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Senior Associate - Business Operations & Transformation
Gaines & Associates, PC
Senior associate job in Edison, NJ
About GAPC
Gaines & Associates PC (GAPC) is a fast-growing CPA, CFO, and Business Advisory firm serving lower- and mid-market clients across the United States. Our work spans tax strategy, fractional CFO services, business advisory and turnaround engagements, operational improvement, and transaction-related support.
We work directly with business owners, executives, and investors to diagnose performance challenges, stabilize operations, improve efficiency, and build scalable, well-governed organizations. GAPC is known for its collaborative culture, analytical rigor, and hands-on advisory approach.
About the Role
We are seeking a SeniorAssociate - Business Operations & Transformation to support GAPC's Business Advisory and Business Turnaround practice. This is a client-facing consulting role designed for a high-potential professional who wants to develop into a Senior or Manager-level Advisor over time.
In this role, you will work closely with GAPC leadership, GAPC team members, and client leadership teams to understand how businesses operate in practice, analyze existing processes and financial information, and help design practical, implementable improvements. GAPC itself will be one of your internal clients; however, the primary focus of the role is external client delivery.
This position is well-suited for someone who is analytically strong, comfortable working with incomplete or unstructured information, and motivated to build a career in business advisory, operational transformation, and turnaround work. This role is on-site, with hybrid option available after onboarding.
What You'll Do
Support business and operational diagnostics by gathering, reviewing, and synthesizing information from client interviews, financial statements, management reports, and operational data.
Work with client stakeholders and senior GAPC team members to understand business objectives, current operating models, and key constraints.
Analyze existing end-to-end processes (e.g., Order-to-Cash, Procure-to-Pay, Record-to-Report, job costing, inventory management, service delivery, and back-office workflows) to identify inefficiencies, bottlenecks, risks, and improvement opportunities.
Develop process maps, workflow diagrams, SOPs, and RACI frameworks documenting current-state operations and proposed future-state designs.
Contribute to business optimization and turnaround analyses, including efficiency initiatives, cost improvement opportunities, organizational changes, and performance enhancement recommendations.
Assist in identifying opportunities for process automation and system enablement, and support the drafting of functional requirements and business specifications for internal or third-party technology solutions.
Participate in regular interactions with client stakeholders and internal GAPC team members, supporting clear communication, alignment, and progress tracking.
Support project execution activities, including workplan development, milestone tracking, issue identification, and preparation of client-facing updates.
Prepare professional, client-ready deliverables, including written analyses, slide presentations, executive summaries, and implementation roadmaps.
What You'll Bring
Bachelor's degree in business, finance, accounting, economics, engineering, information systems, or a related field; graduate degree is a plus.
2-4+ years of experience in management consulting, business analysis, operations, finance, analytics, or a related analytical role, with strong interest in business advisory and transformation work.
Strong analytical and quantitative skills, including comfort reviewing and interpreting financial statements (income statement, balance sheet, and cash flow).
Ability to structure and synthesize unstructured information obtained through interviews, documents, and incomplete data sets.
Demonstrated interest or experience in process improvement, workflow documentation, or operational analysis.
Strong written and verbal communication skills, with the ability to prepare clear materials and participate in discussions with senior business stakeholders.
Proficiency in Excel and PowerPoint; familiarity with BI tools, workflow systems, or automation platforms is a plus.
High level of professionalism, intellectual curiosity, and willingness to take ownership in a fast-paced, multi-client consulting environment.
Ideal Competencies
Analytical Thinking & Problem Structuring - Ability to break down complex business problems, apply structured thinking, and develop fact-based insights.
Business & Process Understanding - Interest in how organizations operate day-to-day and how processes, people, and systems interact.
Client & Stakeholder Communication - Comfort engaging with business owners, executives, and functional leaders under guidance, with a focus on clarity and professionalism.
Execution Discipline - Strong organizational skills, attention to detail, and ability to manage multiple workstreams and deadlines.
Adaptability & Growth Mindset - Comfort working in evolving environments, learning quickly, and taking on increasing responsibility over time.
Compensation & Benefits
Competitive salary commensurate with experience, with performance-based bonus potential
401(k) plan and comprehensive benefits package
Vacation / PTO
Continuing professional education and development support
Full-time position (40+ hours/week)
How to Apply
Submit your resume and a brief cover letter (2-3 bullet points highlighting relevant analytical, operational, or advisory experience) via LinkedIn or to ******************* (preferred). For more information about GAPC, please visit our website at *********************
SeniorAssociate, CRE Underwriting (Structured/Bridge Multifamily transactions) - NYC
This role will sit 5 days in NYC (eventually possibly pulling back to 4 days in NYC over time)
Qualifications:
Bachelor's degree required
Ideally seeking 5+ years of working knowledge of commercial real estate debt transactions/multifamily underwriting
Extensive prior underwriting experience pertaining to large/big-ticket/complex transitional multifamily transactions will be key (bridge, structured, mezzanine, preferred equity, etc).
Excellent work ethic, attention to detail, and organizational skills; ability to handle multiple transactions and multi-task in a fast-paced environment
Strong analytical and quantitative skills. Expertise in financial modeling and risk analysis
Effective communication skills needed to succinctly present deal dynamics
Ability to successfully handle interactions with a variety of people in differing roles (deal sponsors, origination staff, top-level executives, existing and potential investors, etc.)
Responsibilities:
Develop and structure financing proposals for presentation internally to the Fund's Credit committee, and externally to potential debt and equity partners
Work alongside portfolio managers and other team members collaborating CRE debt transactional process
Collect and analyze transaction due diligence and assist in the underwriting of pipeline transactions, identifying and communicating deal strengths and risks/mitigants
Produce short and long-form Investment Memoranda and financial models for active presentations at Investment Committee meetings
Support the Fund's existing investment asset management functions by analyzing performance, credit and market conditions across the seasoned loan portfolio
Collaborate with origination, underwriting, and senior management (CEO, CFO, COO) internally
Interact and communicate with borrowers to address sensitive and non-routine matters in addition to risk related items
Assist in business development and fund marketing, with significant external exposure to existing investors, prospective equity partners and clients
Review, mentor, and guide the supporting analysts
Brooklyn, NY, United States
Job Identification 210688605
Job Category Firmwide Risk and Compliance
Business Unit Corporate Sector
Posting Date 12/01/2025, 09:30 PM
Job Schedule Full time
Job Shift Day
Job Description
Join a team at the forefront of global risk management and regulatory compliance. Make a meaningful impact by supporting critical capital and stress testing initiatives that shape the firm's financial resilience. Collaborate with diverse stakeholders and leverage cutting-edge analytics and business intelligence tools. Grow your expertise in a fast-paced environment where your insights and ideas are valued. Be part of a group that champions innovation, quality, and continuous improvement.
As a Capital and Stress Testing Analyst in the Firmwide Operational Risk team, you help us deliver high-quality analytics, reporting, and process enhancements that support regulatory and internal risk management objectives. You work closely with business lines, corporate functions, and technology partners to execute, monitor, and report on regulatory capital and stress testing across the firm and its international legal entities. You contribute to process improvements and governance, ensuring our risk management practices remain robust and effective. You have the opportunity to drive impactful change and collaborate with colleagues at all levels.
Job Responsibilities
Support the execution of regulatory capital and stress testing processes, including data collection, validation, analysis, and documentation
Produce accurate and timely management and regulatory reports related to capital and stress testing
Develop and prototype tactical reporting solutions using business intelligence tools, especially Tableau
Assess and recommend enhancements to internal processes, reporting workflows, and data management practices
Collaborate with business lines, risk officers, control management, and technology teams to gather requirements and communicate findings
Maintain and elaborate internal governance procedures, standards, and documentation
Perform ad-hoc analyses using operational risk data and advanced Excel functions
Participate in the development and execution of internal projects and regulatory deliverables
Support user acceptance testing for new systems and enhancements
Ensure compliance with internal and external regulatory requirements
Drive initiatives that improve efficiency, control, and quality across reporting and analytics
Required Qualifications, Capabilities, and Skills
Hold a bachelor's degree in Business Administration, Finance, Accounting, or a related discipline
Minimum 5 years' experience in financial services, risk management, or analytical roles
Demonstrate strong analytical, problem-solving, and decision-making skills
Show high attention to detail and commitment to quality assurance
Excel in Microsoft Excel, including database functions
Communicate effectively in written and verbal formats
Build relationships with stakeholders at all levels, including senior management
Work independently and as part of a team, managing multiple priorities under tight deadlines
Create impactful presentations using Microsoft PowerPoint
Apply significant experience with business intelligence and reporting tools, especially Tableau
Ensure accuracy and compliance in all reporting activities
Preferred Qualifications, Capabilities, and Skills
Bring experience in regulatory capital, stress testing, or operational risk
Utilize Alteryx, SAS, or similar programming software for data analysis
Contribute to process re-engineering and control management initiatives
Prototype and develop functional specifications for technology solutions
Perform advanced ad-hoc analyses using operational risk data
Support governance and control documentation for capital and stress testing
Participate in user acceptance testing for new systems and enhancements
About Us
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
About the Team
Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success.
