Senior associate jobs in Abington, PA

Consumer Credit Risk Sr. AssociateCountry: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Consumer Credit Risk Sr. Associate is responsible for risk analysis and independent oversight of credit quality of assigned portfolios. They are responsible for all aspects of credit quality including compliance with requirements of regulators and internal control and will recommend opportunities and proposed resolutions for improved efficiency, effectiveness, and/or risk reduction for the department. Ensures adherence to the policies and procedures established by the company. Manages policy, standard definition and monitoring of policy, standard implementation, ensuring harmonization and consistency of risk policies. Monitors and manages risk/exposure and compliance with the company's policies. Identifies, manages and reports on the company's risk areas. Evaluates the adequacy and effectiveness of data, document retention, and monitors systems. Oversees and ensures consistent quality control, accuracy, and compliance with internal policies and regulatory requirements for reporting processes. Ensures and executes ongoing maintenance of controls, mitigation plans, testing, and/o credit risk assessments. Partners with the accountable business owner for effective 1st and 2nd line of defense Risk Management and Controls. Provides oversights on risk-management content/processes What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education: Bachelor's Degree or equivalent work experience. Work Experience: 9+ years in Credit RIsk in the Banking or Financial Services Industry. Advanced Proficiency with SQL, Python and Power BI required. Advanced knowledge of the operational, accounting, credit, regulatory, market and technological risks within Financial Industry. Demonstrated knowledge of credit policies and procedures, regulations and applicable law(s). Demonstrated credit analysis skills for understanding/tracking counter party performance and market risk & modeling skills for evaluating trade positions and the related counter party risk exposures. Demonstrated track record interacting with the regulators, external and internal audit. Superior project management skills. Excellent written and verbal communication. Ability to interact with all levels of management, work independently and in a team environment. Certifications: No Certifications listed for this job. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. Experience in Microsoft Office products. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $101,250.00 USD Maximum: $185,000.00 USD Link to Santander Benefits: Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander 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, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs. Primary Location: Boston, MA, Boston Other Locations: Massachusetts-Boston,Texas-Austin,New Jersey-Trenton,New York-Albany,Connecticut-Hartford,Florida-Tallahassee,Pennsylvania-Harrisburg,Rhode Island-Providence Organization: Santander Holdings USA, Inc.

Salary: $131,000 - $160,000 + Full Time Benefits Type: Full Time Experience Level: Mid-senior Experience Required: 7 Years Education Level: Bachelors Degree Relocation Assistance: No Visa Sponsorship Eligibility: Yes Hybrid OVERVIEW: A leading insurance organization is seeking a Senior Associate Actuary to join the Personal Lines Pricing team. ABOUT ACTUARIAL: The Actuarial department provides valuable insight and analysis to address complex business challenges. The department encompasses teams such as Personal Lines Pricing, Commercial Lines Pricing, Reserving, and Predictive Analytics. ROLE AND RESPONSIBILITIES: As an Associate Actuary, you will collaborate with actuaries and colleagues across the organization to address crucial business challenges. Potential projects include: Conduct pricing studies to assess the profitability of Auto and Homeowners insurance products and present findings to the Executive Leadership Team (ELT). Analyze rating variables and propose pricing adjustments. Perform competitor analysis to stay informed about pricing and product developments in the market. Collaborate with the Predictive Analytics team on modeling projects. Partner with Marketing to enhance returns on advertising expenditures. Analyze usage-based insurance (UBI) data and provide recommendations on pricing changes. Conduct trend analysis to understand changes in the frequency and severity of insurance claims. Analyze the impact of crash-avoidance technology on Auto insurance claims. This is a hybrid position with a combination of on-site and telecommuting availability each week. QUALIFICATIONS: Minimum of 7 years of Property and Casualty (P&C) actuarial experience. Bachelors degree in Actuarial Science, Mathematics, Statistics, Economics, or a related major. Strong verbal and written communication skills. ACAS or FCAS credential. ABOUT THE ORGANIZATION:

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. Risk Consulting Senior Associate (Temporary) - Financial Services Risk & Controls Solutions About the Role RSM's Financial Services Risk Consulting Practice is seeking a Temporary Senior Associate to support our growing Financial Services Risk, Compliance, and Internal Audit team. In this role, you'll leverage your experience in audit, controls, and risk management to help clients identify and manage risk while gaining exposure to diverse financial institutions and projects. Key Responsibilities Support internal audit, risk, and control assessments for financial services clients. Perform risk assessments, control testing, and documentation of business processes. Draft work programs, test plans, narratives, and audit reports. Conduct management interviews and summarize risk findings. Review work of associates for accuracy and completeness. Assist with project management, including budgets and status reporting. Collaborate with client stakeholders and RSM engagement leaders to deliver high-quality results. Qualifications Bachelor's or Master's in Accounting, Finance, or related field. Minimum 2 years of experience in audit, internal audit, or controls testing. Experience in financial services (banking, capital markets, asset management, or lending). Strong communication, documentation, and time management skills. Proficiency with Excel, Word, PowerPoint; exposure to analytics tools (e.g., Alteryx, SQL, or Power BI) preferred. Pursuing or qualified for CPA, CIA, or similar certification preferred. Additional Details Temporary assignment with potential for extension. May require travel. Opportunity to work hybrid At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ************************************************** All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $52 - $78 per hour

