VicePresident, Client Processing Manager
At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators and champions, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We're seeking a future team member for the role of VicePresident, Client Processing Manager to join our team. This role is located in Pittsburgh, PA.
In this role, you'll make an impact in the following ways:
Lead and manage a team responsible for client processing operations, ensuring adherence to service standards and regulatory requirements by demonstrating strong leadership and organizational skills.
Develop and implement process improvements to enhance operational efficiency, leveraging data-driven insights and innovative solutions.
Collaborate with cross-functional teams to resolve complex client issues, utilizing expertise in transaction processing to provide effective solutions.
Monitor and assess the performance of transaction processing activities, ensuring alignment with strategic objectives and client expectations.
Drive strategic initiatives aimed at optimizing transaction processing frameworks, contributing to the overall business strategy.
Foster a culture of continuous learning and development within the team, promoting professional growth and advancement.
Strong leadership and team management abilities.
Excellent problem-solving and analytical skills.
Effective communication and collaboration skills across diverse teams.
To be successful in this role, we're seeking the following:
Bachelor's degree in business, Finance, or related field required.
Advanced degree or professional certifications in finance or business administration preferred.
5-8 years of experience in transaction processing or related field within financial services.
At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
BNY LinkedIn
Here's a few of our recent awards:
America's Most Innovative Companies, Fortune, 2025
World's Most Admired Companies, Fortune 2025
“Most Just Companies”, Just Capital and CNBC, 2025
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
$117k-161k yearly est. Auto-Apply 37d ago
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Vulnerable Adult Investigations Manager - Vice President
Jpmorganchase 4.8
Chicago, IL jobs
The mission of the Global Security (GS) team is the protection of the firm's people and assets, ensuring the safety and soundness of JPMorgan Chase's business operations throughout the world. GS works to minimize disruption and threats that undermine our businesses' ability to serve our customers by staying in front of external and internal risks, screening all new employees, protecting our franchises when needed with thorough investigations, ensuring the safety of business travelers, and working to keep our businesses open during extraordinary situations from weather disruptions to local protests.
As a manager on the GS Vulnerable Adult Investigations team, the incumbent will supervise and direct the activities of a team of investigators and perform investigations of elder/ vulnerable adult financial exploitation. You will be focused on root cause analysis, quantifying risk and ensuring compliance with the GS Vulnerable Adult Investigations Procedure, then communicating those findings to management in a fashion that prompts them to initiate systems, process, and procedural change to address the identified areas of concern.
Job responsibilities:
Manages the investigation process with a focus on gathering evidence for elder/ vulnerable adult investigations while ensuring compliance with regulatory requirements as well as internal policies and procedures.
Ensuring team compliance and collaboration with referrals to applicable Adult Protective Service (APS) agencies and/or state regulators.
Works closely with Risk and other key Line of Business (LOB) personnel to analyze controls based on investigation findings and recommend enhancements/remediation when deficiencies or opportunities are identified..
Works closely with Americans with Disabilities Act (ADA) Compliance, ADA
Works effectively with JPMC's technology support teams to discover how frauds occur through a deep understanding of JPMC systems and the processes that support them.
Maintains strong liaison and working relationships with all federal, state and local law enforcement and regulatory agencies, including international enforcement agencies.
Ensures to incorporate feedback from Investigators to identify credible, actionable intelligence.
Required qualifications, capabilities, and skills:
Bachelor's degree in Criminal Justice, Business, related field or work experience
10+ years of experience in financial fraud investigations or related law enforcement
Advanced understanding of fraud and risk, working with internal management, and acting as a liaison with the law enforcement community at the local, state, federal, and international levels
Ability to manage staff and/or work remotely as the business model has the team spread across diverse geographies
Ability to coordinate, work with and gain the trust of business stakeholders, technical resources, and third-party vendors
Able to articulate sophisticated fact patterns to non-technical line of business risk partners and memorialize investigations into regular reporting requirements
Excellent written and verbal communication skills are required
Preferred qualifications, capabilities, and skills:
JD or MBA
Industry recognized certifications such as CFE, PCI, etc. are preferred
Court room testimony experience
JPMorgan Chase & Co., 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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.
As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.
Equal Opportunity Employer/Disability/Veterans
$114k-151k yearly est. Auto-Apply 9d ago
Vulnerable Adult Investigations Manager - Vice President
Jpmorgan Chase & Co 4.8
Chicago, IL jobs
JobID: 210699181 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $95,000.00-$140,000.00 The mission of the Global Security (GS) team is the protection of the firm's people and assets, ensuring the safety and soundness of JPMorgan Chase's business operations throughout the world. GS works to minimize disruption and threats that undermine our businesses' ability to serve our customers by staying in front of external and internal risks, screening all new employees, protecting our franchises when needed with thorough investigations, ensuring the safety of business travelers, and working to keep our businesses open during extraordinary situations from weather disruptions to local protests.
As a manager on the GS Vulnerable Adult Investigations team, the incumbent will supervise and direct the activities of a team of investigators and perform investigations of elder/ vulnerable adult financial exploitation. You will be focused on root cause analysis, quantifying risk and ensuring compliance with the GS Vulnerable Adult Investigations Procedure, then communicating those findings to management in a fashion that prompts them to initiate systems, process, and procedural change to address the identified areas of concern.
Job responsibilities:
* Manages the investigation process with a focus on gathering evidence for elder/ vulnerable adult investigations while ensuring compliance with regulatory requirements as well as internal policies and procedures.
