Investment Management Governance Office Business Analyst
City National Bank 4.9
Los Angeles, CA jobs
WHAT IS THE OPPORTUNITY? Working within the Wealth Management division, you will be part of the team that provides oversight and guidance to City National's lines of business with a strong focus on integrated and streamlined investment management governance programs.
WHAT WILL YOU DO?
Build and sustain effective relationships and alliances both internally and across all lines of business and staff areas to help deliver results and to ensure applicable issues are identified, analyzed and managed appropriately. Understand interdependencies across LOBs and support groups to achieve success in supporting remediation of regulatory, internal audit, and self-identified issues.
Analyze, evaluate and periodically review current risk management practices relating to RNDIP activities across the organization, including activities at network affiliates. Collaborate closely with colleagues across Risk, Compliance and Internal Audit to strengthen the control environment and enhance risk management practices.
Monitor activities of the network affiliates for adherence to CNB's networking agreements and RNDIP policies and procedures
Analyze and evaluate RNDIP data (e.g. Network Affiliate Continuous Monitoring Questionnaires, RNDIP sales activity dashboards, monthly reconciliation of RNDIP referral activity to systems of record, etc.), and provide insight to the practical impacts/implications to the impacted business line and/or Network Affiliate.
Support development of reporting associated with RNDIP activities to appropriate governance committees.
Track completion of required training for RNDIP programs across LOBs.
Support execution of activities described in the RNDIP Program Procedure, including completion of annual RNDIP risk assessment summary.
Support audit and examination activities.
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications*
Bachelor's Degree
Minimum 3 years within or related to financial services
Additional Qualifications
3+ years in a role requiring complex problem solving
Investment product knowledge preferred
Strong interpersonal and influencing skills - and ability to interact with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources
Strong emerging end-to-end generalist problem solving skills, e.g., defining and deconstructing problems, prioritizing issues and analysis, structuring and building quantitative and qualitative/conceptual analyses
Demonstrated ability to influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results.
Proficiency with MS Excel and PowerPoint
Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities.
An outstanding ability to analyze problems, communicate effectively and confidently (both oral and written), work well in cross-functional teams
Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional
Operate well under stress, even faced with tight timelines for ambitious deliverables
Excellent relationship and stakeholder management skills
Be able to handle uncertainty well, and are able to simplify complexity
WHAT'S IN IT FOR YOU?
Compensation
Starting base salary: $37.96 - $60.64 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
Generous 401(k) company matching contribution
Career Development through Tuition Reimbursement and other internal upskilling and training resources
Valued Time Away benefits including vacation, sick and volunteer time
Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
Career Mobility support from a dedicated recruitment team
Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our Benefits and Perks.
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$38-60.6 hourly 12h ago
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Hybrid Mail Services Specialist
Commonwealth of Massachusetts 4.7
Boston, MA jobs
A state government agency is seeking a Mail Services Associate to join the Commonwealth Print and Mail Services Team. The ideal candidate will operate mail equipment, manage deliveries, and maintain postal records. Strong initiative and a collaborative mindset are essential for success in this flexible, hybrid work setting. Applicants must have two years of experience in electronic data processing or equivalent coursework. Comprehensive benefits are included. Background check is required.
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$76k-120k yearly est. 1d ago
Associate
Accordion 4.3
Chicago, IL jobs
We are the better way to work in finance. As private equity's value creation partner, we sit at the heart of PE-where sponsors and CFOs meet. Through financial consulting rooted in data, technology, and AI, we help clients drive value-supporting the office of the CFO to drive end-to-end value creation.
If you crave challenging work and are looking to grow, come solve complex issues alongside 1,400+ finance & technology experts in a supportive, collaborative environment.
Backed by premier private equity firms and headquartered in New York with 10 offices around the globe, we are a high-growth, entrepreneurial firm looking for people who want to be part of building something great. Come make your mark.
Turnaround & Restructuring
Our nationally recognized turnaround, restructuring and advisory team serves companies and their stakeholders across a wide spectrum of industries and sizes, with a focus on the middle market. We provide clients with a team of seasoned professionals who have notable track records of creating value through both operational turnarounds and financial restructurings.
We are actively recruiting Turnaround & Restructuring professionals to join our team. You will provide extensive financial and operational support on client engagements across a variety of industries and markets; utilize experience and on the job training to successfully deliver reports, models, work product and advice that helps guide the direction and decisions related to client turnaround and/or restructuring objectives.
This role can be based in any of our US office locations and is a hybrid role with the flexibility to work remotely 2 days a week. Ideal candidates should be local to the desired location..
This position is not eligible for immigration sponsorship.
What You'll Do:
Perform analysis of current and historical business performance and capital structure
Develop 13-week cash flow forecasts that outline the liquidity profile and cash needs
Create dynamic financial models that exhibit the client's historical and potential future performance
Support the creation and preparation of corporate strategic plans
Provide implementation support to approved business plans and strategies
Engage with client personnel and management as necessary to achieve objectives
Develop and furnish appraisal of business options and contingency plans as needed
Effectively gather, analyze, and organize large data sets which may be incomplete
Support the development of quality client deliverables
Provide interim support on operating functions and job duties as directed
Assist in bankruptcy preparation and administration
Travel to client site as needed
You Have:
Bachelor's degree in finance and/or accounting is preferred
Graduate business degree with concentration in finance, accounting and/or operations preferred
Minimum 3+ years of relevant professional work experience
Hands-on experience building / developing / maintaining fully dynamic, integrated 3-statement financial, and 13-week cash flow models
Highly proficient in Microsoft Word, Excel, and PowerPoint
Ability to build and sustain strong and trusted relationships with colleagues and stakeholders
Demonstrated expertise and aptitude with conducting quantitative and qualitative analyses, particularly with constructing integrated financial models, analyzing financial underperformance and related services
Experience working on projects delivering independent business reviews, short term cash flow assessments, capital structure analysis, and contingency planning
Capacity to thrive in a fast-paced, challenging, and uncertain environment
Deep understanding of how to interpret and analyze financial statements
Possess strong analytical and business writing skills
Able to work well under pressure and independently yet understand when to ask for guidance
You Are:
A self-starter with a strong work ethic
A leader of others; you lead by example
A strong team player, able to work with team members across all levels
Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary
Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing).