Risk Management helps the firm understand, manage and anticipate risks in a constantly changing environment. The work covers areas such as evaluating country-specific risk, understanding regulatory changes and determining credit worthiness. Risk Management provides independent oversight and maintains an effective control environment.
#J-18808-Ljbffr
$113k-162k yearly est. 4d ago
Senior Associate, HRBP
Seatgeek 4.0
Senior associate job in New York, NY
SeatGeek believes live events are powerful experiences that unite humans. With our technological savvy and fan-first attitude we're simplifying and modernizing the ticketing industry.
Reporting into a Sr Manager, HRBP, you'll play a critical role in supporting various people-related initiatives, including performance management, employee relations, and talent development. In partnership with the HRBP team, you'll support the implementation and execution of HR processes and programs. The work you'll be doing will be highly cross-functional and completed in close partnership with various teams and stakeholders across the People Team and the broader business. This is a perfect role for an HR professional looking to develop and grow into an HR Business Partner, supported by an experienced HR Business Partner team and HR leadership.
What you'll do
Act as a credible and influential advisor (and trusted confidant) to employees, managers, and business leaders; and a thoughtful change champion for the department you support
Support managers in performance management, including performance assessments, coaching, advancement, and recognition
Execute the HRBP team's operations and processes, including supporting ongoing People processes (calibration, performance review, compensation review, headcount planning, development, etc.), as well as administration, reporting, and documentation standards and preparation
Support and resolve employee relations issues, including training managers to handle sensitive matters, partnering with leaders on complex employment matters, and supporting objective, thorough investigations
Leverage data and tools to influence decision-making with partners and business units
Support the design and successful implementation of key People Team programs, processes, and tools
Help enable career paths within respective business units(s) and continuously think about new ways of defining and improving career development
Provide HR policy guidance and interpretation, with a critical eye toward developing new policies, clarifying existing ones, and sunsetting outdated ones as needed
Support engagement survey action planning within the business unit(s)
Provide general thought partnership on initiatives to improve culture and team effectiveness
What you have
4+ years of direct HR/People experience, preferably with a high-growth tech company
BA (or higher) degree in HR or related field
A passion for numbers and data-driven decision-making
Knowledge of HR best practices
Scrappy mindset with the ‘no task too big or small' attitude
Bright, self-directed, and relentlessly curious. You love learning new things and have a strong interest in startups and technology
The ability to stay steadfast in a fast-paced environment
Perks
Equity stake
Flexible work environment, allowing you to work as many days a week in the office as you'd like or 100% remotely
A WFH stipend to support your home office setup
Unlimited PTO
Up to 16 weeks of fully-paid family leave
401(k) matching program
Student loan support resources
Health, vision, dental, and life insurance
Up to $25k towards family building and reproductive health services
Gender-affirming care support program
$500 per year for wellness expenses
Subscriptions to Headspace (meditation), Headspace Care (therapy), and One Medical
$120 per month to spend on tickets to live events
Annual subscription to Spotify, Apple Music, or Amazon music
The salary range for this role is $100,000 - $144,000 USD. This role is also equity eligible. Actual compensation packages within that range are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific location.
SeatGeek is committed to providing equal employment opportunities to all employees and applicants for employment regardless of race, color, religion, creed, age, national origin or ancestry, ethnicity, sex, sexual orientation, gender identity or expression, disability, military or veteran status, or any other category protected by federal, state, or local law. As an equal opportunities employer, we recognize that diversity is a positive attribute and we welcome the differences and benefits that a diverse culture brings. Come join us!
To review our candidate privacy notice, click here.
#LI-Remote
$100k-144k yearly Auto-Apply 8d ago
2026 Private Debt Summer Senior Associate
Stepstone Group 3.4
Senior associate job in New York, NY
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.
Application deadline: Rolling basis
The team you'll join
StepStone Private Debt (SPD) is a global private debt investor with over $71B in AUM/AUA including $12B based on the latest Q2 firm figures. SPD covers the breadth of the private debt market and constructs bespoke portfolios on a primary, secondary and co-investment basis. SPD focuses on two areas of the market: performing and non-performing debt across the corporate, real estate, and infrastructure sectors. SPD is a subsidiary of the StepStone Group, a global private markets firm specializing in Private Equity, Infrastructure, Private Credit and Real Estate.
About the role
StepStone is currently seeking MBA students graduating between December 2026 through June 2027 to join our Private Debt team as Summer SeniorAssociate. This internship offers an exciting opportunity to achieve valuable learning experience working across the private debt industry. Through analysis of direct lending, opportunistic lending and specialty finance funds and investments, Summer SeniorAssociates gain exposure to a wide array of industries and capital structures and become accustomed to a variety of private debt funds and investment strategies.
What you'll do
As a Summer Senior Analyst, you'll work in a team environment with other StepStone team members to review private debt opportunities and perform due diligence on selected GPs. The investment opportunities can encompass Primary Funds, Separately Managed Accounts, Secondaries or Co-Investments. This experience will provide you with opportunities to interact with many of the top fund managers in the private credit industry.
Key responsibilities
Interpret financial analyses prepared by target fund managers, including investment track records and financial statement analysis
Conduct market research using publicly available information and proprietary databases to identify, quantify, and analyze macroeconomic trends across a variety of credit strategies
Assist Senior Research staff in managing and tracking the inflow of investment opportunities
Evaluate marketing and supporting materials of prospective fund managers to identify key value drivers and important areas for further investigation
Construct and communicate arguments regarding investment decisions, and defend positions in team environments, including Investment Committee meetings
Write Fund Summaries and Investment Memorandums in line with StepStone standards
Utilize creativity to analyze data and to test hypotheses regarding attractiveness of specific sectors and investment opportunities
Form independent opinions about the attractiveness of a credit strategy or funds as investment opportunities and clearly articulate findings
Monitor and analyze the performance of the firm's existing fund managers and underlying investments; prepare for and participate in meetings with assigned managers, and conduct ongoing due diligence
What we're looking for
Must be able to work legally in the U.S. without requiring visa sponsorship now or in the future
Full-time MBA student graduating anywhere from December 2026 through June 2027
A desire to join our Global Private Markets investments platform after graduation
Strong proficiency in Microsoft Word, PowerPoint and Excel
Excellent written and verbal communication skills
Demonstrable analytical capabilities, including strong quantitative/modeling skills
Collaborative mindset with a proactive and team-oriented approach
Why join us?
At StepStone, we foster a supportive and inclusive team culture where collaboration and learning are the core of what we do. Our collegial atmosphere encourages teamwork, mentorship, and professional development. This summer internship is a great opportunity to gain practical experience and develop critical skills that will help you launch a successful career in Private Debt.
Click here to learn more about the intern experience.
Salary: $130,000
The salary 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 does not include any benefits or other forms of possible compensation that may be available to employees.
Application deadline: Rolling basis
#LI-Hybrid
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.
Candidates must be at least 18 years old to apply.
Developing People at StepStone
$130k yearly Auto-Apply 60d+ ago
Estate Planning Senior Associate- 3173480
AMS Staffing, Inc. 4.3
Senior associate job in New Providence, NJ
Job Title: Estate Planning SeniorAssociate
Salary/Payrate: $175,000 - $275,000 + Bonus and AWESOME benefits!!!
Work Environment: Hybrid (depending on experience)
Term: Permanent
Bachelor's degree required: Yes
Referral Fee: AMS will pay $500 should the person you refer gets hired
Job Description: #LI-CB1
Please send your resume in Word format if you are interested in an Estate Planning SeniorAssociate opening located in New Providence, NJ 07974. Salary is in the $175K-$275K range + Bonus with AMAZING benefits. If you are not interested in this position, please pass onto colleagues/associates as we do offer referral fees should they be hired. Client is seeking an exceptional Estate Planning SeniorAssociate to lead complex estate planning cases and elevate the practice. This role offers the chance to work with high-net-worth clients, mentor emerging talent, and contribute to a firm with international acclaim.
QUALIFICATIONS:
Juris Doctor (JD) from an accredited law school and active New Jersey Bar membership.
5+ years of estate planning experience, with a focus on complex, high-value cases.
Expertise in estate tax laws and trust structures.
Superior drafting, analytical, and client communication skills.
Proven leadership abilities and a collaborative spirit.
Interest in business development is a plus.
Passion for delivering creative, client-focused solutions.
RESPONSIBILITIES:
Design and execute sophisticated estate plans, including wills, trusts, and tax-optimized strategies, including multi-generational trusts, partnerships, and charitable entities.