* Ensuring team compliance and collaboration with referrals to applicable Adult Protective Service (APS) agencies and/or state regulators.
* Works closely with Risk and other key Line of Business (LOB) personnel to analyze controls based on investigation findings and recommend enhancements/remediation when deficiencies or opportunities are identified..
* Works closely with Americans with Disabilities Act (ADA) Compliance, ADA
* Works effectively with JPMC's technology support teams to discover how frauds occur through a deep understanding of JPMC systems and the processes that support them.
* Maintains strong liaison and working relationships with all federal, state and local law enforcement and regulatory agencies, including international enforcement agencies.
* Ensures to incorporate feedback from Investigators to identify credible, actionable intelligence.
Required qualifications, capabilities, and skills:
* Bachelor's degree in Criminal Justice, Business, related field or work experience
* 10+ years of experience in financial fraud investigations or related law enforcement
* Advanced understanding of fraud and risk, working with internal management, and acting as a liaison with the law enforcement community at the local, state, federal, and international levels
* Ability to manage staff and/or work remotely as the business model has the team spread across diverse geographies
* Ability to coordinate, work with and gain the trust of business stakeholders, technical resources, and third-party vendors
* Able to articulate sophisticated fact patterns to non-technical line of business risk partners and memorialize investigations into regular reporting requirements
* Excellent written and verbal communication skills are required
Preferred qualifications, capabilities, and skills:
* JD or MBA
* Industry recognized certifications such as CFE, PCI, etc. are preferred
* Court room testimony experience
JPMorgan Chase & Co., 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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.
As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.
Equal Opportunity Employer/Disability/Veterans
$95k-140k yearly Auto-Apply 9d ago
Vice President; Global Markets Risk Manager
Bank of America 4.7
New York, NY jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Responsibilities:
Report and monitor positions against market risk metrics and limits.
Liaise closely with trading desks to understand market trends in relation to portfolio changes.
Review and challenge risks related to new products, structured transactions and business strategies.
Assist in ad-hoc risk related queries and projects; specific risk analysis, reports and analysis for regulators.
Provide quantitative analysis to provide explanation and issue root cause analysis in the rollout of large Markets business-wide initiatives that provide new functionality to market risk in terms of modelling capability.
Understand the interplay between front office pricing models and the market risk models, and work with risk managers, FLU technology, FLU or risk Quantitative modelers as appropriate to explain and/or fix issues in the new infrastructure.
Identify issues in both historical market data, security reference data, and front office pricing.
Maintain and analyze market risk models, with an emphasis on VaR and Stress Testing models.
Remote work may be permitted within a commutable distance from the worksite.
Required Skills & Experience:
Bachelor's degree or equivalent in Statistics, Mathematics, Computer Science, Engineering (any) or related: and
5 years of progressively responsible experience in the job offered or a related Quantitative occupation.
Must include 5 years of experience in each of the following:
Utilizing knowledge of financial products, market structure, equity or fixed income asset classes, Value at Risk (VaR) models, Stress Testing models, and their use in the market risk management area to document the key drivers of the risk model output;
Utilizing computer programming programs, including, VBA, SQL, Python, and front office pricing libraries to implement risk models to automate risk model analysis;
Leveraging data analytics and visualization tools to build easy access analytical capabilities and insightful reporting for the management and;
Analyzing and evaluating large and complex economic and financial datasets with analytical tools of Python and SQL.
If interested apply online at ***************************** or email your resume to ***************** and reference the job title of the role and requisition number.
EMPLOYER: Bank of America N.A.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100) Pay and benefits information Pay range$160,000.00 - $170,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$160k-170k yearly Auto-Apply 4d ago
Vice President; Global Markets Risk Manager
Bank of America 4.7
New York, NY jobs
New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************************************
**Job Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Responsibilities:**
+ Report and monitor positions against market risk metrics and limits.
+ Liaise closely with trading desks to understand market trends in relation to portfolio changes.
+ Review and challenge risks related to new products, structured transactions and business strategies.
+ Assist in ad-hoc risk related queries and projects; specific risk analysis, reports and analysis for regulators.
+ Provide quantitative analysis to provide explanation and issue root cause analysis in the rollout of large Markets business-wide initiatives that provide new functionality to market risk in terms of modelling capability.
+ Understand the interplay between front office pricing models and the market risk models, and work with risk managers, FLU technology, FLU or risk Quantitative modelers as appropriate to explain and/or fix issues in the new infrastructure.
+ Identify issues in both historical market data, security reference data, and front office pricing.
+ Maintain and analyze market risk models, with an emphasis on VaR and Stress Testing models.
+ Remote work may be permitted within a commutable distance from the worksite.
**Required Skills & Experience:**
+ Bachelor's degree or equivalent in Statistics, Mathematics, Computer Science, Engineering (any) or related: and
+ 5 years of progressively responsible experience in the job offered or a related Quantitative occupation.
+ Must include 5 years of experience in each of the following:
+ Utilizing knowledge of financial products, market structure, equity or fixed income asset classes, Value at Risk (VaR) models, Stress Testing models, and their use in the market risk management area to document the key drivers of the risk model output;
+ Utilizing computer programming programs, including, VBA, SQL, Python, and front office pricing libraries to implement risk models to automate risk model analysis;
+ Leveraging data analytics and visualization tools to build easy access analytical capabilities and insightful reporting for the management and;
+ Analyzing and evaluating large and complex economic and financial datasets with analytical tools of Python and SQL.