Excited to be part of a growing team, with a focus on driving future growth
Full of entrepreneurial spirit and comfortable in a fluid, flat organization
Knowledgeable about the relationship between Private Equity sponsors and their portfolio companies
Passionate about delivering exceptional client service
Someone who enjoys mentoring others and doing meaningful work
Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture
The annual salary for this role ranges from: $97,750 to $150,000 USD + benefits + bonus. Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to geographic location, skill set, years and depth of experience, education, certifications, cost of labor and internal equity.
Accordion is an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
Please note that as per Accordion policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our inclusive diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Accordion will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
#LI-VL1
$33k-72k yearly est. 2d ago
Portfolio Manager III - Middle Market
City National Bank 4.9
Los Angeles, CA jobs
WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the Middle Market Credit Management Team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s). This individual manages a sub-set of existing credits and is a key partner in the origination of new credits.
Primary responsibilities include:
Provide comprehensive credit recommendations and presentations to key risk partners related to prospect(s) and existing clients of the bank (including moderate to complex new credit structures, modifications, and extensions) based on a comprehensive review of the borrower(s) and guarantor(s)' financials (which may include current and historical financial statements, tax returns, projections and/or cash flow proformas.)
This individual is expected to present credit recommendations within the bank's risk appetite and framework and follow the bank's policies, processes and procedures.
This individual is expected to be responsive to their clients' credit needs with an elevated level of client service and credit acumen to address their needs appropriately and timely.
This individual is responsible for the ongoing oversight and management of its portfolio (including timely risk rating assessments, reporting covenants, covenant compliance, and the preparation of quarterly and annual reports.)
WHAT WILL YOU DO?
Teamwork: Mentors junior colleagues, fosters a culture of continuous improvement and professional growth.
Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries.
Credit Analysis: Analyzes credit data and perform underwriting to assess creditworthiness and recommend appropriate structures to the Sales team and client. Prepare underwriting memorandums and approval documents for presentation to Credit Risk.
Performance Monitoring: Performs portfolio management activities to monitor and analyze portfolio performance, including periodic reviews and covenant tracking.
Data Analysis: Analyzes credit data to support underwriting and creditworthiness assessments including developing and presenting individual credit recommendations.
Risk Management: Practices effective risk management, maintaining high standards of credit quality and origination in alignment with Bank's credit risk appetite, and compliance with institutional and regulatory requirements.
Collaboration: Partners with Relationship Manager(s) to successfully manage credit account relationships. Work closely with cross-functional teams to ensure cohesive and effective credit operations to achieve the Bank's strategic initiatives. Participate in ad-hoc projects to support the organization's priorities.
Client Service: Provides exceptional client service by maintaining professionalism and effectively interacting with clients to understand their needs and provide tailored credit solutions. Participate in joint sales pitches with Relationship Manager(s).
WHAT DO YOU NEED TO SUCCEED?
Bachelor's Degree or equivalent in Finance, Business or related field
Minimum 4 years of progressively increasing credit underwriting and portfolio management experience in relevant industry/industries
Additional Qualifications
Advanced experience in credit management and lending operations, with a strong understanding of risk management principles
Desire to build leadership and coaching skills, with the ability to train and develop talent
Strong communication and collaboration skills, with the ability to work effectively with senior leadership and cross-functional teams
Advanced analytical skills, with the ability to interpret complex data and make informed decisions
Industry-specific knowledge and expertise *Middle Market Credit
WHAT'S IN IT FOR YOU?
Compensation
Starting base salary: $111,408 - $189,738 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
Generous 401(k) company matching contribution
Career Development through Tuition Reimbursement and other internal upskilling and training resources
Valued Time Away benefits including vacation, sick and volunteer time
Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
Career Mobility support from a dedicated recruitment team
Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our Benefits and Perks.
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$111.4k-189.7k yearly 2d ago
KYC Review Analyst Senior- Ops
City National Bank 4.9
Newark, DE jobs
WHAT IS THE OPPORTUNITY? Conduct Enhanced Due Diligence background investigations for commercial loan borrowers in adherence with credit policy and compliance with BSA and USA Patriot Act. Responsible for the quality assurance and integrity of the "Know Your Client" (KYC) program on new and existing client relationships. Perform review and provide clearance on potential negative news alerts for new clients or during periodic client reviews. Perform prospect client reviews and provide recommendations prior to onboarding prospects as well as other referrals from line units.
WHAT WILL YOU DO?
Conduct Periodic Reviews of clients to determine compliance risk, identify deviations from expected behaviors based on client profile and update profile to determine accuracy of client risk level.
