Senior associate jobs in Greenburgh, NY

Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve. The Clearance & Securities Services business delivers world-class safety and soundness for the global financial services industry. The team provides DTCC's portfolio of core securities and superior transaction processing and client services support in an environment that minimizes risk and cost while maximizing efficiency. Pay and Benefits: * Competitive compensation, including base pay and annual incentive * Comprehensive health and life insurance and well-being benefits, based on location * Pension / Retirement benefits * Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. * DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee). The impact you will have in this role: As a Senior Associate - Innovations & Data within the Asset Services team, you will help lead the development and execution of the security reference data, advancing the use of the innovative technologies to strengthen the foundation of DTCC's post-trade ecosystem. You will act as a partner for results, collaborating across product, technology, operations, and other stakeholders to deliver data-driven insights that enhance client value and operational excellence. In this role, you will drive change and help shape the vision of the Asset Services department, supporting its transformation into a more agile, data-centric, and innovation-led organization. Your contributions will directly influence the evolution of market infrastructure and position Asset Services for sustained success in an increasingly digital and interconnected financial landscape. Your Primary Responsibilities: * Support the team's security reference data / corporate actions announcements data strategy ensuring alignment with enterprise data standards and modernization objectives across Asset Services * Advance the use of innovative technologies such as AI (agentic AI processes), data automation, and cloud platforms to strengthen data integrity, processing efficiency, and gain business insights * Monitor key innovation initiatives and report on progress helping leadership measure impact, manage risk, and sustain momentum in the transformation agenda * Assist in shaping the future-state vision of Asset Services by translating strategic priorities into actionable data and technology-driven projects * Partner cross-functionally with product, technology, the data office, and operations to identify, design and deliver innovative data solutions that enhance quality, timeliness, and usability * Engage with internal stakeholders and external partners to explore interoperability, reference data distribution, and new value creation opportunities * Develop analytical models and performance metrics that provide transparency into data accuracy, completeness, and client value delivery * Help embed change-management efforts to support a culture of innovation, collaboration, and continuous improvement within the Asset Services team NOTE: The Primary Responsibilities of this role are not limited to the details above. Qualifications: * Minimum 5 years of related experience in product management role specializing in data management, data strategy and / or technology innovation * Bachelor's degree in Finance, Economics, Data Science or related field * Excellent communication and presentation skills with the capacity to deliver technical information in a clear fashion * Familiarity with modern data platforms and tools including Snowflake and SQL with an eagerness to explore AI and automation technologies * Experience in financial services data domains such as reference data, corporate actions, and securities masterfile data * Proven analytical and problem-solving skills, with the ability to translate complex data challenges into clear business insights * Experience supporting transformation or modernization initiatives ideally within a large financial firm with a complex operating environment * Demonstrated ability to partner across business lines, technology and operational areas, building trust and alignment to achieve measurable outcomes Talents Needed for Success: * Trusted communicator, who articulates complex ideas clearly and persuasively across technical and non-technical audiences, fostering understanding and confidence * Results-oriented contributor, who balances strategic vision with disciplined execution while delivering consistent progress against milestones * Inclusive collaborator, who values diverse perspectives, ensuring solutions are holistic, equitable and representative of the broader organization's needs * Owner mindset, who operates with accountability and initiative and who treats every innovation, dataset and deliverable as an opportunity to make a lasting impact on the Asset Services team * Innovative thinker, who constantly explores new technologies and data methodologies, bringing creative solutions that challenge legacy processes and elevate organizational capabilities * Change advocate, who thrives in dynamic transformation settings, helping others adapt to new processes, tools and mindsets that advance the team's modernization agenda * Data-driven decision maker, who uses evidence and analytics to guide recommendations, ensuring business outcomes are rooted in accuracy, insight and measurable impact * Curious learner, who demonstrates intellectual curiosity and a growth mindset, seeking opportunities to expand technical knowledge and business acumen We offer top class training and development for you to be an asset in our organization! The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

We are on the lookout for a talented Senior Associate to join our Credit Risk Internal Audit team. This is your opportunity to play a crucial role in enhancing our organization's governance and operational excellence! As a Senior Associate on the Credit Risk Internal Audit team, you will lead all aspects of the audit lifecycle including, planning, fieldwork, reporting, validation and continuous monitoring. The role is highly visible and also offers you exposure to senior executives outside of Internal Audit across the bank. Job Responsibilities Plan, execute, and document audit reports, including risk assessments, audit planning, testing, control evaluation, report drafting, and follow-up to ensure audits are completed on time and within budget. Collaborate with global Audit colleagues to identify and report emerging control issues to Audit management and business stakeholders. Protect the confidentiality and security of information in accordance with firm policy. Build strong working relationships with stakeholders, business management, control groups (such as risk management, compliance, and fraud prevention), external auditors, and regulators, while maintaining independence. Finalize audit findings and use sound judgment to provide recommendations that strengthen internal controls. Take ownership of your professional development by seeking stretch assignments and learning opportunities. Drive efficiency through automation and embrace innovative technologies. Required Qualifications, Capabilities, and Skills Minimum of 5 years of internal or external auditing experience, or relevant business experience. Strong understanding of Credit Risk Management concepts, including risk governance, credit risk measurement, collateral risk management, risk reporting, data aggregation, and stress testing. Bachelor's degree or equivalent financial services experience. Experience with internal audit methodology and applying concepts in audit delivery and execution. Preferred Qualifications, Capabilities, and Skills Advanced degree in Finance or Economics. Knowledge of other risk types, such as Country, Market, Liquidity, Capital, or Operational risk.