If interested apply online at ***************************** or email your resume to ***************** and reference the job title of the role and requisition number.
**EMPLOYER:** Bank of America N.A.
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$119k-156k yearly est. Easy Apply 3d ago
Vice President; Global Markets Risk Manager
Bank of America Corporation 4.7
New York, NY jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Responsibilities:
* Report and monitor positions against market risk metrics and limits.
* Liaise closely with trading desks to understand market trends in relation to portfolio changes.
* Review and challenge risks related to new products, structured transactions and business strategies.
* Assist in ad-hoc risk related queries and projects; specific risk analysis, reports and analysis for regulators.
* Provide quantitative analysis to provide explanation and issue root cause analysis in the rollout of large Markets business-wide initiatives that provide new functionality to market risk in terms of modelling capability.
* Understand the interplay between front office pricing models and the market risk models, and work with risk managers, FLU technology, FLU or risk Quantitative modelers as appropriate to explain and/or fix issues in the new infrastructure.
* Identify issues in both historical market data, security reference data, and front office pricing.
* Maintain and analyze market risk models, with an emphasis on VaR and Stress Testing models.
* Remote work may be permitted within a commutable distance from the worksite.
Required Skills & Experience:
* Bachelor's degree or equivalent in Statistics, Mathematics, Computer Science, Engineering (any) or related: and
* 5 years of progressively responsible experience in the job offered or a related Quantitative occupation.
* Must include 5 years of experience in each of the following:
* Utilizing knowledge of financial products, market structure, equity or fixed income asset classes, Value at Risk (VaR) models, Stress Testing models, and their use in the market risk management area to document the key drivers of the risk model output;
* Utilizing computer programming programs, including, VBA, SQL, Python, and front office pricing libraries to implement risk models to automate risk model analysis;
* Leveraging data analytics and visualization tools to build easy access analytical capabilities and insightful reporting for the management and;
* Analyzing and evaluating large and complex economic and financial datasets with analytical tools of Python and SQL.
If interested apply online at ***************************** or email your resume to ***************** and reference the job title of the role and requisition number.
EMPLOYER: Bank of America N.A.
Shift:
1st shift (United States of America)
Hours Per Week:
40
$119k-156k yearly est. Easy Apply 3d ago
Vice President; Investment Banker
Bank of America 4.7
New York jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Responsibilities
Support the origination and execution of investment banking transaction mandates for large-cap corporate clients in the Natural Resources sector, such as buy and sell-side M&A, including cross-border transactions, and capital markets processes, including debt and equity offerings.
Prepare materials for clients and participate in client meetings during the course of investment banking deal origination and execution.
Lead due diligence processes for investment banking transactions in the Natural Resources sector, such as buy and sell-side M&A, including cross-border transactions, and capital markets processes, including debt and equity offerings.
Prepare financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis, such as buy and sell-side M&A, including crossborder transactions, and capital markets processes, including debt and equity offerings.
Oversee analysts and associates on client coverage, origination, and transaction execution teams.
Draft and negotiate engagement letters, confidentiality agreements, and other documents related to investment banking transactions.
Attend and oversee client meetings with prospective buyers in sell-side M&A processes, including management presentations and due diligence.
Support internal transaction and capital commitment committee processes, such as Fairness Committee, Equity Commitment Committee, and Leveraged Finance Committee.
Handling global bank/bulge bracket investment banking transactions.
Execute investment banking transactions and processes in a global firm environment, including both M&A and capital markets products.
Prepare financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis.
Conduct due diligence in connection with investment banking transactions.
Prepare materials for clients and participate in client meetings during the course of investment banking deal origination and execution.
Lead teams of junior investment bankers to execute transactions, prepare client materials, and manage transaction processes.
Remote work may be permitted within a commutable distance from the worksite.
Required Skills & Experience
Master's degree or equivalent in Economics, Business Administration, Finance, or related: and
3 years of experience in the job offered or a related Finance occupation.
Must include 3 years of experience in each of the following:
Global bank/bulge bracket investment banking transactions;
Executing investment banking transactions and processes in a global firm environment, including both M&A and capital markets products;
Preparing financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis;
Conducting due diligence in connection with investment banking transactions;
Preparing materials for clients and participating in client meetings during the course of investment banking deal origination and execution; and,
Leading teams of junior investment bankers to execute transactions, prepare client materials, and manage transaction processes.
In the alternative, the employer will accept a Bachelor's degree and 5 years of progressively responsible experience.
10% domestic travel required, as necessary.
If interested apply online at ***************************** or email your resume to ***************** and reference the job title of the role and requisition number.
EMPLOYER: BofA Securities, Inc.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100) Pay and benefits information Pay range$275,000.00 - $285,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$275k-285k yearly Auto-Apply 22d ago
AVP; Client Quantitative Analytics Manager
Bank of America 4.7
Charlotte, NC jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
RESPONSIBILITIES:
Drive the planning and execution of GTPP's data and reporting visualization and building framework to measure Third Party Data Risk Exposure.
Drive the tools and reporting required to enable the transformation of Third-Party Program from an enabling function to a control function.
Ensure consistent quality of activities, efficient processes and outputs by establishing effective review practices across teams.
