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Senior associate jobs in Oceanside, CA

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  • Senior Associate Attorney

    LS Carlson Law, PC

    Senior associate job in Aliso Viejo, CA

    Are you ready to embark on a dynamic journey in the realm of law where every case presents a unique challenge and every victory brings a sense of fulfillment? Our esteemed firm is seeking a passionate and driven Associate Attorney to join our dedicated team. As an Associate, you'll have the opportunity to immerse yourself in diverse legal matters, honing your skills alongside seasoned professionals while making a tangible impact on the lives of our clients. If you're eager to unleash your potential and thrive in a fast-paced, intellectually stimulating environment, then we invite you to step forward and become an integral part of our firm's continued success. *Qualifications:* * Experience with formal ADR proceedings with a focus on mediations. * Must have experience in informal negotiations. * Strong organizational skills and the ability to prioritize tasks in the face of competing needs. * Must have exceptional writing skills. * Experience with or willingness to learn homeowner law under California's Davis-Stirling Act. * The ability to empathize with clients who are experiencing highly individualized disputes that can affect their daily lives. * Mature judgment and high emotional IQ. * A practical approach to problem solving. * The ability to quickly analyze and focus on legal issues that arise in real world disputes. * Must have experience in managing a high-volume caseload. * 5+ years' experience in litigation. * Experience in real estate and/or business a plus. (Prior administrative law, personal injury, or family law experience can also translate well.) * Must be licensed in California. Our team is made up of exceptional legal minds who thrive in our professional working environment. Our success is driven by collaboration, teamwork, and respect. Additionally, the firm remains steadfast in its commitment to our attorneys in providing the necessary resources, tools, and mentorship opportunities to foster professional and intellectual growth. Further, the firm makes it a priority to highlight each individual attorney in order to advance their professional status and personal brand within the legal community. As we spotlight our attorneys on the firm's various social media platforms, use our PR team to help garner local and national attention on our attorneys' successes, and more, we drive them into a position of thought leadership within the legal community. Last but definitely not least, please note that LS Carlson Law is not your typical law firm. We are constantly striving to reach new heights and never settle for second best. By joining our team, you will need to be exceptional at what you do and continually seek growth on a personal and professional level. If you are looking for a job that's tedious and uninteresting, you should look elsewhere. If you are looking to take your career to the next level in a fast-paced, challenging environment, you've found the right place. Our primary goal is to cultivate an environment that nurtures the careers of both associates and partners. Our commitment to an unlimited paid time off (PTO) policy underscores our recognition of the importance of maintaining a harmonious and sustainable professional life. We are determined to achieve greatness in all we do and look forward to expanding our team of disciplined, hard-working professionals who feel the same way. *If that's not enough, please see the below additional reasons why you should work here!* * You will become part of an incredibly thought out and united firm culture spearheaded by an attentive firm owner and teammates who are dedicated to ensuring our team and the firm's success. * You will work with teammates across different departments who are happy to help and/or mentor as you grow in your position with our office. * You will experience working for a firm that is constantly evolving and becoming a force to be reckoned with in the legal industry. * You will become part of an environment that fosters creativity and makes moves to put those creative ideas into motion. * You will grow personally and professionally. Every measure is taken to ensure our team members flourish. From one-on-one mentoring opportunities to foster professional growth to employee events to increase camaraderie, we actively work toward the growth of our team. *Also, for further reference regarding who we are, please see our formal Mission Statement below!* At LS Carlson Law, our mission is to empower our clients with exceptional legal guidance and unparalleled personalized service in every aspect of our representation. We are committed to revolutionizing the legal experience by staying on the cutting edge of legal technology and delivering innovative solutions tailored to our clients' unique objectives. With our deep industry knowledge and unwavering dedication, we strive to exceed expectations, build lasting relationships, and be the trusted legal partner for individuals and businesses alike. Together, we navigate the complexities of the law with integrity, aggressive strategy, professionalism, and a relentless pursuit of excellence, safeguarding our clients' interests and maximizing their opportunities in the ever-evolving legal landscape. We are seeking sharp, driven California lawyers to help fuel our California growth! *Perks:* * Open to Remote or Hybrid schedules; * Required MCLE courses and state bar dues covered by firm; * Excellent mentoring with direct access to upper management; * Referral-based earning opportunities including firm sponsorship of individual marketing endeavors; * Competitive compensation; * Unlimited vacation policy; * Collaborative and professional team environment; * Firm events and outings; and * Bonus offerings (annually and semi-monthly). _*Awards and Accolades:*_ * IMPACT 2022 Law Firm of the Year; * IMPACT 2023 Best Place to Work; * Nextdoor 2023 Neighborhood Fave; * Lawyers of Distinction 2023 Excellence in Civil Litigation; * OC Business Journal 2023 Excellence in Entrepreneurship Nominee; * Featured in Inc. Magazine, South County Magazine, Riviera Magazine, Orange County Business Journal, American Bar Association Business Law Section, and more! _*Videos and Media:*_ * HOA Branding Video: ******************************************* * Client Experience: ******************************************* * HOA Dispute Consultation: ******************************************* * Business Litigation Overview: ******************************************* Job Type: Full-time Pay: Up to $215,000.00 per year Benefits: * 401(k) * Dental insurance * Health insurance * Life insurance * Paid time off * Vision insurance Work Location: Hybrid remote in Aliso Viejo, CA 92656
    $215k yearly 60d+ ago
  • Senior Associate - AI Solutions