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. The Role: 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 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 * This role will be on a Hybrid Setup (Open for NY, NJ and CT) Compensation and Benefits Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation. Compensation The base salary compensation range being offered for this role is $100,000-$120,000 USD per year. This role is also eligible for an annual short-term incentive bonus 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. EOE, including disability/vets 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. Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

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. **The Role:** 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 **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 + This role will be on a Hybrid Setup (Open for NY, NJ and CT) **Compensation and Benefits** Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation. **Compensation** The base salary compensation range being offered for this role is $100,000-$120,000 USD per year. This role is also eligible for an annual short-term incentive bonus **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. **EOE, including disability/vets** 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. Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

Our client is looking for a Valuation - Senior Associate to join their investment management team-a high-performing group at the intersection of traditional financial analysis and cutting-edge simulation techniques. This is a rare opportunity for someone with a niche blend of financial modeling expertise and coding proficiency, who is ready to bring added horsepower to their valuation platform. As the team evolves to incorporate advanced simulation methods-such as Monte Carlo simulations, stochastic modeling, and Black-Scholes analysis-we need a candidate who's not only grounded in classic techniques like DCF, public company comparables, and precedent transactions, but who can also elevate our client's capabilities with quantitative precision and technical execution.\ Key Responsibilities: Support monthly and quarterly investor reporting, contributing both qualitative insights and quantitative analysis on asset performance. Build and refine valuation models using a mix of traditional and advanced quantitative techniques including Monte Carlo simulations and Black-Scholes modeling. Enhance the team's analytical firepower by applying simulation-based forecasting and scenario analysis to assess business performance and value. Calculate performance return metrics and conduct benchmarking analysis for private capital portfolios. Interface with internal teams (investments, finance, accounting, tax, and treasury) and portfolio companies to gather data and provide analytical insights. Collaborate on initiatives to streamline and enhance valuation processes, integrating Python or other code-based tools for scale and accuracy. Requirements: At least 4-7 years of experience combining rigorous financial modeling and Python/code development. Solid foundation in traditional valuation techniques, with the ability to apply and interpret advanced modeling methods (e.g. stochastic modeling, option pricing, simulations). Experience with alternative asset return calculations and investor reporting is a strong plus. Progress toward or completion of the CFA is highly regarded. Passion for solving complex problems and delivering clear insights from data.

The Company: NorthMark Strategies is a leading investment firm, combining capital, innovation, and engineering to drive long-term value. From operating complex businesses to backing breakthrough technologies, our mission is to build enduring businesses. Our team combines intelligent risk-taking, operational excellence, exceptional talent, and world-class computing capacity to create shareholder value. Our company offers a dynamic environment where individuals have the freedom to lead companies toward bold achievements by embracing innovation, leveraging technology, and fostering differentiated business strategies. Our values are Integrity, Ability, and Energy, and the company aims to hire individuals who possess those qualities. At NorthMark Strategies, we believe the future isn't something to hope for, it's something to build. We don't just invest, we create. Bringing together strategic insight and technical horsepower to deliver outcomes that endure. Position Overview We are seeking a highly analytical and detail-oriented Senior Associate, Quant & Data Science to join our portfolio analytics group. Data is at the heart of our business, and we see the ability to embed data-driven insight into the fabric of daily management as a core driver of competitive advantage for the firm. As a quantitative / data science focused Senior Associate, you will be at the forefront of facilitating data-driven decision making across the business. Key Responsibilities: Develop and automate valuation and return calculations for a global multi-asset class portfolio Support the development of performance attribution frameworks to identify drivers of performance within and across various asset class portfolios Develop, enhance, and maintain quantitative models and risk management tools to measure and manage market, portfolio, and liquidity risks across both liquid and illiquid asset classes Provide technical competence in translating Excel-based models into programmatic solutions Be a motivated self-starter eager to understand performance analysis in disparate asset classes and develop programmatic solutions that drive toward a coordinated view of performance across our global enterprise Requirements: Practical experience in a finance-oriented qualitative setting in a fast-paced, dynamic environment Ability to dissect ambiguous problems and determine the appropriate analytical techniques to apply High proficiency in data extraction, data cleansing, and quantitative analysis Experience with Quantitative & Data Science for creating models Strong academic credentials with a degree in a quantitative field Experience with Python is required and other languages are a plus Experience with Pandas, NumPY, SciPy, SciKit, Matplotlib, etc. Experience in financial / investment analysis is required It is impossible to list every requirement for, or responsibility of, any position. Similarly, we cannot identify all the skills a position may require since job responsibilities and the Company's needs may change over time. Therefore, the above job description is not comprehensive or exhaustive. The Company reserves the right to adjust, add to or eliminate any aspect of the above description. The Company also retains the right to require all employees to undertake additional or different job responsibilities when necessary to meet business needs. Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future. Benefits & Perks: Hybrid-Work Schedule: We provide a hybrid working schedule with 3 days a week in the office Company-Paid Lunch Stipend: Lunch is provided via GrubHub Company-Paid Benefits: 100% Employer-Paid Medical in our High Deductible Health Plan, Dental and Vision benefits for employees and their families, 16 weeks of Paid Parental Leave, Employee Assistance Program, Life insurance, Short-Term Disability and Long-Term Disability 401(k): Company will match 100% of your contributions up to 6% Optional Employee-Paid Benefits: Medical insurance in our PPO plan and a variety of other benefits such as Health Savings Accounts (with Company Contribution!), Flexible Spending Accounts, Supplemental Life Insurance, Wellhub and more. Time Off: 25 days of Paid Time Off plus 12 company holidays EQUAL OPPORTUNITY EMPLOYER NORTHMARK STRATEGIES LLC IS AN EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER. THE COMPANY'S POLICY IS NOT TO DISCRIMINATE AGAINST ANY APPLICANT OR EMPLOYEE BASED ON RACE, COLOR, RELIGION, NATIONAL ORIGIN, GENDER, AGE, SEXUAL ORIENTATION, GENDER IDENTITY OR EXPRESSION, MARITAL STATUS, MENTAL OR PHYSICAL DISABILITY, AND GENETIC INFORMATION, OR ANY OTHER BASIS PROTECTED BY APPLICABLE LAW. THE FIRM ALSO PROHIBITS HARASSMENT OF APPLICANTS OR EMPLOYEES BASED ON ANY OF THESE PROTECTED CATEGORIES.