ICON plc is a world-leading healthcare intelligence and clinical research organization. We're proud to foster an inclusive environment driving innovation and excellence, and we welcome you to join us on our mission to shape the future of clinical development. What you will be doing * Work with the clinical trial management staff to support the execution and monitoring of clinical studies and trial deliverables. * Participate in study planning and set-up activities including vendor management, project management, and coordination of study and implementation plans. * Contribute to and support with the preparation, writing and review of study related documents including but not limited to, clinical protocols, consent forms, study guides, monitoring plans, e(CRF)s, subject information sheets, clinical study report, regulatory submissions and publications. * Quality Check study protocols and ICFs * Coordinate the activities associated with site start-up and overall trial management * Assist in identification and evaluation of clinical trial investigators and Phase 1 clinical research units. * Author monitoring plan, IPD list, IPIM * Contribute to the study level forecast of IP and support the creation of DSP and JCP * Provide input into the development of CRFs and SAP * Contribute to, or coordinate preparation and conduct of site initiations, monitors workshops (as applicable) and investigator meetings (as applicable) * Assists in preparing and managing Study Budgets and timelines * Coordinate study level investigational product arrangements and study start-up and management activities. * Serve as one of the first points of contact within Early Development for study-related issues * Support vendor relationships * Perform protocol-related site management activities * Assists for ensuring all site and study team members are trained on the conduct of the study and they understand the study timelines and deliverables. Coordinate activities as needed between study team members. Your Profile * Knowledgeable in International Conference on Harmonization (ICH), Good Clinical Practice (GCP), FDA regulations/guidelines, and applicable international regulatory standards * Experienced in interactions with external vendors (e.g., CROs, contract labs) * Skilled in developing prospective site-selection criteria * Well-versed in the drug development process and related procedures * Organized and effective in planning and communication * Proficient in project planning with oversight of study deliverables, budgets, and timelines * Able to apply scientific and clinical knowledge to conceptualize study designs * Adept at anticipating and resolving problems proactively * Clear and concise in writing and presenting on scientific and clinical topics * Collaborative, with a proven ability to lead in team and matrix environments * Educated with a Master's degree, or a Bachelor's/RN and 3+ years of experience, or an Associate's and 6+ years, or a High School diploma and 10+ years in a life sciences or medically related field What ICON can offer you: Our success depends on the quality of our people. That's why we've made it a priority to build a diverse culture that rewards high performance and nurtures talent. In addition to your competitive salary, ICON offers a range of additional benefits. Our benefits are designed to be competitive within each country and are focused on well-being and work life balance opportunities for you and your family. Our benefits examples include: * Various annual leave entitlements * A range of health insurance offerings to suit you and your family's needs. * Competitive retirement planning offerings to maximize savings and plan with confidence for the years ahead. * Global Employee Assistance Programme, LifeWorks, offering 24-hour access to a global network of over 80,000 independent specialized professionals who are there to support you and your family's well-being. * Life assurance * Flexible country-specific optional benefits, including childcare vouchers, bike purchase schemes, discounted gym memberships, subsidized travel passes, health assessments, among others. Visit our careers site to read more about the benefits ICON offers. At ICON, inclusion & belonging are fundamental to our culture and values. We're dedicated to providing an inclusive and accessible environment for all candidates. ICON is committed to providing a workplace free of discrimination and harassment. All qualified applicants will receive equal consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the application process, or in order to perform the essential functions of a position, please let us know or submit a request here Interested in the role, but unsure if you meet all of the requirements? We would encourage you to apply regardless - there's every chance you're exactly what we're looking for here at ICON whether it is for this or other roles. Are you a current ICON Employee? Please click here to apply

- As an Associate Actuary, you will collaborate with other actuaries and colleagues across the company to solve important business problems. Potential projects include the following: - Perform pricing studies to evaluate the profitability of our Auto and Homeowners insurance products. Present results to the Executive Leadership Team (ELT) - Analyze rating variables and recommend pricing changes - Perform competitor analysis to maintain awareness of pricing and product developments in the marketplace - Collaborate with the Predictive Analytics team on modeling projects - Partner with Marketing to help drive higher returns on advertising expenditures - Analyze usage-based insurance (UBI) data and offer recommendations on pricing changes - Perform trend analysis to understand changes in the frequency and severity of insurance claims - Analyze the impact of crash-avoidance technology on Auto insurance claims - This is a hybrid position with some on-site and telecommuting availability each week We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form (****************************************** Og4IQS1J6dRiMo) . The EEOC "Know Your Rights" Poster is available here (*********************************************************************************************** . To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: *************************************************** . Skills and Requirements - At least 7 years of P&C actuarial experience - A Bachelors degree in Actuarial Science, Mathematics, Statistics, Economics, or related major - Excellent verbal and written communication skills - ACAS or FCAS credential

This position requires a highly motivated and experienced Loan Servicing professional who will partner with our Insurance Servicing and Loan Administration departments. The individual will be responsible for performing various research functions for a variety of areas in Operations/Servicing. The individual will be responsible for having a high-level understanding of all functions within servicing and will assist with procedure reviews and implement more efficient processes. They will Interact with various stakeholders (borrowers, investor clients and loan officers). Inclusive of our clients, they will interact with Master Servicers, legal counsel, internal and functional area team members. Responsibilities in accordance with policies and procedures, industry standards, loan documents, and servicing agreements. This position is to serve as the central point of contact for procedural review, research and overall process improvements for the operations/servicing teams. They will address and respond to normal and customary questions and inquiries from clients. The position is in Lower Gwynedd, PA on a hybrid basis. Qualifications Bachelor's Degree from an accredited institution 1-3 years related work experience, preferably in mortgage banking or servicing Knowledge of Freddie Mac and Fannie Mae servicing platforms such as DMS, PRS, and MAMP is a plus A state issued insurance license is desirable, but not required Note: The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Newmark is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law. Essential Duties and Responsibilities Manage approximately 50-70 insurance claims from beginning to completion - working with borrowers, adjusters, insurance agents, Master Servicers, Lenders/Investors and other interested parties Manage the administration of Newmark's Lender-Placed & REO Insurance programs Conduct quality reviews of all insurance packages submitted by third-party vendors Read and interpret loan documents to determine requirements for Newmark portfolio of loans Work with all applicable functional business units to ensure compliance with loan document requirements and borrower requests on all servicing systems Support the Insurance Compliance Department with annual audit reviews from various stakeholders and investors Annual Procedure review (high level and process mapping) and coordination with team members for updates Identifying Process inefficiencies and offer alternative solutions to management System testing (as needed, including occasional weekends) Interaction and communication with other departments Interface with customers, vendors, and internal team members to resolve issues as appropriate Other duties as required based on need Core Competencies Ability to learn and understand multiple servicing processes quickly Follow established policies and procedures; update procedure documentation as requested Interpret and utilize policies and procedures, investor guides and loan documents Recognize, escalate and resolve risk issues related to day-to-day processes, as they arise Strong written and verbal communication skills Initiative in identifying, designing, and implementing process improvements in day-to-day duties Ability to problem solve and communicate with others at all levels - internally and externally Must display a high degree of initiative, task ownership and attention to detail Must be willing and able to research and resolve matters as new issues arise Ability to work productively and multitask under minimal supervision Possess excellent collaboration skills Ability to work in a time sensitive environment. Flexibility and ability to respond to rapidly changing priorities, work productively in a fast-paced, evolving work environment Highly developed computer skills, specifically using MS Excel, Word, Power Point, and AI applications Pro-active team player Strong interpersonal skills: ability to work in and support a team environment Ability to organize and prioritize projects, complete multiple tasks on schedule, and function as a committed team player Take ownership of their training development and growth