Counsel clients on estate tax planning, charitable giving, and business succession.
Manage a diverse caseload, delivering exceptional service and innovative solutions.
Supervise junior associates + paralegals and support staff in document preparation and case management.
Stay ahead of estate planning laws and regulations on the federal and stay level.
Mentor junior team members and share expertise through firm-wide initiatives.
Contribute to business development efforts to grow our distinguished client base.
$175k-275k yearly 2d ago
Senior Associate NY Building Env Group
Ctl Group 3.5
Senior associate job in New York, NY
SeniorAssociate (NY Engineer or Architect for Building Envelope Group)
Salary Range: $175,000.00 To $200,000.00 Annually
About the job:
We are seeking a senior-level manager to join our Building Envelope team in New York City. The ideal candidate has a passion for delivering high-caliber work, enthusiasm for teaching and mentoring both colleagues and clients in our industry, and boundless curiosity to build a better mousetrap (enjoys using technology, thought, or creativity to improve on previous solutions). Energy and circularity will be transforming the way building envelopes are manufactured, designed, and constructed over the next decade. This is your opportunity to be a leader of a team that will teach, test, learn, and deliver the next generation of building envelope designs, repairs, reuse, and investigative solutions.
Key Responsibilities
Provide leadership in the implementation of planned initiatives that support CTLGroup and the Building Envelope group's strategic direction, which may include technical, project management, business development, or a variety of other company-wide opportunities.
Provide day-to-day guidance to teams, ensuring to foster a collaborative environment where knowledge is shared and creative solutions are supported.
Assist with finding, interviewing, hiring, and developing staff through mentorship and providing ongoing feedback.
Proactively perform Client outreach by leveraging existing client relationships. Work with the CTLGroup business development and marketing teams to prepare and review proposals.
Apply architectural engineering first principles and analytical methods to determine the causes of building envelope problems, including the root causes of air infiltration, water infiltration, condensation, thermal radiation, and solar radiation.
Work with CTLGroup colleagues to implement standard operating procedures.Create an atmosphere where incremental improvements can be suggested and implemented for continuous learning and enhancement.
Oversee the quality of work on a personal level.Implement the CTLGroup quality assurance standards within the building envelope group.
Support expert witness projects, as needed. Prepare and participate in depositions, as required.
Manage and oversee projects, ensuring deadlines and budget constraints are met.
Stay abreast of advancements in building envelope systems, energy codes, materials science, and forensic analysis.
Experience with FGIA, AAMA, and ASTM exterior wall pre-qualification requirements for a variety of materials and systems.Track record overseeing visible mock-ups and Performance mock-ups.
Establish and maintain good working relationships and collaborative arrangements within the Architectural/Engineering/Construction/Building Management community and other organizations to help achieve the goals of CTLGroup.
Requirements
Education: Bachelor's degree (BS) in Civil Engineering, Architectural Engineering, or Structural Engineering required; an Advanced degree (MS / PhD) is an asset.
Experience: 11+ years of project experience in building envelope design, repair, and investigation. 5+ years of experience in the New York market. 2+ years managing direct reports.
Licensure: Professional licensure is a requirement, either a Professional Engineer (PE) in the State of New York, or a Registered Architect (RA) in the State of New York, with both licenses an asset.
Certifications (For NY candidates only): Experience with NYC Local Law 11 Facade Inspection Safety Program. Qualified Exterior Wall Inspector (QEWI) designation from the New York City Department of Buildings or ability to obtain QEWI within 12 months of start.
Communication Skills: Excellent written and verbal communication skills. (Be willing to provide examples within the interview process) Expresses a passion for working on challenging building envelopes (either forensic investigations of exterior wall systems or working with design architects on custom-designed / high-performing exterior wall systems. Both are assets.)
Project Management: Experience managing budgets and schedules, and leading projects that require multiple disciplines to achieve the project goals.
Business Development: Track record of clients who are satisfied with project delivery (at least three references will be required). Fluent in proposal writing.
Physical and Travel Demands
Position may require some work to be completed in a field or laboratory environment, including work from heights or in confined spaces.
Enjoy up to 20%+ of the time in the field mentoring staff on building envelope existing conditions.
Up to 15% travel at times may be required at times for this position.
Who we are:
We are CTLGroup, a team of engineers, architects, scientists, and consultants who are seasoned technical experts possessing unparalleled experience, knowledge, and testing proficiency in structures and materials. Our integrated team is backed by one of the most sophisticated commercial structural and building materials laboratories in the United States. Whether providing technical consultation, conducting laboratory studies, performing failure investigations, or offering expert testimony, we aim to solve our clients' problems and assist in achieving their objectives. Beyond delivering mere data, our team provides a foundation of confidence upon which our clients can build.
*This job description describes the general nature of the position. The above declarations are not intended to be a complete list of responsibilities, skills and abilities required to do the job. CTLGroup provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
$175k-200k yearly Auto-Apply 60d+ ago
Experienced Senior Associate - Fixed Income Structured Products, S&W Lending Distribution
Guggenheim Partners 4.2
Senior associate job in New York, NY
Experienced SeniorAssociate - Fixed Income Structured Products, Sales and Warehouse Lending Distribution Guggenheim Securities Guggenheim Securities is seeking an experienced and results-driven Senior Sales Professional with a long-standing focus on insurance companies to join us in New York. This role requires exceptional interpersonal skills, proven ability to thrive in a fast-paced environment, and deep financial market expertise. The candidate will be responsible for sourcing new institutional investors, managing comprehensive investor relationships, and driving revenue growth across our structured products platform, including our warehouse lending business. This position requires strong collaboration with our warehouse lending, trading, syndicate, origination, and operations groups to deliver best-in-class client service and execution.
Essential Job Functions
* Source and develop new institutional investor relationships across asset managers, insurance companies, pension funds, banks, hedge funds, and other buy-side institutions, with a particular focus on insurance companies
* Manage and expand existing investor relationships, serving as primary point of contact for key accounts
* Lead client coverage strategy, including regular investor meetings, roadshows, and relationship reviews
* Develop and present sophisticated trade ideas and market insights to institutional clients
* Stay informed on macroeconomic trends, interest rate movements, credit spreads, regulatory developments, and other factors impacting fixed income markets
* Collaborate with trading desk to price and structure customized fixed income solutions
* Work closely with syndicate team on new issue allocations and investor feedback
* Mentor and develop junior sales analysts and associates
* Identify and implement process enhancements to improve efficiency in client servicing
* Maintain accurate pipeline tracking and documentation of investor interactions
Preferred Qualifications
* Proven track record of strong relationships with long-term institutional investors, principally insurance companies
* Deep understanding of institutional investor needs, investment mandates, and decision-making processes
* Excellent verbal and written communication skills; demonstrated ability to communicate complex investment concepts to diverse constituents
* Strong executive presence and ability to build credibility with C-suite and senior investment professionals
* Ability to work effectively leading teams while maintaining individual accountability in a fast-paced environment
* Strategic thinking combined with tactical execution capabilities
* Expert knowledge of securitized fixed income products and broader capital markets
* Strong analytical and quantitative skills
Basic Qualifications
* Bachelor's Degree
* 10+ years of experience in fixed income sales, capital markets, or distribution, with demonstrated success in investor relationship management, focused on insurance companies
* FINRA Series 7 and Series 63 required
* Advanced proficiency with Bloomberg Terminal, Excel, and other financial tools
Work Location
* Currently, this role is expected to be in the New York office at least 4 days per week.
Salary
* Annual base salary between $250,000 and $300,000.
The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.
About Guggenheim Securities
* Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston. Guggenheim is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
* For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ***************************************** or ************.
About Us:
Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston.
For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ****************************************** or ************.
Guggenheim Securities, LLC ("GS") does not accept unsolicited resumes or applications. GS considers any resume or application to be unsolicited if (a) received from an entity or individual without a current recruiting agreement with GS or (b) submitted to anyone at the firm other than through the process set forth in the recruiting agreement between GS and the submitting entity or individual, and GS will not pay a fee to any entity or individual for such submission.
$250k-300k yearly Auto-Apply 56d ago
Sr. Associate, Product Management, Coconut Grove, Miami, FL
Banco Santander Brazil 4.4
Senior associate job in New York, NY
Country: United States of America It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference.
If you are interested in exploring the possibilities We Want to Talk to You!
The Difference You Make:
The Sr. Associate, Product Management leads product development and marketing processes for one large-sized product or two or more medium-sized products. The incumbent liaises with cross-functional teams to provide products that address client needs. The Sr. Associate, Product Management allocates work within a team/project. In addition, they lead sessions on the design and development of product marketing strategies for one large-sized product or two or more medium-sized products.
* Assists in leading cross-functional sessions with teams such as Development and Marketing.
* Uses high familiarity with product competitors, consumer trends, and market status to analyze and review reports compiled by more junior analysts.