📍Greenwich, CT | Onsite At DBi, we apply deep market expertise, data-driven insights, and disciplined execution to deliver systematic strategies for publicly available vehicles. Our team values precision, accountability, and innovation - and we're looking for people who thrive where markets, data, and technology intersect. We're seeking a Senior Associate - Operations & Execution to help scale our operations and strengthen the infrastructure that supports our investment strategies. This is an opportunity to contribute directly to the performance and growth of a dynamic, collaborative asset management platform. What You'll Do Support weekly portfolio rebalancing and trade booking across listed futures and short-term cash management products. Lead post-trade reconciliations, PNL verification, and settlement resolution, ensuring transparency and timely follow-up. Monitor portfolio compliance with regulatory requirements and investment guidelines, coordinating closely with internal teams. Extract and analyze performance data to support portfolio attribution, investor reporting, and marketing materials. Work with third-party vendors on data reporting, data verification and automation improvements. Drive process improvements across trading, regulatory, and operational systems. Collaborate on new product launches and operational initiatives. Ensure timely delivery of all periodic reporting requirements. What You Bring Three to five years experience in financial services. Minimum Bachelor's degree in Engineering, Computer Science, Finance, or related field. Strong understanding of financial markets, mathematics, and trading operations. Familiarity with TRS, T-bills, supranationals, and other short-term cash management instruments. Experience with portfolio performance accounting. Technical proficiency in Excel/VBA; knowledge of Python and SQL Server is a plus. Exceptional attention to detail, analytical rigor, and follow-through. Collaborative, adaptable, and able to manage multiple priorities in a fast-paced environment. Who You Are You're curious, precise, and entrepreneurial - someone who takes ownership, solves problems before they escalate, and consistently drives improvement. You thrive in a culture that values excellence, teamwork, and execution.

JobID: 210683990 JobSchedule: Full time JobShift: Base Pay/Salary: Jersey City,NJ $103,550.00-$172,000.00 Bring your expertise to JPMorganChase. As a part of Fraud Strategy, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Fraud Strategy is all about thinking outside the box, challenging the status quo and striving to be best-in-class. As an Associate within the Fraud Strategy Team, you will be responsible for designing and validating fraud strategies, capabilities, and processes including working with Product, Technology and Operations. Your role will require a deep understanding of the business, data analysis to understand root causes, and the use of analytics to design and implement solutions. You will play a pivotal role in promoting end-to-end solutions that mitigate risk while balancing the minimization of revenue loss, operating costs, and customer impacts. Job responsibilities * Manage and enhance Fraud strategy to drive the intended tradeoff between fraud mitigation, financial performance, customer experience, and operational efficiency * Regularly monitor fraud trends and customer frictions to identify opportunities to improve fraud strategy performance * Leverage internal and external data sources and advanced analytic tools to drive accurate fraud detection * Partner with product, technology, and operations to develop new capabilities for better detection and treatment by helping design solutions, develop requirements and test before and after implementations * Collaborate closely with broader fraud strategy team and other cross functional teams to leverage best practice and ensure control and compliance * Stay on top of the industry trends and adopt industry best practices * Drive concise and effective oral and written communications with internal and external partners at different levels Required qualifications, capabilities, and skills * MS degree and 2+ years (or BS degree and 4+ years) of experience in risk management/data analytics. * Excellent collaboration and partnership skills with proven track record in working well with internal teams and external partners * Ability to think strategically to come up with a vison for areas of responsibility, develop roadmaps and drive execution to balance short-term vs long-term solutions * Strong knowledge of SAS, SQL, Python and MS Office required * Strong analytical thought leadership with the ability to leverage AI and machine learning to drive effective and innovative solutions * Strong process management and project management skills with the ability to drive capability development. * Strong communication skills with the ability to communicate effectively and strategically to senior leaders and key stakeholders * Demonstrated strong curiosity to learn and attention to details to drive analytical and execution quality Preferred qualifications, capabilities, and skills * Relevant fraud experience preferred * Product management experience is a plus To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).