Your New Company! At Altasciences we all move in unison to assist and work in the discovery, development, and manufacturing of new drug therapies to get them faster to people who need them. No matter your role, we all play an important part and you will have a significant impact on the health and well-being of people across the globe. By living our values of Employee Development, Customer Focus, Quality and Excellence, Respect and Integrity, we look to foster a passionate and collaborative work environment and we are looking for talented and enthusiastic people, like you, to join our growing team! Whether you're a recent college graduate or seeking your next career opportunity, it's time to discover your future at Altasciences. We are better together and together We Are Altasciences. About The Role The Senior Analytical Associate II will provide high level oversight and coordination of analytical testing in support of manufacturing activities. What You'll Do Here • Coordinate laboratory testing activities both internally and externally • Ensure that all materials are tested to their current specifications in support of upcoming manufacturing campaigns • Perform technical writing activities associated with drug product and excipient monograph revisions, environmental monitoring protocols, and technical reports as required • Responsible for sample shipment and receipt within the analytical laboratory • Represent the analytical laboratory in client meetings as needed What You'll Need to Succeed • College degree in chemistry or a related scientific discipline. • Minimum 5 years of experience in a cGMP laboratory in the pharmaceutical industry • Extensive experience with small molecule analytical method development and validation • Experience with HPLC/UPLC instrumentation • Strong preference for experience with Empower software • Client services approach and mindset (internal and external) • Ability to work in a fast-paced environment • Highly organized and detail focused • Strong clerical skills including data entry and document organization • Strong work ethic • Problem solving and risk mitigation skills What We Offer Altasciences offers a wide variety of benefits to help our employees live healthy and fulfilling lives both at and outside of work. Altasciences' Benefits Package Includes: Health/Dental/Vision Insurance Plans 401(k)/RRSP with Employer Match Paid Vacation and Holidays Paid Sick and Bereavement Leave Employee Assistance & Telehealth Programs Telework when applicable. Altasciences' Incentive Programs Include: Training & Development Programs Employee Referral Bonus Program #LI-TN1 MOVING IN UNISON TO DELIVER A BIG IMPACT WITH A PERSONAL TOUCH Altasciences is an equal opportunity employer committed to diversity and inclusion. Our goal is to attract, develop and retain highly talented employees from diverse backgrounds, allowing us to benefit from a wide variety of experiences and perspectives. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, creed, sex, sexual orientation, gender identity, national origin, disability or any other protected grounds under applicable legislation. Reasonable accommodations for persons with disabilities during the recruitment process are available upon request. Join us at Altasciences!

As a Health and Benefits Senior Associate, you will be a key member of the client service team, engaging directly with clients and establishing relationships across all levels of the client organization. You will substantially contribute to the management of projects, leveraging your experience as a benefits expert to make recommendations on plan design and management for the full array of health and benefits programs. You will have the opportunity to position yourself to grow into a senior relationship management and/or leadership role by serving as a pivotal point of contact on projects and working alongside industry experts on cutting edge solutions. Play a lead role in the design and management of group medical, dental, wellbeing, life, disability and absence management benefits for clients. Responsibilities include: Materially contributing to and/or leading project management; monitoring progress against established objectives, budgets, timelines, deliverables and quality standards; and serving as day to day contact for clients Proactively advising clients and providing superior client service Contributing to the creation of benefit plan analysis, design, cost savings and funding strategies Engaging specialist resources and subject matter experts in health management, absence and disability management, pharmacy, data analytics and compliance. Supporting the generation of new business by participating in prospecting opportunities as part of a broader team Building relationships internally and collaborating effectively on cross-functional teams Mentoring junior colleagues This role will be working on a Hybrid workstyle from our Philadelphia office. Qualifications The Requirements: 6+ years' experience in the design/management of health and welfare plans gained in a consulting or brokerage environment or similar experience in a consultative role gained at a carrier or vendor. Desire and ability to expand relationships with current clients Polished and well developed oral and written communication skills Self-starter attitude and ability to work independently and as part of a team Flexibility and proven ability to identify and resolve issues Strong analytical, creative and integrative skills Excellent Microsoft Office skills, particularly in Excel and PowerPoint State Life and Health license required within 90 days of joining CEBS designation, or health and welfare actuarial or underwriting training desired Company Benefits WTW provides a competitive benefit package which includes the following (eligibility requirements apply): Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program) Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans. Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records. Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified. EOE, including disability/vets

