers, as well as other external counterparties through on-site visits and/ or conferences to expand the firm's network and close industry knowledge gaps
Serve as escalation contact for colleagues with trade related questions that require complex solutions
Trading Oversight and Governance
Assist with management of CSA budget and bundled research arrangements
Produce and be able to present on quarterly best execution and board reporting
Respond to Institutional investor requests including RFPs, due diligence, and quarterly questionnaires
Qualifications
10+ years of global equity trading experience across global markets and managing firm risk
Proven leader and self-starter requiring limited oversight
Ability to work rotational overnight shifts to support global trading operations
Proficiency with global equities, ETFs, capital markets, mutual funds, and/or currencies
Collaborative and proactive mindset with strong interpersonal skills
Comfortable working in a fast-paced, deadline-driven environment
Familiarity with compliance regulations regarding best execution and fair allocation practices
Ability to prepare, analyze and disseminate information appropriately; pre and post trade TCA data, liquidity events, and commission analyses
Experience with various trading technologies, including Bloomberg, Advent APX, and/or Charles River preferred
Bachelor's degree from an accredited institution with preferable focus in accounting, finance, or economics
We are looking for individuals with the following characteristics:
Strategic thinker with a passion for global equity, capital markets, and ETFs
Demonstrable history of success in former roles
Flexible and adaptable
Detail oriented with strong analytical skills
Superior communication skills
Ability to maintain composure and focus through stressful situations
Emotionally disciplined to effectively read personalities to maximize an effective outcome of trading scenarios and contract negotiations
Easily viewed as a trustworthy and dependable team player
Self-confidence
Fair and balanced in negotiating complex situations
A focused, dedicated, entrepreneurial, open-minded personality
Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship).
MD Salary: $175k-$200k Commensurate with experience and location. This range does not include bonus or long term incentive eligibility, which are applicable for this role.
Benefits
At Brown Advisory we offer a competitive compensation package, including full benefits.
• Medical
• Dental
• Vision
• Wellness program participation incentive
• Financial wellness program
• Fitness event fee reimbursement
• Gym membership discounts
• Colleague Assistance Program
• Telemedicine Program (for those enrolled in Medical)
• Adoption Benefits
• Daycare late pick-up fee reimbursement
• Basic Life & Accidental Death & Dismemberment Insurance
• Voluntary Life & Accidental Death & Dismemberment Insurance
• Short Term Disability
• Paid parental leave
• Group Long Term Disability
• Pet Insurance
• 401(k) (50% employer match up to IRS limit, 4 year vesting)
Brown Advisory is an Equal Employment Opportunity Employer.
Auto-ApplyConfiguration Manager (TB-CM3-04.022123)
Fort Meade, MD job
CLEARANCE: TS/SCI with Polygraphs are required POSITION: Configuration Manager (Senior) LCAT: Configuration Manager, Level 3REQUISITION: TB-CM3-04.022123LOCATION: Ft. Meade, MarylandSEAT: Emerson JOB DESCRIPTION: The candidate must have Software Configuration Management experience with: GIT, JIRA, and CONFLUENCE. Analyzes system requirements and concept of operations documents, acquisition plans, and system descriptions to develop evaluation and test plans and procedures, prepare for and conduct the data collection and analysis, and report status and results. Supports the development of Government test and evaluation documentation e.g., Test & Evaluation (T&E) Strategy, Test & Evaluation Master Plan, Event Test Plans, Test Readiness Assessments, and T&E Reports. Works with other test organizations to support T&E program integration. Provides specialized T&E capabilities tailored to system functions, level, maturity, and performance area as assigned in the SOW. Configuration Manager, Level 3
CERTIFICATION: n/a EDUCATION + EXPERIENCE: • Master's Degree + 6 years CM in programs and contracts of similar scope, type, and complexity • Bachelor's Degree + 8 years as a CM in programs and contracts of similar scope, type, and complexity, OR • No Degree + 12 years as a CM in programs and contracts of similar scope, type, and complexity. • If assigned to a developmental program, one (1) year of experience using a source code control system for a developmental program of similar scope and complexity is required. NOTE: Degree or higher in computer science related discipline from an accredited college or university. \\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\