Join our dynamic team to drive the deal life cycle from origination to portfolio management, support global transaction professionals, and enhance your expertise in structuring, analytics, and strategic networking within JPMorgan's diverse financial landscape. As a Associate in the Export & Agency Finance (“EAF”) team in the Americas (“EAF Americas”) within Trade and Working Capital, you will be responsible for assisting in the origination and execution of EAF Americas transactions as well as assisting in the management of the Americas-based Agency programs and associated relationships. You will also assist in managing close relationships with internal & market partners in support of the global J.P. Morgan EAF franchise. EAF Americas has geographic responsibility for the origination and execution of Agency supported financing with Americas-based clients and with Americas-based Agencies supporting transactions globally. J.P. Morgan EAF is a group of professionals within Trade & Working Capital focused on structuring and arranging structured debt solutions aimed at meeting our clients' unique financing needs across a highly collaborative global platform. We partner with export credit agencies ("ECAs"), multilateral agencies ("MLAs") and development finance institutions ("DFIs") (each an "Agency" and together "Agencies") to support our clients with financing solutions that feature credit enhancements or direct lending from relevant Agencies. ECAs are established by governments to promote national exports. DFIs and MLAs are public financing institutions with economic development missions. Job responsibilities Contributes to deal life cycle: from origination to execution and subsequent transition to portfolio management Supports senior transaction professionals globally in advancing the transaction deal life cycle Assists in work streams including: marketing materials, pricing models, internal deal memos and execution documentation Develops ownership in ability to apply deal structuring considerations, that include “boxes and arrows” and cash-flow based financial modeling Owns internal systems and processes, produce pipeline reporting and provide analytics for senior management Ensures alignment with JPMorgan internal operating procedures and policies, contribute to content development for internal & external thought leadership Builds & leverages internal network, principally with colleagues in Global Trade & Working Capital, Global Corporate Bank, as well as with Infrastructure Advisory Finance, Markets and Debt Capital Markets product partners and other functions within Payments, as appropriate Required qualifications, capabilities and skills 3+ years of relevant experience Applicable college degree Experience in cross-border debt financing Ability to establish skills foundation for originating, structuring, executing and syndicating financings Refine important business communication and analytical skills Thorough understanding of institutional risk management policies and tools Ability to carry out analysis for comparing alternative financing structures Advanced relationship management proficiencies with internal & external clients and leadership skills by acting as a go-to person for certain aspects of deal management Experience with environmental, social and governance considerations surrounding international finance Advanced skill in using Microsoft Word, PowerPoint, Outlook and Excel Preferred qualifications, capabilities, and skills Familiarity with corporate financing through professional experience and strong interest in cross-border financing Familiarity with Latin America and the Caribbean Effective communication, interpersonal skills and project management capability Spanish and/or Portuguese language skills preferred

Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve. Human Resources is a strategic partner to the business, dedicated to managing DTCC's human capital initiatives, sustaining a work environment that promotes excellent performance across the organization and developing and retaining a global workforce that contributes to DTCC's strategy and business imperatives. Pay and Benefits: * Competitive compensation, including base pay and annual incentive * Comprehensive health and life insurance and well-being benefits, based on location * Pension / Retirement benefits * Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. * DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee). The Impact you will have in this role: Being a member of the Talent Acquisition team, you will be a steward of DTCC's greatest asset - our people. The Sr Sourcer partners closely with Recruiters to develop creative, data-driven sourcing strategies that engage premier passive talent for critical roles. You will be instrumental in building talent pipelines, delivering market insights, and influencing hiring decisions through your expertise in research, talent intelligence, and relationship-building. Your Primary Responsibilities * Understand the needs of the business, research talent market conditions, and develop sourcing strategies to facilitate the recruitment process * Maintain strong relationships with Recruiters and hiring managers by using talent market expertise, data, and business acumen to educate and influence hiring decisions * Leverage research and talent intelligence tools to conduct heat mapping, competitive analysis, and market insights to inform sourcing strategies * Identify and source appropriate talent for current and future roles, proactively building pipelines and engaging with passive candidates * Provide recruitment counsel and guidance to partners including employment data and market trends * Champion diversity and inclusion by adopting innovative strategies that attract top diverse talent * Engage with various talent communities and networks focused on in-demand skills, while staying attuned to evolving technologies and talent trends. * Maintain a pulse on where top talent is gathering, both online and in person, and build relationships that help DTCC stay ahead in attracting future-ready professionals. * Establish rapport with hiring managers and influence through data, insights, and strategic recommendations * Operate as a player-coach, providing guidance and support to junior sourcing team members * Align risk and control processes into day-to-day responsibilities to assess and mitigate risk; raise issues appropriately Qualifications: * Minimum of 5 years of related experience * Bachelor's degree preferred or equivalent experience Talents Needed for Success: * 5+ years of sourcing experience within an agency or corporate setting (preferably with a focus on Accounting/Finance, Risk Management, Human Resources or Legal * Strong research and sourcing skills, including use of tools such as LinkedIn Recruiter, Indeed, or similar * Familiarity with talent intelligence platforms and market mapping techniques such as LinkedIn Insights or Talent Neuron * Excellent communication, negotiation, and customer management skills * Proficient in Microsoft Office and digital sourcing tools * Passion for emerging technologies and a curiosity-driven approach to talent discovery The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