* Summarizes findings and may provide recommendations for management review.
* Analyzes and defines the product's business case based on team and industry reports.
* Prioritizes product requirements and further investigates product feasibility.
* Responsible for addressing customer feedback and concerns.
* Assists in determining product responsibilities and scope.
* Contributes to the achievement of related teams' objectives.
* Works closely with business partners to understand business processes and value chain to align solutions to business need and priority.
* Develops and maintains the product roadmaps and platform strategy.
* Differentiates services for strategic tools based on business needs.
* Stays current with industry trends and emerging technology in the domain.
* Develops consultative services and innovative capabilities for core solutions.
* Evolves the organization structure to create efficient and consistent services to our partners, including speed to market, cost reduction, and a focus on elimination of duplicative systems across the environment.
What You Bring:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Bachelor's Degree or equivalent work experience: Business, Finance or equivalent field. - Required.
* 9+ Years Related work experience. - Required.
* Solid understanding the impact of regulatory changes to the products.
* Demonstrated understanding of product development life cycle.
* Strong analytical skills/financial acumen.
* Demonstrates the ability to create strategic plans and lay out a strategic course of action to drive future business growth for a specific product.
* Self-starter: forward thinking, with a positive/can-do attitude.
* Demonstrates the ability to translate customer needs into marketable product features.
* Ability to communicate effectively to internal teams, key partners and executive management.
* Demonstrates the ability to translate client needs into marketable product features.
* Secure SDLC (System Development Life Cycle) methodologies experience.
* Ability to interact with integrity and a high level of professionalism with all levels of team members and management.
* Excellent verbal, written, and interpersonal communication skills.
* Strong project management skills.
* Experience with Waterfall and Agile project methodologies.
* Experience with Agile Scrum (Daily Standup, Sprint Planning and Sprint Retrospective meetings) and Kanban.
Certifications:
* No Certifications listed for this job.
It Would Be Nice For You To Have:
* Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
* Experience in Microsoft Office products.
What Else You Need To Know:
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Base Pay Range:
Minimum:
$93,750.00 USD
Maximum:
$165,000.00 USD
We Value Your Impact:
Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com)
Risk Culture:
We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.
EEO Statement:
At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions:
Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
Employer Rights:
This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.
What To Do Next:
If this sounds like a role you are interested in, then please apply.
We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.
$93.8k-165k yearly Auto-Apply 6d ago
Senior Associate - Investment Management Pitches and Pursuits
Hines 4.3
Senior associate job in New York, NY
When you join Hines, you will embark on a career journey fueled by vision and guided by leaders who set the standards of our industry. Our legacy is rooted in innovation and excellence, earning us a spot on Fast Company's esteemed annual list of the World's Most Innovative Companies, as well as recognition as one of U.S. News & World Report's Best Companies to Work For in 2024. Discover endless opportunities to grow and make your mark at Hines.
Responsibilities
As a SeniorAssociate - Investment Management Pitches and Pursuits at Hines, you will contribute to efforts to support Hines' overall investment theses, pitch materials, and strategic messaging; successfully positioning our private wealth investor teams to drive capital raising and strengthen investor relationships. This go-getter will support comprehensive strategies to win pursuits, streamline processes, and ensure a large-scale programmatic approach to drive consistent messaging and positioning globally. The role will work closely with investment management leadership in support of business generation, focusing on lead nurturing and client retention. Responsibilities include, but are not limited to:
* Support thematic workstreams to refine Hines' approach to strategy-led investing and translate this approach to visually compelling materials
* Create pitch decks, slides, and marketing materials that directly support capital raising initiatives
* Draft investment theses and presentations that effectively communicate views on major emerging themes / risks, such as geopolitics and category defining market moves
* Connect dots between market changing themes and Hines' approach to positioning our investment management platform to investors
* Manage the tools, knowledge and resources required to help maximize the effectiveness of the private wealth fund teams
* Manage and lead business development efforts for key pitches to investors across the global fund teams
* Work closely with Investor Marketing to update key materials, create pitch decks, and refine processes and templates
* Lead the creation of pitch books/client presentation decks, overseeing all content; manage the review process with Compliance, and coordinate with Marketing on the style and branding of the materials
* Understand key priorities of the Hines' regional geographies and investor relationships within the Capital Markets teams' to anticipate needs and ensure support happens appropriately and timely
* Exhibit strong communication skills to talk with senior fund managers and maintain a high level of professionalism
* Demonstrate superior project management skills, liaising with individuals across the organization and adhering to deadlines, frequently managing multiple projects at one-time, all-in support of capital markets endeavors
* Display an orientation for details and problem-solving skills
* Strong ability to manage up, providing senior leadership with concise updates, proactively flagging issues, and offering solutions
* Thrive in a dynamic environment with shifting priorities, seamlessly pivoting between strategic initiatives and one-off requests
* Apply creative, outside-the-box thinking to tackle non-standard challenges or requests that fall outside established processes
* Serve as a central liaison across multiple functions, including real estate teams, compliance, fund teams, and investor services and due diligence
* Mentor and manage junior team members, providing guidance on project execution, quality standards, and professional development
Qualifications
Minimum Requirements include:
* Bachelor's degree in sales, marketing, finance, business, or related field from an accredited institution
* MBA preferred but not required
* Eight or more years' experience working for a large/multi-asset capital investor, with some capital raising support experience preferred
* Real estate industry experience preferred
* Eight or more years' experience in sales enablement and/or marketing
* Experience marketing to financial professionals and private wealth investors preferred
* Experience managing complex projects in a deadline-driven environment
* Proficiency with Microsoft Office Suite, particularly PowerPoint and Excel
* Compensation: New York: $118,000 - $175,000 + bonus incentive; Houston: Dependent upon experience
Closing
At Hines, we strive for excellence as a leading global real estate investment manager, driven by our by our belief that real estate is fundamentally about people. Our diverse portfolio spans $93.2 billion¹ of assets across such property types as living, office, retail, mixed-use, logistics and life science projects - all designed to enhance value, connection and inspiration. Our strategic approach integrates local expertise with global knowledge, taking calculated risks aligned with our convictions to exceed expectations and tailor solutions to our clients' needs.
While our projects are renowned for enhancing cities and pioneering sustainable practices, we recognize that the true driving force behind Hines' success is our 5,000 dedicated employees in 30 countries who draw on our 65-year history to build the world forward. This is why we prioritize investing in our people, offering comprehensive training, competitive compensation, robust benefits and generous vacation packages. By centering our focus on the growth and wellbeing of our team, we cultivate an inclusive environment where everyone, including our clients, can thrive.
Hines is proud to be named to Fast Company's prestigious annual list of the World's Most Innovative Companies for 2024. ¹Includes both the global Hines organization and RIA AUM as of December 31, 2023.
We are an equal opportunity employer and support workforce diversity.
No calls or emails from third parties at this time please.
$97k-151k yearly est. Auto-Apply 10d ago
Senior Associate, Advisor Growth Solutions
Wisdomtree 3.6
Senior associate job in New York, NY
Job DescriptionWe are seeking SeniorAssociates to join our New York City headquarters. The ideal candidate combines strong intrinsic motivation with exemplary communication, presentation, and interpersonal capabilities, and thrives wdithin a high-performance, goal-driven culture.
Click to view post & apply!Success in this role would be demonstrated by:
Meet or exceed a $500,000 run-rate revenue target across ETFs and ETF Model Portfolios.
Initiate and maintain relationships with assigned Broker-Dealers and RIAs in a virtual environment (no travel).
Demonstrate a solid understanding of ETF users and key high-growth firms within the territory.
Execute an engagement strategy that delivers value-added resources, research, data, and due-diligence materials throughout the sales cycle.
Experience & Required Skill Set
3+ years of experience in the financial services industry with proven track record of sales success, specializing in ETFs, mutual funds, or separate accounts.
Excellent presentation, verbal, and written communication skills.
Ability to succeed in a challenging and fast-paced environment; a team player who actively participates in team initiatives.
Strong time management and organizational skills.
Proficiency in Salesforce, Zoom, Microsoft Teams, WebEx, and Power BI.
Strong character references and a clean compliance record.
Certifications:
FINRA Series 7 & 63 licenses in good standing.
BS/BA required; a business-related degree preferred.
Additional advanced degrees or certifications are a plus.
Compensation for this Role:· base salary range of $85,000 through $93,000.**· annual discretionary bonus, payable in cash and/or equity securities consistent with WisdomTree's policies and procedures, and subject to the terms and conditions of WisdomTree's equity plan.** Base rate offered will be based on candidate's experience, qualifications, skillset and geographic location (to account for comparative cost of living).