Drive rapid data acquisition of disparate data sets required for Third Party Health measurement and produce crisp and efficient data visualizations for MTM and senior leaders leveraging Power BI and/or Tableau.
Work with technology partners to document, test and implement into production.
Conduct monthly, quarterly, and yearly evaluations of vendors' financial data using SQL tools and Alteryx for analysis and comparison.
Present findings to inform decisions at ACL working group and credit committee meetings using Tableau dashboards and SQL.
Analyze end-to-end data flow and data model results, diagnosing issues, and identifying gaps or potential changes to architecture or service-level agreements (SLAs) to ensure business requirements are met.
Use Tableau, Alteryx, and SQL to analyze and manipulate large and complex data sets, supporting reporting and addressing user requests.
Apply expertise in Data Warehouse and Data Model structures to enable Global Third Party Program to source and manage data effectively for various reporting and analytics projects.
Investigate data to identify root causes of issues or trends, collaborating with subject matter experts for insights.
Define and document procedures for automated and semi-automated data control checks for dashboards, reports, and other critical governed reports including Risk Data Aggregation and Policy compliance.
Remote work may be permitted within a commutable distance from the worksite.
REQUIRED SKILLS & EXPERIENCE:
Master's degree or equivalent in Finance, Mathematics, Economics, Statistics, or related: and
2 years of experience in the job offered or a related Quantitative occupation.
Must include 2 years of experience in each of the following:
Analyzing end-to-end data flow and data model results, diagnosing issues, and identifying gaps or potential changes to architecture or service-level agreements (SLAs) to ensure business requirements are met;
Using Tableau, Alteryx, and SQL to analyze and manipulate large and complex data sets, supporting reporting and addressing user requests;
Applying expertise in Data Warehouse and Data Model structures to enable Global Third Party Program to source and manage data effectively for various reporting and analytics projects;
Investigating data to identify root causes of issues or trends, collaborating with subject matter experts for insights; and,
Defining and documenting procedures for automated and semi-automated data control checks for dashboards, reports, and other critical governed reports including Risk Data Aggregation and Policy compliance.
If interested apply online at ***************************** or email your resume to ***************** and reference the job title of the role and requisition number.
EMPLOYER: Bank of America N.A.
Shift:
1st shift (United States of America)
Hours Per Week:
40
$74k-96k yearly est. Auto-Apply 60d+ ago
Vice President; Investment Banker
Bank of America 4.7
New York, NY jobs
New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************************
**Job Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Responsibilities**
+ Support the origination and execution of investment banking transaction mandates for large-cap corporate clients in the Natural Resources sector, such as buy and sell-side M&A, including cross-border transactions, and capital markets processes, including debt and equity offerings.
+ Prepare materials for clients and participate in client meetings during the course of investment banking deal origination and execution.
+ Lead due diligence processes for investment banking transactions in the Natural Resources sector, such as buy and sell-side M&A, including cross-border transactions, and capital markets processes, including debt and equity offerings.
+ Prepare financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis, such as buy and sell-side M&A, including crossborder transactions, and capital markets processes, including debt and equity offerings.
+ Oversee analysts and associates on client coverage, origination, and transaction execution teams.
+ Draft and negotiate engagement letters, confidentiality agreements, and other documents related to investment banking transactions.
+ Attend and oversee client meetings with prospective buyers in sell-side M&A processes, including management presentations and due diligence.
+ Support internal transaction and capital commitment committee processes, such as Fairness Committee, Equity Commitment Committee, and Leveraged Finance Committee.
+ Handling global bank/bulge bracket investment banking transactions.
+ Execute investment banking transactions and processes in a global firm environment, including both M&A and capital markets products.
+ Prepare financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis.
+ Conduct due diligence in connection with investment banking transactions.
+ Prepare materials for clients and participate in client meetings during the course of investment banking deal origination and execution.
+ Lead teams of junior investment bankers to execute transactions, prepare client materials, and manage transaction processes.
+ Remote work may be permitted within a commutable distance from the worksite.
**Required Skills & Experience**
+ Master's degree or equivalent in Economics, Business Administration, Finance, or related: and
+ 3 years of experience in the job offered or a related Finance occupation.
+ Must include 3 years of experience in each of the following:
+ Global bank/bulge bracket investment banking transactions;
+ Executing investment banking transactions and processes in a global firm environment, including both M&A and capital markets products;
+ Preparing financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis;
+ Conducting due diligence in connection with investment banking transactions;
+ Preparing materials for clients and participating in client meetings during the course of investment banking deal origination and execution; and,
+ Leading teams of junior investment bankers to execute transactions, prepare client materials, and manage transaction processes.
+ In the alternative, the employer will accept a Bachelor's degree and 5 years of progressively responsible experience.
+ 10% domestic travel required, as necessary.
If interested apply online at ***************************** or email your resume to ***************** and reference the job title of the role and requisition number.
**EMPLOYER:** BofA Securities, Inc.
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$129k-186k yearly est. Easy Apply 52d ago
Private Equity Fund Accounting and Administration, Vice President
State Street Corporation 4.1
Berwyn, PA jobs
Who we are looking for We are looking for a VicePresident (VP) for our Private Markets to service clients for our division of Alterative Investment Solutions Group. They will partner with both clients and colleagues to establish the workflow and client deadlines while supervising staff members. They will be responsible for delivering reporting and day-to-day accounting and support for our clients.