The Company: NorthMark Strategies is a leading investment firm, combining capital, innovation, and engineering to drive long-term value. From operating complex businesses to backing breakthrough technologies, our mission is to build enduring businesses. Our team combines intelligent risk-taking, operational excellence, exceptional talent, and world-class computing capacity to create shareholder value. Our company offers a dynamic environment where individuals have the freedom to lead companies toward bold achievements by embracing innovation, leveraging technology, and fostering differentiated business strategies. Our values are Integrity, Ability, and Energy, and the company aims to hire individuals who possess those qualities. At NorthMark Strategies, we believe the future isn't something to hope for, it's something to build. We don't just invest, we create. Bringing together strategic insight and technical horsepower to deliver outcomes that endure. Position: We are seeking a Senior Associate that can provide timely and insightful valuations and investment reporting to key stakeholders. The ideal candidate has the experience of operating with a high degree of autonomy, the ability to collaborate with other teams, and the desire to build/enhance capabilities related to valuation analysis and performance reporting. The role will report to the head of global portfolio analytics and partner closely with Venture's and Private Investment's teams and Finance Business Partners. Responsibilities: Support the monthly and quarterly investor reporting processes providing qualitative and quantitative perspectives on asset performance Be a motivated, creative, self-starter that can develop compelling valuation and performance reporting analysis with a high degree of autonomy Value portfolio companies using traditional methodologies such as DCF, public company multiples, and precedent transaction multiples, as well as simulation-based modeling Calculate performance return metrics and benchmarking analysis for private capital portfolios Interface with portfolio companies and internal teams (investments, accounting, finance, tax, and treasury) in data gathering and analysis and provide ad hoc cross-functional support across all aspects of investment management business Requirements: 4-7 years of related experience in valuation, private equity, or banking Bachelor's degree in quantitative field CFA or CIPM designation or progress in one of these programs would be a plus Experience with fair value measurement concepts would be a plus Experience with alternative asset return calculations and investor reporting would be a plus Experience with python and a familiarity with code development would be a plus It is impossible to list every requirement for, or responsibility of, any position. Similarly, we cannot identify all the skills a position may require since job responsibilities and the Company's needs may change over time. Therefore, the above job description is not comprehensive or exhaustive. The Company reserves the right to adjust, add to or eliminate any aspect of the above description. The Company also retains the right to require all employees to undertake additional or different job responsibilities when necessary to meet business needs. Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future. Benefits & Perks: Company-Paid Benefits: 100% Employer-Paid Medical in our High Deductible Health Plan, Dental and Vision benefits for employees and their families, 16 weeks of Paid Parental Leave, Employee Assistance Program, Life insurance, Short-Term Disability and Long-Term Disability 401(k): Company will match 100% of your contributions up to 6% Optional Employee-Paid Benefits: Medical insurance in our PPO plan and a variety of other benefits such as Health Savings Accounts (with Company Contribution!), Flexible Spending Accounts, Supplemental Life Insurance, Wellhub and more. Time Off: 25 days of Paid Time Off plus 12 company holidays EQUAL OPPORTUNITY EMPLOYER NORTHMARK STRATEGIES LLC IS AN EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER. THE COMPANY'S POLICY IS NOT TO DISCRIMINATE AGAINST ANY APPLICANT OR EMPLOYEE BASED ON RACE, COLOR, RELIGION, NATIONAL ORIGIN, GENDER, AGE, SEXUAL ORIENTATION, GENDER IDENTITY OR EXPRESSION, MARITAL STATUS, MENTAL OR PHYSICAL DISABILITY, AND GENETIC INFORMATION, OR ANY OTHER BASIS PROTECTED BY APPLICABLE LAW. THE FIRM ALSO PROHIBITS HARASSMENT OF APPLICANTS OR EMPLOYEES BASED ON ANY OF THESE PROTECTED CATEGORIES.

Our client is seeking a highly analytical and detail-oriented Senior Associate, Quant & Data Science to join their Portfolio Analytics Group. In this pivotal role, you will sit at the intersection of data science, quantitative finance, and portfolio analytics-developing tools and frameworks that power investment decisions across a global, multi-asset class portfolio. Responsibilities: Develop and automate valuation and return calculations for a global multi-asset class portfolio. Build performance attribution frameworks to uncover the drivers of returns across asset classes. Design and maintain quantitative models to manage market, liquidity, and portfolio risks-spanning both liquid and illiquid assets. Translate Excel-based models into scalable, programmatic solutions. Be a self-starter eager to dive into diverse asset classes and build tools that deliver a unified view of portfolio performance across the enterprise. Requirements: Practical experience in a finance-oriented, fast-paced environment. A strong ability to dissect ambiguous problems and apply the right analytical techniques. High proficiency in data extraction, data cleansing, and quantitative analysis. Deep experience with quantitative modeling and data science in financial contexts. A degree in a quantitative field (e.g., Mathematics, Statistics, Engineering, Computer Science, Financial Engineering). Expertise in Python and key data science libraries (Pandas, NumPy, SciPy, Scikit-learn, Matplotlib, etc.). Experience in financial/investment analysis is essential. Bonus: Experience with other languages (e.g., R, SQL, Julia).