Private Equity Senior Associate About the Role The Senior Associate will join a private investment firm, in their Philadelphia, PA office. This firm focuses on lower middle market, investing across all industry segments. The firm has over 5 funds and currently has several platform companies. Job Description Responsibilities : Will help leader of the transaction team, managing and leading various workstreams simultaneously Demonstrates the ability to run all portions of the deal process: deal origination, modeling, due diligence, execution, and exit Demonstrates an ability to analyze business plans, communicate an investment thesis and effectively negotiate an LOI. Demonstrates an ability to understand complex financial modeling including sensitivity analysis to support potential investment opportunities. Can effectively compare financing sources (including sensitivity analyses) to select optimum provider and capital structures. Assist in preparation and presentation of investment recommendations to the firm's Investment Committee Needs to be able to effectively coach junior staff and share firm best practices (modeling, deal process, etc.) Demonstrates ability to participate in and occasionally lead negotiations on behalf of the firm for new investments dealing with partnership arrangements, financing agreements, and other project contracts which impact the project return Establish and maintain relationship with industry, trade and professional organizations to enhance visibility of the firm and its portfolio companies in the marketplace Demonstrates ability to manage a network of contacts for due diligence and deal flow generation. Identify new market segments for potential investment and work with the business development team to identify and engage target companies Demonstrates ability to bring deal flow to the firm. Capable of reviewing portfolio company valuations Conduct market research to assess a company's growth potential Capable of representing the firm as a board member of portfolio companies. Qualifications: Strong academic credentials Ability to review and interpret financial statements with an advanced understanding of accounting Mature, responsible and motivated; complement existing private equity transaction team Highly analytical, with a bias toward supporting claims with data Previous transaction experience on either the buy or sell side Strong interpersonal and communication skills Clear, concise business writing skills Previous lower middle market private equity a plus Investment banking background highly preferred Previous work experience of 4+ years Salary Salary is competitive, depending on experience. About Soul Equity Solutions Soul Equity Solutions is a NYC based boutique executive search firm, exclusively recruiting for Private Equity Middle Market firms. We conduct searches at all seniority levels throughout the US for both investor roles and non-investing roles (including Business Development, Investor Relations). We are well known for our highly boutique, specialized service. Our clients and candidates rely on our personal approach, strong connections, and supportive process to meet their objectives. This firm is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

The Role The Cyber Broker serves as the primary liaison between insurers and clients. This person is responsible for managing major client relationships, deploying placement expertise and helping to drive revenue growth within the assigned office. This individual will advise clients and perform policy contract reviews and negotiate competitive terms and conditions for Cyber and E&O placements. Assists in developing the growth strategy for the region. Acts as a thought leader and contributes to business objectives. Acts as a mentor to colleagues. Manages a complex book of business, consisting of large Cyber/E&O programs for FINEX clients. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. The Responsibilities * Function as a senior resource on cyber accounts within the practice; participate in client communications/conference calls/meetings and provide technical expertise * Place large, complex programs across all industries * Perform policy contract reviews; negotiate competitive terms and conditions * Contribute to business growth objectives (e.g., participate in RFP responses/presentations, attend proactive sales meetings, place new business opportunities) * Assist in achieving the goals and objectives of the NA Cyber Practice and FINEX North America * Act as a thought leader (e.g., contribute to FINEX content, representing the Cyber Team and WTW on industry panels, webinars, social media, etc.) * Contribute to the development of a growth strategy for the region * Manage pipeline of prospects and updating financial reports for senior management * Collaborate with other LOBs to cross sell products and services * Maintain and develop relationships with insurance carriers' partners * Foster relationships with existing and prospective clients * Assist FINEX and CRB colleagues with cross-sell efforts Qualifications The Qualifications * High school diploma required; undergraduate degree preferred * 3-10 years of experience in underwriting or broking * Insurance broker's P&C license required * Technical knowledge of insurance contracts/structure * Knowledge and understanding of global marketplace * Knowledge of and experience working with Cyber, E&O and Intellectual Property insurance products, Strong leadership and mentorship skills * Enhanced client service skills * Ability to provide expert, in-depth advice to client resulting in overall client satisfaction * Strong presentation skills This is a hybrid role based out of Philadelphia or Atlanta. Company Benefits WTW provides a competitive benefit package which includes the following (eligibility requirements apply): * Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program) * Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave) * Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records. EOE, including disability/vets

Private Equity M&A Associate | Philadelphia Our AmLaw 100 client is expanding its Private Equity Group in Philly. The platform is recognized across U.S. league tables and major directories, with consistent rankings in Chambers USA and IFLR1000. The role Join a national PE/M&A team advising sponsors and portfolio companies on buyouts, add -ons, carve -outs, minority investments, and exits. Expect frequent cross -office deal flow and collaboration with sector teams spanning tech, healthcare, and consumer. Recent league -table results place this platform at or near the top by deal count across M&A, private equity, and venture capital. What you'll do • Lead and support middle -market and growth transactions from term sheet through close. • Draft and negotiate purchase agreements and ancillary docs. • Manage workstreams for leveraged recapitalizations, growth equity and venture transactions, exits, and equity compensation matters. • Coordinate with tax, finance, benefits, and regulatory specialists. You • 3-6 years of BigLaw corporate experience with a focus on private equity M&A. • Proven ability to run discrete deal components and to work within fast -moving teams. • Excellent drafting and communication skills. • Strong academics. California bar or ability to obtain promptly. Deal sheet required. Why this seat • Deal volume. This platform regularly leads U.S. and global tables for sponsor -side activity and venture capital by round count. • Brand and recognition. Chambers USA records broad practice rankings, and the group has received recent “Law Firm of the Year” honors for transactions. • Practice area growth story. This practice group has scaled beyond its original focus, now handling a wide range of private equity and M&A work with national resources behind it. How to proceed If your background fits and you want a discreet conversation about this opening click below to SCHEDULE A CALL or use the "I'm Interested" button to send us your information confidentially:

Job Title: Jr. Partner or Senior Associate Attorney- Labor & Employment Job Summary: The Jr. Partner or Sr. Associate Attorney will have 6-8+ years of experience in Labor & Employment law. This position offers an exciting opportunity for a legal professional ready to take on increased responsibilities while working on a diverse range of labor and employment matters, including single plaintiff claims and wage & hour class actions. The ideal candidate will have a strong understanding of Philadelphia and New Jersey labor laws and regulations, exemplary communication skills, and the ability to work collaboratively within a fast-paced environment. This is a great opportunity to join a reputable firm and make a significant impact within the Labor & Employment practice group. Requirements 6-8+ years experience handling all aspects of complex & sophisticated litigation, including defending employers against claims of discrimination, harassment, retaliation, breach of contract, wrongful termination and/or negligent hiring. Experience drafting pleadings, substantive motions and written discovery; developing litigation strategy; conducting large-scale document reviews and productions; working directly with clients; communicating with opposing counsel; and second-chairing trials, depositions and/or evidentiary hearings. Excellent writing and analytical skills as well as the ability to draft persuasive, clear and effective pleadings, discovery, motions, briefs, mediation statements, orders and settlement agreements. Strong organizational and time management skills, including the ability to efficiently manage multiple matters at once and produce exceptional work product under tight deadlines. Strong interpersonal and communication skills. The ideal candidate will have the confidence and demeanor to build relationships with the Firm's current clients, as well as the drive and ability to develop additional client relationships and business. Admission to the Pennsylvania and New Jersey Bar is required. Admission to the NY Bar is a plus .

Talson Solutions, LLC, headquartered in Philadelphia, PA, with offices in Los Angeles, California, New York, NY, Denver, CO and Panama City, Panama, was established in 2001 for the purpose of providing a wide range of capital program advisory services including construction audit, compliance and project management designed to reduce risk and successfully execute capital projects. Talson is a certified Minority Owned Business Enterprise (MBE). Talson serves numerous industries including commercial real estate, education, healthcare, infrastructure, public works and transportation. Talson's culture focuses on excellence, respect and community engagement. Job Summary: This role will support the engagement team in conducting construction audits, performing contract reviews, assessing design and construction invoicing, reviewing policies and procedures, and verifying project status reporting with the objective to assess risk impacting successful project completion. Qualification and Job Requirements: Applicant should have 4+ years of professional experience participating in project audits, contract compliance reviews and risk assessment engagements Applicant should have genuine interest in the construction industry and project development Support preparation of audit reports and memos for internal and/or external use Assist in the development of work plans and schedules Able to work independently, with some oversight, and in a team environment displaying initiative and independent thinking Must have a good work ethic and integrity, dependable, adaptable, cooperative, and motivated to take on new responsibilities Willingness to join a growing capital project consulting business with excellent history, reputation and growth potential opportunities Bachelor's degree in Construction Management, Finance, Engineering, or Accounting required CPA, CIA, CFE, CCA or other relevant certifications preferred Company Benefits: Competitive salary and benefits including paid vacation and sick leave, major holidays, medical/dental insurance, flexible spending accounts (FSA), and 401K plan. To learn more about the firm, please visit ************************

Madrigal is a biopharmaceutical company focused on delivering novel therapeutics for metabolic dysfunction-associated steatohepatitis (MASH), a serious liver disease that can progress to cirrhosis, liver failure, need for liver transplantation and premature mortality. Every member of our Madrigal team is connected by our shared purpose: leading the fight against MASH. Madrigal's medication, Rezdiffra (resmetirom), is a once-daily, oral, liver-directed THR-β agonist designed to target key underlying causes of MASH. Rezdiffra is the first and only medication approved by both the FDA and European Commission for the treatment of MASH with moderate to advanced fibrosis (F2 to F3). An ongoing Phase 3 outcomes trial is evaluating Rezdiffra for the treatment of compensated MASH cirrhosis (F4c). Our success is driven by our people. We are building a dynamic, inclusive, and high-performing culture that values scientific excellence, operational rigor, and collaboration. To support our continued growth, we are strengthening our workforce strategy to ensure we have the right talent, at the right time, in the right way. Senior PV Associate II Department: Drug Safety and Pharmacovigilance Location: Hybrid, 3 days a week in Conshohocken office Reports to: Associate Director, Postmarketing PV About Madrigal: Madrigal is a biopharmaceutical company pursuing novel therapeutics for non-alcoholic steatohepatitis (NASH), also known as metabolic dysfunction associated steatohepatitis (MASH). Our first therapy, Rezdiffra™ (resmetirom), was granted accelerated approval by the U.S. Food and Drug Administration (FDA) for the treatment of adults with NASH with moderate to advanced liver fibrosis (consistent with stages F2 to F3 fibrosis) and is being studied in a Phase 3 trial for the treatment of NASH with compensated cirrhosis. The company is in an exciting period of rapid growth and has made the decision to expand its PV capabilities to match the company's ambitions. Position Summary: Reporting to the Associate Director, Postmarketing PV, the Senior PV Associate II is responsible for assisting the PV team with the tracking and quality review of ICSRs from post marketed sources and supporting the PV team in maintaining patient safety and regulatory compliance. Key Responsibilities: Assist with oversight of pharmacovigilance vendor activities including but not limited to assessment, evaluation, tracking and reconciliation of safety information Perform retrospective and in-line quality checks (QC) to ensure proper coding and processing of post-marketing reports which includes tracking and trending for issues as well as remediation effectiveness Create and utilize trackers to assist team in monitoring vendor KPIs Provide review of Individual Case Safety Reports [ICSRs], including case narratives, causality assessments and coding for assigned products. Ensure compliance with the required timelines for global safety submissions and assist with other PV compliance activities, as required Participate in PV safety team and safety vendor meetings Responsible for distributing and tracking meeting minutes with vendors and monthly reports Assisting with providing safety information when requested by management Ensure adherence to global regulations, company SOPs, and best practices in postmarketing safety Assist with inspection readiness and support audits or health authority inspections as needed Other duties as assigned Qualifications and Skills Required: Bachelor's degree in relevant scientific discipline. Clinical experience (e.g. RN, BSN, or PharmD) is preferred but not required. Minimum of 3 years of relevant experience in postmarketing pharmacovigilance Experience with ICSR processing, narrative writing and quality review Working knowledge of global pharmacovigilance regulations (e.g., ICH E2A/B, FDA, EMA) Familiarity with safety databases (e.g., Argus, ARISg), MedDRA and WHO Drug coding Strong understanding of safety and pharmacovigilance principles Excellent attention to detail and commitment to high-quality deliverables Collaborative mindset with strong cross-functional communication skills Comfortable operating in a fast-paced, evolving biotech environment Proactive approach to identifying potential safety issues and recommending solutions Madrigal's Total Rewards strategy is based on a biotech industry peer group comparator and is inclusive of base pay, bonus and equity. Our equity offers meaningful opportunity allowing our employees to share in the success they help create. By aligning individual and company performance, we empower employees to think like owners, giving them a stake in the organization. All employees receive equity, which we believe reinforces our ownership culture. Base salary is determined by several factors including the candidate's qualifications, skills, education, experience, business needs and market demands. The base salary range for this position is $97,000 to $117,000 per year. All full-time employees receive equity, which reinforces our ownership culture and offers meaningful opportunity for our employees to share in the success they help create. By aligning individual and company performance, we empower employees to think like owners, giving them a stake in the organization. Full-time employees are also eligible for comprehensive benefits, including flexible paid time off, medical, dental, vision and life/disability insurance, and 401(k) offerings (i.e., traditional, Roth, and employer match) in accordance with applicable plans. We also offer additional voluntary benefits like supplemental life insurance, legal services, and other offerings. In addition, we offer mental health benefits through our Employee Assistance Program for employees and their family. The company also provides other benefits in accordance with applicable federal, state, and local laws. We are committed to providing reasonable accommodations for individuals with disabilities throughout the hiring process. If you need assistance, please contact *********************. Madrigal is an Equal Opportunity Employer. All employment is decided on the basis of qualifications, merit, and business need. Applicants will receive consideration for employment without regard to race, ethnicity, color, religion, sex gender identity, sexual orientation, national origin, age, disability, protected veteran or disabled status, or other characteristic protected by applicable federal, state, or local law. Unsolicited resumes from agencies should not be forwarded to Madrigal. Madrigal will not be responsible for any fees arising from the use of resumes through this source. Madrigal will only pay a fee to agencies if a formal agreement between Madrigal and the agency has been established. Applications are being accepted on an ongoing basis and can be submitted through our Madrigal Careers site. Please be aware that we have received reports of individuals misrepresenting themselves as Madrigal Pharmaceuticals' Hiring Managers, seeking to engage with job candidates through fraudulent online advertisements or job posting sites. These unauthorized individuals are using Madrigal's name and logo in an attempt to solicit up-front fees and obtain personal information from interested job candidates. Please know that Madrigal does not conduct interviews via text or in chat rooms; conduct interviews via Skype, RingCentral or solely via telephone; charge candidates an advance fee of any kind (e.g., fees for purchasing equipment); nor does it offer positions of employment without undergoing a thorough recruiting process. Please also note that any correspondence with regard to employment would come from an authorized madrigalpharma.com email address or from an email address from one of our trusted search firm partners. We are aware that incorrect/fraudulent email addresses, with Madrigal misspelled, have been utilized in these most recent fraud attempts. If you receive unsolicited employment offers from people claiming to work for or on behalf of Madrigal, we recommend that you: do not respond to their questions; do not open any attachments; and do not click on any hyperlinks. Any questions regarding the legitimacy of job-related contacts can be directed to ********************* .