The KYC Review (Analyst - Senior) will perform Enhance Due Diligence (EDD) reviews for commercial loan borrowers and prospect reviews utilizing a variety of internal bank systems and external research tools, subscription based websites, public records to investigate, research, and prepare documentation/summaries consistent with resolution of investigation.
KYC - the analyst is able to review and verify that a Know Your Client (KYC) is completed for new accounts, and Anticipated Activity questions for Business and Individual clients with new transactional accounts.
KYC - the analyst is able to perform review and clearance of potential negative news alerts on new clients and during periodic client reviews and escalate true matches accordingly.
Escalate restricted or prohibited activity consistent with CNB policy requiring BSA Escalation discovered through research to HRC (High Risk Client) and/or unusual activity to Compliance Investigations.
May assist with training of new hires and conduct quality control review/adit of junior level analyst reviews.
May Participate in and complete ad-hoc projects.
Perform timely investigations with well-reasoned and supported decision-making. Conducts follow-up with line colleagues for any missing or necessary information. Completes required training. Performs other duties as assigned or requested.
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications*
Bachelor's Degree or equivalent
5+ years experience in Banking Services, branch operations, risk management or related function
3 years of BSA/AML experience
2+ years experience using Microsoft Office
Additional Qualifications
Analytical skills, solid understanding of deposit and loan transactions, use of good judgment, attention to detail, internet savvy, good knowledge of Bank Secrecy Act and USA PATRIOT acts. Great communication and writing skills.
WHAT'S IN IT FOR YOU?
Compensation
Starting base salary: $71,869 - $114,797 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
Generous 401(k) company matching contribution
Career Development through Tuition Reimbursement and other internal upskilling and training resources
Valued Time Away benefits including vacation, sick and volunteer time
Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
Career Mobility support from a dedicated recruitment team
Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our Benefits and Perks.
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$71.9k-114.8k yearly 12h ago
ORM - Risk Metrics Program Lead
City National Bank 4.9
New York, NY jobs
WHAT IS THE OPPORTUNITY? This position will be responsible for supporting the development and operation of City National Bank's (CNB's) Operational Risk Management (ORM) Risk Metrics and Risk Appetite program. Responsibilities include managing ORM metric processes; developing ORM metrics and thresholds; creating/enhancing bank-wide ORM metrics reports; and facilitating the implementation and integration of ORM metrics and appetite principles across all levels of the bank.
WHAT WILL YOU DO?
Lead the development of CNB's ORM Risk Appetite Metrics and Statements across the first and second line
Measure and report on bank ORM risk appetite metrics, including ORM concentration risk metrics, and solicit for key measures on the Bank's risk posture
Participate in risk mitigation development to ensure that strategies are in place to maintain risk profile within established limits
Establish capabilities and provide effective challenge and validation of key risk indicator results reported by business units
Develop and report metrics consistent with bank's Enterprise and Operational Risk Management Frameworks and risk taxonomy, ensuring uniform reporting throughout all 2nd line risk functions
Utilize analytical tools and methodologies to support analysis of internal and external risk metrics
Acts as an internal advisor/partner to CNB business units regarding ORM risk appetite matters (e.g. controls, best practices, and industry developments.)
Enhance the Key Risk Indicator Dashboard, derived from risk-based analysis, for presentation to senior management committees
Partner with RBC Enterprise and RBC Combined US Operations (CUSO) stakeholders to drive organizational alignment and maturity of the Operational RAM Program and practices
Coordinate with external banking partners, Royal Bank of Canada (RBC) and other managed affiliates to fulfill regulatory reporting requirements
Regularly prepares status reports, performance metrics, presentations and Bank-wide guidance in accordance with the program and financial industry regulations, ad-hoc and as requested by management
Work with multiple business units to aggregate and analyze data and information, including holding stakeholders accountable for deliverable timeframes.
Review and challenge action plans created by 1LOD to address breaches of risk appetite
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications*
Bachelor's Degree or equivalent
Minimum 7 years experience in the financial services sector
Minimum 5 years of experience in Risk Management, ORM or Internal Audit
Minimum 5 years of management or operational experience
Additional Qualifications
Prior experience with developing or enhancing risk appetite programs
Quantitative analysis and data management experience desired.
Must possess demonstrated ability to think critically and facilitate change through collaborative effort.
Strong interpersonal, verbal and written communication skills.
Extensive knowledge and experience with various reporting,analysis, and presentation tools including MS Excel, PowerPoint
Experience with reporting tools desired.
Ability to work independently
WHAT'S IN IT FOR YOU?
Compensation
Starting base salary: $99,000-$176,000. Exact compensation may vary based on skills, experience, and location.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
Generous 401(k) company matching contribution
Career Development through Tuition Reimbursement and other internal upskilling and training resources
Valued Time Away benefits including vacation, sick and volunteer time
Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
Career Mobility support from a dedicated recruitment team
Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our Benefits and Perks.
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
#LI-NK1
$99k-176k yearly 12h ago
Executive Assistant, GIP Credit Team
Blackrock, Inc. 4.4
New York, NY jobs
About this role
Executive Assistant, GIP Credit Team
Global Infrastructure Partners (GIP), a standalone division of BlackRock, is a leading global infrastructure investor focused on acquiring, owning, and operating large-scale assets across the energy, transport, digital infrastructure, and water and waste management sectors. Following BlackRock's acquisition of GIP in October 2024, the platform is well-positioned to capitalize on long-term structural trends driving infrastructure growth.