The CAO Chief Data and Analytics Office team is responsible for the overall data strategy and governance across the firms CAO functions. This function supports Amenity Services, CAO Strategy & Services, Corporate Location Management, Document & Business Services, Global Real Estate, Global Security, Global Supplier Services. As a Data Visualization Associate, you will help our organization manage its data assets, associated data risks, and find the best solutions from our data to drive new business insights, enhance analytics, and streamline reporting. In doing so, we look for improvements ranging from establishing quality data repositories to designing cutting-edge analytic insights utilizing the latest data visualization and machine learning tools. As a Data Visualization Associate within our organization, you will manage data assets, address associated data risks, and identify optimal solutions to derive new business insights, enhance analytics, and streamline reporting. Your role will involve seeking improvements, from establishing quality data repositories to designing innovative analytic insights using the latest data visualization and machine learning tools. Job Responsibilities: Generate deep insights through the analysis of data and understanding of business processes and turn them into actionable recommendations. Manage relationships to one or more corporate functions within the Chief Administrative Office (CAO). Identify areas for business improvement/optimization using data tools, analytics and targeted visualizations Develop and deploy rapid prototype solutions to demonstrate ideas and prove concepts. Develops relationships across CAO and with key stakeholders. Required qualifications, skills, and capabilities: Extensive QlikView and Qlik Sense development experience, including scripting, row level section access, set analysis, custom configuration/display condition, performance optimization, etc. Strong understanding of data modeling, SQL and comfortable with manipulating large, complex and disparate data sets Experience with UI/UX Design. Understands target audience, interest in delivering elegant/functional visualizations and willingness to go the extra mile to deliver maximum value to the business Conduct efficient meetings while clearly articulating recommendations and solutions Provide systematic and detail-oriented approach to managing tasks and ensuring high-quality output 3+ years' experience working as a data analyst, dashboard designer, or similar role Preferred qualifications, skills, and capabilities: Experience with Tableau, Alteryx and Databricks a plus Demonstrated verbal, written, organizational and presentation skills Strong MS Office skills (Excel, Powerpoint) 1+ years' experience in client facing (internal business partners) business analysis/relationship manager role JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans Base Pay/Salary Jersey City,NJ $104,500.00 - $165,000.00 / year

Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We're committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve. Pay and Benefits: * Competitive compensation, including base pay and annual incentive * Comprehensive health and life insurance and well-being benefits, based on location * Pension / Retirement benefits * Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. * DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee). The impact you will have in this role: Being a member of the Enterprise Digital Solutions (EDS) Team, the Business Analyst will assist in translating the vision into a roadmap made up of squad deliverables to achieve the business strategy while enhancing value to the client. This role requires detailed process documentation to support process reimagination and deliver best in class client experience by incorporating customer journeys across our product portfolio. We are seeking a dynamic professional who can seamlessly blend business analysis and project management responsibilities to deliver IT solutions within a fast-paced financial services environment. The ideal candidate will have strong analytical skills, exceptional organizational abilities, and proven experience in managing multiple moving pieces across Agile projects. This role requires hands-on expertise in writing user stories in JIRA, understanding Agile methodologies, and driving projects from initiation to successful delivery. Your Primary Responsibilities: * Requirement Gathering & Analysis * Collaborate with stakeholders across operations and technology to elicit, analyze, and document business requirements * Facilitate workshops, interviews, and brainstorming sessions to understand business needs * Translate business needs into clear, concise user stories, acceptance criteria, and process flows * Work with testers and developers to ensure technical feasibility of proposed solutions * Assist in designing wireframes, prototypes, and mockups when needed * Support UAT (User Acceptance Testing) by defining test scenarios , validating outcomes against requirements and ensuring users complete validation on time * Agile Product Development Support * Act as a bridge between business and development teams, ensuring alignment on goals and priorities * Participate in daily stand-ups, sprint planning, reviews, and retrospectives * Continuously refine and prioritize the product backlog in collaboration with Product Owners and Scrum Masters * Project Management * Be a single point of contact for all product roadmaps and status * Responsible for creating regular status reports, tracking progress, raising issues/risks and putting a plan to mitigate them on time * Create exceptional quality PowerPoint decks to convert abstract ideas into stories for senior leadership * Stakeholder Management * Plan and manage IT project timelines, scope, and deliverables, ensuring alignment with business objectives * Track and monitor progress across multiple workstreams, updating project plans and dashboards regularly * Manage risks, issues, and dependencies, escalating as needed to stakeholders and leadership * Coordinate cross-functional teams (developers, QA, infrastructure, business users) to ensure smooth execution * Conduct regular status meetings and produce reports for stakeholders and senior management * Maintain project documentation, including RAID logs, resource plans, and communication plans NOTE: The Primary Responsibilities of this role are not limited to the details above Qualifications: * Minimum 7 years of related experience * Bachelor's degree (preferred) or equivalent experience Talents Needed for Success: * 7+ years of experience in business analysis & project management, preferably in operations and technology domains * Hands on experience related to Agile methodologies (Scrum, Kanban) is a must have for this role * Proficiency in JIRA, Visio, PowerPoint, MPP and Excel is a critical requirement for this role * Excellent communication, facilitation, and stakeholder management skills. Ability to create concise and insightful presentations, status decks for the body of work being supported * Ability to manage multiple priorities and deliver under tight deadlines * Experience in consulting is highly preferred We offer top class training and development for you to be an asset in our organization! The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Join the Planning & Analysis (P&A) Innovation and Transformation Team that is tasked with defining the book of work by coordinating with senior management and stakeholders across Financial Analysis, Corporate Technology, and lines of business. The Team partners with Corporate Technology to ensure quality delivery of solutions by leveraging an Agile software development lifecycle. As an Associate on the Innovation and Transformation Product Manager Team, you will be responsible for defining and launching the next generation of forecasting solutions and capabilities. You will develop a multi-yearfeature-based roadmap and break it down into development and release plans. You will take ownership of day-to-day project delivery and maintain relationships across multiple levels of the firm. Product Management is also responsible for executive messaging to highlight accomplishments, communicate business cases, and when necessary, escalate issues to senior leadership across Financial Analysis, Technology, and other Finance/Planning & Analysis lines of business. Job responsibilities: Identify and analyze for process improvements and change management on a continual basis for forecasting product Engage customers by analyzing their needs/ what customers need and want and use prioritization techniques to determine which features or products would meet those demands. Partner with peers and product managers across Financial Analysis, with Technology counterparts, and with Line of Business (LoB) stakeholders across the firm to gather feedback on the roadmap, execute on the Book of Work, and manage key program cross-dependencies. Develop a communications strategy to market the product Document requirements and lead backlog refinement sessions by breaking Epics down into user stories. Provide support for areas of the product that you own, support triaging and issue resolution to meet end user's needs before ultimately operationalizing them for handoff to BAU support. Provide on-time and accurate reporting, as well as ongoing updates to all project team members and notify all stakeholders of any shifting priority upfront to allow for informed decision making. Required qualifications, capabilities, and skills Bachelor's degree in Technology, Finance, Mathematics, Engineering or related majors. 3+years of finance and overall business management experience in a complex financial organization; Demonstrated experience with agile product planning, issue resolution and negotiation Experience developing and designing financial analysis tools such as: FP&A/Forecasting, Finance Workflow/Automation, Financial Reporting, Analytics/Dashboarding Data analysis experience with a passion for technology Knowledge of and/or experience using programming and query languages (e.g., SQL, Python), as well as experience leveraging automation and business intelligence (BI) tools such as Alteryx, Tableau, or Anaplan Superior verbal and written communication skills, with the ability to communicate effectively with all levels of management and staff Demonstrates flexibility, teamwork, and ability to work in a fast-moving environment. Must be detail oriented and maintain professional behavior under stressful situations. Preferred qualifications, capabilities, and skills Possess project management skills, including ability to develop project plans, roadmaps, and status reports with proficiency in project management software (Jira and Confluence, a plus) Experience using UX Design Tools (e.g., Balsamiq) a plus Finance / Planning & Analysis experience preferred