    Stepstone Group 3.4company rating

    Senior associate job in San Diego, CA

    We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed. Position Overview: As a t Senior Associate, AI & Quantitative Solutions at StepStone, you will play a pivotal role at the intersection of quantitative finance and cutting-edge artificial intelligence. This position is central to researching, developing, and implementing AI/Machine Learning solutions across the firm, particularly focusing on Private Equity secondaries use cases and the development of advanced quantitative models. You will transform how we manage portfolios, conduct research, and generate insights. Leveraging diverse data, including complex unstructured formats from private market reporting, to build predictive models and streamline analytical processes that benefit both internal teams and our global client base. This role entails leading initiatives in model testing, validation, and deployment within our liquidity management and portfolio construction frameworks, aligning bespoke solutions with diverse client needs and complex risk/return profiles. You will be a key collaborator with our Data Science, Research, and SPAR teams, driving the acquisition, robust cleaning, and deep understanding of critical data fields to enable advanced AI applications. Essential Job Functions: AI/ML Model Development & Research: Design, develop, train, and validate advanced AI and Machine Learning models (including Natural Language Processing applications) to solve complex problems in portfolio construction, liquidity management, risk modeling, and performance attribution. Data Engineering for AI Pipelines: Utilize Python, SQL (MySQL), and R for advanced data retrieval, cleaning, transformation, and feature engineering, optimizing data for AI consumption across various sources, including unstructured private market reports (e.g., PDF parsing). Model Deployment & MLOps: Collaborate closely with the web development group to integrate and deploy AI/ML solutions into production environments. Quantitative Research & Backtesting: Conduct rigorous quantitative research, model backtesting, and scenario analysis to assess model performance, robustness, and limitations against varied financial problem statements. Communication & Collaboration: Effectively communicate complex AI model outputs, assumptions, limitations, and strategic implications to both technical and non-technical stakeholders, including senior management and external clients. This involves fostering strong relationships with key internal teams, by actively listening to their needs, and proactively identifying how technology can enhance their workflows and adoption. Engage in thought leadership regarding the merits of new AI applications and analytical approaches. Innovation & Strategic Impact: Demonstrate an independent and efficient working style, consistently translating high-level strategic ideas and business challenges into actionable, AI-driven solutions and model outputs that deliver tangible impact across the firm. Continuous Learning: Stay abreast of the latest advancements in AI, machine learning, and quantitative finance, proactively identifying opportunities for their application within private markets. Qualifications: Bachelors, Master's degree or Ph.D. in a highly quantitative field such as Computer Science, Artificial Intelligence, Machine Learning, Mathematics, Statistics, Econometrics, or a related discipline. 6-8 years of experience in quantitative research, AI/Machine Learning model development, risk modeling, portfolio construction, or performance attribution at a financial institution. Excellent written communication and presentation skills, with the ability to articulate complex technical concepts to a diverse audience. Willingness to work a flexible schedule. High level of confidentiality. Required Knowledge, Skills, and Abilities: Deep proficiency in Private Market investments and advanced financial modeling, including quantitative model development and application. Expertise in machine learning and deep learning algorithms, statistical modeling, Natural Language Processing (NLP), and numerical algorithms. Advanced proficiency in Python (including libraries like Pandas, NumPy, Scikit-learn, TensorFlow/PyTorch) and SQL. Experience with AI/ML lifecycle platforms (e.g., Kubeflow, AWS SageMaker, Azure ML) and MLOps best practices for model versioning, testing, and deployment. Salary Range: $125,000 - $145,000 The salary range is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary range does not include any benefits or other forms of possible compensation that may be available to employees. At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all. As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law. Developing People at StepStone
    $125k-145k yearly Auto-Apply 60d+ ago
  • Senior Associate Business Litigation Attorney

    Kaizen Stackup

    Senior associate job in Santa Ana, CA

    Job Description Senior Associate - California Commercial/Business/Civil Litigation Are you an experienced litigator ready to join a dynamic team handling exciting cases, working on complex legal issues, and representing intriguing clients? We are seeking a senior litigator with a minimum of ten years of business litigation experience in California. The role will focus heavily on law and motion practice. Our client is a boutique civil litigation firm and are experiencing a surge of new clients as well as expanded engagements from existing clients. To accommodate this growth, we are looking to add an accomplished senior litigation associate to our team. Our practice covers a broad spectrum of civil litigation, including but not limited to: policyholder-side insurance coverage (not insurance defense), business disputes, corporate ownership issues, employment law, shareholder actions, intellectual property, and appellate matters. The ideal candidate will appreciate the unique culture and opportunities our firm provides, which include: collaborating with colleagues who genuinely enjoy litigation; developing strategic insights into diverse cases; gaining exposure to multiple court systems; working in a high-energy, respectful environment; leveraging cutting-edge technology; and contributing to meaningful legal work with a clear understanding of overall case strategy. We also offer a balanced workload, with an annual target of 1,800 billable hours. This position requires managing and litigating civil cases across a variety of legal areas. You will need to conduct thorough research and familiarize yourself with areas of law that may be new to you. While bringing a book of business is not required, our client offers a fee-splitting incentive for attorneys who generate their own clients. Qualifications: J.D. from an accredited law school and active membership in the California Bar. Minimum of ten years of litigation experience in California (candidates with five or more years in business litigation are preferred). Must reside within 25 miles of the Irvine area. We're looking to fill this position quickly, so please submit your resume and a thoughtful cover letter that demonstrates you've thoroughly read this listing. Job Type: Full-time Salary: $160,000 - $210,000 per year Benefits: Dental insurance Flexible schedule Health insurance Professional development support Application Question: What areas of California civil litigation do you have experience in? Experience: Civil Litigation: 10 years (required) License/Certification: California Bar License (required)
    $160k-210k yearly 2d ago
  • Senior Associate, Firm Operations

    Beacon Pointe Advisors 3.5company rating

    Senior associate job in Newport Beach, CA

    Beacon Pointe is currently seeking an exceptional individual to join our Firm Operations team as a Senior Operations Associate. The successful candidate will join a highly talented team of professionals that serve the investment management and financial planning needs of high-net-worth individuals, families and institutions. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm's clients and associates. As a Senior Associate for Beacon Pointe, you will be responsible for supporting core business functions and the continuous development and improvement of policies and administration of operational processes. The Senior Associate must have in-depth knowledge and experience in the financial services industry that includes project management and operational critical thinking skills. This role is vital in furthering the firm's ability to grow and scale operational functions. Responsibilities Custodian Service Relationships Takes part in custodian regular meetings and takes on custodian research inquiries as part of the internal custodian relationship management team Maintains records of custodial relationships Serves as a subject matter expert in Custodian platforms set-up and management Partners with custodian teams to update and streamline data management, account code reconciliation and system access/permissions Review custodian communications, document in applicable systems and follow-up as needed to resolve or provide awareness internally depending on scope Oversee and manages elements of incoming offices transition onto firm custodial platforms Project Management Champions project documentation - from meeting notes to action items and follow-up, as well as implementation. Manage and lead projects that aid the firm in supporting and scaling operations Develop and implement standardized and efficient processes to be leveraged by local operational teams Actively participate in the continuous improvement of the Firm Operations processes and procedures Coordinates regularly with operational teams to update process documentation details. Aids in planning and executing of operations meetings and events Participate in team meetings and collaborate with operations leadership team on projects and/or initiatives designed to streamline firm policies and procedures Operations Queue and Operations Email inbox requests handling Monitors and completes requests in the Salesforce Operations queue from platform and local offices teams. These range from user access requests, account specific coding permissions, integrations and process improvement items. Serve as a point of contact for the local operations teams and the custodian teams to communicate and resolve issues that affect processes on a global scale. Qualifications Undergraduate degree required (Bachelor's degree in Finance, Business or Economics preferred) This is a specialist position and absolutely requires: 3+ years of relevant experience required with a Registered Investment Advisor (RIA), investment management firm or broker/dealer Multicustodial experience required (Charles Schwab and/or Fidelity institutional platforms at a minimum) Salesforce CRM advanced experience required Excellent interpersonal and verbal/written skills Strong commitment to detail with excellent organization and prioritization skills Self-starter with a proven ability to work in a fast-paced, evolving work environment Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.). About the Beacon Pointe Family of Companies Beacon Pointe Advisors is one of the nation's largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron's, and more. For more information, please visit Awards Disclosures .
    $76k-111k yearly est. 60d+ ago
  • Civil Litigation Senior Associate Attorney