GIP's proprietary origination network and deep sector relationships enable the firm to identify high-quality assets and form strategic partnerships with leading corporations and investment firms. Through rigorous analysis and operational expertise, GIP seeks to deliver consistent, attractive returns across both equity and debt strategies.
Together, GIP and BlackRock manage over $180 billion in assets, forming the world's largest infrastructure investment platform. Companies within GIP's equity portfolios generate more than $71 billion in annual revenue and employ approximately 116,000 people.
GIP Credit, the credit arm of Global Infrastructure Partners, was formed to make primarily "non-equity" investments, with the ability to transact across multiple entry points in the capital stack. GIP Credit targets power, energy, transport, water and waste, digital and other industries or projects with infrastructure-like characteristics. GIP Credit provides financing solutions across a breadth of capital needs, including greenfield and brownfield projects, acquisition finance, liquidity and growth, restructuring and secondary purchases. GIP Credit manages more than $25 billion of assets under management.
Position Summary:
The Executive Assistant is responsible for providing administrative support to three Fund Partners, including a GIP Credit founding Fund Partner and a Fund Partner with an expansive role that includes head of Portfolio Management and a breadth of COO-type responsibilities.
Key Responsibilities:
Manage calendars and coordinate high volume scheduling with internal and external stakeholders
Book domestic and international travel, including itinerary, visa, preparation, etc. There will be heavy international travel coordination across multiple time zones.
This role deals with investors and high-profile individuals so a polished presence and capability to build relationships is important.
Compile receipts and prepare expense reports in a timely manner.
Compile materials and prepare presentations for internal, company and investor meetings and support ad-hoc projects as needed.
Develop relationships and work collaboratively across EAs and other counterparties.
There is no travel required
Facilitate and track the group recruiting process, including direct contact with recruiters to provide updates and schedule interviews/model tests
Coordinate, schedule and facilitate agendas for global group / regularly scheduled meetings
Manage the approval of invoices and wire instructions for our portfolio companies
Assist COO efforts - track global group headcount, schedule mid-year and year end performance reviews, organize ad hoc social events and assist in execution of numerous workstreams initiated by and/or in concert with Global Head of GIP Credit
Qualifications:
5+ years experience in a fast paced, high energy corporate office or family office environment, supporting senior individuals
Bachelor's degree preferred
Advanced level of proficiency in Microsoft Office to include Word, PowerPoint (ability to produce charts and graphs), Excel
Extensive experience handling domestic and international travel, meeting planning, scheduling and logistics operates exceptionally well under pressure
Experienced in Concur Travel & Expense Management and American Express Travel, including booking, reconciliation, and expense reporting.
Shows utmost judgement, discretion and understanding of confidentiality
Can effortlessly keep multiple priorities in flight independently
Can adapt and work well with a range of workstyles and personality types including high energy and demanding profiles
Strong verbal and written communication skills - succinct, edited and clear
Creative problem solver and ability to influence/facilitate results
High degree of ownership and accountability; maintains a positive attitude - eye for detail and accuracy
Collaborative approach - skilled at building relationships and an ability to work across a variety of workstyles, roles and levels
Ability to take feedback well and willing to learn
Flexible and responsive, with a willingness to monitor and manage communications after business hours and on weekends as needed.
For New York, NY Only the salary range for this position is USD$90,000.00 - USD$160,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
Our benefits
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
Our hybrid work model
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
About BlackRock
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: **********************************
BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement.
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy.
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
$90k-160k yearly 2d ago
Compliance Officer-Credit Cards
City National Bank 4.9
Newark, DE jobs
WHAT IS THE OPPORTUNITY? Position is responsible for performing risk analysis and assessment of compliance regulations, identifying risks and controls, monitoring business unit control environment, drafting and maintaining remediation plans and issues tracking logs, and escalation of compliance issues. The incumbent is responsible for playing a critical role in the issues remediation strategy for compliance identified issues and ensuring issues are closed in a manner which both adheres to the regulatory requirements and ensures business continuity.
WHAT WILL YOU DO?
Reviews/challenges compliance risk assessments, analyzing the Bank's compliance risk; determine if current processes control risk.
Analyze new and changing laws and regulations and development of implementation strategies.
Maintain updates to compliance policies, procedures, and training for new or revised laws and regulations.
Assist the Compliance Manager, Senior Compliance Officer, and Risk Assessment team with the evaluation of compliance testing program and processes.
Performs research on regulations and provides guidance to business operations (divisions) on compliance requirements.
Create, maintain and update reporting of compliance test results along with comparable line of business QA testing results.
Conduct meetings to discuss testing and risk assessment results and lead line of business to remediation plans.
Works with Senior Compliance Officer, Compliance Manager to maintain audit tracking logs and other tracking reports as deemed necessary.
Conduct regulatory compliance monitoring activities as assigned and maintain appropriate work papers
Performs compliance reviews on specific loan-level accounts, as required.
Complies fully with all Bank Compliance policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.).
Provide guidance on regulations, requirements, and Bank procedures.
Conducting and documenting reviews and addressing findings with employees and supervisors.
Drafting and maintaining employee training for assigned topic areas.
Analyze the Bank's compliance risk; determine if current processes control risk.
Completes all required training.
Other duties and special projects as assigned.
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications*
Bachelor's Degree or equivalent
Minimum 5 years' experience working with Federal and State compliance regulatory matters
Minimum 5 years' experience in banking, consumer finance, retail banking compliance, mortgage banking or working in a legal department
Minimum 3 years' experience with managing projects or processes
Additional Qualifications
College degree preferred. Relevant, equivalent work experience may be substituted for degree preference.