Benefits for this Role:WisdomTree offers a comprehensive and competitive benefits package designed to support the health, financial security and overall well-being of our employees. Benefits include:· medical, dental and vision coverage with multiple plan options;· health savings and flexible spending accounts;· employer-paid life, disability and business travel insurance; · 401(k) plan with company match; · flexible paid time off;· educational reimbursement programs;· wellness and fitness activities;· paid parental leave; and· volunteer time off All such benefits are subject to the terms and conditions of WisdomTree's benefits plans and policies. About Us:WisdomTree is a global financial innovator, offering a diverse suite of exchange-traded products (ETPs), models and solutions, private market investments and digital asset-related products. Our offerings empower investors to shape their financial future and equip financial professionals to grow their businesses. Leveraging the latest financial infrastructure, we create products that emphasize access and transparency and provide an enhanced user experience. Building on our heritage of innovation, we offer next-generation digital products and services related to tokenized real world assets and stablecoins, as well as our institutional platform, WisdomTree Connect™, blockchain-native digital wallet, WisdomTree Prime *, and have expanded into private markets through the acquisition of Ceres Partners' U.S. farmland platform.
*The WisdomTree Prime digital wallet and digital asset services and WisdomTree Connect institutional platform are made available through WisdomTree Digital Movement, Inc., a federally registered money services business, state-licensed money transmitter and financial technology company (NMLS ID: 2372500) or WisdomTree Digital Trust Company, LLC, in select U.S. jurisdictions and may be limited where prohibited by law. WisdomTree Digital Trust Company, LLC is chartered as a limited purpose trust company by the New York State Department of Financial Services to engage in virtual currency business. Visit ******************************* the WisdomTree Prime mobile app or ***************************** for more information. Work Smart:Headquartered in New York City, WisdomTree embraces a “Work Smart” philosophy that transcends physical workspace, aiming to optimize productivity, efficiency and effectiveness. Employee time in the office generally is not prescribed, and team leaders are empowered to determine how their teams work best, based on their roles, which may include in-person, in-office engagement. Mission, Vision & Values:WisdomTree is committed to delivering a better financial experience through the quality of our products, solutions and engagement, and to be the leader in delivering best structured access to global asset classes, empowering clients through innovative solutions and long-term performance. WisdomTree employees strive for excellence and innovation, work with transparency and accountability and support each other as a global team
.
We welcome the applications of qualified individuals who will support this mission and thrive in our collaborative and empowering work environment. Learn more at **************************
WisdomTree is proud to be an Equal Opportunity Employer, committed to the consideration of all applicants and existing employees for all positions, and we evaluate qualified applicants without regard to race, color, religion, creed, sex, gender, age, national origin or ancestry, ethnicity, physical or mental disability, veteran status, marital status, sexual orientation, pregnancy, citizenship status, genetic information, or any other status or condition protected by applicable law.
$86k-125k yearly est. 17d ago
Senior Associate
Korn Ferry 4.9
Senior associate job in New York, NY
Currently we have developed deeper functional and industry-based expertise, particularly in Technology & Digital, Supply Chain, Energy & Utilities, Consumer & Retail, Life Sciences, Financial Services, Technology Officers, HR Officers, Financial Officers, Marketing Officers and Risk and Compliance. These specializations allow us to better solve the diverse talent needs of our marketplace.
The role of Associate/Senior/Managing Associate is critical for the identification and development of candidates for executive search projects, as well as assisting with market intelligence and development of presentations and documents for business development purposes.
We strongly believe in developing our own talent and often a vacant role is due to one of our talented SeniorAssociate's promotion to Principal.
KEY RESPONSIBILITIES OF THE ROLE:
Working closely with engagement teams which can include Research Analysts, other Associates/SeniorAssociates, Principals and Partners, the primary responsibilities of the Associate/SeniorAssociate are to:
Provide engagement execution support to the client and the team.
Manage the various stages of the search process to always ensure the highest quality execution of client engagement.
Lead the identification, qualification, and communication with candidates during the search engagement and informing the partner of progress and issues.
Capture and maintain accurate market, client, and candidate information in the company's systems so as to both facilitate the search process and help convert business development opportunities.
Inform the engagement team of any potential business development opportunities identified through the execution of the search process and support the appropriate partner in its conversion.
ROLE COMPETENCIES AND SUCCESS FACTORS:
The Associate/Senior/Managing Associate position at Korn Ferry is viewed as a critical position in identifying, qualifying, attracting, and managing candidates through the search process with the Industrial Market. Successful Associates/Senior/Managing Associates could advance within the firm to the Principal/Partner level, where they will be responsible for generating new business and revenue. Associates/SeniorAssociates/Managing Associates will develop skills and competencies through three “levels” before being ready to progress within the firm.
These levels are:
LEVEL ONE CRITICAL COMPETENCIES AND SUCCESS FACTORS:
A “level one” Associate/SeniorAssociate has exposure to various parts of the search process, principally focusing on:
Research: Participate in the creation of the source list/research strategy.
Candidate Development: Mapping the market; calling/recruiting appropriate candidates; relevant market sourcing; preparing reports.
Referencing: Limited exposure/input in referencing as directed by the Partner.
Data Capture: Collecting and entering appropriate information for the database; ensuring highest quality standards.
Report Preparation: Assisting Partner/Project Coordinator in creation of client facing documentation (candidate appraisals, reference reports, search progress reports).
LEVEL TWO CRITICAL COMPETENCIES AND SUCCESS FACTORS:
A “level two” SeniorAssociate has more exposure throughout the search and is expected to lead elements of the process, supporting the consultant. The role broadens out to focus on:
Research: Create the source list/research strategy, for agreement with the Partner/Client.
Candidate Outreach and Development: Full responsibility for the generation of relevant candidates for the project.
Candidate Management: Support the Partner with communication and coordination with candidates (with the aid of PC logistical support).
Participation in interviews and referencing.
Use of KF Assessment products to devise competencies for a role and learn to benchmark candidates against them.
Report Preparation: Assist/lead the creation of client facing documentation.
Client Participation: Involvement in project kick off meetings as well as project update/progress calls.
LEVEL THREE CRITICAL COMPETENCIES AND SUCCESS FACTORS:
The “level three” Senior/Managing Associate is viewed as a high performer by the wider firm. They are expected to manage the search process end to end as well as supporting business development. A “level three” Senior/Managing Associate is expected to:
Research: Lead/coordinate (managing Research Associates) the research process.
Candidate Outreach and Development: Lead candidate development across multiple projects.
Teach/Support Research Associates to develop.
Candidate Management: Support the Partner with communication and coordination with candidates (with the aid of PC logistical support).
Conducts interviews and referencing.
Experienced user of KF assessment products and could interpret assessment reports and benchmark against role competencies.
Report Preparation: Lead and own the creation of reports; including writing the position spec and candidate reports.
Client Participation: Business development support and participation involvement at kick off meetings; lead/support on progress calls and meetings.
By "Level three" SeniorAssociates will have the awareness and the proven ability to lead and complete a commercial transaction; this will involve the identification of the opportunity and an understanding of how to convert it into beneficial commercial terms.
PROFESSIONAL EXPERIENCE/QUALIFICATIONS:
The successful candidate will have three to seven years of professional experience and ideally, will have had exposure to one or more industries.
In addition to having excellent communication skills, (oral, written and listening), the candidate must possess the ability to make presentations at the executive levels of client companies.
The ability to manage multiple projects effectively and efficiently is most important.
The ideal candidate must be self-confident and self-motivated, dynamic, accomplished, and viewed as an individual who can advance within Korn Ferry.
Successful candidates will have good judgment and possess superior interpersonal and evaluative skills.
They will take direction well, be detail oriented and able to work well to tight deadlines.
They will have a relentless sense of ownership and urgency.
The Associate/SeniorAssociate/Managing Associate will be as comfortable working independently as they are part of a team.
EDUCATION & SKILLS:
An undergraduate degree or equivalent is required; an MBA or other advanced degree or equivalent is advantageous.
$82k-122k yearly est. 14d ago
Associate/Senior Associate, Complex Securities
Vrc 3.4
Senior associate job in New York, NY
VRC is a full-service, independent, global valuation firm that focuses exclusively on valuation and advisory services. Since 1975, we have delivered valuation and financial opinions for M&A transactions and the financial and tax reporting requirements of Fortune 500 companies, private equity firms and their portfolio companies, and more. We welcome you to learn more about us.
About this role:
The Valuation Associate role in the Complex Instruments Group is focused on supporting complex securities valuations. You will assist clients by applying complex valuation methods to a variety of analyses. You will be using options pricing theory in implementing various models such as lattice models or Monte Carlo simulations. The valuations will include different equity classes and equity awards, complex debt products, embedded derivatives, and contingent consideration.
What you will do:
Value complex financial instruments to support clients for financial reporting requirements, tax planning purposes, fairness opinions, etc.