    Advanced Dynamics Corp 4.5company rating

    Senior associate job in San Diego, CA

    Seniority Level: Senior Associate Compensation: $150,000 \- $200,000 (DOE) + No Cap Bonus + Signing Bonus About the Opportunity: A highly regarded Trust and Probate Litigation firm is seeking a Senior Civil Litigation Associate Attorney with 5+ years of experience and proven trial capabilities to join its dynamic legal team. This is a compelling opportunity for an ambitious and aggressive litigator to make a meaningful impact and advance toward partnership within a supportive, family\-oriented firm culture. With hundreds of active cases throughout California, the firm offers a fast\-paced and challenging environment where your skills will be recognized and rewarded. The position is based in the heart of Solana Beach's Cedros Design District, steps away from cafes, boutiques, the beach, and the commuter rail. What You'll Do: Represent clients in the Probate Division of California Civil Court and related civil litigation matters Appear at hearings, trials, mediations, and other court proceedings Conduct in\-depth legal research and analysis to support litigation strategy Draft and review pleadings, motions, legal briefs, discovery responses, and correspondence Regularly communicate with clients to provide updates, manage expectations, and deliver strategic legal guidance Participate in alternative dispute resolution (e.g., mediation, settlement conferences) Provide realistic assessments of case value and potential outcomes Qualifications: Juris Doctor (JD) from an accredited law school Active member of the California State Bar 5+ years of civil litigation experience, with demonstrated trial experience Deep understanding of courtroom procedure, litigation strategy, and probate law Outstanding written and verbal communication skills Strong analytical, negotiation, and case management abilities Ability to work independently and collaboratively within a team setting Resources & Support: Full suite of legal research and drafting tools including WestLaw, CEB OnLaw, and WealthCounsel Dedicated paralegal support, in\-house marketing, and lead generation resources A positive, team\-oriented culture with a shared commitment to excellence Compensation & Benefits: Competitive base salary: $120K-$150K, DOE + No Cap Bonus Pathway to equity partnership Medical, dental, and vision insurance 401(k) with employer matching Relocation assistance may be offered to the right candidate If you're a trial\-ready litigator ready to take the next big step in your career, we'd love to connect. Apply now and join a firm where your litigation experience can thrive and grow into leadership. "}}],"is Mobile":false,"iframe":"true","job Type":"Full time","apply Name":"Apply Now","zsoid":"645993258","FontFamily":"Verdana, Geneva, sans\-serif","job OtherDetails":[{"field Label":"Industry","uitype":2,"value":"Legal"},{"field Label":"Work Experience","uitype":2,"value":"5+ years"},{"field Label":"Salary","uitype":1,"value":"$150,000 \- $200,000 (DOE) + No Cap Bonus + Signing Bonus"},{"field Label":"City","uitype":1,"value":"Solana Beach"},{"field Label":"State\/Province","uitype":1,"value":"California"},{"field Label":"Zip\/Postal Code","uitype":1,"value":"92075"}],"header Name":"Civil Litigation Senior Associate Attorney","widget Id":"**********00072311","is JobBoard":"false","user Id":"**********01649062","attach Arr":[],"custom Template":"3","is CandidateLoginEnabled":true,"job Id":"**********14945710","FontSize":"12","google IndexUrl":"https:\/\/advanceddynamicscorp.zohorecruit.com\/recruit\/ViewJob.na?digest=s1J5jKHS9uetxK@cGFZha@2zmFmPsrDMguzf0I9fQEY\-&embedsource=Google","location":"Solana Beach","embedsource":"CareerSite","indeed CallBackUrl":"https:\/\/recruit.zoho.com\/recruit\/JBApplyAuth.do","logo Id":"kurnnfcd0c49ba5474875a7d6e2dfc90be0d9"}
    $120k-150k yearly 60d+ ago
  • Senior Associate Attorney

    Monzingo | Legal

    Senior associate job in Temecula, CA

    Job Description A national insurance coverage/policyholder law firm with offices in Temecula, California, seeks an associate attorney or of counsel with 4+ years of experience litigating complex insurance claims, analyzing and drafting insurance policy language, and/or providing insurance coverage opinions. Requirements - Associate Attorney JD from an accredited law school and current admission to California Bar, in good standing Significant State or Federal court litigation experience, including drafting pleadings, taking depositions and motions practice High intelligence, problem solving abilities and creativity Personal responsibility, strong work ethic and commitment to firm's clients Exceptional written and verbal communication skills Flexibility to work in a highly collaborative team environment Strong organization, time management, project management and matter management skills Firm clients are located nationally. Travel would be required for litigation work. Culture The Firm intentionally cultivates a culture of support, growth, respect, acknowledgment, equity, and excellence, where all contributions are valued. As a high-performance law firm, it understands that its success reflects team members' dedication, ingenuity, and passion and that it strives to bring out the best in its people. The firm seeks people who work smartly, are strategic, and are committed to connecting with the firm's philosophy. The successful attorney candidate is also meticulous, focused, and detail-oriented and ensures that all stakeholders are kept apprised of critical matters. Why Join Us? Competitive compensation. Work-life balance. Unique, sophisticated, collaborative, intellectual practice. Strong mentorship, professional development and training programs. Transparent, merit-based compensation formula and promotion system. Opportunity for advancement to partner and ownership. Development and maintenance of direct client relationships is fostered and encouraged. Compensation and Benefits Hybrid available based on demonstrated ability, but not fully remote. Competitive annual salary based on experience. Significant non-discretionary performance-based bonus Comprehensive employee benefits packages + retirement plan/profit sharing Apply Thank you for considering this Associate Attorney position in Temecula, California. We hope to receive your inquiry and resume. Confidentiality is a cornerstone of our recruiting services.
    $71k-105k yearly est. 3d ago
  • Healthcare Financial/Actuarial Senior Associate

    WTW

    Senior associate job in Irvine, CA

    As a Healthcare Financial/Actuarial Senior Associate you will be a key member of the Financial Actuarial & Analytics (FAA) Community of Expertise. You will substantially contribute to a wide variety of complex analyses and projects involving the design, financing, and measurement and financial analysis of the full spectrum of employer health and group benefit programs including medical, dental, life, disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, and ensure quality standards are met. You will have the opportunity to position yourself to lead financial project with small-to-midsized clients, and work on cutting edge projects alongside leaders in the industry. + Develops knowledge of varying client complexity by working across different client profiles and roles, including leading clients' financial/actuarial engagements for a portfolio of small clients or managing FAA resources to coordinate effective and efficient delivery of more complex client deliverables + Demonstrates an advanced/expert knowledge in all aspects of employee benefit plan design, underwriting and funding concepts and H&B tools + Is a key member on multiple employer client teams providing financial analyses, outputs and client deliverables across a region + Provides direction on benefit plan analysis, design, cost avoidance, risk and funding strategies + Reviews technical & consulting accuracy on client projects, including developing pricing and employee contributions strategies, modelling plan design alternatives and calculating reserves + Communicates complex financial/actuarial/analytic results to effectively drive client action + Partners with Global Delivery Centers and Client Service teams to deliver superior project management + Build strong relationships internally and collaborate effectively on cross-functional teams **Qualifications** + 5+ years' experience in professional services, ideally gained in a benefit consulting/brokerage firm or health underwriting / actuarial function of an insurance company + Advanced knowledge of health and welfare products & services + Experience with big data analytic techniques preferred + Advanced knowledge of underwriting and funding concepts + Proven ability to lead multiple projects simultaneously and produce quality deliverables on time and within budget + Desire and ability to expand relationships with clients + Proven ability to identify and resolve issues with limited information and experience + Polished and well developed written and verbal communication skills + Self-starter attitude and ability to work independently and as part of a team + Strong analytical, creative and integrative skills + Ability to direct work of more junior colleagues and provide feedback + Excellent Microsoft Office skills, particularly in Excel and PowerPoint + State Life and Health license required within 90 days of joining + Relevant financial experience and/or university degree + Progress towards completion of health actuarial designation or CEBS designation (optional) Note: 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 a sufficient/appropriate candidate slate has been identified. **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 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 (Producer roles only). **Compensation** The base salary compensation range being offered for this role is $90,000.00 to $130,000.00 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 (*********************************************************************************************************** ( _Washington State only_ ) + **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. At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution. We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more. **EOE, including disability/vets**
    $90k-130k yearly 60d+ ago
  • Healthcare Financial/Actuarial Senior Associate