Good knowledge and relevant work experience with bank credit, deposit, operations regulations (as applicable/assigned).
Knowledge and experience with traditional bank products and services and/or reviewing marketing materials is a plus.
Ability to influence/motivate others to produce desired results.
Ability to operate effectively in a fast paced environment.
Excellent organizational and analytical skills.
Ability to communicate clearly and professionally with all levels of an organization.
Excellent written and verbal communications skills.
Effective interpersonal skills.
Proficiency in multi-tasking and prioritizing projects.
Excellent time management skills and be accustomed to working with deadlines.
Certified Regulatory Compliance Manager (CRCM), Certified Internal Auditor (CIA), and/or Certified Financial Services Auditor (CFSA) designation a plus.
Experience communicating and interacting with regulatory agencies, including exam management and other regulatory affairs.
WHAT'S IN IT FOR YOU?
Compensation
Starting base salary: $77,000 - $143,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
Generous 401(k) company matching contribution
Career Development through Tuition Reimbursement and other internal upskilling and training resources
Valued Time Away benefits including vacation, sick and volunteer time
Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
Career Mobility support from a dedicated recruitment team
Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our Benefits and Perks.
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
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#CR-JR
$77k-143k yearly 12h ago
Third Party Risk Management Lead
City National Bank 4.9
Charlotte, NC jobs
WHAT IS THE OPPORTUNITY? Third Party Risk Management (TPRM) Lead is responsible for providing Enterprise wide third party risk management services, including taking a lead role to define, implement, and maintain a risk framework, operating model, policies, procedures, governance and oversight programs for all lines of business and subsidiaries. CNB established the TPRM program as a second line function, enabling CNB to manage third party risk effectively and efficiently, relative to its size and complexity. The lead is responsible for ensuring the program meets regulatory guidance, aligns with CNB's parent company, and incorporate changes as necessary.
WHAT WILL YOU DO?
In partnership with the TPRM Program Manager, develop a successful implementation plan consisting of:
Assist with the development and execution of an TPRM risk framework, policies and procedures
Direct assessments on key controls and overall compliance with the TPRM program, including the timeliness, completeness, and accuracy of risk assessments.
Provide risk-consulting serves to first line third party risk managers for complex arrangements.
Develop risk analysis and reporting, including risk metrics, for dissemination to both first line of defense (technology) leadership, risk management committees, CNB's parent holding company, and CNB's regulators.
Streamline processes for risk identification and assessment, control assessment, testing and issue management.
Lead continuous improvement activities and initiatives for TPRM, working with stakeholders, subject matter experts, and analysis of exception reports to define issues, determine root cause, and determine appropriate changes.
Identify and assess requirements for CNB's GRC system to increase automation, and process effectiveness and efficiency.
Responsible for reviewing SSAE 18 reports for CNB's third parties and evaluate for completeness, appropriateness, and assess impact to CNB on findings and exceptions to support CNB's Sarbanes Oxley, FDICA, and SOC programs.
Manage coordination of assignment of resources based on demand and capacity, and required subject matter expertise, including augmenting internal staff with external resources as necessary.
Ensure appropriate escalate of issues to first line and senior management as required.
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications*
Minimum of 7 years of third party risk management, assurance and / or oversight or relevant supplier or third party audit or compliance experience
Minimum of 4 years of experience in risk and controls for information technology and cybersecurity, appropriately scoping assessments, providing credible challenges, and performing assurance testing.
Minimum of 4 years working with a GRC system, incorporating continuous improvement for the system and process.
Additional Qualifications
Comprehensive knowledge of third party and information technology risk management processes and methodologies
Experience using third party risk management /Governance, Risk and Compliance (GRC) systems
Experience assessing contracts, including master service agreements, statements of work, and license agreements.
Experience assessing cloud servicing arrangements
Knowledge of and experience in designing and operating governance, frameworks and processes to comply with vendor management / third party risk management related regulatory requirements, guidance and oversight (OCC 2013-29, Fed SR 13-19 or other relevant third party risk management / vendor management regulation applicable to the financial services industry)
Currently hold or quickly obtain industry recognized third party risk management or vendor management certification
Excellent oral and written communication skills; experience performing both detailed and executive-level documentation
Advanced knowledge of Microsoft Office tools; specifically, Excel, PowerPoint and SharePoint
Experience with reporting platforms such as Tableau, SQL scripts, and Microsoft SSRS desirable
WHAT'S IN IT FOR YOU?
Compensation
Starting base salary: $99,000 - $176,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
Generous 401(k) company matching contribution
Career Development through Tuition Reimbursement and other internal upskilling and training resources
Valued Time Away benefits including vacation, sick and volunteer time
Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
Career Mobility support from a dedicated recruitment team
Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our Benefits and Perks.
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$99k-176k yearly 12h ago
Strategic FP&A Principal, Global Ops - Hybrid 4/1
Wellington Management Company 4.9
Boston, MA jobs
A leading investment management firm based in Boston is seeking a Principal for Financial Planning & Analysis. The role involves providing financial insight and operational performance reporting to drive strategic decisions. Candidates should have over 10 years of experience in finance and strong analytical skills. The role supports budgeting processes and enhances financial visibility across the organization. This position offers competitive compensation with a salary range of USD 120,000 - 225,000.