LABOR CATEGORY QUALIFICATIONSTABLE for Configuration Manager, Level 3 1. Assist in implementing hardware and software version control processes, policies and procedures2. Assist in the use of configuration management tools (e.g. DOORS, Eclipse) to store, track, and manage configuration items3. Understand basic concepts, and assist in documenting hardware and software configuration management processes and procedures4. Implement hardware and software version control processes, policies and procedures5. Understand basic concepts, assist in maintaining and developing the environment for hardware and software product build, staging, testing and integration6. Assist in defining and implementing hardware and software configuration management processes and procedures; such as creating product build scripts and procedures, and integrating those scripts with the hardware and software build process7. Utilize configuration management tools (e.g. DOORS, Eclipse) to store, track, and manage configuration items8. Maintain the CM environment for hardware and software product build, staging, testing and integration9. Develop hardware and software version control processes, policies and procedures and ensure that they are followed on hardware and software development projects10. Apply concepts and define and implement hardware and software configuration management processes and procedures, such as creating product build scripts and procedures, and integrate those scripts with the hardware and software build process 11. Serve as an advisor to (or non-voting member of) Government Change Control Board (CCB)11. Ensure hardware and software version control processes, policies and procedures are followed on hardware and software development projects.12. Manage, maintain and develop the CM environment for hardware and software product build, staging, testing and integration13. Work independently and defines and implement hardware and software configuration management processes and procedures, such as creating product build scripts and procedures, and integrate those scripts with the hardware and software build process
CSG, Inc. is an Equal Opportunity / Affirmative Action employer that values the strength of diversity in the workplace. All qualified applicants will receive consideration for employment without discrimination or harassment based on race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, national origin, marital or domestic/civil partnership status, genetic information, citizenship status, veteran status, or any other characteristic protected by law.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
2026 Quantitative Investing Internship Program
Remote or Baltimore, MD job
External Description:
The T. Rowe Price internship program includes a formal orientation, peer and senior mentor assignments, and formal learning opportunities. In addition to the work assignments within the assigned department, interns also gain exposure to associates and senior leaders across the firm through an executive speaker series, networking and social events, and engagement with our Business Resource Groups.
You will be placed into the Quantitative Equity department for the duration of the 10-week program with exposure to a variety of areas:
Quantitative Factors
Stock Selection Models
Portfolio Management and Attribution
Alternative Data
Analytical and Quantitative Research Projects
Responsibilities
Support analytical and quantitative projects within TRPIM Quat
Use data to support the quant team's investment research agenda concerning risk evaluation or the investment decision making process
Data visualization
Qualifications
Required:
Full time student pursing a bachelor's degree with an expected graduation date of December 2026 - May/June 2027
Demonstrated programming skills or aptitude, especially with R, MATLAB, Python and object-oriented programming
Major: Computer Science, Engineering, Economics, Mathematics, Statistics, Physical Sciences, or Quantitative Finance study
Preferred:
Intellectual curiosity or knowledge of investments, portfolios, and quantitative analysis
Minimum GPA: 3.5 Overall
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States (e.g., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant work status).
FINRA Requirements
FINRA licenses are not required and will not be supported for this role.
Work Flexibility
This role is eligible for hybrid work, with up to one day per week from home.
City:
State:
Community / Marketing Title: 2026 Quantitative Investing Internship Program
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
Banking Associate PT (20 Hrs.) Shady Grove
Gaithersburg, MD job
Hours: 20 Pay Details: $22.00 - $27.75 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business:
Personal & Commercial Banking
Job Description:
The Banking Associate is a professional in banking, plays a key role in delivering TD's Brand promise at a store location. This role is accountable for accurately completing everyday banking transactions and providing advice and educational support on services, products, and tools to help Customers achieve their financial goals.