    Willis Towers Watson

    Senior associate job in Irvine, CA

    As a Healthcare Financial/Actuarial Senior Associate you will be a key member of the Financial Actuarial & Analytics (FAA) Community of Expertise. You will substantially contribute to a wide variety of complex analyses and projects involving the design, financing, and measurement and financial analysis of the full spectrum of employer health and group benefit programs including medical, dental, life, disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, and ensure quality standards are met. You will have the opportunity to position yourself to lead financial project with small-to-midsized clients, and work on cutting edge projects alongside leaders in the industry. * Develops knowledge of varying client complexity by working across different client profiles and roles, including leading clients' financial/actuarial engagements for a portfolio of small clients or managing FAA resources to coordinate effective and efficient delivery of more complex client deliverables * Demonstrates an advanced/expert knowledge in all aspects of employee benefit plan design, underwriting and funding concepts and H&B tools * Is a key member on multiple employer client teams providing financial analyses, outputs and client deliverables across a region * Provides direction on benefit plan analysis, design, cost avoidance, risk and funding strategies * Reviews technical & consulting accuracy on client projects, including developing pricing and employee contributions strategies, modelling plan design alternatives and calculating reserves * Communicates complex financial/actuarial/analytic results to effectively drive client action * Partners with Global Delivery Centers and Client Service teams to deliver superior project management * Build strong relationships internally and collaborate effectively on cross-functional teams Qualifications * 5+ years' experience in professional services, ideally gained in a benefit consulting/brokerage firm or health underwriting / actuarial function of an insurance company * Advanced knowledge of health and welfare products & services * Experience with big data analytic techniques preferred * Advanced knowledge of underwriting and funding concepts * Proven ability to lead multiple projects simultaneously and produce quality deliverables on time and within budget * Desire and ability to expand relationships with clients * Proven ability to identify and resolve issues with limited information and experience * Polished and well developed written and verbal communication skills * Self-starter attitude and ability to work independently and as part of a team * Strong analytical, creative and integrative skills * Ability to direct work of more junior colleagues and provide feedback * Excellent Microsoft Office skills, particularly in Excel and PowerPoint * State Life and Health license required within 90 days of joining * Relevant financial experience and/or university degree * Progress towards completion of health actuarial designation or CEBS designation (optional) Note: 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 a sufficient/appropriate candidate slate has been identified. 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 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 (Producer roles only). Compensation The base salary compensation range being offered for this role is $90,000.00 to $130,000.00 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 (Washington State only) * 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. At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution. We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more. EOE, including disability/vets
    $90k-130k yearly 3d ago
  • Senior Associate - Financial Advisory Services

    Embarkwithus

    Senior associate job in San Diego, CA

    Experience a 45X+ award-winning culture! Embarkers enjoy: Work-life integration: We encourage our team to balance work with personal life. 95% of our employees feel they can take time off when necessary Growth and development: We offer continuous learning opportunities, including CPE credits and coaching, to support our employees' professional growth and ensure they execute excellently for clients Award-winning culture: Recognized for our outstanding workplace environment, we prioritize the happiness and well-being of our team Embark isn't your ordinary consulting firm. We're committed to cultivating a workplace where everyone can thrive-where happiness is at the core of our success. Where Happy Works. Our team is dedicated to solving complex problems for finance, accounting, HR, and technology leaders with forward-thinking solutions and unparalleled hospitality. Here are a few reasons why 93% of Embarkers agree that we offer special and unique benefits: Unlimited PTO: Enjoy unlimited PTO to recharge and pursue your passions Comprehensive healthcare: 100% paid premiums for you and your family Whole human growth: $150 monthly stipend for holistic development Career advancement: Access to CPE credits, learning platforms, coaching, and professional development Financial support: Up to 3% 401(k) matching and financial advisory services Team and community engagement: Monthly social events within your market, charitable matching, and great people! What you'll be doing Reporting to the leadership of our financial advisory division, you will join other consultants in our Financial Advisory practice. You'll ensure all clients are taken care of - by assisting with hands-on financial reporting and analysis, complex transactions advisory, process improvement and optimization, etc. in a timely, efficient, and accurate manner. In this role, you'll work closely with clients and have the opportunity to experience multiple aspects of financial advisory, transactions, and strategy. To be a good fit for our Senior Associate - Financial Advisory role you will have: 3+ years of experience in Big 4/public accounting/consulting and/or corporate accounting CPA or CPA candidate Strong knowledge of U.S. GAAP and/or IFRS Keen attention to detail A high sense of urgency, strong initiative and the ability to multi-task Ability to work independently and as part of a team The desire to learn new technologies and practices to constantly improve the business of Embark and our clients A proactive approach to constant improvement and problem solving Communication skills that can effectively relay concepts and updates across all stakeholders from staff to executives A drive to forge deep relationships both internally through a variety of culture initiatives and externally through industry leading hospitality efforts Added bonus if you have… Inter-company experience Oil and gas experience REIT experience SaaS revenue recognition experience Healthcare (including Biotech) experience Financial services experience Government Contract experience SEC filing exposure/experience What's in it for you: We pay 100% of insurance premiums on medical, dental, and vision for you AND your family Typical compensation range of $100,000- $125,000 We match 50% to 6% on our 401K Fully paid parental leave for all new parents Monthly stipend for whole human wellness All the technology you'll need to be successful, the most advanced software, and accessories to ensure you get the job done in style Monthly team outings (think: axe throwing, a trip to the State Fair, go-kart races, etc.) In closing... If this role sounds exciting, apply and let's start the conversation! All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Upon offer of employment, employees will be asked to submit to a background check and drug screen. Dependent on ongoing client requirements, employees may also be asked to submit to a drug screening and background check throughout employment.
    $100k-125k yearly Auto-Apply 60d+ ago
  • Sr. Consumer Risk Associate