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$107k-143k yearly est. 5d ago
AI-Driven Growth & Brand Strategy Leader
Escalon Services, Inc. 4.1
Chicago, IL jobs
A dynamic business services firm is seeking a Head of Marketing Innovation & AI Strategy to define and scale its brand and marketing strategy. This leadership role, which reports to the CEO, involves leveraging data and AI to drive growth, building a team, and optimizing marketing initiatives. Ideal candidates will have a strong B2B marketing background, experience in technology sectors, and a track record of successful demand generation strategies. The role offers flexibility, with a focus on remote work, and an attractive compensation package.
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$38k-47k yearly est. 3d ago
Auditor II- Treasury/Finance
City National Bank 4.9
Jersey City, NJ jobs
WHAT IS THE OPPORTUNITY? The auditor will work within a team and on occasion as an individual contributor on routine audit assignments testing internal controls and ensuring compliance with bank policies, procedures, and regulatory requirements. Assigned to one of the following areas: Financial, operational and process audits to assess the adequacy of the banks internal control environment. Fiduciary and private banking audits in corporate, employee benefit, and personal trust relationships, propriety mutual funds, security sales and trading, and insurance activities. Compliance with various laws, rules, regulation, and other regulatory pronouncements.
What you will do
Completes time sheets and expense reports in a timely manner.
Complies fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.).
Completes all required training.
Develops a general knowledge of the business, regulatory and accounting and control environment in which City National Bank operates.
Keeps informed of new services, products and events that have a significant technology and business impact.
Keeps abreast of changes in the business, regulatory, accounting and control environment in which City National operates, particularly in areas where audit responsibilities are assigned.
Assists the Senior Auditor and or Audit Manager in the development of the audit scope.
Holds preliminary discussions and interviews with auditees prior to the beginning of the field work.
Prepares narratives/flowcharts detailing internal controls of area audited.
Documents the workflow in the area audited, develops audit programs or procedures, and updates audit programs as necessary.
Performs program procedures and documents work performed, test results and conclusions using work paper preparation guidelines.
Holds discussions/interview with auditee to gather information, obtains explanations and supporting data/information and documents audit findings and the conclusions drawn.
Keeps the Senior Auditor and/or Audit Manager abreast of progress, issues and audit matters as they arise.
Contributes to the drafting of audit observation sheets and audit reports.
Supports and or participates in audit exit meeting with management.
Ensures written reports are properly prepared and formatted for distribution.
Must-Have*
Bachelor's Degree or equivalent
Minimum 3 years experience in performing internal control audits and risk assessments required.
Minimum 1 year of public accounting and/or private industry experience with knowledge of accounting, finance and internal control areas required.
Skills and Knowledge
Understanding of risks, internal controls, work paper documentation and issue identification concepts and experience in applying them to plan, perform, and report on the evaluation of various business processes/areas/functions.
Ability to work independently or under the guidance and supervision of a Senior Auditor.
Strong verbal and written communication skills, to effectively present to peers and management.
Ability to exhibit leadership skills needed to convey ideas and obtain management buy-in for constructive change.
Understanding of internal auditing standards, COSO and risk assessment practices.
Understanding of the technical aspects of accounting and financial reporting.
Experience in performing multiple projects and working with varying team members.
Prior financial services industry experience is a plus.
Compensation
Starting base salary: $60,500 - $104,500 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*To be considered for this position you must meet at least these basic qualifications
The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our Benefits and Perks.
ABOUT CITY NATIONAL
City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves.
*City National Bank does business in Miami and the state of Florida as CN Bank.
For more information about City National, visit cnb.com.
EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION
City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct. READ MORE
If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via email or leave a message at **************. These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
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#CA-KTB
$60.5k-104.5k yearly 12h ago
Board of Review Chair - Unemployment Insurance Policy Lead (Hybrid)
Commonwealth of Massachusetts 4.7
Boston, MA jobs
A state government agency is seeking a Chairman for the Board of Review in Boston to oversee unemployment insurance appeals and manage board operations. The ideal candidate will be licensed to practice law in Massachusetts, possess strong analytical, writing, and communication skills, and have experience in administrative law or quasi-judicial proceedings. This full-time position offers a salary ranging between $100,839.08 and $155,529.95 per year with the potential for a hybrid work schedule.
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$100.8k-155.5k yearly 2d ago
Project Coordinator
Blackrock Resources 4.4
Houston, TX jobs
You must be able to work in the U.S. without sponsorship. No C2C or 3rd parties, please.
Project Coordinator in Houston, TX
$27 - $29/hr.
Contract role with hybrid schedule (Monday, Tuesday, & Thursday in office, Wednesday & Friday work from home)
We're seeking a detail-oriented Project Coordinator to support project teams by ensuring projects and programs are planned effectively, aligned with strategic objectives, and delivered against key performance metrics. This role partners closely with Project Managers and cross-functional teams to help manage scope, schedule, cost, and risk throughout the project lifecycle.