ERM is seeking a Consulting Senior Associate, Ocean Modeler to join our Water Resources, Climate Change, and Modeling team. As a modeler, you will collaborate with a multidisciplinary team (hydrodynamics, hydrology, water quality, and toxicology) and focus on integrating these functions to develop modelling studies that provide value to our clients. This is an opportunity to utilize your educational background, analytical skills, along with your technical expertise to participate in water-related environmental assessment and permitting for large-scale capital projects. Job responsibilities may include: Developing application of hydrodynamic, sediment transport and water quality models to freshwater and marine environments; assisting and executing the application of hydraulic and hydrologic models to natural and urban watersheds; assisting in quantitative impact assessment studies related to our client's operations in lacustrine, riverine, and marine environments; using geospatial data analytics, related software (ArcGIS or similar), calculations and models to address impact, regulatory and climate change issues; and acquiring and processing datasets, monitoring model applications, performing supporting calculations, and documenting results. This is an excellent opportunity for a junior professional looking to advance his or her career level with a global sustainability leader. REQUIREMENTS: M.Sc. or equivalent in engineering or water sciences (e.g ocean engineering, oceanography). Or equivalent experience. 1 to 3 years of experience with numerical models. Working knowledge of a programming environments such as FORTRAN, C++, and Python. Expertise in hydrodynamic, wave, and sediment transport models (e.g ROMS, Delft 3D., SWAN, XBeach, ADCIRC, etc.) Experience with hydraulic models, including flood modeling tools (e.g., Flo2D, Flood Modeller, HEC-RAS, etc.) Excellent problem-solving skills. Effective communication skills; and organization/analytical skills; experience writing detailed technical reports and presentations. Self-motivated and adaptable, with the ability to thrive in a fast-paced, multidisciplinary environment. This position is not eligible for immigration sponsorship. For the Consulting Senior Associate, Ocean Modeler position, we anticipate the annual base pay of $70,636 - $81,000 (USD). An employee's pay position within this range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, and business or organizational needs. We also may have instances where employee's fall outside of the range based on the factors noted above. This job may be eligible for bonus pay (casual and fixed term/flex force employees are NOT bonus eligible). We offer a comprehensive package of benefits including paid time off, paid parental leave, medical, dental, vision, life, disability and AD&D insurance, 401(k) or RRSP/DPSP, and any other benefits to eligible employees as applicable. You can apply for this role through https://www.erm.com/careers/apply/ or through the internal careers portal if you are a current employee. Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. Who We Are: As the largest global pure play sustainability consultancy, we partner with the world's leading organizations, creating innovative solutions to sustainability challenges and unlocking commercial opportunities that meet the needs of today while preserving opportunity for future generations. At ERM we know that creating a diverse, equitable and inclusive work environment is an essential part of making our company a great place to build a career. We also see our diversity as a strength that helps us create better solutions for our clients. Our diverse team of world-class experts supports clients across the breadth of their organizations to operationalize sustainability, underpinned by our deep technical expertise in addressing their environmental, health, safety, risk and social issues. We call this capability our “boots to boardroom” approach for its comprehensive service model that allows ERM to develop strategic and technical solutions that advance objectives on the ground or at the executive level. Please submit your resume and brief cover letter. Based on review of these responses, shortlisted candidates will be invited for interviews. ERM does not accept recruiting agency resumes. Please do not forward resumes to our jobs alias, ERM employees or any other company location. ERM is not responsible for any fees related to unsolicited resumes. ERM is proud to be an Equal Employment Opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. Thank you for your interest in ERM! #LI-LR1 #LI-Hybrid