Analyze and develop models to value a variety of financial instruments and complex structures using option pricing theory, including Monte Carlo simulations and lattice models
Prepare reports, proposals and executive presentations
Manage basic projects from start to finish, resulting in articulate, client-ready deliverables
Build deeper relationships with clients as part of an ongoing project
What you will need:
Bachelor's degree in accounting, finance, business, or related discipline is required
Master's degree in a quantitative field, such as an MBA with a finance concentration or a master's in financial engineering, is a plus
Minimum of 1 year of experience working on complex securities valuations in areas such as equity awards, contingent considerations, equity allocations, warrants, and convertible debt instruments
Familiarity with valuation guidance, including ASC 820, ASC 718, ASC 805, and IRC 409A
Strong computer skills, including proficiency in MS Excel, are required. Programming skills in Python, R, or MATLAB are a plus
Strong analytical and modeling skills, including Monte Carlo simulations and lattice models
Ability to manage multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements in a team setting
Excellent verbal and written communication skills
Current authorization to work in the United States without the need for visa sponsorship now or in the future
What we offer you:
Competitive bonus program
Medical/Dental/Vision, Life Insurance, Disability, Health Savings Account, Dependent Care Reimbursement, Commuter Benefits, 401k match program, and voluntary insurance options
Generous time off/flexible work arrangements
Reimbursement for admission fees and study material for professional designations
Growth - VRC is growing, and so can your career
For more information on our various benefit offerings, visit our Careers page
Our Commitment to Diversity & Inclusion:
VRC is an equal opportunity employer committed to creating a diverse team. We are committed to diversity, inclusion, and the equitable treatment of our colleagues, the communities in which we live and work, and our clients. We value creating and working within a team-based environment where each person's talent, ideas, opinions, and expertise are respected. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status, among other factors. Applicants with a disability who need assistance applying for a position with VRC are asked to email *****************************. $72,500 - $120,000 The base salary offered at the time of hire is only a portion of total compensation and may differ from the stated range. It could be higher or lower depending on various factors, including the candidate's relevant qualifications, skills, and experience, as well as the specific service line and location for the position. In addition to base pay, a meaningful portion of total compensation is paid as quarterly profit-sharing compensation, which has historically ranged from 20- 30% of base pay. You will also be eligible for a discretionary year-end bonus. For more information, ask your recruiter or hiring manager for details
$72.5k-120k yearly Auto-Apply 18d ago
Senior Associate (Project Manager) - Electrical
CMTA, Inc. 3.8
Senior associate job in New York, NY
**CMTA (formerly AMA Group), a Legence company** CMTA is one of the fastest-growing engineering firms in the U.S., known for sustainable, high-performance building systems and complex MEP/FP delivery. Through AMA's design expertise in media, broadcast, and production facilities-and CMTA's national portfolio in education, healthcare, and zero-energy projects-we pair deep technical craft with an innovative, collaborative culture that accelerates careers.
CMTA, formerly known as AMA Group, is seeking an experienced Electrical SeniorAssociate, Project Manager who will be responsible for managing all Electrical activities and aspects on our various projects. This position will be client interfacing, responsible for all parts of project delivery, involved technically, and responsible for leading and managing all internal resources on each project.
**Key Responsibilities:**
+ Focus on client interactions and meeting the client's expectations for electrical projects
+ Be responsible for all facets of product delivery to clients and accountable for client satisfaction
+ Lead the planning, interpreting, organizing, scheduling, and managing projects through all phases of development
+ Establish and monitor the budget, manage the project team, and prepare schedules to ensure efficient use of resources
+ Oversee design development, production of working drawings, and construction administration on projects
+ Maintain an overview of the project team's workload and commitments to successfully meet deadlines and balance resource utilization
+ Act as Senior Designer on projects when necessary
+ Lead and manage 1-2 direct reports
**Desired Skills and Experience:**
+ Bachelor's in Engineering required, PE highly preferred
+ 10+ years of experience as an Electrical Engineer in MEP with 7+ years of electrical design experience
+ 6+ years of Project Management experience
+ Experience independently leading projects; Strong understanding of project budgeting and preparation of proposals
+ Excellent client-facing and communication skills with experience presenting to high-level (C-Suite) stakeholders
+ Expert understanding of the construction process and interpretation of construction drawings
+ AutoCAD and REVIT proficiency
\#LI-CM1 #LI-Onsite
**The Employee Experience**
People are at the heart of what we do. We're committed to a diverse, inclusive culture where employees thrive-individually and as a team-with development, wellness, and day-to-day experience front and center. We offer competitive benefits and a collaborative, fun work environment. Our team was named "Best Engineering Firm to Work" for by Best Companies Group for 2024, 2025, and 2026-a people-first standard AMA continues as they integrate with CMTA.
**About Legence**
Legence (****************************** (Nasdaq: LGN) is a leading provider of engineering, consulting, installation, and maintenance services for mission-critical systems in buildings. The company specializes in designing, fabricating, and installing complex HVAC, process piping, and other mechanical, electrical, and plumbing (MEP) systems-enhancing energy efficiency, reliability, and sustainability in new and existing facilities. Legence also delivers long-term performance through strategic upgrades and holistic solutions. Serving some of the world's most technically demanding sectors, Legence counts over 60% of the Nasdaq-100 Index among its clients.
**Benefits Overview**
**Health & Welfare:** Medical, dental, vision, prescription drug benefits, company-paid short term and long term disability, basic group life and AD&D, and mental wellness support through Spring Health.
**Time Off Benefits:** Paid vacation, company-paid holidays, and paid sick leave.
**Financial Benefits:** 401(k) retirement savings plan
**Reasonable Accommodations**
If you need assistance or accommodations during the application or interview process, please contact us at ******************* or your dedicated recruiter with the job title and requisition number.
**Third-Party Recruiting Disclaimer**
Legence and its affiliates do not accept unsolicited resumes from agencies; any such submissions without a prior signed agreement authorized by Legence Holdings LLC's CHRO or Director of Talent Acquisition will not incur fees and are considered property of Legence.
**Pay Disclosure & Considerations**
Where pay ranges are indicated, please note that a successful candidate's exact pay will be determined based relevant job-related factors, including any of the following: candidate's experience, skills, and qualifications, as well as geographic and market considerations. We are committed to ensuring fair and competitive compensation for all employees and comply with all applicable salary transparency laws.
**Equal Employment Opportunity Employer**
Legence and its affiliate companies are proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), marital or familial status, national origin, age, disability, genetic information (including family medical history), political affiliation, military service, other non-merit-based factors, and any other characteristic protected under applicable local, state or federal laws and regulations.
EEO is the Law
**Job Details**
**Pay Type** **Salary**
**Education Level** **Bachelor's Degree**
**Hiring Min Rate** **135,000 USD**
**Hiring Max Rate** **155,000 USD**
$80k-117k yearly est. 25d ago
Sr. Associate, Human Resources
Tapestry, Inc. 4.7
Senior associate job in New York, NY
We believe that difference sparks brilliance, so we welcome people and ideas from everywhere to join us in stretching what's possible. At Tapestry, being true to yourself is core to who we are. When each of us brings our individuality to our collective ambition, our creativity is unleashed. This global house of brands - Coach, Kate Spade New York - was built by unconventional entrepreneurs and unexpected solutions, so when we say we believe in dreams, we mean we believe in making them happen. We're always on a journey to becoming our best, but you can count on this: Here, your voice is valued, your ambitions are supported, and your work is recognized.
A member of the Tapestry family, we are part of a global house of brands that has unwavering optimism and is committed to being innovative and wholly inclusive.
Primary Purpose: The Sr. Associate, HR Operations will be responsible for various tasks and/or projects supporting daily operations to align with our HR goals/objectives. The role is based in our headquarters in New York City in a hybrid-capacity (3 days a week in the office, Tues, Wed, Thurs) and will report into the Sr. Director, HR Business Partner.
The successful individual will leverage their proficiency in Human Resources and/or Operations to…
Workforce Planning
* Effectively manage and partner regularly with Finance and Total Rewards to effectively manage compensation budgets, forecast processes and staffing plans, including:
* Quarterly Outlook (QO), Workforce Budgeting (WFB), Annual Operating Plan (AOP), temporary staffing
* Tracking of people related activity in a consistent, templatized format
* Oversee the integrity and accuracy of employee data, ensuring seamless HRIS (PeopleHub) transactions and resolving complex issues in partnership with People Services, including assisting leaders with PeopleHub transactions (i.e. our HRIS platform) and troubleshooting issues
* Gather relevant compensation data for offers and salary change proposals
Recruitment
* Track current and upcoming open jobs
* Provide operational execution for opening new roles including:
* Partner with Talent Acquisition to assign a recruiter
* Open position in HR people management system
* Provide hiring managers with instructions to open job requisitions and materials needed to kick off a search
* Manage salary range calculation for all job postings
* Monitor process milestones ensuring timely execution of approvals and deliverables
* Liaise with hiring manager and third-party temp vendor on temp searches including:
* Ensuring position descriptions are created
* Opening position in HR people management system
* Providing budget to third party vendor
* Follow-up with third party vendor if challenges arise with the search
* Support temp to perm conversions
* Liaise with Talent Acquisition to support internship program recruitment and placement efforts
Leadership and Functional Talent Reviews
* Support and coordinate leadership and functional talent reviews, including data management, reporting, and presentation development.