What you'll do:
Coordinate project activities to support the Project Manager in defining scope of work
Develop, update, and maintain the Project Execution Plan (PEP)
Support full project lifecycle activities including scope, budget, schedule, execution, and reporting in alignment with Project Delivery Standards
Ensure approved scope and cost changes are incorporated into cost tracking and forecasting
Coordinate and facilitate meetings and prepare weekly project status reports
Maintain the project risk register and support development of risk management plans
Partner with Project Schedulers and Project Controllers to align cost, risk, and schedule; identify variances and support corrective actions
Compile project updates from team members and present them for PM review
Assemble documentation for Gate Readiness and Assurance Reviews; prepare presentations as needed
Support bid activities including SOW development, RFP coordination, and contract reviews
Act as a liaison between project teams and functional groups to support effective execution
Document supplier and contractor performance issues and partner with Quality teams to mitigate risks
Support PHMSA reporting requirements as applicable
Contribute to continuous improvement of project management tools and processes
Maintain a strong focus on health, safety, and environmental compliance
What we're looking for:
Bachelor's degree in Engineering, Construction Management, or Project Management
1-3 years of industry experience (early career candidates encouraged)
Strong organizational, communication, and coordination skills
Ability to work independently while collaborating with cross-functional teams
Experience with Microsoft Word, Excel, PowerPoint, and Windows-based tools
Strategic mindset with the ability to identify risks, solve problems, and add value
Curiosity, initiative, and a desire to grow within the energy industry
Nice to have:
* Exposure to project management, cost controls, or scheduling concepts
* Database management, data modeling, or PowerBI experience
This is an excellent opportunity for an early-career professional to gain broad project exposure, build foundational project management skills, and grow within a collaborative team environment.
Interested candidates may send their resumes directly to Brandon at bgreen@blackrockres.com
#LI-DNI
$27-29 hourly 2d ago
Director of Sales, North America Central Region (Remote)
Valid8 Financial, Inc. 3.6
Sunnyvale, CA jobs
Luminus is a vertically integrated, fast-growing high-tech company that develops high-power Light-Emitting Diode (LED) solid-state lighting for a variety of applications, including industrial UV and IR, medical, projection display, high-end illumination, horticulture, and automotive. Not only is Luminus at the forefront of the ongoing solid-state lighting revolution which has transformed lighting technology across almost every aspect of our everyday work and life, but we are also at the forefront of high-power electronics technology, leveraging our high-quality SiC technology. If you are looking for a place to grow, work hard, and have fun, this is a GREAT opportunity to learn about the lighting technology world and be part of an exciting, forward-looking company!
Key Responsibilities
Develop and execute strategic plans to achieve sales targets and regional quota.
Build and maintain long-lasting, strong relationships with customers while partnering with them to better understand their business objectives and needs.
Regular opportunity funnel review
Schedule periodic training with Marketing Directors.
Effectively communicate value propositions through presentations and proposals.
Provide timely market trends and competitive supplier feedback to marketing.
Update regional sales forecast quarterly, focusing on providing the most accurate volume demand possible.
Track and analyze sales statistics based on key quantitative metrics.
Coordinate customer complaints with factory teams to resolution.
Qualifications for the Position
Excellent written and verbal communication skills
Excellent listening, negotiation, and presentation skills
Demonstrated success in growing revenue.
Proven ability to articulate the value proposition vs competitive offerings
Education or relevant experience
7 to 10 years experience in positions such as a Sales or Marketing Manager, or similar role.
BS degree recommended.
Paid Time Off & Holidays
401k Retirement Savings Plan w/ Employer Match
Flexible Spending Accounts
Employee Assistance Program
Life/AD&D Insurance
And more!
Compensation
Compensation Range: $120k - $180k / year
Title and compensation will be commensurate with experience and qualification.
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$120k-180k yearly 3d ago
Senior Alt Investments & RIA Channel Lead - Remote
T. Rowe Price 4.5
San Francisco, CA jobs
A global asset management organization is seeking a field sales specialist to drive the sales of Alternative Investment strategies directed at Financial Advisors and RIAs. With a minimum of 5 years experience in Alternatives and exceptional communication skills, you will be accountable for developing relationships and managing a sales pipeline. Candidates should have a college degree and a deep understanding of investment vehicles and the U.S. investment distribution landscape.
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$118k-153k yearly est. 1d ago
Global Head of Enterprise Risk (Hybrid)
Cambridge Associates LLC 4.8
Boston, MA jobs
A leading investment management firm in Boston is seeking a Head of Enterprise Risk to lead their risk management function globally. This senior role requires extensive experience in enterprise risk, leadership skills, and the ability to navigate complex regulatory environments. The candidate will be responsible for developing risk strategies and fostering a proactive risk culture across the organization. Competitive compensation and benefits offered.
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$117k-152k yearly est. 5d ago
Remote Tax Director - Corporate & Startups Practice
Escalon Services, Inc. 4.1
Chicago, IL jobs
A Business Process Management firm is looking for a Tax Director to oversee tax services for multiple clients, ensuring compliance with regulations. The ideal candidate will have 12+ years of experience in a complex tax environment and possess strong technical tax proficiency. Responsibilities include client interaction, mentoring tax staff, and providing technical guidance. This remote role offers various health benefits and emphasizes professional growth.
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$109k-164k yearly est. 1d ago
ORM - Risk Metrics Program Lead
City National Bank 4.9
Charlotte, NC jobs
WHAT IS THE OPPORTUNITY? This position will be responsible for supporting the development and operation of City National Bank's (CNB's) Operational Risk Management (ORM) Risk Metrics and Risk Appetite program. Responsibilities include managing ORM metric processes; developing ORM metrics and thresholds; creating/enhancing bank-wide ORM metrics reports; and facilitating the implementation and integration of ORM metrics and appetite principles across all levels of the bank.
WHAT WILL YOU DO?