    Careerglobalhc

    Senior associate job in Irvine, CA

    Sr. Consumer Risk Associate - (250000MO) Description Who We AreThrough our service brands Hyundai Motor Finance, Genesis Finance, and Kia Finance, Hyundai Capital America offers a wide range of financial products tailored to meet the needs of Hyundai, Genesis, and Kia customers and dealerships. We provide vehicle financing, leasing, subscription, and insurance solutions to over 2 million consumers and businesses. Embodying our commitment to grow, innovate, and diversify, we strive to reimagine the customer and dealer experience and launch innovative new products that broaden our market reach. We believe that success comes from within and are proud to support our team members through skill development and career advancement. Hyundai Capital America is an Equal Opportunity Employer committed to creating a diverse and inclusive culture for our workforce. We are a values-driven company dedicated to supporting both internal and external communities through volunteering, philanthropy, and the empowerment of our Employee Resource Groups. Together, we strive to be the leader in financing freedom of movement. We Take Care of Our PeopleAlong with competitive pay, as an employee of HCA, you are eligible for the following benefits:· Medical, Dental and Vision plans that include no-cost and low-cost plan options· Immediate 401(k) matching and vesting· Vehicle purchase and lease discounts plus monthly vehicle allowances· Paid Volunteer Time Off with company donation to a charity of your choice· Tuition reimbursement What to ExpectThe Sr. Consumer Risk Associate is responsible for maintaining all origination planning, and reporting models to support annual business planning and monthly reporting needs. In addition, this role is responsible for producing MEL forecasts for originations monthly and manages / maintains all origination risk data tables. This position is critical in monitoring and controlling risk of all new and used consumer loan and lease originations. What You Will Do1. Planning and Reporting: · Develop annual business plan and monthly re-forecasts for origination risk KPIs (30+3, Approval %, AD%, MEL %, etc. ). · Monitor monthly performance to plan providing detailed variance explanations for month to month, and month to plan variances. · Execute all monthly reporting for origination risk metrics for RCC, FP&A, and global reporting needs. 2. MEL Production and Analysis: · Maintain code to produce monthly MEL forecasts. · Support annual MEL refresh remodel review/approval process with model-to-model variance analysis. 3. Origination Risk Data Steward: · Maintain consumer origination risk data tables. · Work with CDO to maintain tables and data dictionaries. · Represent consumer risk in Edge committee meetings to drive consistent data definitions across the organization. Qualifications What You Will Bring· Minimum 4-6 years related work experience in a consumer credit or risk management role. · SAS or SQL experience required. · R / Python skills preferred. · FP&A/Credit/Funding/Collections/Pricing background a plus. · Bachelor's degree in Mathematics, Statistics, Economics or related quantitative field. · Strong PC skills: Microsoft Excel, Word, and PowerPoint. · Intermediate data mining skills using SAS or SQL· An in-depth understanding of statistics and applications. · Excellent verbal and written communication skills. · Strong analytical, critical thinking and problem-solving skills. · Strong attention to detail and ability to multitask effectively. · Ability to work in a fast-paced environment and adapt quickly to changes. · Must work well in a team, be self-directed and results oriented. Work EnvironmentEmployees in this class are subject to extended periods of sitting, standing, and walking, vision to monitor and moderate noise levels. Work is performed in an at home and office environment. The posted salary range for this job takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; geographic location, and other business and organizational needs. Successful candidates may be hired anywhere in the salary range based on these factors. It is uncommon to hire candidates at or near the top of the range. California Privacy NoticeThis notice only applies to our applicants who reside in the State of California. The latest version of our Privacy Policy can be found here. This Privacy Policy provides you with notice, at or before the point of collection, about the categories of personal information to be collected from you, the purposes for which your personal information is collected or used, and whether that information is sold or shared, so that you can exercise meaningful control over our use of your personal information. We are providing this notice to comply with the California Consumer Privacy Act of 2018, as amended as amended by the California Privacy Rights Act of 2020 (“CCPA”). If you have any questions about CCPA regarding California residents or HCA team members, please contact the Privacy Team at Privacy2@hcs. com. Primary Location: United States-California-IrvineWork Locations: Headquarters 1 3161 Michelson Dr. Ste 1900 Irvine 92612Job: RiskJob Type: RegularOvertime Status: Non-exempt Schedule: Full-time Minimum Salary: $82,800. 00Maximum Salary: $124,200. 00Job Posting: Oct 24, 2025
    $82.8k-124.2k yearly Auto-Apply 21h ago
  • Senior Associate / Manager

    DHD Consulting 4.3company rating

    Senior associate job in Irvine, CA

    We seek an experienced Senior Associate / Manager to provide exceptional tax advisory and compliance services. This position focuses on U.S. individual and corporate tax consulting, cross-border tax planning, tax-efficient strategies using financial products, and advanced estate planning through trusts. It also involves practice management and collaboration with multidisciplinary professionals. Key Responsibilities: - Prepare and review U.S. individual and corporate tax returns. - Provide tax consulting for clients, including U.S. residents, businesses, and cross-border clients entering or operating in the U.S. - Develop tax-efficient strategies leveraging real estate, insurance, and financial products. - Design advanced tax and estate planning solutions using Domestic and Offshore Trusts. - Collaborate with attorneys, financial planners, and real estate agents for integrated client solutions. - Guide clients on asset relocation and immigration through tax-efficient strategies. Qualifications: - Bachelors degree in Accounting, Finance, or related field; CPA required. - 5+ years of U.S. tax compliance and cross-border advisory experience. - Bilingual fluency in Korean and English. - Open to learning and applying knowledge in related legal and financial fields. - Strong attention to detail, problem-solving, and communication skills.
    $73k-111k yearly est. 60d+ ago
  • Global Finance Senior Associate Attorney or Of Counsel

    Direct Counsel

    Senior associate job in San Diego, CA

    Job DescriptionGlobal Finance Senior Associate Attorney or Of Counsel Location Options: New York, Los Angeles, Irvine, Atlanta, Boston, Chicago, Dallas, Washington, Houston, Palo Alto, San Diego, San Francisco Direct Counsel is partnering with a top-tier international law firm to recruit a Senior Associate or Of Counsel with at least seven years of experience to join its highly ranked Global Finance practice. This is an outstanding opportunity for a finance attorney who thrives in a fast-paced, sophisticated transactional environment and is seeking direct access to market-leading clients, high-impact deals, and business development support. The firm's Global Finance group represents an elite client base of private credit funds and major financial institutions on a broad range of acquisition financing transactions, including leveraged buyouts, recapitalizations, and cross-border deals. The team is known for handling cutting-edge financing matters, often in connection with high-value private equity transactions. Key Responsibilities: Structure, negotiate, and manage complex acquisition financing transactions on both borrower and lender sides. Lead or support deal teams in drafting and reviewing credit agreements, commitment letters, intercreditor agreements, and related documentation. Serve as a point of contact for clients and coordinate with cross-border deal teams and practice groups. Play an active role in mentoring junior associates and contributing to the ongoing growth of the practice. Engage in business development efforts with support and training provided by the firm's leadership. Qualifications: Minimum of 7 years of experience in acquisition finance or leveraged finance at an Am Law 100 or equivalent law firm. Demonstrated expertise in handling sponsor-backed or fund-driven acquisition financings, with significant drafting and negotiating experience. Strong academic credentials from a top-tier law school. Excellent client communication skills and a proactive, business-minded approach. Admission to practice in the jurisdiction corresponding to the office of interest (NY, CA) and in good standing. Compensation: Base salary range: $435,000 to $450,000, depending on level and experience. Generous bonus structure and benefits package offered by the firm. This role provides high visibility with the firm's finance leadership and a path for attorneys looking to deepen their expertise in acquisition finance while contributing to a practice that is central to the firm's continued global expansion. If you're interested in learning more, please reach out to Direct Counsel. All inquiries will be kept strictly confidential.
    $71k-103k yearly est. 15d ago
  • Senior Pharmacovigilance Associate