Depth & Scope:
* Performs a wide range of tasks across multiple areas within a Store location; to include processing customer transactions, opening new accounts and educating customers on all banking products and services
* Delivers end-to-end advice customers expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations
* Utilizes TD's systems and tools to engage with Customers to acquire and deepen relationships by providing advice and guidance to ultimately attract, and retain the customer
* Understands customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive customer experience
* Accurately completes everyday banking transactions either on the teller line or on the platform while uncovering customer financial needs and educating on products, services and tools or referring to the appropriate expert
* Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking
* Connects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization
Education & Experience:
* High school diploma or GED
* 1 year experience working with customers in any capacity and can be demonstrated through any of the following: volunteering, education, military experience preferred
* Demonstrated Customer Service skills preferred
* Ability to work during operating hours to include evenings, weekends and holidays as scheduled
* Teller experience preferred
* Required to complete Teller training and part 1 of platform training upon hire
* Strong organization skills to handle multiple tasks in a fast-paced environment
* Excellent communication skills with ability to be concise, clear and consistent
* Demonstrated effective problem-solving skills
* Demonstrated ability to schedule and prioritize work
* Demonstrated ability to work independently and within deadlines
* Sound judgment in decision making and problem solving
* Proficient in Microsoft Office
* Notary License preferred
Customer Accountabilities:
* Consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customers
* Establishes and nurtures customer relationships by consistently displaying product knowledge, actively listening to customer needs while engaging in additional conversations to identify any additional needs and offer a solution or partner referral
* Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings
* Engages in lobby leadership and represents the first point of contact for customer inquiries and helps to orchestrate the customer walk-in traffic and can be the first point of contact for customer resolution or to make appointments to see an expert
* Understands and supports the Bank's customer service strategy
* Considers the impact of decisions on the well-being of TD, its customers and stakeholders
* Drives referrals to Store colleagues and partners to support the broader more complex financial needs of customers
* Ensures tasks are performed within established policy and procedures
* Successfully completes all required job specific, compliance-related training
* Understands, utilizes and follows compliance/risk and control programs
* Ensures ongoing compliance with internal/external audit and regulatory requirements. Provides prompt and comprehensive responses to all external audit, regulator and compliance requests and findings. Maintains appropriate records of action plans
* Is knowledgeable of and complies with TD Code of Conduct
Shareholder Accountabilities:
* Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer
* Accurately processes cash/deposit/withdrawal transactions and other account servicing requests
* Decisions & processes everyday transactions such as but not limited to opening/closing, servicing accounts, depositing or cashing checks, reordering a debit card, or updating address
* Ensures compliance with all regulations, policies and procedures adhering to required controls, critical dates and accurate documents
* Applies customer authentication principles, compliance regulations and due diligence to new account openings and transactions
* Accurately and efficiently performs transactions as accountable for cash drawers including maintaining cash limits and securing cash drawers/stations/balances out cash drawer and TCR
* Follows policy and procedure for Customer Authentication
* Acts as Dual Control agent when required
* Follows all required open/close procedures
Employee/Team Accountabilities:
* Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of
* the team
* Be an active participant in personal performance and development activities
* Acts as a brand champion both internally and externally
* Collaborates with team members in contributing to the success of the team and organization
* Partners as a team player
* Actively seeks opportunities to improve delivery of work with high attention to quality standards
* Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills
* Positively embraces change
* Adheres and participates in TD's Shared Commitments
* Models quality service at every Customer interaction
* Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience
* May train and act as a mentor to newer colleagues
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
Domestic Travel - Occasional
International Travel - Never
Performing sedentary work - Frequent
Performing multiple tasks - Continuous
Operating standard office equipment - Continuous
Responding quickly to sounds - Continuous
Sitting - Frequent
Standing - Frequent
Walking - Frequent
Moving safely in confined spaces - Occasional
Lifting/Carrying (under 25 lbs.) - Occasional
Lifting/Carrying (over 25 lbs.) - Occasional
Squatting - Occasional
Bending - Occasional
Kneeling - Occasional
Crawling - Occasional
Climbing - Occasional
Reaching overhead - Occasional
Reaching forward - Occasional
Pushing - Occasional
Pulling - Occasional
Twisting - Occasional
Concentrating for long periods of time - Continuous
Applying common sense to deal with problems involving standardized situations - Continuous
Reading, writing and comprehending instructions - Continuous
Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purpos
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank 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, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Auto-ApplyIntern-Data Analysis, Preston MD-Summer 2026
Preston, MD job
Summary/Objective
Temporary part-time intern needed to perform data analytic duties for the bank's operations organization.
Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Assist department with special projects as assigned
Import, scrub, export, profile, verify, sort, group, combine and sample data
Develop analytical scripts for assigned project
Document results of analytical testing
Create visualization reports for results of analytical project
Skills/Abilities
Professional written and verbal communication skills
High level of professionalism
Highly organized with attention to detail
Ability to follow instructions and work independently on multiple tasks.
Computer experience required, with working knowledge of Microsoft Word, Excel, and Outlook
General knowledge of data analytic scripting preferred
Supervisory Responsibility
This position does not have supervisory responsibilities.
Work Environment
This job operates in an office setting, the opportunity to telework is not available. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer.
Physical Demands
This position requires manual dexterity, the ability to lift files and open cabinets. This position requires bending, stooping or standing as necessary.
Travel
Limited local travel may be required for this position.
Education and Experience
Current undergraduate student, preferably majoring in data analytics or a related field.
This position is classified as non-exempt, and as such it is paid on an hourly basis. The pay range for this position is $16.00 - $18.00 per hour. Other compensation includes overtime paid at one and one-half times the normal hourly rate for any hours worked in excess of 40 in a workweek.
Equal Employment Opportunity/M/F/disability/protected veteran status
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Auto-ApplySenior Accountant/Assistant Controller (Fully Remote)
Rose Financial Solutions LLC job in Rockville, MD or remote
Job Description
Senior Accountant/Assistant Controller (Fully Remote)
*This is a future/general interest opening.*
ROSE is a Finance as a Service (FaaS) leader, supporting a company's back office by harmonizing People, Process, Technology, Organization, and Data to empower our clients to become accomplished leaders. We achieve this by providing financial clarity and eliminating complexity through Easby , a system of engagement built on enterprise-grade, hyper-automation technology that manages finance, accounting, and tax activities, converts data into information, and supports a team of experienced professionals to enhance a company's success by improving financial performance.
Primary accounting responsibilities include: Process, record and reconcile financial transactions including the review of accounts payable, cash disbursements, billings and cash receipts, Assists with the month-end and year-end closing process, including the supervision of collections, and the review of fixed assets, sales and use taxes, personal property taxes, and franchise taxes, Prepares day-to-day and month end close entries including payroll administration, fringe, investment allocations, and grant allocations, Develops and maintains an understanding of the accounting operations within each assigned client. Obtains a working knowledge of the client's accounting software packages.
If you are someone who:
Has earned a B.S. in Accounting
Has 3 - 7 years accounting or finance experience
Outstanding communication and collaboration skills, with demonstrated ability to work effectively with staff, clients and colleagues
Thrives in an environment that celebrates excellence and "does what it takes" to meet and exceed client and staff expectations
Seeks an entrepreneurial environment that supports and encourages personal and professional growth
What You'll Get with ROSE: ROSE is passionate about serving our clients and is dedicated to being a great place to work. Our professional work environment involves working alongside the best and the brightest accounting and information technology professionals, and a well-defined, yet flexible career track with long-term growth opportunities. ROSE also offers a comprehensive benefits package including health insurance subsidies up to 80%, Work + Life Fit options, 401(k) with company match, and educational reimbursements.