Why this role is important to us
The team you will be joining is a part of International Fund Services (IFS), acquired by State Street in July 2002. IFS, also known as Alternative Investment Solutions is a recognized industry-leading provider of fund accounting, fund administration and risk services to hedge funds and private credit funds. These services are fully integrated to provide complete end-to-end solutions that span the front-, middle- and back-office requirements.
What you will be responsible for
As Fund Accounting & Administration, VP you will be responsible for
* Supervising all lower level staff (including Associate 1, Associate 2, Senior Staff, Officer and AVP).
* Managing client relationships with both client personnel and fund investors.
* Reviewing quarterly and annual financial work paper packages including portfolio schedules, accruals and PCAP allocations.
* Reviewing quarterly and annual financial statements and footnotes.
* Review and/or preparation of annual tax work paper packages.
* Review and/or preparation of capital calls and distributions, including notices and release merged documents.
* Reviewing monthly bank reconciliations and post journal entries.
* Reviewing quarterly management fee calculations.
* Review and/or preparation of various client related correspondence.
* Work with database team regarding client deliverables such as financial statements, capital calls and distribution notices.
* Heavy client interaction on a daily basis.
* Coordination of annual audit and tax return preparation with Big 4 accounting firms.
* Review and/or preparation of waterfall and capital account allocations.
* Understand how to navigate through limited partnership agreement.
* Review and/or preparation of estimated tax workpapers.
* Maintain working relationship with all client contacts, including investment professionals, investors, auditors, lawyers and banking personnel.
* Ensure compliance with investment fund legal documents, i.e. partnership agreement.
* Assist accounting managers to ensure compliance with investment fund agreements and other legal documents.
* Special client projects.
* Manage internal workflow and client deadlines.
* During the course of normal day to day operation, be responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures.
What we value
* Strong critical thinking, problem solving, and decision making skills
* Excellent administrative and organizational skills
* Ability to multi task and work efficiently to meet client deliverables.
Education & Preferred Qualifications
* Bachelor's degree with accounting
* 12+ years of general ledger accounting or audit experience
* 6+ years of leadership experience
* Previous Financial reporting experience
* Advanced Excel skills (advanced formulas, pivot tables, VLOOKUP).
Additional requirements
* Real Estate, Hedge Fund, or Private Market accounting experience
* Exceptional interpersonal & communication skills
* Experience with Investran, Great Plains and Oracle Financials preferred
* The ideal candidate will be a well-organized detailed oriented, analytical individual with exceptional interpersonal and communication skills.
* Candidates must demonstrate the ability to simultaneously handle multiple assignments and pressure while working efficiently to meet client deliverables
About State Street
What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.
Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.
State Street is an equal opportunity and affirmative action employer.
Discover more at StateStreet.com/careers
Salary Range:
$115,000 - $205,000 Annual
The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.
For a full overview, visit ******************************************
About State Street
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
Discover more information on jobs at StateStreet.com/careers
Read our CEO Statement
Job Application Disclosure:
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.
$115k-205k yearly 43d ago
Private Equity, Fund Accounting & Administration, Vice President
State Street Corporation 4.1
Berwyn, PA jobs
Who we are looking for We are looking for a VicePresident (VP) for our Private Markets to service clients for our division of Alterative Investment Solutions Group. They will partner with both clients and colleagues to establish the workflow and client deadlines while supervising staff members. They will be responsible for delivering reporting and day-to-day accounting and support for our clients.
Why this role is important to us
The team you will be joining is a part of International Fund Services (IFS), acquired by State Street in July 2002. IFS, also known as Alternative Investment Solutions is a recognized industry-leading provider of fund accounting, fund administration and risk services to hedge funds and private credit funds. These services are fully integrated to provide complete end-to-end solutions that span the front-, middle- and back-office requirements.
What you will be responsible for
As Fund Accounting & Administration, VP you will be responsible for
* Supervising all lower level staff (including Associate 1, Associate 2, Senior Staff, Officer and AVP).
* Managing client relationships with both client personnel and fund investors.
* Reviewing quarterly and annual financial work paper packages including portfolio schedules, accruals and PCAP allocations.
* Reviewing quarterly and annual financial statements and footnotes.
* Review and/or preparation of annual tax work paper packages.
* Review and/or preparation of capital calls and distributions, including notices and release merged documents.
* Reviewing monthly bank reconciliations and post journal entries.
* Reviewing quarterly management fee calculations.
* Review and/or preparation of various client related correspondence.
* Work with database team regarding client deliverables such as financial statements, capital calls and distribution notices.
* Heavy client interaction on a daily basis.
* Coordination of annual audit and tax return preparation with Big 4 accounting firms.
* Review and/or preparation of waterfall and capital account allocations.
* Understand how to navigate through limited partnership agreement.
* Review and/or preparation of estimated tax workpapers.
* Maintain working relationship with all client contacts, including investment professionals, investors, auditors, lawyers and banking personnel.
* Ensure compliance with investment fund legal documents, i.e. partnership agreement.
* Assist accounting managers to ensure compliance with investment fund agreements and other legal documents.
* Special client projects.
* Manage internal workflow and client deadlines.
* During the course of normal day to day operation, be responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures.
What we value
* Strong critical thinking, problem solving, and decision making skills
* Excellent administrative and organizational skills
* Ability to multi task and work efficiently to meet client deliverables.