    Allen Spolden

    Senior associate job in San Diego, CA

    / Objective Supports the Worldwide Patient Safety Vision through understanding the impact and implication of daily work on all customers of AE Processing. This commitment drives dedication to quality and accurate case handling, for overall contribution to a high performance team. Position Responsibilities Ensures the quality and accuracy of adverse event reports. Learns and navigates the intricacies of the BMS Drug Safety Databases to process adverse event reports. Relies upon medical knowledge to conduct comparisons of adverse event source documents against Safety Database screens for transcription and medical accuracy. Employs effective oral and written communication skills to ensure appropriate AE case processing and consistent documentation of medical judgment within the drug safety database. Maintains a customer service focus with internal and external GPV&E colleagues. Utilizes cultural awareness to incorporate the varying medical philosophies of regulatory bodies worldwide and the idiosyncrasies of health care delivery for effective global AE reporting. Takes personal initiative by proactively identifying innovative ways to accomplish tasks and driving toward process efficiencies. Utilizes effective organizational skills to prioritize deliverables in order to accomplish work in established timeframes. Demonstrates the ability to handle ambiguity of inquiries by identifying reporting regulations in order to provide solutions for resolution. Demonstrates strong teamwork skills to ensure that processes, procedures, and best practices are consistent across GPV&E and that regulatory requirements are met in a timely manner and with high quality. Collaborates with Medical Review Safety Physicians and Safety/ESR Scientists across therapeutic areas on case-related issues, while seeking guidance from AE Processing managers. Contributes to continuous quality improvement process through projects and other related departmental initiatives. Serves as a trainer, mentor, and guide for colleagues within GPV&E through providing perspective on the broad organizational impact on their daily work. Accountable for multiple tasks including CAPA, ICSR reconciliation, database interfaces, single case compliance, external and internal stakeholder correspondence, and prioritizes tasks according to designated criteria. Utilizes knowledge of specific work practices, Standard Operating Procedures (SOP), and regulations in order to maintain oversight of vendor activities to ensure successful execution of tasks. Develop and execute training for alignment in processing. Collaborate with clinical trial teams and CROs to ensure SAE operational processes in outsourced clinical trials align with BMS processes. Ensure alignment and drive approval from all Stakeholders of study specific SAE Management Plans. Review and evaluate integrity of CRO SAE processes for inspection readiness. BenefitsMedical & Dental, 401K and PTO.
    $71k-103k yearly est. 60d+ ago
  • Senior Intellectual Property Associate

    Vanguard-Ip

    Senior associate job in San Diego, CA

    REQUIREMENTS Attorneys with a computer engineering, computer science, electrical engineering, or physics background and patent law experience, including patent preparation and prosecution, invalidity, and non-infringement opinions. RESPONSIBILITIES As an attorney, you will receive solid training and opportunities for professional growth. They believe that associates should have client contact to see first-hand how large innovative companies, as well as pioneering start-ups, develop products and technologies that are literally changing the world. You can expect to take invention disclosures from inventors, draft specifications with minimal supervision, and generate claims requiring only moderate review. SUMMARY Vanguard-IP specializes in the placement of IP/Patent professionals nationwide. Our focus provides us with a deeper knowledge of our clients' needs, and our candidates' individual talents and career interests. Our broad network of long-term client relationships also gives us a competitive edge. Our recruiters all have 10+ years of IP recruiting experience, and an exceptional record of success. We have superior knowledge of the IP job market, and offer trusted career advice for our candidates. We also have the resources and high level contacts to get your questions answered. We look forward to speaking with you, and learning more about what you are seeking in your next opportunity. CONFIDENTIALITY At Vanguard-IP, we respect the confidentiality of every candidate who contacts us. We will always contact you to obtain explicit prior authorization before submitting your resume to any of our clients. **Should you have an interest in a similar position in another location, we have hundreds of openings in other markets. Please apply now and our team would be happy to review your information for this or other openings in your location of interest.**
    $71k-103k yearly est. 60d+ ago
  • Senior Associate - AML/KYC (Fund Administration)

    IQ-EQ

    Senior associate job in San Diego, CA

    We're a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world's top-15 private equity firms. Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts. Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding. We're driven by our Group purpose, to power people and possibilities. Job Description Verifies and leads AML/KYC reviews for both investor and investment levels using proprietary software, coordinating with onshore and offshore teams to meet client deadlines. Maintains detailed oversight of ongoing reviews, manages client communications, supports multiple Private Equity funds, and drives process improvements while ensuring accurate record keeping and team performance. What you'll do You verify and lead AML/KYC reviews for both investor and investment levels, ensuring accuracy and timely completion using proprietary software. You coordinate with onshore and offshore teams to manage review workflows efficiently and maintain detailed oversight of all ongoing reviews. You support clients across multiple Private Equity funds, handling routine and ad-hoc information requests while maintaining professional communication with stakeholders. You oversee offshore resources daily, ensuring adherence to client processes and maintaining high operational standards. You assess and improve operational effectiveness, contributing to process development and ensuring proper record keeping across systems. What we offer IQ-EQ offers a comprehensive benefits package designed to support employees' well-being and work-life balance. Employees receive generous paid time off, including 4 weeks of PTO that increases over time, sick time and paid holidays, and financial wellness is supported through a 401(k) plan with a company match (subject to eligibility). Health benefits include medical, dental, vision, mental health support and additional ancillary insurance plans. Additional benefits include paid parental leave and a hybrid work schedule, promoting both personal and professional fulfillment. The salary for this position will be dependent on experience and location ($70,000-$90,000). Qualifications You have at least two years of experience in private equity, AML/KYC, or a related role within alternative asset investment firms. You possess strong analytical skills specific to AML/KYC and demonstrate exceptional attention to detail in high-volume work environments. You communicate professionally and effectively, especially in writing, and provide outstanding client service. You manage multiple priorities and deadlines, collaborate well in teams, and are open to giving and receiving constructive feedback. You are proficient in Microsoft Outlook, Excel, and Word, and have experience or interest in managing and training offshore resources. Additional Information Our commitment to you and the environment Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders - including our employees, clients, and local communities - while also reducing our impact on our natural environment. There is always more we can, and should do, to improve - whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We're committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee. Our learning and development programs and systems (including PowerU and MyCampus) enable us to invest in growing our employees' careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced. We're committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients' sustainability and success leads to our sustainability and success. We're emotionally invested in our clients right from the beginning. #LI-HYBRID
    $70k-90k yearly 9d ago
  • Client Success Senior Associate - Startup Banking