Join a Team where data is at the heart of how we drive innovation and empowers our bankers, clients, and executives to make smarter decisions through the power of data. As a Senior Associate, within the Data and Analytics Strategy team, you will be responsible for creating and refining reports and presentations that communicate key data updates and progress on strategic objectives to C-level executives and work closely with teams across the organization to gather, validate, and synthesize information. Job Responsibilities: Create, refine, and deliver high-quality reports and presentations on data-related updates and OKRs for C-level and senior executive audiences Synthesize complex data into clear, compelling narratives that drive understanding and action at the highest levels of the organization Ensure all materials are accurate, polished, and tailored for executive consumption Gather updates and data points from various teams across the firm, ensuring accuracy and consistency and support the development of strategic reports, white papers, and financial models under the guidance of senior colleagues Build relationships across Data and Analytics and other business functions to collect information and align on key messages and navigate the organization to obtain timely and accurate updates, incorporating feedback from multiple stakeholders Participate in strategic projects and initiatives, learning from senior team members in areas such as data platforms, analytics tools, and business strategy and develop executive presence and communication skills through regular exposure to senior leadership forums Collaborate with data scientists, analysts, and engineers in a high-performing, innovative team environment Required Qualifications, Capabilities, and Skills: Bachelor's degree in a quantitative, scientific, or technical field (e.g., Mathematics, Statistics, Computer Science, Engineering, Economics, or related discipline); 3+ years of experience in data analytics, business analysis, consulting, or a related field (internships and co-op experience welcome) Strong attention to detail and commitment to accuracy in all deliverables Demonstrated ability to synthesize data and insights into clear, actionable presentations and reports Familiarity with data management, analytics, or business intelligence platforms (e.g., Tableau, Power BI, SQL, Python, Excel) Strong in creating polished C-level presentations in Powerpoint Strong desire for mentorship and professional development, with a growth mindset and commitment to continuous learning Preferred Qualifications, Capabilities, and Skills: Experience working with or supporting senior executives, especially in preparing reports or presentations Understanding of key business metrics and how data drives decision-making in a corporate environment Experience in financial services, technology, or consulting is a plus Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Base Pay/Salary Jersey City,NJ $104,500.00 - $165,000.00 / year

We are HR Data and Analytics, a centralized global team responsible for all aspects of workforce data strategy, analytics and reporting, data governance, and the development of artificial intelligence and machine learning (AI/ML) based solutions. We have a vision to help make individuals, teams, and businesses at JPMC among the most engaged and productive in the world. Our mission is to create workforce insights that allow leaders to make evidence-based people decisions that help drive measurable business outcomes. As an Applied AI/ML Senior Associate within our dynamic team, you will apply your quantitative, data science, and analytical skills to complex problems. You will collaborate with various teams to design and develop data science solutions, maintaining a deep understanding of the business problem. Your responsibilities will include data wrangling, data analysis, and modeling. You will advise on optimal solutions and provide insights on challenger models. You will be involved in strategic projects across the firm, making a significant impact at a leading financial services firm. Your role will be pivotal in developing data-centric solutions that enhance the firm's bottom line. Job responsibilities Engaging with stakeholders and understanding business requirements Developing AI/ML solutions to address impactful business needs Working with other team members to productionize end-to-end AI/ML solutions Engaging in research and development of innovative relevant solutions Documenting developed AI/ML models to stakeholders Coaching other AI/ML team members towards both personal and professional success Collaborating with other teams across the firm to attain the mission and vision of the team and the firm Required qualifications, capabilities, and skills Advanced degree in analytical field (e.g., Data Science, Computer Science, Engineering, Applied Mathematics, Statistics, Data Analysis, Operations Research) Experience in the application of AI/ML to a relevant field Demonstrated practical experience in machine learning techniques, supervised, unsupervised, and semi-supervised Strong experience in natural language processing (NLP) and its applications Solid coding level in Python programming language, with experience in leveraging available libraries, like Tensorflow, Keras, Pytorch, Scikit-learn, or others, to dedicated projects Previous experience in working on Spark, Hive, and SQL Preferred qualifications, capabilities, and skills Financial service background PhD in one of the above disciplines

Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve. Pay and Benefits: * Competitive compensation, including base pay and annual incentive * Comprehensive health and life insurance and well-being benefits, based on location * Pension / Retirement benefits * Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. * DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee). The impact you will have in this role: Being a member of DTCC's Enterprise Transformation (ET) team, the Portfolio Management Senior Associate, will play a pivotal role in ensuring programs and initiatives deliver maximum value through focused portfolio oversight and strategic alignment. The ideal candidate will bring expertise in portfolio governance, investment prioritization, and stakeholder collaboration. The Portfolio Management Senior Associate will partner closely with Finance, business units, and initiative teams to optimize resource utilization, monitor OKRs, and deliver executive-level reporting on portfolio health and outcomes. Your Primary Responsibilities: * Provide end-to-end tracking of portfolio performance, including execution health, trend analysis, and actionable recommendations for improvement. * Collaborate with Finance and initiative teams to monitor budgets, address variances, and optimize resource utilization across the portfolio. * Develop and implement performance tracking frameworks, ensuring consistent measurement across programs and portfolios. * Prepare and deliver senior management reports and presentations highlighting portfolio performance, analyze data to identify trends, patterns, and insights that inform business decisions. * Facilitate the intake and vetting of new initiatives and programs, ensuring alignment with business priorities * Ensure compliance with governance standards by monitoring adherence to Stage-Gate protocols and raising deviations or risks as needed. * Collaborate with cross-functional teams to prepare gate review materials, including financials, objectives and key results, risk profiles, and value realization plans. * Facilitate gate reviews by coordinating with initiative and program teams, partners, and governance committees to assess readiness, execution health, and alignment with strategic objectives. NOTE: The Primary Responsibilities of this role are not limited to the details above. Qualifications: * Minimum of 5 years of related experience * Bachelor's degree preferred or equivalent experience Talents Needed for Success: * Communicates optimally in both verbal and written formats across diverse audiences. * Understands financial management principles and is able to interpret and apply budgets, variances, and resource utilization metrics. * Ability to collaborate and build positive relationships, navigate partner dynamics, and influence outcomes effectively * Ability to harness data to generate actionable insights, inform decisions, track progress, and optimize performance. * Comfortably navigates change and adapts to changing priorities. * Proficient in Excel, including experience with pivot tables, lookup functions, and data visualization using charts and conditional formatting. * Proficient in PowerPoint with the ability to compose executive-level presentations that clearly communicate sophisticated data, strategic insights, and portfolio performance to senior partners. * Working knowledge of portfolio management tools and reporting platforms (e.g., Power BI, Planisware, Planview, PPM, etc. * Ability to create, leverage, and critically evaluate OKRs and KPIs to drive accountability and alignment across multiple programs * Familiarity with Stage-Gate governance processes and ability to support decision-making at key portfolio checkpoints. The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

JobID: 210685769 JobSchedule: Full time JobShift: Base Pay/Salary: Jersey City,NJ $104,500.00-$165,000.00 Join a Team where data is at the heart of how we drive innovation and empowers our bankers, clients, and executives to make smarter decisions through the power of data. As a Senior Associate, within the Data and Analytics Strategy team, you will be responsible for creating and refining reports and presentations that communicate key data updates and progress on strategic objectives to C-level executives and work closely with teams across the organization to gather, validate, and synthesize information. Job Responsibilities: * Create, refine, and deliver high-quality reports and presentations on data-related updates and OKRs for C-level and senior executive audiences * Synthesize complex data into clear, compelling narratives that drive understanding and action at the highest levels of the organization * Ensure all materials are accurate, polished, and tailored for executive consumption * Gather updates and data points from various teams across the firm, ensuring accuracy and consistency and support the development of strategic reports, white papers, and financial models under the guidance of senior colleagues * Build relationships across Data and Analytics and other business functions to collect information and align on key messages and navigate the organization to obtain timely and accurate updates, incorporating feedback from multiple stakeholders * Participate in strategic projects and initiatives, learning from senior team members in areas such as data platforms, analytics tools, and business strategy and develop executive presence and communication skills through regular exposure to senior leadership forums * Collaborate with data scientists, analysts, and engineers in a high-performing, innovative team environment Required Qualifications, Capabilities, and Skills: * Bachelor's degree in a quantitative, scientific, or technical field (e.g., Mathematics, Statistics, Computer Science, Engineering, Economics, or related discipline); 3+ years of experience in data analytics, business analysis, consulting, or a related field (internships and co-op experience welcome) * Strong attention to detail and commitment to accuracy in all deliverables * Demonstrated ability to synthesize data and insights into clear, actionable presentations and reports * Familiarity with data management, analytics, or business intelligence platforms (e.g., Tableau, Power BI, SQL, Python, Excel) * Strong in creating polished C-level presentations in Powerpoint * Strong desire for mentorship and professional development, with a growth mindset and commitment to continuous learning Preferred Qualifications, Capabilities, and Skills: * Experience working with or supporting senior executives, especially in preparing reports or presentations * Understanding of key business metrics and how data drives decision-making in a corporate environment * Experience in financial services, technology, or consulting is a plus