Education & Preferred Qualifications
* Bachelor's degree with accounting
* 12+ years of general ledger accounting or audit experience
* 6+ years of leadership experience
* Previous Financial reporting experience
* Advanced Excel skills (advanced formulas, pivot tables, VLOOKUP).
Additional requirements
* Real Estate, Hedge Fund, or Private Market accounting experience
* Exceptional interpersonal & communication skills
* Experience with Investran, Great Plains and Oracle Financials preferred
* The ideal candidate will be a well-organized detailed oriented, analytical individual with exceptional interpersonal and communication skills.
* Candidates must demonstrate the ability to simultaneously handle multiple assignments and pressure while working efficiently to meet client deliverables
Salary Range:
$115,000 - $201,250 Annual
The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.
For a full overview, visit ******************************************
About State Street
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
Discover more information on jobs at StateStreet.com/careers
Read our CEO Statement
Job Application Disclosure:
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.
$115k-201.3k yearly 33d ago
Private Equity, Fund Accounting & Administration, Vice President
State Street Corporation 4.1
Berwyn, PA jobs
Who we are looking for We are looking for a VicePresident (VP) for our Private Markets to service clients for our division of Alterative Investment Solutions Group. They will partner with both clients and colleagues to establish the workflow and client deadlines while supervising staff members. They will be responsible for delivering reporting and day-to-day accounting and support for our clients.
Why this role is important to us
The team you will be joining is a part of International Fund Services (IFS), acquired by State Street in July 2002. IFS, also known as Alternative Investment Solutions is a recognized industry-leading provider of fund accounting, fund administration and risk services to hedge funds and private credit funds. These services are fully integrated to provide complete end-to-end solutions that span the front-, middle- and back-office requirements.
What you will be responsible for
As Fund Accounting & Administration, VP you will be responsible for
* Supervising all lower level staff (including Associate 1, Associate 2, Senior Staff, Officer and AVP).
* Managing client relationships with both client personnel and fund investors.
* Reviewing quarterly and annual financial work paper packages including portfolio schedules, accruals and PCAP allocations.
* Reviewing quarterly and annual financial statements and footnotes.
* Review and/or preparation of annual tax work paper packages.
* Review and/or preparation of capital calls and distributions, including notices and release merged documents.
* Reviewing monthly bank reconciliations and post journal entries.
* Reviewing quarterly management fee calculations.
* Review and/or preparation of various client related correspondence.
* Work with database team regarding client deliverables such as financial statements, capital calls and distribution notices.
* Heavy client interaction on a daily basis.
* Coordination of annual audit and tax return preparation with Big 4 accounting firms.
* Review and/or preparation of waterfall and capital account allocations.
* Understand how to navigate through limited partnership agreement.
* Review and/or preparation of estimated tax workpapers.
* Maintain working relationship with all client contacts, including investment professionals, investors, auditors, lawyers and banking personnel.
* Ensure compliance with investment fund legal documents, i.e. partnership agreement.
* Assist accounting managers to ensure compliance with investment fund agreements and other legal documents.
* Special client projects.
* Manage internal workflow and client deadlines.
* During the course of normal day to day operation, be responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures.
What we value
* Strong critical thinking, problem solving, and decision making skills
* Excellent administrative and organizational skills
* Ability to multi task and work efficiently to meet client deliverables.
Education & Preferred Qualifications
* Bachelor's degree with accounting
* 12+ years of general ledger accounting or audit experience
* 6+ years of leadership experience
* Previous Financial reporting experience
* Advanced Excel skills (advanced formulas, pivot tables, VLOOKUP).
Additional requirements
* Real Estate, Hedge Fund, or Private Market accounting experience
* Exceptional interpersonal & communication skills
* Experience with Investran, Great Plains and Oracle Financials preferred
* The ideal candidate will be a well-organized detailed oriented, analytical individual with exceptional interpersonal and communication skills.
* Candidates must demonstrate the ability to simultaneously handle multiple assignments and pressure while working efficiently to meet client deliverables
Salary Range:
$110,000 - $192,500 Annual
The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.
For a full overview, visit ******************************************
About State Street
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
Discover more information on jobs at StateStreet.com/careers
Read our CEO Statement
Job Application Disclosure:
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.
$110k-192.5k yearly 38d ago
Private Credit Fund Accounting and Administration, Vice President
State Street Corporation 4.1
Berwyn, PA jobs
Who we are looking for We are looking for a VicePresident (VP) for our Private Markets to service clients for our division of Alterative Investment Solutions Group. They will partner with both clients and colleagues to establish the workflow and client deadlines while supervising staff members. They will be responsible for delivering reporting and day-to-day accounting and support for our clients.
Why this role is important to us
The team you will be joining is a part of International Fund Services (IFS), acquired by State Street in July 2002. IFS, also known as Alternative Investment Solutions is a recognized industry-leading provider of fund accounting, fund administration and risk services to hedge funds and private credit funds. These services are fully integrated to provide complete end-to-end solutions that span the front-, middle- and back-office requirements.
What you will be responsible for
As Fund Accounting & Administration, VP you will be responsible for
* Supervising all lower level staff (including Associate 1, Associate 2, Senior Staff, Officer and AVP).
* Managing client relationships with both client personnel and fund investors.
* Reviewing quarterly and annual financial work paper packages including portfolio schedules, accruals and PCAP allocations.
* Reviewing quarterly and annual financial statements and footnotes.
* Review and/or preparation of annual tax work paper packages.