    Jpmorgan Chase & Co 4.8company rating

    Senior associate job in Irvine, CA

    JobID: 210683649 JobSchedule: Full time JobShift: Day Base Pay/Salary: Irvine,CA $80,750.00-$130,000.00 Be the hub of communication and help build deep and lasting relationships with our most complex Commercial Bank clients across the country. As a Client Success Senior Associate within the Commercial Bank you will serve as a key liaison for Commercial Bank clients. This role will work closely with Commercial Bankers, Treasury Management Officers, Client Service, Implementations, and Know Your Client (KYC) teams to deliver an enhanced client experience to the firm's valued relationships and newly acquired clients being implemented. The Client Success Officer plays an important role in the execution of the firm's retention, growth, and client experience strategies, including accountability to deliver on broader organizational service and revenue expansion. The Client Success Officer will be a critical partner for Commercial Bankers and Treasury Management Officers to execute more effectively and efficiently in a business development capacity, while retaining an engaged resource that can ensure a high degree of client satisfaction. Job Responsibilities * Contribute to strategic client reviews and long-term planning and partner with Banking and Sales on growth opportunities * Manage/resolve client escalations and issues * Help the coordination and project management of product implementations and service related needs * Assist in relationship review documents, visualizations from data sets * Maintain ongoing relationship management routines * Manage project meetings for large client implementations and create and manage planning for projects such as migrations, year-end pricing changes, etc. * Work with Risk partners for certain elements of risk management including fraud prevention. * Help coordinate and facilitate RFPs responses and participate in RFPs where applicable * Coordinate with the banking team to participate in sales pitches for prospect clients to show the value add of the service model * Possess knowledge of treasury and cash management products to be able to address and coordinate the resolution of set-up, invoice and billing issues * Coordinate with the Banker and operational partners, such as Client Data Management Team, & KYC, to assist with the onboarding of new to bank clients and to assist with periodic client renewals Required qualifications, skills and capabilities * Bachelor's degree and/or 3+ years of equivalent prior work experience in Business Operations / Client Services / Sales Support * Comprehensive knowledge of Treasury Products and Services * Proven client interaction skills to calibrate & manage client expectations * Proven proficiency in managing client problem resolution and delivering solutions; ability to mobilize internal resources to move quickly to resolve issues * Ability to motivate cross-functional teams and interact with all levels of the organization including senior management, sales, IT, operations and product management, banking, implementation, service, KYC, liquidity, merchant, card, credit, legal, compliance, etc. * Working knowledge of Microsoft Office suite of products such as Project, Power-point and Excel * Demonstrated team building skills and ability to work in a team environment along with experience in managing conflict and adapting to change * Comfort in using technology such as WebEx, Zoom and other collaboration tools for enhanced client discussions Preferred qualifications, skills and capabilities * MBA * PMP or other Project Management Certifications * Ability to provide quantifiable management reporting Final Job Grade and officer title will be determined at time of offer and may differ from this posting. Some travel required (20%) to visit clients and internal partners. Please note this role is not eligible for employer immigration sponsorship.
    $80.8k-130k yearly Auto-Apply 39d ago
  • Sr. Associate - Corporate Engagement & Inclusion

    Pacific Investment Management Co 4.9company rating

    Senior associate job in Newport Beach, CA

    PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. Corporate Engagement & Inclusion Senior Associate What is the role? The Corporate Engagement & Inclusion, Senior Associate will champion inclusion initiatives by executing a diverse range of projects in partnership with global stakeholders, including Employee Resource Groups (ERGs). This includes providing thought leadership to develop and track engagement and inclusion programs, managing event logistics and operations, and responding to client inquiries. The role requires exceptional analytical and project management skills to identify trends and insights that inform strategy, as well as strong collaboration abilities to integrate inclusion best practices into business processes and programs. With a focus on maintaining high ethical standards and professionalism, Senior Associate will ensure that all initiatives are executed with integrity, fostering a workplace where every employee feels valued and empowered to contribute. In parallel, this role will also partner to advance PIMCO's commitment to environmental stewardship by contributing to manage regulatory compliance and risk, as well as to data analysis and collection of metrics such as energy consumption and waste reduction. The Senior Associate will also help manage external relationships with industry partnerships and internal senior stakeholders. Responsibilities: Inclusion and Diversity (Focus of Role) Strategy Development and Program Execution: Execute on a broad range of projects and programs directly and in partnership with global stakeholders, including Employee Resource Groups (ERGs). Thought Leadership: Provide thought leadership to help develop, coordinate, track, and report on Inclusion and ERG programs, focusing on project management and delivery. Communications: Partner with marketing and corporate communications to develop internal and external communications that contribute to attract and retain top talent. Event Management: Assist in development, execution, and operations related to internal and external events. Client Engagement: Manage and respond to I&D-related client inquiries and questionnaires, ensuring timely and accurate responses. Data Collection and Analysis: Collect, format, and support analysis of data to identify trends, insights, and gaps to inform strategy and relevant programming. Collaboration: Work with HR teams to ensure inclusion best practices are integrated into talent acquisition processes, talent development, and annual employee lifecycle practices. Compliance, Monitoring and Reporting: Coordinate, track, and report on team activities and programs, maintaining organized files, trackers and archive. Global Stakeholder Management: Collaborate with colleagues globally to support regional and local partnerships and programming. Partnership Management: Manage relationships with external industry partners to share best practices and increase branding / exposure to clients. Complete due diligence on external partners. Budget Management: Manage the budget, ensuring effective allocation of resourcing and tracking expenditures and collaborate with appropriate teams to review and finalize contracts, as well as process and track expenses. Vendor Due Diligence: Review vendor due diligence questionnaires from corporate engagement perspective. Corporate Sustainability - have understanding and exposure to the below responsibilities. Strategy Development and Client Engagement: Implement core corporate sustainability strategy goals, including overseeing the planning and execution of programs such as updating client assets and managing and responding to client inquiries and questionnaires, ensuring timely and accurate responses. Data Analysis and Reporting: Collect, analyze, and report on sustainability metrics, including energy consumption, waste reduction, and carbon footprint, to track progress for PIMCO Corporate Environmental Sustainability Statement. Stakeholder Engagement: Collaborate with internal departments (legal and compliance, sustainable investing, etc..) and external partners to foster and understand corporate sustainability best practices. Regulatory Compliance: Ensure compliance with environmental regulations and sustainability standards and stay updated on industry trends and best practices. Partnership Management: Manage relationships with external industry partners to share best practices and increase branding / exposure to clients as helpful. Budget Management: Manage the budget for sustainability programs, ensuring effective allocation of resourcing and tracking expenditures. Qualifications: 5+ years of related experience, with a proven track record of developing and implementing successful initiatives. Requires a bachelor's degree in related fields (e.g., psychology, business administration) Strong analytical and problem-solving skills, with experience in data analysis and reporting. Excellent project management skills with the ability to manage multiple projects and priorities effectively. Exceptional collaboration skills, effective at gathering and synthesizing information from multiple parties, with ability to multi-task, organize, and prioritize while meeting rigorous deadlines. Demonstrated experience with relationship management and successfully partnering with multiple senior stakeholders. Exceptional attention to detail Excellent communication and interpersonal skills and a demonstrated ability to communicate effectively in an inclusive environment. High level of integrity; ability to manage confidential information ethically, professionally, and appropriately Highly professional manner, with the ability to interact with employees of all levels of experience and seniority, across the organization. Preferred Qualifications: Experience in thoughtfully planning the content and planning for virtual, mid, and large-scale events, with focus on detail orientation with strong problem-solving abilities. Ability to work independently and as part of a team in a fast-paced, dynamic environment. Exhibits intellectual curiosity and resourcefulness to better understand issues and topics at hand and uses this information to present thoughtful innovative ideas. Affinity for technology, proficiency in MS Office (Outlook, Excel, Word, PowerPoint) and working knowledge of Workday, Service Now and Responsive PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Hourly Rate Range: $ 48.08 - $ 54.09 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
    $48.1-54.1 hourly Auto-Apply 7d ago
  • Senior Associate Business Litigation Attorney