Compensation Range: $70,000.00 - $110,000.00 based on experience, education, and/or certifications.
Specific compensation will be based on the skills, experience, merit, location, education, and training.
ROSE offers excellent benefits including Medical, Dental, Life, PTO days, Paid Holidays, a 401(k) Retirement Plan, Hybrid Work Options.
See more on our state-of-the-art technology platform here: *********************
ROSE is an Equal Opportunity Employer. ROSE will not tolerate discrimination against any employee or applicants on any legally-recognized basis including, but not limited to: age; ancestry; childbirth or related medical condition; citizenship; color; creed; familial status; genetic information; height; weight; marital status; national origin; physical or mental disability or handicap; pregnancy; race; religion; sex; sexual orientation; uniform service member status or veteran status.
Third-party resume submissions are not accepted. Any resume submitted will be considered the property of ROSE, and ROSE will not be held liable to pay a placement fee.
2025 Quantitative FI Investing Internship Program
Remote or Baltimore, MD job
External Description:
Quantitative Fixed Income Investing Internship Program
For 80 years, T. Rowe Price has changed the investment management industry by delivering world-class service and guidance to individuals and institutions around the globe. Our shared values enable us to create a dynamic workplace that cultivates high achievement from diverse professionals in a variety of disciplines. Built on a tradition of integrity, we are committed to our clients and employees and focused on sustained growth and success.
The T. Rowe Price 10-week Summer Internship Program offers an opportunity to gain valuable work experience while building skills and long-term career potential. Through teamwork, innovative thinking and application of your skills, you can add value in various ways to our organization and the clients we support. You will have the opportunity to collaborate with the Fixed Income Quantitative Investments & Research team, which supports the expansion of the research group's analytical capabilities and activities. You will engage in analytical and quantitative projects alongside practitioners in the field who are forward-thinking, passionate people that will help you integrate what you learn in school with “real world” business initiatives.
The program includes a formal orientation, peer and senior mentor assignments, and formal learning opportunities. In addition to the work assignments within the assigned department, Interns also gain exposure to Associates and senior leaders across the firm through an executive speaker series, networking activities, and engagement with our Business Resource Groups.
You will be placed into the Fixed Income Quantitative Investments & Research department for the duration of the 10-week program with exposure to a variety of areas:
Systematic and tactical alpha models
Quantitative trade idea generation
Optimization & Portfolio Construction
QM Portfolio Management
Analytical and Quantitative Research Projects
FINRA licenses are not and will not be supported for this role.
Required Qualifications
Full time student pursing a master's degree in a quantitative field with and expected graduation date of December 2025 - May/June 2026
Demonstrated programming skills or aptitude, especially with R, MATLAB, Python and object-oriented programming.
Intellectual curiosity or knowledge of investments, portfolios, and quantitative analysis
Minimum GPA: 3.5 Overall
Work Flexibility
This role is eligible for hybrid work, with up to one day per week from home.
Opportunities are available in Baltimore, MD.
City:
State:
Community / Marketing Title: 2025 Quantitative FI Investing Internship Program
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
Banking Associate PT (20 Hrs.) (Laurel)
Laurel, MD job
Hours: 20 Pay Details: $22.00 - $27.75 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business:
Personal & Commercial Banking
Job Description:
The Banking Associate is a professional in banking, plays a key role in delivering TD's Brand promise at a store location. This role is accountable for accurately completing everyday banking transactions and providing advice and educational support on services, products, and tools to help Customers achieve their financial goals.