* Review and/or preparation of capital calls and distributions, including notices and release merged documents.
* Reviewing monthly bank reconciliations and post journal entries.
* Reviewing quarterly management fee calculations.
* Review and/or preparation of various client related correspondence.
* Work with database team regarding client deliverables such as financial statements, capital calls and distribution notices.
* Heavy client interaction on a daily basis.
* Coordination of annual audit and tax return preparation with Big 4 accounting firms.
* Review and/or preparation of waterfall and capital account allocations.
* Understand how to navigate through limited partnership agreement.
* Review and/or preparation of estimated tax workpapers.
* Maintain working relationship with all client contacts, including investment professionals, investors, auditors, lawyers and banking personnel.
* Ensure compliance with investment fund legal documents, i.e. partnership agreement.
* Assist accounting managers to ensure compliance with investment fund agreements and other legal documents.
* Special client projects.
* Manage internal workflow and client deadlines.
* During the course of normal day to day operation, be responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures.
What we value
* Strong critical thinking, problem solving, and decision making skills
* Excellent administrative and organizational skills
* Ability to multi task and work efficiently to meet client deliverables.
Education & Preferred Qualifications
* Bachelor's degree with accounting
* 12+ years of general ledger accounting or audit experience
* 6+ years of leadership experience
* Previous Financial reporting experience
* Advanced Excel skills (advanced formulas, pivot tables, VLOOKUP).
Additional requirements
* Real Estate, Hedge Fund, or Private Market accounting experience
* Exceptional interpersonal & communication skills
* Experience with Investran, Great Plains and Oracle Financials preferred
* The ideal candidate will be a well-organized detailed oriented, analytical individual with exceptional interpersonal and communication skills.
* Candidates must demonstrate the ability to simultaneously handle multiple assignments and pressure while working efficiently to meet client deliverables
Salary Range:
$110,000 - $192,500 Annual
The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.
For a full overview, visit ******************************************
About State Street
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
Discover more information on jobs at StateStreet.com/careers
Read our CEO Statement
Job Application Disclosure:
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.
$110k-192.5k yearly 37d ago
Private Equity, Fund Accounting & Administration, Vice President
State Street Corporation 4.1
Berwyn, PA jobs
Who we are looking for We are looking for a VicePresident (VP) for our Private Markets to service clients for our division of Alterative Investment Solutions Group. They will partner with both clients and colleagues to establish the workflow and client deadlines while supervising staff members. They will be responsible for delivering reporting and day-to-day accounting and support for our clients.
Why this role is important to us
The team you will be joining is a part of International Fund Services (IFS), acquired by State Street in July 2002. IFS, also known as Alternative Investment Solutions is a recognized industry-leading provider of fund accounting, fund administration and risk services to hedge funds and private equity funds. These services are fully integrated to provide complete end-to-end solutions that span the front-, middle- and back-office requirements.
What you will be responsible for
As Fund Accounting & Administration, VP you will be responsible for
* Supervising all lower level staff (including Associate 1, Associate 2, Senior Staff, Officer and AVP).
* Managing client relationships with both client personnel and fund investors.
* Reviewing quarterly and annual financial work paper packages including portfolio schedules, accruals and PCAP allocations.
* Reviewing quarterly and annual financial statements and footnotes.
* Review and/or preparation of annual tax work paper packages.
* Review and/or preparation of capital calls and distributions, including notices and release merged documents.
* Reviewing monthly bank reconciliations and post journal entries.
* Reviewing quarterly management fee calculations.
* Review and/or preparation of various client related correspondence.
* Work with database team regarding client deliverables such as financial statements, capital calls and distribution notices.
* Heavy client interaction on a daily basis.
* Coordination of annual audit and tax return preparation with Big 4 accounting firms.
* Review and/or preparation of waterfall and capital account allocations.
* Understand how to navigate through limited partnership agreement.
* Review and/or preparation of estimated tax workpapers.
* Maintain working relationship with all client contacts, including investment professionals, investors, auditors, lawyers and banking personnel.
* Ensure compliance with investment fund legal documents, i.e. partnership agreement.
* Assist accounting managers to ensure compliance with investment fund agreements and other legal documents.
* Special client projects.
* Manage internal workflow and client deadlines.
* During the course of normal day to day operation, be responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures.
What we value
* Strong critical thinking, problem solving, and decision making skills
* Excellent administrative and organizational skills
* Ability to multi task and work efficiently to meet client deliverables.
Education & Preferred Qualifications
* Bachelor's degree with accounting
* 12+ years of general ledger accounting or audit experience
* 6+ years of leadership experience
* Previous Financial reporting experience
* Advanced Excel skills (advanced formulas, pivot tables, VLOOKUP).
Additional requirements
* Real Estate, Fund, or Private Equity accounting experience
* CPA or CPA Candidate
* Exceptional interpersonal & communication skills
* Experience with Investran, Great Plains and Oracle Financials preferred
* The ideal candidate will be a well-organized detailed oriented, analytical individual with exceptional interpersonal and communication skills.
* Candidates must demonstrate the ability to simultaneously handle multiple assignments and pressure while working efficiently to meet client deliverables
About State Street
What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.
Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.
State Street is an equal opportunity and affirmative action employer.
Discover more at StateStreet.com/careers
Salary Range:
$110,000 - $170,000 Annual
The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.