PHM is the leading health media agency in the US. We are designed for-and dedicated to-delivering best-in-class solutions that connect people with meaningful health and wellness solutions every day. Guided by our genuine passion for health and wellness, our work across the entire media ecosystem helps real patients navigate the most pivotal moments of their healthcare journeys. While we have grown to be the No. 1 agency in our industry, at heart we're still a startup. It's that energy and spirit of innovation that allows us to create bold and meaningful "health media firsts" for our clients, and to do it all with #phmlove. Overview A Sr. Associate you will gain the ability to run small to medium sized projects independently. You will report directly to the Partner Direct Supervisor on your assigned client team. You will learn and understand foundational media executional strategies to start playing a more active role in the planning process. This is a hybrid role, requiring three days in-office each week. If you are contacted for an interview, your recruiter will discuss specifics with you, inclusive of any necessary reasonable accommodations. Responsibilities Day-to-Day * You will assist in media planning prep - consideration set development, RFP issuance/management * Responsible for media placement taxonomy configuration * Responsible for campaign launch management * Monitor brand safety & verification * Responsible for creative spec management * Responsible for partner level forecasting * You will begin to develop relationships with key media partners Knowledge You Will Gain * Understanding of how the agency works and how jobs flow throughout * Understanding of client's business and goals * Understanding of the planning process * Understanding of the overall media marketplace and partner landscape * Understanding of agency planning tools Qualifications * Minimum of 18 months - 2+ years media planning or related industry experience * 1+ years experience using MS excel (can perform complex functions) * Optional, exposure to planning any of the following media & audience campaigns: Digital Endemic/Lifestyle, Video, Audio - Terrestrial & Streaming, Print, OOH, HCP, Payer/Managed Market Additional information Our Publicis Groupe motto "Viva La Différence" means we're better together, and we believe that our differences make us stronger. It means we honor and celebrate all identities, across all facets of intersectionality, and it underpins all that we do as an organization. We are focused on fostering belonging and creating equitable & inclusive experiences for all talent. Publicis Groupe provides robust and inclusive benefit programs and policies to support the evolving and diverse needs of our talent and enable every person to grow and thrive. Our benefits package includes medical coverage, dental, vision, disability, 401K, as well as parental and family care leave, family forming assistance, tuition reimbursement, and flexible time off. If you require accommodation or assistance with the application or onboarding process specifically, please contact *****************************. Compensation Range: $53,200 - $77,280 annually. This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Temporary roles may be eligible to participate in our freelancer/temporary employee medical plan through a third-party benefits administration system once certain criteria have been met. Temporary roles may also qualify for participation in our 401(k) plan after eligibility criteria have been met. For regular roles, the Company will offer medical coverage, dental, vision, disability, 401k, and paid time off. The Company anticipates the application deadline for this job posting will be 01/21/2026. All your information will be kept confidential according to EEO guidelines. #LI-AB3