Depth & Scope:
* Performs a wide range of tasks across multiple areas within a Store location; to include processing customer transactions, opening new accounts and educating customers on all banking products and services
* Delivers end-to-end advice customers expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations
* Utilizes TD's systems and tools to engage with Customers to acquire and deepen relationships by providing advice and guidance to ultimately attract, and retain the customer
* Understands customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive customer experience
* Accurately completes everyday banking transactions either on the teller line or on the platform while uncovering customer financial needs and educating on products, services and tools or referring to the appropriate expert
* Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking
* Connects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization
Education & Experience:
* High school diploma or GED
* 1 year experience working with customers in any capacity and can be demonstrated through any of the following: volunteering, education, military experience preferred
* Demonstrated Customer Service skills preferred
* Ability to work during operating hours to include evenings, weekends and holidays as scheduled
* Teller experience preferred
* Required to complete Teller training and part 1 of platform training upon hire
* Strong organization skills to handle multiple tasks in a fast-paced environment
* Excellent communication skills with ability to be concise, clear and consistent
* Demonstrated effective problem-solving skills
* Demonstrated ability to schedule and prioritize work
* Demonstrated ability to work independently and within deadlines
* Sound judgment in decision making and problem solving
* Proficient in Microsoft Office
* Notary License preferred
Customer Accountabilities:
* Consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customers
* Establishes and nurtures customer relationships by consistently displaying product knowledge, actively listening to customer needs while engaging in additional conversations to identify any additional needs and offer a solution or partner referral
* Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings
* Engages in lobby leadership and represents the first point of contact for customer inquiries and helps to orchestrate the customer walk-in traffic and can be the first point of contact for customer resolution or to make appointments to see an expert
* Understands and supports the Bank's customer service strategy
* Considers the impact of decisions on the well-being of TD, its customers and stakeholders
* Drives referrals to Store colleagues and partners to support the broader more complex financial needs of customers
* Ensures tasks are performed within established policy and procedures
* Successfully completes all required job specific, compliance-related training
* Understands, utilizes and follows compliance/risk and control programs
* Ensures ongoing compliance with internal/external audit and regulatory requirements. Provides prompt and comprehensive responses to all external audit, regulator and compliance requests and findings. Maintains appropriate records of action plans
* Is knowledgeable of and complies with TD Code of Conduct
Shareholder Accountabilities:
* Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer
* Accurately processes cash/deposit/withdrawal transactions and other account servicing requests
* Decisions & processes everyday transactions such as but not limited to opening/closing, servicing accounts, depositing or cashing checks, reordering a debit card, or updating address
* Ensures compliance with all regulations, policies and procedures adhering to required controls, critical dates and accurate documents
* Applies customer authentication principles, compliance regulations and due diligence to new account openings and transactions
* Accurately and efficiently performs transactions as accountable for cash drawers including maintaining cash limits and securing cash drawers/stations/balances out cash drawer and TCR
* Follows policy and procedure for Customer Authentication
* Acts as Dual Control agent when required
* Follows all required open/close procedures
Employee/Team Accountabilities:
* Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of
* the team
* Be an active participant in personal performance and development activities
* Acts as a brand champion both internally and externally
* Collaborates with team members in contributing to the success of the team and organization
* Partners as a team player
* Actively seeks opportunities to improve delivery of work with high attention to quality standards
* Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills
* Positively embraces change
* Adheres and participates in TD's Shared Commitments
* Models quality service at every Customer interaction
* Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience
* May train and act as a mentor to newer colleagues
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
Domestic Travel - Occasional
International Travel - Never
Performing sedentary work - Frequent
Performing multiple tasks - Continuous
Operating standard office equipment - Continuous
Responding quickly to sounds - Continuous
Sitting - Frequent
Standing - Frequent
Walking - Frequent
Moving safely in confined spaces - Occasional
Lifting/Carrying (under 25 lbs.) - Occasional
Lifting/Carrying (over 25 lbs.) - Occasional
Squatting - Occasional
Bending - Occasional
Kneeling - Occasional
Crawling - Occasional
Climbing - Occasional
Reaching overhead - Occasional
Reaching forward - Occasional
Pushing - Occasional
Pulling - Occasional
Twisting - Occasional
Concentrating for long periods of time - Continuous
Applying common sense to deal with problems involving standardized situations - Continuous
Reading, writing and comprehending instructions - Continuous
Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank 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, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Auto-Apply