    Kaizen Stackup

    Senior associate job in Santa Ana, CA

    Senior Associate - California Commercial/Business/Civil Litigation Are you an experienced litigator ready to join a dynamic team handling exciting cases, working on complex legal issues, and representing intriguing clients? We are seeking a senior litigator with a minimum of ten years of business litigation experience in California. The role will focus heavily on law and motion practice. Our client is a boutique civil litigation firm and are experiencing a surge of new clients as well as expanded engagements from existing clients. To accommodate this growth, we are looking to add an accomplished senior litigation associate to our team. Our practice covers a broad spectrum of civil litigation, including but not limited to: policyholder-side insurance coverage (not insurance defense), business disputes, corporate ownership issues, employment law, shareholder actions, intellectual property, and appellate matters. The ideal candidate will appreciate the unique culture and opportunities our firm provides, which include: collaborating with colleagues who genuinely enjoy litigation; developing strategic insights into diverse cases; gaining exposure to multiple court systems; working in a high-energy, respectful environment; leveraging cutting-edge technology; and contributing to meaningful legal work with a clear understanding of overall case strategy. We also offer a balanced workload, with an annual target of 1,800 billable hours. This position requires managing and litigating civil cases across a variety of legal areas. You will need to conduct thorough research and familiarize yourself with areas of law that may be new to you. While bringing a book of business is not required, our client offers a fee-splitting incentive for attorneys who generate their own clients. Qualifications: J.D. from an accredited law school and active membership in the California Bar. Minimum of ten years of litigation experience in California (candidates with five or more years in business litigation are preferred). Must reside within 25 miles of the Irvine area. We're looking to fill this position quickly, so please submit your resume and a thoughtful cover letter that demonstrates you've thoroughly read this listing. Job Type: Full-time Salary: $160,000 - $210,000 per year Benefits: Dental insurance Flexible schedule Health insurance Professional development support Application Question: What areas of California civil litigation do you have experience in? Experience: Civil Litigation: 10 years (required) License/Certification: California Bar License (required)
    $160k-210k yearly 60d+ ago
  • Valuation Senior Associate - Deal Advisory

    Embarkwithus

    Senior associate job in San Diego, CA

    Experience a 45X+ award-winning culture! Embarkers enjoy: Work-life integration: We encourage our team to balance work with personal life. 95% of our employees feel they can take time off when necessary Growth and development: We offer continuous learning opportunities, including CPE credits and coaching, to support our employees' professional growth and ensure they execute excellently for clients Award-winning culture: Recognized for our outstanding workplace environment, we prioritize the happiness and well-being of our team Embark isn't your ordinary consulting firm. We're committed to cultivating a workplace where everyone can thrive-where happiness is at the core of our success. Where Happy Works. Our team is dedicated to solving complex problems for finance, accounting, HR, and technology leaders with forward-thinking solutions and unparalleled hospitality. Here are a few reasons why 93% of Embarkers agree that we offer special and unique benefits: Unlimited PTO: Enjoy unlimited PTO to recharge and pursue your passions Comprehensive healthcare: 100% paid premiums for you and your family Whole human growth: $150 monthly stipend for holistic development Career advancement: Access to CPE credits, learning platforms, coaching, and professional development Financial support: Up to 3% 401(k) matching and financial advisory services Team and community engagement: Monthly social events within your market, charitable matching, and great people! Who we're looking for… A team player who is self-starter and ready to hit the ground running on day one. The environment is dynamic, so you'll also need to be flexible and adaptable to change as we grow. What you'll be doing as a Valuation Senior Associate: Working as part of a small team toward execution of various valuation engagements to ensure timely and excellent client service delivery. Perform and manage valuations for planning; mergers and acquisitions; financial reporting; tax and regulatory compliance; restructuring and reorganization; and corporate strategy. Combine relevant information into executive-level findings for team members and clients. Prepare and/or review analyses (reports, models, and presentations) that communicate findings and recommendations to our clients concisely and effectively. Participating in firm initiatives and recruiting efforts. To be a good fit for our Valuation Senior Associate role you will have: Bachelor's degree in Finance or Accounting (advanced degree is a plus) 2 to 4 years of experience in the valuation services industry including engagements for ASC 805 Business Combinations. Advanced financial modeling skills with the ability to create valuation & financial models based on a description of a financial asset, an agreement, or an operational and financial business plan. Advanced understanding of valuation methodologies and techniques. Advanced financial & accounting acumen with ability to independently develop fully customized, complex financial models. Excellent written and oral communication skills. Proficiency with Microsoft Excel, Word, and PowerPoint. Experience with financial databases such as S&P Capital IQ, FactSet, or Bloomberg Added bonus if you have: Knowledge of numerical techniques such as Monte Carlo simulation and lattice techniques. Experience with valuation of derivatives, contingent consideration, convertible instruments, and/or stock based compensation. Industry knowledge in a particular sector. Achievement of, or progress towards, CFA, CPA, and/or ASA designations. In closing... If this role sounds exciting, apply and let's start the conversation! All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Upon offer of employment, employees will be asked to submit to a background check and drug screen. Dependent on ongoing client requirements, employees may also be asked to submit to a drug screening and background check throughout employment.
    $71k-103k yearly est. Auto-Apply 56d ago
  • Payroll, Senior Associate

    Pacific Investment Management Co 4.9company rating

    Senior associate job in Newport Beach, CA

    PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. The Sr. Payroll Associate is a key member of the HR Global Payroll team, responsible for supporting payroll processing across the Americas and Asia Pacific regions. Reporting to the VP, Global Payroll Manager, this role supports timely, accurate and compliant payroll operations for multiple countries, including system enhancements and process improvements. Primary responsibilities (including the following, other duties may be assigned) Support the timely and accurate processing of monthly payrolls for 3-4 countries in the Asia Pacific region and operational support for payrolls in the Americas. Perform regular data and system audits to ensure data integrity and compliance. Collaborate with payroll team and vendors to identify system enhancements, formulate requirements and participate in testing. Partner with cross-functional teams (HR, Accounting, Finance, IT, etc.) to identify and implement process improvements, driving operational excellence and risk mitigation. Respond to payroll inquiries from management, employees and third party vendors in a professional and timely manner. Assist the Payroll Manager with Workday and ADP systems projects, including business process changes and system implementations. Stay current on payroll regulations, compliance requirements and best practices. Provide operational support during cross-training initiatives and payroll-related projects. Qualifications Minimum of 4+ years of HR and international payroll experience, with specific experience in U.S. and Asia Pacific payrolls. Hands-on experience with payroll systems such as Workday Payroll, ADP Streamline and/or ADP Celergo; including exposure to system implementations and conversions. Strong analytical, organizational and problem-solving skills, with keen attention to detail. Self-motivated, proactive and capable of working independently in a dynamic environment. Excellent written and verbal communication skills, with the ability to collaborate effectively across global teams. Proficiency in Microsoft Excel (pivot tables, VLOOKUP, etc.). Demonstrated ability to handle confidential information with discretion and professionalism. Knowledge of payroll best practices, federal and state regulations. Strong interpersonal skills, negotiation abilities and adaptability. Experience with expatriate and partnership payroll administration a plus. Education and Certifications Bachelor's degree required. Certified Payroll Professional (CPP) or similar HR/payroll certification a plus. PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Hourly Rate Range: $ 48.08 - $ 54.09 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
    $48.1-54.1 hourly Auto-Apply 7d ago

Learn more about senior associate jobs

How much does a senior associate earn in Oceanside, CA?

The average senior associate in Oceanside, CA earns between $60,000 and $123,000 annually. This compares to the national average senior associate range of $56,000 to $121,000.

Average senior associate salary in Oceanside, CA

$86,000
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