For a full overview, visit ******************************************
About State Street
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
Discover more information on jobs at StateStreet.com/careers
Read our CEO Statement
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$110k-170k yearly 43d ago
Treasury Management Officer - Commercial Bank - Vice President
Jpmorgan Chase & Co 4.8
Pittsburgh, PA jobs
JobID: 210657101 JobSchedule: Full time JobShift: Base Pay/Salary: Washington,DC $128,250.00-$195,000.00; Baltimore,MD $123,500.00-$190,000.00 Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.
As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients. You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategy while developing partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams.
Job responsibilities
* Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships
* Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning
* Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework
* Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews
* Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions
* Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms
* Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships
Required qualifications, capabilities, and skills
* 6+ years of cash management, sales and relationship management experience
* Success developing new business with focus on prospecting utilizing strong selling and negotiation skills
* Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy
* Excellent verbal and written communication skills
* Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization
* Strong time management, organizational and planning skills
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
Preferred qualifications, capabilities, and skills
* Bachelor's degree
* Certified Treasury Professional designation
* Strong creative solution and problem-solving abilities
$128.3k-195k yearly Auto-Apply 60d+ ago
Treasury Management Officer - Commercial Bank - Vice President
Jpmorgan Chase 4.8
Pittsburgh, PA jobs
Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients.You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategywhiledeveloping partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams.
**Job responsibilities**
+ Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships
+ Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning
+ Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework
+ Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews
+ Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions
+ Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms
+ Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships
**Required qualifications, capabilities, and skills**
+ 6+ years of cash management, sales and relationship management experience
+ Success developing new business with focus on prospecting utilizing strong selling and negotiation skills
+ Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy
+ Excellent verbal and written communication skills
+ Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization
+ Strong time management, organizational and planning skills
+ Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
**Preferred qualifications, capabilities, and skills**
+ Bachelor's degree
+ Certified Treasury Professional designation
+ Strong creative solution and problem-solving abilities
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
Washington,DC $128,250.00 - $195,000.00 / year; Baltimore,MD $123,500.00 - $190,000.00 / year
$128.3k-195k yearly 60d+ ago
U.S. Private Bank - Private Banker - Vice President
Jpmorganchase 4.8
Pittsburgh, PA jobs
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
Generate business results and acquire new assets, both from existing client base and new client acquisition
Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
Partner with internal specialists to provide interdisciplinary expertise to clients when needed
Connect your clients across all lines of business of J.P. Morgan Chase & Co.
Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required qualifications, capabilities and skills
Six plus years of work experience in Private Banking or Financial Services
Bachelor's Degree required
Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
Proven sales success and strong business acumen
Strong community presence with an established network
Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
Focuses on the client experience and works tirelessly on the client's behalf
Preferred qualifications, capabilities and skills
Proactive, takes initiative, and uses critical thinking to solve problems
MBA, JD, CFA, or CFP preferred
Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
$118k-170k yearly est. Auto-Apply 3d ago
U.S. Private Bank - Private Banker - Vice President
Jpmorgan Chase Bank, N.A 4.8
Pittsburgh, PA jobs
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
Generate business results and acquire new assets, both from existing client base and new client acquisition
Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
Partner with internal specialists to provide interdisciplinary expertise to clients when needed
Connect your clients across all lines of business of J.P. Morgan Chase & Co.
Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required qualifications, capabilities and skills
Six plus years of work experience in Private Banking or Financial Services
Bachelor's Degree required
Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
Proven sales success and strong business acumen
Strong community presence with an established network
Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
Focuses on the client experience and works tirelessly on the client's behalf
Preferred qualifications, capabilities and skills
Proactive, takes initiative, and uses critical thinking to solve problems
MBA, JD, CFA, or CFP preferred
Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
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
$118k-170k yearly est. 2d ago
U.S. Private Bank - Private Banker - Vice President
Jpmorgan Chase & Co 4.8
Pittsburgh, PA jobs
JobID: 210701411 JobSchedule: Full time JobShift: Day : We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P. Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required qualifications, capabilities and skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred qualifications, capabilities and skills
* Proactive, takes initiative, and uses critical thinking to solve problems
* MBA, JD, CFA, or CFP preferred
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
* Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
$118k-170k yearly est. Auto-Apply 3d ago
Vice President, Fund/Client Accounting Manager
BNY Mellon 4.4
Vice president and manager job at BNY Mellon
At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We're seeking a future team member for the role of VicePresident, Fund/Client Accounting Manager to join our Accounting Services team. This role is located in Pittsburgh PA.
In this role, you'll make an impact in the following ways:
Lead and manage a team of accounting professionals by demonstrating expertise in fund and client accounting, ensuring high-quality service delivery.
Oversee the preparation and review of financial statements, ensuring accuracy and compliance with regulatory standards.
Collaborate with internal and external stakeholders to address accounting issues and develop robust solutions that align with BNY's strategic goals.
Drive process improvements and efficiency initiatives within the accounting function, leveraging technology and best practices.
To be successful in this role, we're seeking the following:
Bachelor's degree in Accounting, Finance, or a related field.
Professional accounting designation (e.g., CPA, CMA) preferred.
Typically 4-7 years of experience.
Strong leadership and team management skills.
Excellent analytical and problem-solving abilities.
Proficient in financial reporting and accounting software.
At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
BNY LinkedIn
Here's a few of our recent awards:
America's Most Innovative Companies, Fortune, 2025
World's Most Admired Companies, Fortune 2025
“Most Just Companies”, Just Capital and CNBC, 2025
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.