Lead the development of CNB's ORM Risk Appetite Metrics and Statements across the first and second line
Measure and report on bank ORM risk appetite metrics, including ORM concentration risk metrics, and solicit for key measures on the Bank's risk posture
Participate in risk mitigation development to ensure that strategies are in place to maintain risk profile within established limits
Establish capabilities and provide effective challenge and validation of key risk indicator results reported by business units
Develop and report metrics consistent with bank's Enterprise and Operational Risk Management Frameworks and risk taxonomy, ensuring uniform reporting throughout all 2nd line risk functions
Utilize analytical tools and methodologies to support analysis of internal and external risk metrics
Acts as an internal advisor/partner to CNB business units regarding ORM risk appetite matters (e.g. controls, best practices, and industry developments.)
Enhance the Key Risk Indicator Dashboard, derived from risk-based analysis, for presentation to senior management committees
Partner with RBC Enterprise and RBC Combined US Operations (CUSO) stakeholders to drive organizational alignment and maturity of the Operational RAM Program and practices
Coordinate with external banking partners, Royal Bank of Canada (RBC) and other managed affiliates to fulfill regulatory reporting requirements
Regularly prepares status reports, performance metrics, presentations and Bank-wide guidance in accordance with the program and financial industry regulations, ad-hoc and as requested by management
Work with multiple business units to aggregate and analyze data and information, including holding stakeholders accountable for deliverable timeframes.
Review and challenge action plans created by 1LOD to address breaches of risk appetite
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications*
Bachelor's Degree or equivalent
Minimum 7 years experience in the financial services sector
Minimum 5 years of experience in Risk Management, ORM or Internal Audit
Minimum 5 years of management or operational experience
Additional Qualifications
Prior experience with developing or enhancing risk appetite programs
Quantitative analysis and data management experience desired.
Must possess demonstrated ability to think critically and facilitate change through collaborative effort.
Strong interpersonal, verbal and written communication skills.
Extensive knowledge and experience with various reporting,analysis, and presentation tools including MS Excel, PowerPoint
Experience with reporting tools desired.
Ability to work independently
WHAT'S IN IT FOR YOU?
Compensation
Starting base salary: $99,000-$176,000. Exact compensation may vary based on skills, experience, and location.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
Generous 401(k) company matching contribution
Career Development through Tuition Reimbursement and other internal upskilling and training resources
Valued Time Away benefits including vacation, sick and volunteer time
Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
Career Mobility support from a dedicated recruitment team
Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our Benefits and Perks.
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
#LI-NK1
$99k-176k yearly 12h ago
Business Manager, Vice President - Technology & Operations
Blackrock, Inc. 4.4
New York, NY jobs
About this role
Join the Team Powering BlackRock's Digital Workplace
Technology & Operations is the backbone of BlackRock's global platform - a diverse team of 4,000+ professionals who design, build, and run the systems that support every aspect of our business. From trade execution to client experience, employee enablement to platform innovation, we drive operational excellence across the firm.
As Digital Workplace Business Manager (Vice President), you'll support the teams that connect and empower 25,000+ employees worldwide. Your role goes beyond budget oversight - you'll help shape how we invest in the tools, technologies, and experiences that define the future of work at BlackRock.
You'll collaborate across Technology & Operations, translating strategy into action through financial planning, performance analysis, and process transformation. You're a strategic partner, a change agent, and a trusted advisor who thrives in complexity and drives clarity in a fast-paced, global environment.
Key Responsibilities
* Strategic Planning: Lead the annual budgeting process for Digital Workplace, partnering with FP&A and cross-functional teams to develop short- and long-term operating plans.
* Financial Management: Oversee budgets and forecasts, monitor expenses, and identify opportunities to optimize spend and improve outcomes.
* Vendor Management: Drive high-impact vendor negotiations and relationship management, ensuring strategic alignment, cost-effectiveness, and long-term value creation across critical partnerships.
* Performance Analysis: Build and maintain financial models, analyze key drivers, and present insights to senior leadership.
* Process Improvement: Enhance business management processes to improve data access, planning, and decision-making.
* Governance & Risk: Ensure adherence to policies and procedures, while identifying areas for improvement and implementing best practices.
* Talent & Risk Delivery: Support the delivery and execution of firmwide talent, risk, and strategic initiatives within the Digital Workplace, ensuring alignment with broader Technology & Operations priorities.
* Cross-Functional Leadership: Contribute to strategic initiatives across Technology & Operations and the broader firm.
What You Bring
* Financial Expertise: Strong background in financial modeling, forecasting, and budgeting, with deep understanding of financial statements and metrics. Experience with cloud financial modeling is a plus.
* Analytical Thinking: Structured problem-solver who can navigate ambiguity and deliver clear, actionable solutions.
* Collaboration & Communication: Effective communicator who builds trust across teams and adapts messaging for diverse audiences.
* Initiative & Ownership: Self-starter who takes accountability and drives continuous improvement.
* Technical Skills: Advanced Excel and PowerPoint proficiency; experience with Coupa as well as PowerBI for data visualization and dashboard development to support strategic decision making. Experience with ERP systems like TM1 (preferred), SAP, Cognos, EssBase, is a plus. Business & Tech Fluency: Familiarity with product/project management, Agile methodologies, and enterprise technology platforms.
Your Background
* Bachelor's degree in Finance, Accounting, or a related field.
* 5-7 years of experience in business management, finance or technology, ideally within financial services industry.
* Proven track record of delivering high-quality work and driving strategic outcomes.
* High level of integrity, discretion, and sound judgment.
* Curiosity and creativity in approaching challenges and identifying opportunities.
For New York, NY Only the salary range for this position is USD$137,500.00 - USD$194,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
Our benefits
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
Our hybrid work model
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
About BlackRock
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: **********************************
BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement.
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy.
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.