* Partner with HR leadership on succession planning, organizational design, and change management initiatives.
Engagement & Culture
* Run reports from online engagement tools and surveys
* Assist action planning materials as needed
* Champion onboarding initiatives and drive continuous improvement for new hire and internal mobility experiences.
People Management system support and reporting:
* Serve as a subject matter expert for HR systems and processes, providing advanced support, reporting, and dashboard creation for business leaders.
* Utilize data analytics to identify trends, risks, and opportunities, presenting findings to HR and business leadership.
* Proactively leverage data to inform HR strategies and measure the impact of HR initiatives.
Organization Design
* Lead the development and maintenance of org charts (Visio), supporting ongoing organizational changes and design proposals.
* Prepare and deliver accurate financial impact reports and proposals associated with org design proposals
Other
* Support on-boarding initiatives for all new hires and anyone changing roles
* As part of Global HR team involvement in HR projects as needed and for development
* Miscellaneous administrative HR support as needed
The accomplished individual will possess…
* Advanced proficiency in MS Excel, Visio, PowerPoint, and HRIS platforms.
* Strong experience with data analytics, reporting, and visualization tools.
* Exceptional analytical, problem-solving, and project management skills.
* Demonstrated ability to drive process improvement and operational excellence.
* Strong business acumen, operational/process thinking, and intellectual curiosity.
* Excellent verbal and written communication skills, with a high degree of accuracy and attention to detail.
* Demonstrated ability to build cross-functional partnerships and influence stakeholders at all levels.
* High sense of urgency, customer focus, and ability to manage multiple priorities in a fast-paced environment.
* Strong learning agility, resilience, and comfort with ambiguity.
* Proven ability to drive results, take initiative, and anticipate business needs.
An outstanding professional will have...
* Bachelor's degree in Human Resources, Business Administration, or related field required; HR certification preferred.
* 3+ years of progressive experience in HR operations, project management, or related HR roles.
* Familiarity with Workday or similar HRIS platforms preferred
* Demonstrated experience leading HR projects or initiatives with measurable impact.
* Experience shaping and influencing project approaches and business outcomes.
* Experience with process improvement methodologies (e.g., Lean, Six Sigma) and data analytics tools (e.g., Power BI, Tableau) preferred.
Our Competencies for All Employees
* Courage: Doesn't hold back anything that needs to be said; provides current, direct, complete, and "actionable" positive and corrective feedback to others; lets people know where they stand; faces up to people problems on any person or situation (not including direct reports) quickly and directly; is not afraid to take negative action when necessary.
* Creativity: Comes up with a lot of new and unique ideas; easily makes connections among previously unrelated notions; tends to be seen as original and value-added in brainstorming settings.
* Customer Focus: Is dedicated to meeting the expectations and requirements of internal and external customers; gets first-hand customer information and uses it for improvements in products and services; acts with customers in mind; establishes and maintains effective relationships with customers and gains their trust and respect.
* Dealing with Ambiguity: Can effectively cope with change; can shift gears comfortably; can decide and act without having the total picture; isn't upset when things are up in the air; doesn't have to finish things before moving on; can comfortably handle risk and uncertainty.
* Drive for Results: Can be counted on to exceed goals successfully; is constantly and consistently one of the top performers; very bottom-line oriented; steadfastly pushes self and others for results.
* Interpersonal Savvy: Relates well to all kinds of people, up, down, and sideways, inside and outside the organization; builds appropriate rapport; builds constructive and effective relationships; uses diplomacy and tact; can diffuse even high-tension situations comfortably.
* Learning on the Fly: Learns quickly when facing new problems; a relentless and versatile learner; open to change; analyzes both successes and failures for clues to improvement; experiments and will try anything to find solutions; enjoys the challenge of unfamiliar tasks; quickly grasps the essence and the underlying structure of anything.
Our Competencies for All People Managers
* Strategic Agility: Sees ahead clearly; can anticipate future consequences and trends accurately; has broad knowledge and perspective; is future oriented; can articulately paint credible pictures and visions of possibilities and likelihoods; can create competitive and breakthrough strategies and plans.
* Developing Direct Reports and Others: Provides challenging and stretching tasks and assignments; holds frequent development discussions; is aware of each person's career goals; constructs compelling development plans and executes them; pushes people to accept developmental moves; will take on those who need help and further development; cooperates with the developmental system in the organization; is a people builder.
* Building Effective Teams: Blends people into teams when needed; creates strong morale
and spirit in his/her team; shares wins and successes; fosters open dialogue; lets people finish and be responsible for their work; defines success in terms of the whole team; creates a feeling of belonging in the team.
Tapestry, Inc. is an equal opportunity and affirmative action employer and we pride ourselves on hiring and developing the best people. All employment decisions (including recruitment, hiring, promotion, compensation, transfer, training, discipline and termination) are based on the applicant's or employee's qualifications as they relate to the requirements of the position under consideration. These decisions are made without regard to age, sex, sexual orientation, gender identity, genetic characteristics, race, color, creed, religion, ethnicity, national origin, alienage, citizenship, disability, marital status, military status, pregnancy, or any other legally-recognized protected basis prohibited by applicable law.
Americans with Disabilities Act (ADA)
Tapestry, Inc. will provide applicants and employees with reasonable accommodation for disabilities or religious beliefs. If you require reasonable accommodation to complete the application process, please contact Tapestry People Services at ************** or ******************************
Visit Tapestry, Inc. at ************************
Work Setup: #LI-Hybrid
BASE PAY RANGE $80,000.00 TO $90,000.00 Annually
Here are some of the benefits that we offer: Medical insurance, Dental insurance, Vision insurance, 401 (K), Paid Paternity and Maternity leave, Commuter Benefits, Disability insurance and Tuition assistance. Please click here for a complete list of U.S Corporate Compensation & Benefits.
Req ID: 122675
$80k-90k yearly 60d+ ago
Communications Senior Associate, Social and Content
Acumen Solutions 4.9
Senior associate job in New York, NY
Acumen is looking for a Communications SeniorAssociate to join the marketing and communications team and work with our founder and CEO Jacqueline Novogratz. This role reports to the Communications Director to the CEO. We are seeking someone passionate about amplifying our founder's inspirational voice across platforms. This role would be based in New York. Our office is working under a hybrid model and working in the office on Tuesdays, Wednesdays, and Thursdays.
Acumen
We're investors. A different kind of investor. We invest in people and companies working to solve problems for people living in poverty, investing in essential products and services that bring more opportunities, more choices to millions. To date, Acumen has positively impacted 501 million lives by investing $154M in 167 innovative, early-stage companies in Africa, Latin America, South Asia, and the United States. But investing clearly isn't just about capital. It's about investing in people. We've been investing in people for years. Connecting with over 1,500 emerging leaders in their own countries and engaging them in extended collective dialogue on what constitutes a “good society”, moral inquiry, and skill building.
About Marketing and Communications
The Marketing and Communications team are the guides and stewards of our brand voice. They shape how, when and where it comes to life. As strategists, writers, designers, data practitioners and makers, they seek effective and creative ways to inform, empower and meaningfully connect with our audiences globally. Through audience definition, campaign strategies, content, PR, events and partnerships they drive visibility and memorability of our thought leadership, insights and brand story.
About the role
The Communications SeniorAssociate, Social & Content supports the day-to-day communications work around Acumen's CEO, helping shape and activate her voice across digital channels while also contributing to general research, planning and communications tasks.
This role will manage social media execution end-to-end - from content creation to scheduling to analytics - while also serving as a trusted extra set of hands for internal communications, meeting preparation and narrative research. The ideal candidate is a strong executor who is eager to learn how senior-level communications come together behind the scenes.
Specifically the Communications SeniorAssociate will be responsible for:
Support the planning, creation and execution of CEO communications such as speeches, posts, media prep and overall narrative development
Drive coordination, preparation and follow-up for communications projects, alongside general research and communications administrative tasks
Direct the editorial calendar and schedule posts across platforms including LinkedIn, Instagram, X/Twitter, Facebook and others as needed
Work with communications director to draft, edit and create engaging social content
Brief teams on content capture and creation and cover live events and trips when needed
Partner with Acumen's in-house story studio team to produce multimedia content for CEO's channels aligned with brand and voice
Analyze channel performance and audience insights to proactively recommend strategies for growth and deeper community engagement
Oversee organization of internal media assets, such as photo and video libraries
Skills and Qualifications
Minimum of 5 years of experience contributing to social media, communications, or content work
Comfort creating and editing basic video and visual content; experience with tools like Canva is a plus
Strong writing and copy-editing skills, with attention to tone and detail
Highly organized, dependable, and able to manage multiple priorities
Curious, eager to learn, and comfortable asking questions
A collaborative mindset and willingness to pitch in beyond a narrow job description
Ability to handle confidential matters and information with discretion
Self-reflective and aligned with Acumen's values
Authorized to work in the U.S. (based in NY, or willing to relocate to NY for this role)
Deadline to apply
Apply as soon as possible as applications will be reviewed and interviews will be scheduled on a rolling basis.