: Senior Associate, Business Integration Testing About the Opportunity: The Firm Integration Senior Associate will be responsible for independently leading small firm testing projects and for supporting larger ones. You will be responsible for the planning and execution of multiple varieties of firm testing and platform readiness exercises throughout our clients' tenure on the Insurance Exchange (iX) platform. Projects for which platform testing is required include, but are not limited to, iX on-boarding projects, new product additions for live firms, delivery of new software features, and delivery of new integrations with Annuity Order Entry (AOE) providers. The scope of testing includes native iX features, capabilities defined in the firm's Business Requirements Document (BRD), and end-to-end business integration testing with insurance carriers. The Firm Integration Senior Associate will work directly with a Firm Implementation lead to understand client business requirements, customized client workflows and user acceptance criteria and will be accountable for test execution and for documenting results. You will collaborate with the Product Management and Quality Assurance (QA) teams to ensure that development items are thoroughly tested and that defects are identified and addressed in a timely manner. You will develop and execute comprehensive test plans and maintain related documentation, which will be referenced by both internal and external stakeholders. You will collaborate with the FIDx Technology team to automate and improve testing processes and environments where possible. Responsibilities Test Strategy Development Participate in discovery sessions with the Firm Implementations team and the client to identify, define, and document business requirements for iX workflows. Develop and document firm testing strategies and comprehensive test scripts tailored to the scope of each firm's business requirements, inclusive of operational processes and platform functionality. Review and refine test strategy documents with internal and external stakeholders to ensure all parties are aligned on the scope, risks, dependencies, and assumptions prior to the start of testing. Collaborate with internal stakeholders to develop, document and maintain set of testing best practices to standardize testing procedures for maximum effectiveness and efficiency. Test Execution Collaborate with internal teams to ensure that development items are fully tested and ready for deployment to UAT and Prod environments in accordance with project timelines. Conduct end to end business integration testing with insurance carriers to ensure 3 rd party systems (e.g., Annuity Order Entry) function as expected and to facilitate seamless client annuity workflows. Schedule and lead firm testing meetings and calls at a regular cadence. Proactively communicate and address open items per the project's published milestones and timeline. Report progress and roadblocks and escalate where appropriate. Manage scope of firm testing efforts, drive deliverables, and execute comprehensive testing to verify client workflows work as designed (or to clearly communicate that they do not, highlighting associated risks) with help from the client's Firm Implementation lead. Collaborate with Technology team to streamline, automate and improve testing processes where possible. Strive to mitigate risks, inefficiencies, and cost of testing processes at all times. Client Management & Advocacy Lead and manage firm testing calls and meetings. Clearly explain firm testing strategy, project milestones and status, and provide explanation of testing related defects with minimal assistance from Firm Implementation lead. Escalate firm testing issues with the client as appropriate, clearly communicating project dependencies, risks and implications. Work with Firm Implementation lead to accept and track implementation related client feedback and incorporate requests for new platform functionality and capabilities in standard process where appropriate. Maintain comprehensive repository of client related documentation. Artifacts include but are not limited to: Business Requirements Documents, test scripts, product lists, carrier lists, etc. Act as a client advocate, ensuring that the client's perspective is always taken into consideration during decision-making processes. Team Leadership Manage Jira and Monday.com defect queues to ensure all submitted items are properly ticketed and assigned to the correct team(s) for resolution. Participate in regular check-ins with the Firm Integration team to review testing status and open items trackers, ensuring open items are progressing toward resolution. Schedule and lead internal and external meetings to review testing strategy for client deliverables. Provide feedback to internal stakeholders to inform Insurance Exchange roadmap and improve client experience. Qualifications Bachelor's degree in Business Administration, Computer Science or a related field Proven experience (1-3 years) of project management, business analysis or similar experience required Strong understanding of Investment Management Operations processes. Knowledge of broker dealer / RIA technology and procedures preferred. Experience implementing or testing technology at broker-dealers and RIAs preferred Experience developing test plans preferred Ability and willingness to learn quickly by dong in fast-paced, quickly evolving business environment Strong organizational skills and the ability to manage multiple projects and priorities simultaneously Strong analytical, critical thinking, and problem-solving skills Excellent attention to and retention of detail Process orientation Enthusiasm for data and data analysis Excellent interpersonal and communication skills and the ability to build strong relationships and effectively communicate with colleagues and clients at all levels Ability to synthesize complex client requirements and deliver solutions Self-motivated and able to work independently while also being a team player Passion for delivering exceptional customer experiences and driving client success Additional Requirements Periodic travel and flexible working hours will likely be required to support client project milestones Periodic weekend post-deployment release testing required Strong Excel, Word, Power Point, and Lucid skills required Proficiency in using project management tool like JIRA, Monday.com and other relevant software applications Candidate must demonstrate initiative, be self-assured, and remain poised and professional in high pressure situations Benefit Offerings for Full-Time employees Medical Dental Vision Life Insurance Parental Leave Short-term disability 401k Match Vacation, Sick & Holiday paid time off Employee Assistance Program Pet care discounts Expected Hours of Work The work schedule for this position will be primarily Monday - Friday during typical business hours; however, based on the operational needs of this rapidly growing company, some work outside of typical business hours may be required. Working extended business hours or weekends will be required on occasion to support code deployments and on-boarding project schedule and deadlines. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required in connection with this position. This position is classified as Exempt and not eligible for overtime pay. Magis Capital Partners LLC/ FIDx is an equal opportunity employer and makes hiring decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by applicable law. We are not able to sponsor Visas of any kind at this time.

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Our Private Equity Fund Services team is seeking to add a Senior Associate to their team! Baker Tilly's private equity fund services (PEFS) group provides comprehensive fund administration services including fund accounting, financial reporting, waterfall administration, capital event management, investor relations, treasury services, and general back-office consulting for investment firms. * Records daily journal entries and reviews cash reporting * Assists in the preparation of periodic reporting packages (monthly, quarterly and/or annual, as required), including schedules to support the general ledger balances for management approval * Assists in the preparation of periodic (monthly, quarterly and/or annual, as required) financial statements for management approval * Assists in the calculation of management fees owed to the management Company for investment/portfolio management services provided to the Fund. * Prepares quarterly investor capital statements for management approval * Prepares capital call calculations and notices to investors for management approval, uploads the notices to the investor portal and monitors the receipt of funds * Prepares distribution calculation and notices to investors for management approval, uploads the notices to the investor portal and monitors the bank transfers * Prepares and reviews correspondence with client investors to address inquiries, as needed * Able to work with auditors and provide them with reports/support to assist them during audit * Manages client investor portals * Coordinates and completes special projects, as directed by management * Performs other duties as assigned Qualifications * BA/BS in Accounting or related field required * CPA license (or in process) preferred * 3+ years of experience with a public accounting firm, investment bank, or the financial services industry (or general interest in supporting private equity fund operations and accounting) * Excellent communication, time management, planning, and problem-solving skills and the ability to multitask required * Must have strong research and analytical skills and current knowledge of US GAAP and/or IFRS * Must be able to communicate and interact professionally and effectively through written and verbal communication with current and potential clients * Strong organizational skills with excellent attention to detail * Requires ability to work both in team environment and independently * Eagerness to learn and strong work ethic * Must be able to work in a fast-paced environment and handle multiple priorities and deadlines * Knowledge of Investran or other partnership accounting software a plus #LI-AB1 #LI-Hybrid

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. Responsibilities: Assist in project scoping and strategic planning Research and study the business for a given project, critically dissect the strategy, and develop insightful analysis Participate in client meetings (and potentially site visits) while interacting with top-level management to obtain pertinent information for financial analysis Design and develop data integration workflows to integrate data from disparate source systems into an integrated business intelligence environment Execute on a broad range of data and analytic techniques at the direction of practice managers and directors Propose techniques to apply based on experience and familiarity with the project data set, innovating new techniques when necessary Collaborate and work effectively with cross-functional RSM team members to develop and present project findings and assist in the preparation of client deliverables Required Qualifications: Minimum bachelor's degree in the field of accounting, business administration, economics, operations, mathematics, computer science, and/or information systems from an accredited university Possesses a balance of strong financial and business acumen and ability to explain technical data concepts and analytical techniques in the language of business (including communication of concepts used and challenges encountered) 3+ years experience working within a large public accounting or consulting firm Strong oral, written, and interpersonal communication skills At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ************************************************** All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $85,100 - $161,700 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.