The salary range for this role in New York is
$65,000 to $74,000
plus a performance-based bonus. This range represents the present low and high end of pay range for this role. Actual compensation will vary based on various factors including but not limited to experience. Acumen has equal pay, so pay is determined through comparison to a cohort of employees in the market at the same level of accountability. A full detail of compensation and benefits will be available through the first screening.
#LI-ACU1
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
**How will you make an impact in this role?**
American Express is on a mission to provide the world's best customer experience every day. Rooted in this vision is the work of the Technology Risk & Information Security organization, empowering the company to deliver superior service through trust, security, and safety. Our culture is centered around passion, curiosity, and courage, enabling you to innovate and evolve a Fortune 100 company. You can help us achieve this mission! Are you ready to protect one of the most admired brands from today's, and tomorrow's advanced threats?
American Express seeks to recruit a passionate, and experienced security analyst for its security operations & incident response team. This is a hands-on, technical role performing incident response activity ranging from pre-incident (preparation), active incident, to post incident. You will be a key technical resource in conducting investigations, performing analysis, identifying TTPs, building the attack narrative, and taking response actions. You are a motivated professional that will assist with people, processes, and technology that empowers the team to investigate sophisticated threats. This role requires critical thinking, innovative problem solving, leading analysis, and effective communications.
**Responsibilities**
+ Perform triage and analysis for cyber security events across multiple platforms using data across diverse sources (e.g., firewalls, EDR, IDS/IPS, identity, application logs).
+ Recognize attacker tactics, techniques, and procedures as well as Indicators of Compromise (IOCs) / Indicators of Attack (IOAs) that can be applied to current and future investigations.
+ Investigate and respond to cyber security incidents, supporting all stages of the incident lifecycle including identification, containment, eradication, and recovery efforts.
+ Contribute to team projects, process improvement, and development of new capabilities.
+ Curate a world class security operations and incident response team with a relentless focus on innovation and continuous improvement.
+ Assess and develop incident response best practices to help mature the overall security operations of the organization.
+ Make recommendations for improving enterprise risk posture based on individual research and technical expertise.
+ Stay current on industry trends, attack techniques, mitigation techniques, and security technologies.
+ Produce high-quality written and verbal reports, recommendations, and actions.
**Minimum Qualifications**
+ 1-3 years of experience in information security
+ Solid foundation of network and application protocols and concepts (tcp, ip, dns, http, dhcp, etc).
+ Experience with various network and/or host-based security tools to detect and respond to security events.
+ Experience with log analysis using SIEM/SOAR platforms.
+ Theoretical and practical security knowledge and investigation experience with Mac, Linux, and Windows operating systems, as well as cloud environments.
+ Theoretical and practical knowledge in Incident Response lifecycles
+ Strong analytical, documentation, and communication skills.
+ Applicable certifications such as Security , CySA , GSEC, GCIH, GCIA, CEH, CISSP
**Qualifications**
Salary Range: $89,250.00 to $150,250.00 annually bonus benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.
**Job:** Security
**Primary Location:** United States
**Schedule** Full-time
**Req ID:** 25023610
$89.3k-150.3k yearly 6d ago
Personal Lines Senior Associate Client Representative - NJ/NY Metro
World Insurance Associates 4.0
Senior associate job in Iselin, NJ
World Insurance Associates is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals.
Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.
Position Summary
The SeniorAssociate Client Representative works independently, to provide support to lead service and/or Client Advisors, by following established workflows and procedures on routine work. Has substantial understanding of the job and applies company policies and producers to complete all Primary Activities.
Essential Duties and Responsibilities
Setup and maintain accurate account details, contacts, and policy information in EPIC
Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance
Attach, organize, and name documents in EPIC
Initiate endorsements, proofs of insurance and invoices
Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc.
Create activities in EPIC and assign to applicable team member
Other Responsibilities, as applicable
May pull items such as MVR, CLUES, Risk Meters, RCE etc.
Generate and send renewal proofs, if requested
Check endorsement against request
Document maintenance/retrieval
Qualifications
2+ years' experience in Personal Property and Casualty
Must hold state Property & Casualty insurance license
Knowledge of Excel, Word, and other MS Office products to include basic formatting
Knowledge of agency management systems and Carrier sites.
Possesses a basic understanding of property and casualty coverage.
Dedicated to meeting the expectations and requirements of co-workers and clients. Able to quickly find common ground and solve problems.
Able to meet quality standards and achieve urgent tasks.
Strong written, oral, and interpersonal communication skills
Able to follow a well-established and familiar set of activities and/or process to derive a solution.
Works to achieve stated objectives and delivers results at the close direction of a senior team member.
HS Diploma or equivalent
Compensation
This position is located in New Jersey. The base salary for this position at the time of this posting may range from $55,000 to $60,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit ************************************** for more details.
Equal Employment Opportunity
At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
#LI-MA1
$55k-60k yearly Auto-Apply 37d ago
Analyst - Senior Associate - SMA Solutions
Pimco 4.9
Senior associate job in New York, NY
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.
Our new joiner will act as a liaison between US GWM and PIMCO Portfolio Management Groups to address client questions on their SMA portfolios, provide solutions to requests, and support the expansion of the SMA platform.
You will be a key contributor to SMA platform growth, as their analytical and technical expertise supports our SMA client portfolios. The day to day functional role will be based upon a strong foundation in fixed income fundamental knowledge (particularly Treasury, Municipal, Corporate, and Mortgage-Backed Securities) and PIMCO's Separately Managed Account platform/strategies.
RESPONSIBILITIES:
The breadth and diversity of the analytical responsibilities in this role requires motivated team members who thrive in a fast-paced environment. Successful professionals should be able to complete complex tasks in a timely manner, while managing multiple assignments simultaneously. Examples of such tasks and assignments include the following:
Providing critical support to US GWM and their clients through various tasks, including (but not limited to) portfolio analyses, performance strategy reviews, client update presentations, discussing trade case studies, RFIs, and DDQs
Partnering with team members across multiple business areas at the firm, in order to: grow and support our SMA platform, respond to client questions, engage clients with directly, and generally bridge the gap between Client Management and Portfolio Management
Gain exposure to investment implementation, with direct exposure/interaction with Portfolio Management Teams
Producing technical analyses and customized solutions for existing and prospective clients
Ensuring the firm continues to deliver excellent client service, both directly and indirectly, by partnering with Client Facing teams
Have a real passion for, and remain well-informed on, the financial markets, the global economic environment, and the overall financial services industry
REQUIREMENTS
Bachelor's degree from an accredited 4-year institution, with concentrations in finance, economics, mathematics, computer science, public policy, or other related fields being a plus
1-4 years' experience with experience in the investment management industry and a foundational understanding of fixed income
Strong analytical and quantitative skills
Able to handle multiple assignments simultaneously, while maintaining attention to detail
Self-motivated, ethical, and capable of building strong relationships
Effective communication skills, both oral and written
Ability to work independently and in a collaborative team environment
Take and pass required FINRA licensing exams (SIE, Series 7, Series 63) within first year of employment, if not already obtained
Strong Excel skills, with coding experience being a plus (SQL, Python)
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.
Salary Range: $ 90,000.00 - $ 125,000.00
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.
$90k-125k yearly Auto-Apply 60d+ ago
Senior Capital & Stress Testing Risk Officer
Jpmorgan Chase & Co 4.8
Senior associate job in New York, NY
A leading financial services company located in Brooklyn, NY seeks a Senior Officer in Risk Management to support regulatory capital and stress testing initiatives. This role involves collaborating with various stakeholders to ensure robust risk management practices while delivering high-quality analytics and reports. Candidates should have a bachelor's degree along with a minimum of five years of relevant experience, strong analytical skills, and proficiency in tools like Excel and Tableau. A competitive compensation package and benefits are offered.
#J-18808-Ljbffr
How much does a senior associate earn in Old Bridge, NJ?
The average senior associate in Old Bridge, NJ earns between $70,000 and $144,000 annually. This compares to the national average senior associate range of $56,000 to $121,000.
Average senior associate salary in Old Bridge, NJ
$100,000
What are the biggest employers of Senior Associates in Old Bridge, NJ?
The biggest employers of Senior Associates in Old Bridge, NJ are: