Portfolio Manager jobs at United Bank

The Special Servicing Asset Manager is responsible for managing the Special Servicing of a portfolio of Agency (Fannie Mae) loans, which are in default or considered to be in imminent default. The position requires proactive asset management and timely resolution of the assigned portfolio of distressed CRE mortgage loans. The primary function of the Special Servicer is to manage non-performing loans in accordance with the applicable investor Seller/Servicer Guides. Risk Management's objective is to pursue the best resolution path that maximizes the recovery. Essential Job Functions (Duties/Responsibilities) This position will have the following duties and responsibilities, including but not limited to: Monitor quality and performance of a non-performing loan portfolio through delinquency and other reporting Ability to structure and execute resolution strategies (i.e. Foreclosure, Forbearance, Note Sale, DPO, Loan Modification or Reinstatement) in conjunction with the Investor goals Perform comprehensive analysis of property cash flow, markets, collateral, and valuation while determining possible alternatives for default resolution Work closely with Agency counterparts, in particular Fannie Mae's Special Asset Management (SAM) team to carry out desired resolution strategy Review legal filings for accuracy and completeness Prepare payoff/ reinstatement calculations Prepare quarterly Loan Loss calculations Review property condition assessment (PCA) reports to understand the scope of immediate repairs needed at the collateral property Review property appraisal reports to understand the As-Is and As Stabilized values and impact on loss exposure Understanding of legal contracts, bankruptcy law, foreclosure process, and loan servicing agreements Lead, engage and interact with third parties including attorneys, receivers, management companies, brokers, appraisers, and environmental firms and engineers Conduct Physical Property inspections, as required, in order to evaluate property condition Provide written updates to senior management and investors Present recommendations in a clear and concise manner Request and review documentation supporting servicing advances Will assist the VP/ SVP, Risk Management on ad-hoc projects and requests from Senior Management Will work independently to identify problems and provide solutions to management Qualifications Education: Bachelor's degree in Business, Finance, Real-Estate or a related discipline or equivalent work experience preferred. Experience: 5+ years loan asset management experience with working knowledge of Special Servicing, bankruptcy and loan workouts. Knowledge/Skills/Abilities: Intermediate Microsoft Office Skills Strong analytical, research and reporting skills Strong negotiation and communication (both verbal and written) skills Extremely high attention to detail and accuracy Comfortable interpreting legal documents such as loan agreements Strong organizational, time management, and prioritization skills Ability to work independently and on teams in a fast-paced environment with strict deadlines Travel: 20-25% We are proud to be an equal opportunity employer and are committed to maintaining a diverse workforce and an inclusive work environment for our associates, customers and business partners. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability, ethnicity, pregnancy or any other legally protected status. We are committed to working with and providing reasonable accommodations to individuals with disabilities.

The Asset Manager will be responsible for the management of assets in Arbor Realty Trust's (ART) loan portfolio. Essential Job Functions (Duties/Responsibilities) The Asset Manager will have the following duties and responsibilities, including but not limited to: Prepare quarterly reports, valuations and risk ratings. Perform financial analysis of properties including operating statements, budget and variance review, loan administration and borrower support, workout and foreclosure analysis, lease analysis, appraisal and engineering report reviews, etc. Assess loan risk within the portfolio and make recommendations to senior management to mitigate the risk. Perform quarterly property level valuations in order to value the asset. Conduct market research to determine various factors impacting property level performance. Oversee borrower implementation of business plan(s) associated with a variety of real estate-related assets, including mezzanine and bridge loans, REO properties and preferred equity positions. Work closely with senior management in analyzing strategies for workouts, foreclosures, acquisitions and dispositions. Review and interpret legal documents, such as loan agreements, guarantees, and promissory notes, and coordinate with borrower and respective staff to ensure the loans remain in compliance. Monitor capital improvement projects to ensure timely completion within budgets. Additional loan servicing and reporting as needed. Qualifications Education: Bachelor's degree in Finance, Real Estate and/or Accounting. Experience: A minimum of 4-6 years of experience in Real Estate with an emphasis on risk/financial analysis, valuations, relationship management, workouts, capital markets and Asset Management. Knowledge/Skills/Abilities: A strong knowledge of real estate markets with a particular emphasis on multifamily. Excellent project management, leadership and organizational skills. The ability to “think outside the box”. The ability to gather property and market data, analyze that data, and make proposals to senior management in a clear and concise manner. Travel: up to 10% We are proud to be an equal opportunity employer and are committed to maintaining a diverse workforce and an inclusive work environment for our associates, customers and business partners. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability, ethnicity, pregnancy or any other legally protected status. We are committed to working with and providing reasonable accommodations to individuals with disabilities.

Director, Underwriting - Community Finance (Affordable Housing) Capital One, a Fortune 500 company and one of the nation's top 10 banks, offers a broad spectrum of financial products and services to consumers, small businesses, and commercial clients. Our goal is to create one of the nation's great banks, and we have the necessary ingredients: a strong balance sheet, resilient businesses, a massive customer franchise, strong analytical capabilities, and great people. We nurture a work environment where people with a variety of thoughts, ideas, and backgrounds, guided by our shared values, come together to make Capital One a great company-and a great place to work. About the Team: External Affairs works with many external and internal stakeholders to envision and create a world of greater socioeconomic opportunity through advocating for an inclusive society, building thriving communities, and creating financial tools that enrich lives. Our teams include Communications, Community Impact and Investment, Community Finance, CRA Strategy and Program Management, the Government and Political Affairs Group, Regulatory Relations, and Strategy and Engagement. Through our teams, we have unparalleled access to a diverse group of motivated changemakers similarly focused on the ingredients for a more perfect future. Community Finance builds inclusive, thriving resident-centered communities that catalyze opportunity and promote well-being. The team originates debt and invests in the low income housing tax credit through proprietary and multi-investor fund structures. TheUnderwriting, Portfolio & Loan Management (UWPLM) team is an integral part of Community Finance that is responsible for the risk assessment, evaluation, management, and administration of individual loans and investments and the entire portfolio. The team underwrites new affordable housing transactions, manage and administer the portfolio of debt and equity exposure, and ensure a scalable and well-managed business. The team endeavors to create an environment that supports efficient and impactful risk management. Our ideal candidate possesses critical thinking skills, demonstrates the willingness and ability to provide effective challenge, strong risk orientation, strong analytical skills, concise verbal and written communication skills, high level of attention to detail, ability to manage internal and external relationship, ability to work independently and as part of a team, problem solving skills, risk management skills, as well as a high level of attention to detail and the ability to work independently and as part of a team. While serving in this role, it is expected that the incumbent will gain experience in all facets of departmental risk management, strategy and operations and proactively identify areas for process improvement. It is also expected that the incumbent will be a culture carrier and show initiative in maintaining a positive and harmonious work environment. Role Summary: As a Director, you will serve as a strategic people leader within Community Finance's Underwriting, Portfolio & Loan Management (UWPLM) team. You will be responsible for leading a team of underwriters and portfolio managers to analyze, assess, and mitigate risk on debt and equity transactions. You will be responsible for managing emerging and current portfolio risk, drive business growth, optimize risk management, and cultivate strong relationships with key internal and external stakeholders. This role requires a deep understanding of affordable housing finance, risk management, while also emphasizing innovation, operational efficiency, and leadership. Primary Responsibilities: Provide strategic direction and oversight for the underwriting and portfolio management team. Partner with business and credit risk management to foster an environment of open dialogue around risk tolerance and credit appetite. Lead underwriting and portfolio management approvals, ensuring alignment with Capital One's risk appetite and regulatory requirements. Drive innovation and process improvements in underwriting, risk management, and portfolio management. Cultivate a positive work environment by ensuring all team members are properly challenged and motivated, inspired and play an integral role in the team's productivity through an effective and equitable allocation of assignments. Basic Qualifications: Bachelor's degree or military experience At least 10 years of experience in underwriting, asset management, portfolio management or any combination of the three in the field of affordable housing or commercial real estate Preferred Qualifications: Master's degree in Finance, Real Estate, or a related field Experience in construction lending, LIHTC investment, syndication, or asset management 3+ years of people leadership experience Proven ability to lead teams and complex problem solving skills At this time, Capital One will not sponsor a new applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Chicago, IL: $205,400 - $234,400 for Agency UW & PM IVNew York, NY: $246,500 - $281,300 for Agency UW & PM IV Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

WHAT IS THE OPPORTUNITY? Responsible for managing complex audits and supervising auditors assigned to the audit in one of the following areas:The bank's financial and operational audits to assess the adequacy of the banks accounting and operating control environment. Wealth management and fiduciary audits in corporate, employee benefit, and personal trust relationships, propriety mutual funds, investment management, broker/dealer and security sales and trading activities. IT audits including network, databases, operating systems, information security applications, security administration and business continuity planning. Compliance audits assessing the bank's compliance program to ensure processes are adequately designed and functioning effectively to meet regulatory requirements. Data Analytics supporting the continuous improvement of audit methodologies, audit approach and related practices with particular emphasis towards collaboration with key partners, leveraging the use of information analytics, business intelligence, data mining and other enabling approaches, technologies and tools. What you will do Assists with the development of audit budget estimates for respective area of focus. Assists with the development of the annual risk assessment and audit plan Leads and performs continuous monitoring activities periodically for the area assigned Maintains ongoing relationships with management of auditable units Tracks and manages audit resources to meet the audit budget and audit plan mandates. Complies fully with all Bank policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). Completes all required training. Acts as a role model/mentor to lower level Auditors Enhances and maintains morale of the audit staff Performs on-the-job training of lower level auditors Evaluates and provides performance feedback to lower level auditors Reviews work of others and provides technical training as necessary to enhance lower level auditors' performance Participates in interviews and evaluations of new applicants. Keeps informed of new services, products and events that have a significant business and technology affect. Keeps abreast of changes in the business, regulatory, and accounting and control environments in which City National Bank operates, especially for audit areas assigned. Must-Have Bachelor's Degree or equivalent Minimum of 7 years of audit experience CPA - Certified Public Accountant CPA, CIA, CISA, or CFA Skills and Knowledge Must possess strong managerial, organizational, and verbal and written communication skills. 6 + years of required experience in the Treasury space with Liquidity and/or IRRBB risk management coverage within a financial institution Experience in a bank regulatory environment, handling regulatory issues (MRIAs/MRAs) and/or regulatory expectations Experienced in managing and mentoring staff Excellent writing and communication skills Strong project management skills Compensation Starting base salary: $99,000 - $176,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. To be considered for this position you must meet at least these basic qualifications The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our Benefits and Perks . ABOUT CITY NATIONAL City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami. In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves. City National Bank does business in Miami and the state of Florida as CN Bank. For more information about City National, visit . EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct. READ MORE If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via email or leave a message at . These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

Capital One's Audit function is a dedicated group of professionals focused on delivering top-quality assurance services to the organization's Audit Committee. Audit professionals are experienced, well-trained and credentialed, and operate within a collaborative, agile environment to deliver value-added opinions and recommendations. Audit's vision to provide high value, independent, proactive insights, to innovate with technology, and to be a top-notch talent destination, creates a dynamic and challenging atmosphere for both personal growth and professional opportunity. We are seeking an energetic, self-motivated Manager interested in becoming part of our Audit team, with a specific focus on assessing core technology and cybersecurity risks associated with global payment networks, their associated platforms, technologies, and related operations such as credit/debit processing, authorization, clearing & settlement (covering domestic and international transactions) and digital payments. We are seeking an experienced candidate that has demonstrated knowledge of payment network technology, operations and ecosystem related risks, as well as risk management and regulatory expectations for a large financial institution. Responsibilities: Execute major components of audits, including critical technology functions, technology infrastructure and resiliency, emerging technology, cybersecurity, risk management, application, and third-party management, as well as lead small to medium size audits. Perform risk assessments of technology and cybersecurity areas that support the global payments network business unit, design and execute audit procedures to verify the effectiveness of existing controls, identify and define issues, review and analyze evidence, and document auditee processes and procedures. Understand the broader context and implications (e.g., financial, legal, reputational, etc.) of the various types of risk affecting the business and critical technology functions . Establish and maintain good client relations during engagements. Communicate or assist in communicating the results of some audit projects to management via written reports and oral presentations. Review and provide feedback on audit workpapers to achieve clear, organized and complete documentation to support work performed. Self prioritize and effectively plan own work activities managing multiple priorities and tasks across the team to deliver quality results. Coordinate with others and proactively take on additional work. Deliver appropriate, succinct and organized information, tailoring communication style to audience. Effectively communicate information, issues and audit progress to teammates and audit leaders. Perform various aspects of engagement administration, including hours and budget tracking. Provide periodic on-the-job coaching and direct supervision over less experienced associates. Ideal Teammate: You are a critical thinker who seeks to understand the business and its control environment. You believe insight and objectivity are core elements to providing assurance on the effectiveness and efficiency of Capital One's governance, risk management, and internal control processes. You possess a relentless focus on quality and timeliness. You adapt to change, embrace bold ideas, and are intellectually curious. You like to ask questions, test assumptions, and challenge conventional thinking. You develop influential relationships based upon shared risk objectives and trust to deliver outstanding business impact and elevate Audit's value proposition. You're a firm believer that a rich understanding of data, innovation, and technology will only make you a better auditor. This will require leveraging the power of data analytics and furthering your technical expertise. You're a teacher. You do the right thing and lead by example. You have a passion for coaching and investing in the betterment of your team. You lead through change with candor and optimism. You create energy and an environment that fosters trust, collaboration, and belonging, making it easy to attract, hire, and retain top talent. Basic Qualifications: Bachelor's Degree or military experience At least 5 years of experience in internal or external auditing, accounting, financial analysis, information systems, compliance, risk management or a combination within the banking or financial services industry Preferred Qualifications: Bachelor's Degree in Information Systems, Accounting, Finance, Economics, or Business Administration 3+ years of experience leading audits and performing the auditor-in-charge role 2+ years of experience with payment technologies such as HPE Nonstop, IBM Mainframe, Mobile Payments, Tokenized services, cloud-based and virtualized environments, Windows and Linux operating environments 2+ years of experience in the payments network industry including the MANIC (Merchant-Acquirer-Network-Issuer-Customer) model, network participant roles (issuers, acquirers, merchants), PCI standards, and international payment regulations 2+ years of experience at a leading public accounting or consulting firm, working in a highly regulated environment related to payment network and related technology services, leading people in cross-cultural/international teams or related experience Professional certification such as Certified Information Systems Auditor (CISA), Certified Information Systems Security Professional (CISSP), Certified Information Security Manager (CISM), Certified Public Accountant (CPA) or Certified Internal Auditor (CIA) At this time, Capital One will not sponsor a new applicant for employment authorization for this position. This role is hybrid meaning associates will spend 3 days per week in-person at one of our offices listed on this job posting. Fridays are enterprise- wide virtual work days. Monday, Tuesday, Wednesday and Thursday are in-person days for associates to spend time together working in our beautifully-designed team areas. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Charlotte, NC: $144,000 - $164,400 for Manager, Cyber Risk & AnalysisChicago, IL: $144,000 - $164,400 for Manager, Cyber Risk & AnalysisMcLean, VA: $158,400 - $180,800 for Manager, Cyber Risk & AnalysisNew York, NY: $172,800 - $197,200 for Manager, Cyber Risk & AnalysisPlano, TX: $144,000 - $164,400 for Manager, Cyber Risk & AnalysisRichmond, VA: $144,000 - $164,400 for Manager, Cyber Risk & AnalysisRiverwoods, IL: $144,000 - $164,400 for Manager, Cyber Risk & Analysis Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

Senior Data Engineer (Bank Tech) Do you love building and pioneering in the technology space? Do you enjoy solving complex business problems in a fast-paced, collaborative,inclusive, and iterative delivery environment? At Capital One, you'll be part of a big group of makers, breakers, doers and disruptors, who solve real problems and meet real customer needs. We are seeking Data Engineers who are passionate about marrying data with emerging technologies. As a Capital One Data Engineer, you'll have the opportunity to be on the forefront of driving a major transformation within Capital One. What You'll Do: Collaborate with and across Agile teams to design, develop, test, implement, and support technical solutions in full-stack development tools and technologies Work with a team of developers with deep experience in machine learning, distributed microservices, and full stack systems Utilize programming languages like Java, Scala, Python and Open Source RDBMS and NoSQL databases and Cloud based data warehousing services such as Redshift and Snowflake Share your passion for staying on top of tech trends, experimenting with and learning new technologies, participating in internal & external technology communities, and mentoring other members of the engineering community Collaborate with digital product managers, and deliver robust cloud-based solutions that drive powerful experiences to help millions of Americans achieve financial empowerment Perform unit tests and conduct reviews with other team members to make sure your code is rigorously designed, elegantly coded, and effectively tuned for performance Basic Qualifications: Bachelor's Degree At least 3 years of experience in application development (Internship experience does not apply) At least 1 year of experience in big data technologies Preferred Qualifications: 5+ years of experience in application development including Python, SQL, Scala, or Java 2+ years of experience with a public cloud (AWS, Microsoft Azure, Google Cloud) 3+ years experience with Distributed data/computing tools (MapReduce, Hadoop, Hive, EMR, Kafka, Spark, Gurobi, or MySQL) 2+ year experience working on real-time data and streaming applications 2+ years of experience with NoSQL implementation (Mongo, Cassandra) 2+ years of data warehousing experience (Redshift or Snowflake) 3+ years of experience with UNIX/Linux including basic commands and shell scripting 2+ years of experience with Agile engineering practices At this time, Capital One will not sponsor a new applicant for employment authorization, or offer any immigration related support for this position (i.e. H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, or another type of work authorization). The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. McLean, VA: $158,600 - $181,000 for Senior Data Engineer Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

Collaborate with Innovative 3Mers Around the World Choosing where to start and grow your career has a major impact on your professional and personal life, so it's equally important you know that the company that you choose to work at, and its leaders, will support and guide you. With a wide variety of people, global locations, technologies and products, 3M is a place where you can collaborate with other curious, creative 3Mers. This position provides an opportunity to transition from other private, public, government or military experience to a 3M career. The Impact You'll Make in this Role The person hired for the position will report to the division vice-president and be a member of the division operating committee. have global portfolio responsibility for Head, Eye, Face and Body Protection products including delivery of the global OP sales and income results and meeting local currency growth targets. This individual will provide operational and strategic leadership to a global cross-functional team including supply chain, quality, regulatory, marketing, R&D, application engineering, key account management, and area portfolio managers. In addition, the Global Portfolio Leader will be responsible for developing and executing global strategic business and marketing plans and ensure alignment with the Division and Areas. Finally, the person in this role will have business team responsibility for prioritization, progress of all product development projects and new product launches. This role will collaborate with the Area Division Leaders, Area Portfolio and Segment Marketing Managers. As a Global Portfolio Leader, you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative people around the world. Here, you will make an impact by: * Lead cross-functional business team to achieve operating plan financial targets * Manage and inspire a team of Global Marketing and Key Account Managers to maximize growth and deliver planned results * Establish portfolio business priorities, including both growth and cost down programs * Develop the marketing and strategic business plan for the F&S product portfolio * Manage the execution of the overall product/portfolio strategy and business plan * Provide business and financial justification for product selection * Communicate the definition / requirements for NPI and development * Manage all stages of the product portfolio life cycle from concept through profit optimization and product rationalization * Drive international growth through global, area and country teams in key markets * Develop and execute pricing corridors globally * Assess and track competitive landscape * Other duties as may be assigned Your Skills and Expertise To set you up for success in this role from day one, 3M requires (at a minimum) the following qualifications: * Bachelor's degree or higher (completed and verified prior to start) from an accredited institution * Seven (7) years' experience in functional or business leadership * Three (3) years of sales or marketing experience in a private, public, government or military business environment * Three (3) combined years of experience supervising and/or managing direct reports in a private, public, government or military business environment with demonstrated ability to inspire and build on the strengths of their team. * Three (3) years of profit and loss business management experience Additional qualifications that could help you succeed even further in this role include: * MBA or Marketing degree from an accredited university with an emphasis in marketing or strategy * Experience in new product development teams and commercializing new products * Demonstrated ability to work collaboratively with various businesses, technical functions and across countries to drive business results * Self-motivated, enthusiastic and driven * Excellent interpersonal, written and oral communication skills * Ability to drive for results and make decisions with some ambiguity Work location: * On site (Job Duties allow for some remote work but require travel to 3M Center at least 4 days per week) Travel: May include up to 25% domestic/international Relocation Assistance: May be authorized Supporting Your Well-being 3M offers many programs to help you live your best life - both physically and financially. To ensure competitive pay and benefits, 3M regularly benchmarks with other companies that are comparable in size and scope. Chat with Max For assistance with searching through our current job openings or for more information about all things 3M, visit Max, our virtual recruiting assistant on 3M.com/careers. Applicable to US Applicants Only:The expected compensation range for this position is $212,947 - $260,268, which includes base pay plus variable incentive pay, if eligible. This range represents a good faith estimate for this position. The specific compensation offered to a candidate may vary based on factors including, but not limited to, the candidate's relevant knowledge, training, skills, work location, and/or experience. In addition, this position may be eligible for a range of benefits (e.g., Medical, Dental & Vision, Health Savings Accounts, Health Care & Dependent Care Flexible Spending Accounts, Disability Benefits, Life Insurance, Voluntary Benefits, Paid Absences and Retirement Benefits, etc.). Additional information is available at: *************************************************************** Good Faith Posting Date Range 11/19/2025 To 12/19/2025 Or until filled All US-based 3M full time employees will need to sign an employee agreement as a condition of employment with 3M. This agreement lays out key terms on using 3M Confidential Information and Trade Secrets. It also has provisions discussing conflicts of interest and how inventions are assigned. Employees that are Job Grade 7 or equivalent and above may also have obligations to not compete against 3M or solicit its employees or customers, both during their employment, and for a period after they leave 3M. Learn more about 3M's creative solutions to the world's problems at ********** or on Instagram, Facebook, and LinkedIn @3M. Responsibilities of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties. Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement. Pay & Benefits Overview: https://**********/3M/en_US/careers-us/working-at-3m/benefits/ 3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law. Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly. 3M Global Terms of Use and Privacy Statement Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms. Please access the linked document by clicking here, select the country where you are applying for employment, and review. Before submitting your application, you will be asked to confirm your agreement with the terms.

**About this role:** This role is responsible for underwriting and portfolio management of credit facilities for large, publicly traded and privately held companies covered by the Franchise Finance team within Commercial Banking. This role offers broad exposure to Mid-Corporate clients with complex needs, including credit, treasury, and other ancillary products & services. The portfolio includes a mix of publicly-traded, sponsor-backed (public and private), and privately held (founder- or family-owned) names. Learn more about the career areas and business divisions at wellsfargojobs.com (********************************************* . **In this role, you will:** + Act as an advisor to senior leadership, clients, and credit teams to develop and influence all aspects of credit and relationship strategy and planning for Mid-Corporate relationships + Lead the strategy and resolution of complex and unique challenges across multiple areas, delivering solutions that can be long-term and which require innovation, analytical thinking, coordination of complex activities, and guidance to others + Demonstrate expertise in all levels of underwriting and act as primary lead in Commercial Banking for complex capital structures and credit transactions, including capital markets executions, acquisition finance, bridge underwrites, and other complex transactions; lead transactions engaging directly with senior management, clients, and risk management + Provide vision, direction, and expertise to senior leadership on implementing decisions in multi-faceted and significant business solutions that can be large-scale and/or cross-functional (e.g., GPL (treasury management)) + Engage with Relationship Manager partners at all levels on the day-to-day portfolio and relationship needs of Mid-Corporate clients, and work with partners across the enterprise + Mentor junior team members to provide training, guidance, and feedback to support their development and strengthen team capabilities. **Required Qualifications:** + 7+ years of Mid-Corporate Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + Experience managing complex credit and capital structures, including M&A and/or sponsor-backed transactions within corporate or commercial banking, investment banking, leveraged finance, private credit, private equity, or ratings agencies. + Significant experience with credit documentation and administrative agent duties on syndicated transactions, including term sheets, credit agreements, and intercreditor provisions. + Experience identifying risk, ensuring compliance with processes and credit policy, and structuring covenants and protections. + Knowledge and understanding of other core banking products and services, including treasury management / deposits, rates and FX, and capital markets + Strong analytical skills, with heightened attention to detail and accuracy + Advanced proficiency in accounting principles, financial statement analysis, financial modeling and business writing. + Experience developing and maintaining external and internal partnerships + Experience in adopting and executing change management to enable business growth + Excellent verbal, written, and interpersonal communication skills + Proficient in Microsoft Office (Word, Excel, PowerPoint, and Outlook) + Completion of a formal training program + Bachelor's degree in accounting, finance, or business **Job Expectations:** + This position is not eligible for Visa sponsorship + This position offers a hybrid work schedule (1 day per week WFH) + Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process + Ability to travel up to 10-15% of the time \#CommercialBanking **Location:** + 550 S Tryon St., Charlotte, NC + 1808 Aston Ave., Carlsbad, CA **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $159,000.00 - $305,000.00 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 23 Dec 2025 ***** **_Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-507290

About this role: This role is responsible for underwriting and portfolio management of credit facilities for large, publicly traded and privately held companies covered by the Franchise Finance team within Commercial Banking. This role offers broad exposure to Mid-Corporate clients with complex needs, including credit, treasury, and other ancillary products & services. The portfolio includes a mix of publicly-traded, sponsor-backed (public and private), and privately held (founder- or family-owned) names. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role, you will: * Act as an advisor to senior leadership, clients, and credit teams to develop and influence all aspects of credit and relationship strategy and planning for Mid-Corporate relationships * Lead the strategy and resolution of complex and unique challenges across multiple areas, delivering solutions that can be long-term and which require innovation, analytical thinking, coordination of complex activities, and guidance to others * Demonstrate expertise in all levels of underwriting and act as primary lead in Commercial Banking for complex capital structures and credit transactions, including capital markets executions, acquisition finance, bridge underwrites, and other complex transactions; lead transactions engaging directly with senior management, clients, and risk management * Provide vision, direction, and expertise to senior leadership on implementing decisions in multi-faceted and significant business solutions that can be large-scale and/or cross-functional (e.g., GPL (treasury management)) * Engage with Relationship Manager partners at all levels on the day-to-day portfolio and relationship needs of Mid-Corporate clients, and work with partners across the enterprise * Mentor junior team members to provide training, guidance, and feedback to support their development and strengthen team capabilities. Required Qualifications: * 7+ years of Mid-Corporate Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Experience managing complex credit and capital structures, including M&A and/or sponsor-backed transactions within corporate or commercial banking, investment banking, leveraged finance, private credit, private equity, or ratings agencies. * Significant experience with credit documentation and administrative agent duties on syndicated transactions, including term sheets, credit agreements, and intercreditor provisions. * Experience identifying risk, ensuring compliance with processes and credit policy, and structuring covenants and protections. * Knowledge and understanding of other core banking products and services, including treasury management / deposits, rates and FX, and capital markets * Strong analytical skills, with heightened attention to detail and accuracy * Advanced proficiency in accounting principles, financial statement analysis, financial modeling and business writing. * Experience developing and maintaining external and internal partnerships * Experience in adopting and executing change management to enable business growth * Excellent verbal, written, and interpersonal communication skills * Proficient in Microsoft Office (Word, Excel, PowerPoint, and Outlook) * Completion of a formal training program * Bachelor's degree in accounting, finance, or business Job Expectations: * This position is not eligible for Visa sponsorship * This position offers a hybrid work schedule (1 day per week WFH) * Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process * Ability to travel up to 10-15% of the time #CommercialBanking Location: * 550 S Tryon St., Charlotte, NC * 1808 Aston Ave., Carlsbad, CA Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $159,000.00 - $305,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 23 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

**Global Portfolio Leader - Paper & Print** **Collaborate with Innovative 3Mers Around the World** Choosing where to start and grow your career has a major impact on your professional and personal life, so it's equally important you know that the company that you choose to work at, and its leaders, will support and guide you. With a wide variety of people, global locations, technologies and products, 3M is a place where you can collaborate with other curious, creative 3Mers. **This position provides an opportunity to transition from other private, public, government or military experience to a 3M career.** **The Impact You'll Make in this Role** As a Global Portfolio Leader within the Paper & Print Business Unit, you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative people around the world. Here, you will make an impact by: + Develop and implement portfolio strategies in collaboration with the Area sales, Laboratory, and Operations teams to profitably grow the overall business. + Lead, develop, and execute the global New Product pipeline to ensure strong execution of new product introductions. + Lead the demand planning input from all areas to provide the right visibility to our plants and supply chain teams. + Set the pricing strategy and corridors for product portfolios under responsibility. + Lead, develop, and implement the Global Marketing Plan in collaboration with the Area sales, Global Marketing Center, and cross-functional teams in the BU and division. + Utilize portfolio analytics and market insights to define and execute marketing programs and tactics for portfolio optimization and maximization of gross margin dollars. + Engage with key customers, partners, co-suppliers, and industry influencers to develop and execute the global business growth plan. + Directly supervise product marketing and business development teams. + Drive improvements through an agile rhythm in collaboration with functional managers to improve cost, cash flow, and resolve roadblocks. **Your Skills and Expertise** To set you up for success in this role from day one, 3M requires (at a minimum) the following qualifications: + Bachelor's degree (completed and verified prior to start) from an accredited institution + Ten (10) years' combined experience in Global Portfolio Management, Product Marketing, and/or Business Management in a private, public, government, or military environment. Additional qualifications that could help you succeed even further in this role include: + MBA from an accredited institution. + Five (5) years of experience in the Flexographic Printing market. + Strong track record of collaboration and cross-functional teamwork. + Strong analytical skills and ability to interpret data and drive decisions. + Excellent presentation and communication skills. + Demonstrated success in business strategy, operational marketing, business analytics, customer negotiations, price management, and leadership by influence. **Work location: This role follows an on-site working model, requiring the employee to work at least four days a week at the 3M Center in Maplewood, MN.** **Travel:** May include up to 30% domestic /International **Relocation Assistance: May be authorized** **Must be legally authorized to work in country of employment without sponsorship for employment visa status (e.g., H1B status).** **Supporting Your Well-being** 3M offers many programs to help you live your best life - both physically and financially. To ensure competitive pay and benefits, 3M regularly benchmarks with other companies that are comparable in size and scope. **Chat with Max** For assistance with searching through our current job openings or for more information about all things 3M, visit Max, our virtual recruiting assistant on 3M.com/careers. Applicable to US Applicants Only:The expected compensation range for this position is $212,947 - $260,268, which includes base pay plus variable incentive pay, if eligible. This range represents a good faith estimate for this position. The specific compensation offered to a candidate may vary based on factors including, but not limited to, the candidate's relevant knowledge, training, skills, work location, and/or experience. In addition, this position may be eligible for a range of benefits (e.g., Medical, Dental & Vision, Health Savings Accounts, Health Care & Dependent Care Flexible Spending Accounts, Disability Benefits, Life Insurance, Voluntary Benefits, Paid Absences and Retirement Benefits, etc.). Additional information is available at: **************************************************************** Good Faith Posting Date Range 09/11/2025 To 10/11/2025 Or until filled All US-based 3M full time employees will need to sign an employee agreement as a condition of employment with 3M. This agreement lays out key terms on using 3M Confidential Information and Trade Secrets. It also has provisions discussing conflicts of interest and how inventions are assigned. Employees that are Job Grade 7 or equivalent and above may also have obligations to not compete against 3M or solicit its employees or customers, both during their employment, and for a period after they leave 3M. Learn more about 3M's creative solutions to the world's problems at ********** or on Instagram, Facebook, and LinkedIn @3M. Responsibilities of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties. Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement. Pay & Benefits Overview: https://**********/3M/en\_US/careers-us/working-at-3m/benefits/ 3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law. **Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly.** **3M Global Terms of Use and Privacy Statement** Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms. Please access the linked document by clicking here (************************************************************************************************* , select the country where you are applying for employment, and review. Before submitting your application, you will be asked to confirm your agreement with the terms. At 3M we apply science in collaborative ways to improve lives daily as our employees connect with customers all around the world. Learn more about 3M's creative solutions to global challenges at ********** or on Twitter @3M or @3MNews. 3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law.

Kayne Anderson Rudnick Investment Management in Century City is seeking a highly motivated, organized, committed individual with strong initiative and excellent communication skills for the role of Senior Investment Performance Analyst. This position is responsible for calculating and analyzing portfolio related statistics including investment performance, fundamental characteristics, and performance attribution. This requires a comprehensive understanding of performance and analytics calculations, including composite maintenance, GIPS compliance, fundamental characteristics, performance attribution, risk statistics and performance reporting. In addition, this role would oversee the fulfilling of periodic and ad-hoc reporting needs, as well as completing RFP/Questionnaires requests for performance data. This role also holds the responsibility for maintaining the integrity of performance data across the firm and for ensuring our firm's GIPS Compliance. Lastly, this role would be expected to cross-train and help across other functions across the PAR team and either lead or assist on special projects as needed. Duties and Responsibilities: The following duties are generally representative of the nature and level of work assigned and are not necessarily all inclusive. Manage the daily, monthly and quarterly reporting of investment performance Oversee the firm's GIPS compliance, annual GIPS examination, as well as the maintenance of performance composites Run and analyze performance attribution, providing commentary and insights on observations Calculate and analyze portfolio fundamental characteristics Respond to internal ad-hoc requests and RFPs/RFIs for performance and analytics related data Recommend and implement process changes as needed to increase the efficiency of the team, including continued automation of routine processes Develop ways to offer thoughtful insights to better serve both internal and external stakeholders Participate and lead special initiative projects as needed Familiarity with SS&C GWP, Sylvan, FactSet Portfolio Analysis, FactSet SPAR, FactSet Risk Models - Axioma, Barra, Morningstar Direct Ideal Qualifications: Bachelor's degree in economics, finance, statistics or equivalent Progress towards CIPM, CFA is a plus At least 5-7 years' relevant experience Knowledge of GIPS and performance measurement concepts Experience with FactSet Portfolio Analysis and SPAR is extremely helpful Proficient in MS Excel (sort, search, link, pivot tables, formatting, formulas, macros, VB, etc.) Microsoft Office Proficiency (Word, Excel, Outlook) Familiarity in the following programs or systems would be additive: Sylvan, GWP, other accounting portfolio systems, Bloomberg Ability to quickly learn new systems and software Interpersonal/Communication/Language Skills: Ability to competently and accurately handle multiple projects and/or tasks simultaneously while meeting deadlines Effective organizational skills; with the ability to focus on details within the context of the overall goals Self-starter with motivation to develop new insights, and ideas to enhance current procedures Strong leadership skills with the ability to train and motivate junior team members Outstanding analytical and strong communication skills; with the ability to simply explain complex concepts to internal stakeholders Able to work independently, but also effectively in a team environment; as well as having demonstrated ability to build strong working relationships with multiple stakeholders across organization functions The starting salary range is $115,000 to $160,000. The starting salary range will vary based on the applicant's education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. This position is also eligible to participate in the company's annual incentive plan. Benefits: We offer a variety of benefits that support employees and their families in maintaining all aspects of health and wellness. We pride ourselves on offerings that encourage work-life balance and support the needs and goals of the team. Competitive Pay Medical, Dental, and Vision Insurance Life and Disability Insurance Health Savings Account with a Company Match Flexible Spending Accounts including Dependent Care Wellness Program Tuition Reimbursement 24-Hour Employee Assistance Program Adoption Assistance Paid Family Care Time Paid Volunteer days Gym onsite Paid Parking -LA Office Lunch provided Hybrid 3/2 (Subject to change) KAR is made up of diverse, talented, and passionate employees working together to achieve a common and rewarding goal: providing high quality investment strategies and wealth solutions for our clients. Awarded Best Firm Culture at the 2022 PAM Awards, KAR maintains a team-oriented culture of accessibility, open communication, and respect. We believe in empowering and growing our people and are excited to be hiring. KAR is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. For additional information on Kayne Anderson Rudnick, please access the firm's web site at *************

We are hiring a Senior Performance Analyst to support initiatives specific to investment performance measurement and analysis! You will be collecting, calculating, measuring and analyzing investment performance and presenting results to internal business clients including Marketing, Client Reporting, Portfolio Managers, Senior Business Leaders, Compliance, Product Development and other partners. Key Responsibilities * Calculation and analysis of relevant fund performance and other analytical data, including ad-hoc data requests. * Production of recurring deliverables provided to internal business partners. * Actively support implementation of changes impacting performance, including development of solutions. * Partner with internal organizations to ensure good data quality and to identify and resolve issues related to reporting. * Ensure documentation of relevant processes are complete, detailed and well-maintained. * Work on ad-hoc projects as needed. Required Qualifications * BS/BA degree in Business, Finance, Accounting, or similar * Knowledge of investments, fund accounting and reporting * 5-7 years work experience in the financial services or investment management industry * A standout colleague who can efficiently meet fast paced target dates * Critical thinker with strong problem-solving skills * Strong verbal and written communications skills * Strong organizational skills * Ability to work independently Preferred Qualifications * Curiosity about financial markets * Work experience specific to performance measurement and analytics * Experience with investment analytic systems like FactSet or BlackRock * CIPM, CFA or eager to pursue * Proficiency with Microsoft Excel and Access About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $74,800- $101,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Mutual Fund Operations Line of Business AMINV US Asset Management

Benefits: 401(k) matching Bonus based on performance Dental insurance Free food & snacks Health insurance Paid time off Parental leave Signing bonus Vision insurance Wellness resources Hanwha Asset Management is a global financial asset manager with multiple locations, including Singapore, Korea, and the U.S. We serve institutional clients with our multi-asset business model with about $90B of AUM. We seek investment talents who want to change the world with founders and invest in technologies making us pursue a better life for the next generations. Our recent activities include participation in Mistral AI, Shield AI, Luma AI, Atropos, Groq, Temporal and other startups. THE ROLE. The Senior Venture Capitalist / Investment Manager will focus on developing investment strategies in AI and related sectors, exploring new and unconventional domains to drive innovation. Responsibilities include identifying startups, conducting market analysis, performing due diligence, and managing complex financial models. This individual will lead and participate in all aspects of our investment process for our venture capital portfolio, including sourcing and portfolio monitoring. The successful candidate will be a smart, resourceful, outgoing self-starter with a proven ability to proactively find and attract the best investment opportunities domestically and/or globally. In addition to deal sourcing and diligence, the Senior Investor will also be expected to support and provide value to our portfolio companies and strategic limited partners. This position is based in San Francisco, requiring attendance in the office four days per week. RESPONSIBILITIES. Strategy Development: Develop and refine Hanwha Asset Management USA's investing strategy in alignment with the company's mission, objectives, and structure. Investment Sourcing: Identify AI enterprises and technologies that align with the company's strategic goals. Investment Due Diligence: Lead comprehensive due diligence on prospective investment opportunities. This includes financial analysis, deal structuring, legal compliance, and risk assessment. Investment Management: Oversee day-to-day portfolio management of the existing investment portfolio. Risk Management: Work closely with the Asset Management team to develop risk mitigation strategies for investments and establish monitoring mechanisms to track performance over time. Stakeholder Engagement: Engage with investees and other stakeholders to facilitate ongoing collaboration and support. Investment Measurement: Develop and implement systems for tracking and measuring investments, including the development of key performance indicators (KPIs). Reporting: Prepare and present reports on investing activities, performance, and outcomes to leadership and stakeholders REQUIREMENTS. Minimum of 7 years of relevant work experience in institutional investment management. Deep understanding of VC investing and a desire to advance an investment strategy using non-traditional methods. Proven track record of success in investment sourcing, diligence, structuring, and management of impact investments. Experience with Notion or other investment performance reporting software is a plus. Exceptional strategic thinking skills around operationalization and execution in complex and ambiguous environments. Demonstrated experience building and maintaining relationships with a diverse range of stakeholders across different geographies and subject areas. Strong interpersonal and communication skills; experience in effectively communicating key data, including presentations to senior management and other outside partners. PhD Degree in AI (CS or DS) and experience in AI/ML, mobile tech, or engineering strongly preferred. Willingness and ability to travel. Hanwha Asset Management USA, Ltd. offers a comprehensive medical, dental & vision benefits package, including robust paid time off and a generous 401k match, designed to support your well-being and financial future. Compensation: $200,000.00 - $250,000.00 per year Hanwha Asset Management Founded in 1988, Hanwha Asset Management has grown into a comprehensive asset management company offering a full range of financial instruments, including stocks, bonds, MMFs, fund of funds, social overhead capital, derivatives, real estate, ETFs, special assets and PEFs in both domestic and overseas capital markets. Our professional staff have unparalleled expertise in operating highly organized systems across all areas, including product development, research, compliance and risk management. All of our products and services cater to customer needs because we strictly adhere to the principle and management philosophy of placing customers above all else. Building on our capabilities in South Korea, we are growing into a global asset management company by operating local subsidiaries in the US, Singapore and China. At the end of 2022, we were one of South Korea's top asset management companies with USD 78.63 billion in assets under management (AUM). By demonstrating our outstanding expertise in both alternative investment and traditional investment, we achieved the No. 1 position among comprehensive asset management companies in the overseas infrastructure investment fund category. In 2021, as part of expanding into digital finance, we launched the PINE app, a platform for direct sales of funds for individual investors. The app has gained recognition from investors, particularly Millennials and Generation Z, for its user-friendly interface, low sales commission, and valuable investment information. Additionally, we have obtained a REITs AMC license from South Korea's Ministry of Land, Infrastructure and Transport, and entered the REITs business in the first quarter of 2023. These diverse efforts earned us the Best Overseas Equity Fund at the 2022 Korea Fund Awards by Money Today news media, the Top Prize in global bonds at the 2021 KG Zeroin Korea Fund Awards and the Grand Prize in real estate funds at the 2021 Herald Fund Awards of the Korea Herald news media. Looking ahead, we will continue to build the foundation for future growth with a focus on the retirement plan market and alternative investments. We are also actively promoting global businesses and digital financial platforms as we become a comprehensive asset management solutions provider and top-tier asset management company in Asia. Talent Is Our Most Important Asset We go to great lengths to attract and nurture highly motivated people who share our core values of challenge, dedication and integrity. In an environment of trust and loyalty, we support our talent every step of the way, cultivating world-class leaders for an ever brighter future. Hanwha is looking for talented people, who share our core values such as a challenging spirit, dedication and integrity, and can act on those values.

Job DescriptionBenefits: 401(k) matching Bonus based on performance Dental insurance Free food & snacks Health insurance Paid time off Parental leave Signing bonus Vision insurance Wellness resources Hanwha Asset Management is a global financial asset manager with multiple locations, including Singapore, Korea, and the U.S. We serve institutional clients with our multi-asset business model with about $90B of AUM. We seek investment talents who want to change the world with founders and invest in technologies making us pursue a better life for the next generations. Our recent activities include participation in Mistral AI, Shield AI, Luma AI, Atropos, Groq, Temporal and other startups. THE ROLE. The Senior Venture Capitalist / Investment Manager will focus on developing investment strategies in AI and related sectors, exploring new and unconventional domains to drive innovation. Responsibilities include identifying startups, conducting market analysis, performing due diligence, and managing complex financial models. This individual will lead and participate in all aspects of our investment process for our venture capital portfolio, including sourcing and portfolio monitoring. The successful candidate will be a smart, resourceful, outgoing self-starter with a proven ability to proactively find and attract the best investment opportunities domestically and/or globally. In addition to deal sourcing and diligence, the Senior Investor will also be expected to support and provide value to our portfolio companies and strategic limited partners. This position is based in San Francisco, requiring attendance in the office four days per week. RESPONSIBILITIES. Strategy Development: Develop and refine Hanwha Asset Management USA's investing strategy in alignment with the company's mission, objectives, and structure. Investment Sourcing: Identify AI enterprises and technologies that align with the companys strategic goals. Investment Due Diligence: Lead comprehensive due diligence on prospective investment opportunities. This includes financial analysis, deal structuring, legal compliance, and risk assessment. Investment Management: Oversee day-to-day portfolio management of the existing investment portfolio. Risk Management: Work closely with the Asset Management team to develop risk mitigation strategies for investments and establish monitoring mechanisms to track performance over time. Stakeholder Engagement: Engage with investees and other stakeholders to facilitate ongoing collaboration and support. Investment Measurement: Develop and implement systems for tracking and measuring investments, including the development of key performance indicators (KPIs). Reporting: Prepare and present reports on investing activities, performance, and outcomes to leadership and stakeholders REQUIREMENTS. Minimum of 7 years of relevant work experience in institutional investment management. Deep understanding of VC investing and a desire to advance an investment strategy using non-traditional methods. Proven track record of success in investment sourcing, diligence, structuring, and management of impact investments. Experience with Notion or other investment performance reporting software is a plus. Exceptional strategic thinking skills around operationalization and execution in complex and ambiguous environments. Demonstrated experience building and maintaining relationships with a diverse range of stakeholders across different geographies and subject areas. Strong interpersonal and communication skills; experience in effectively communicating key data, including presentations to senior management and other outside partners. PhD Degree in AI (CS or DS) and experience in AI/ML, mobile tech, or engineering strongly preferred. Willingness and ability to travel. Hanwha Asset Management USA, Ltd. offers a comprehensive medical, dental & vision benefits package, including robust paid time off and a generous 401k match, designed to support your well-being and financial future.

Job Classification: Investment Management - Investments A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers! If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today. At PGIM, You Can! What you will do: Are you highly motivated, intellectually curious, and willing to jump in to make impactful contributions? Are you ready to be a key contributor to a team and help get the job done? If so, then becoming a Senior Investment Analyst or Investment Associate within a culture that treats our talent like an investment might be the right job for you! We are looking for an astute, determined professional like you to fulfill a critical Senior Investment Analyst or Associate role (depending on experience) supporting our Debt originations business on making new Core, Core Plus, Structured and Agency loans. This position will be based in Los Angeles, where the team is working in the office 4 days a week. What you can expect: Analyze and underwrite commercial real estate debt investment opportunities across all commercial property types with a focus in the Western US. Create cash flow models, Argus models, sensitivity tables, rent roll analyses, and other financial analyses required to evaluate, pursue, and close debt investment opportunities. Prepare Investment Committee memoranda and related materials through market research, risk analysis, and in‐depth understanding of investment factors and credit risks. Analyze economic, market, legal, and political conditions within an investment's geography. Assist senior investment professionals in leading the due diligence and closing processes for originations in conjunction with the portfolio management team. Assist in property level financings, appraisal reviews, and other activities that may require feedback from the debt originations or real estate transactions group, portfolio management team, or loan servicing group. Interact professionally with internal and external parties, including originations, risk, legal, developers, investment firms, borrowers, and third‐party service providers. What you will bring: Bachelor's degree and 1‐3 years commercial real estate work experience in transactions or underwriting Understanding of basic real estate terms and concepts such as net leases, gross leases, contracts, rents, percentage rents, operating expenses, capital expenditures, expense recoveries, and property types. Understanding of basic finance concepts such as amortization, interest rates, net operating income, cash flow returns, cap rates, internal rate of return, present value/discounted cash flow, and property valuations. Advanced knowledge of Microsoft Excel and Argus. Experience underwriting stabilized and proforma cash flows across property types. What will set you apart: Strong writing and quantitative skills and demonstrated analytical ability. Ability to operate independently and in a team environment, with good judgment and attention to detail while managing multiple projects simultaneously. Self‐motivated with perseverance, and a hands‐on, proactive style. *We know not everyone will meet 100% of the requirements, however we encourage you to apply if you think your skills are a good fit for this role. Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $95,000 to $120,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. About PGIM Real Estate With $207.9 billion in gross assets under management and administration ($133.8 billion net),1 PGIM Real Estate provides investors and borrowers access to a range of real estate equity, real estate debt, agriculture, and impact solutions across the risk-return spectrum. PGIM Real Estate is a business of PGIM, the global asset management business of Prudential Financial, Inc. (NYSE: PRU). PGIM Real Estate's risk management approach, execution capabilities and industry insights are backed by a 50-year legacy of investing in commercial real estate, a 140-year history of real estate financing,2 and the local experience of professionals in 32 cities globally. Through its investment, financing, asset management, and talent management approach, PGIM Real Estate engages in practices that strive to ignite positive environmental and social impact, while pursuing activities that seek to strengthen communities around the world. For more information visit pgimrealestate.com. #LI-Hybrid #LI-SC1 What we offer you: Market competitive base salaries, with a yearly bonus potential at every level. Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave. 401(k) plan with company match (up to 4%). Company-funded pension plan. Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs. Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development. Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs. Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com. If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.

About this role: Wells Fargo is seeking a Senior Retail Investment Research Analyst to join Global Manager Research (GMR) team within Wealth & Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: Conduct equity manager research Manage a category of mutual funds or client accounts Make buy, sell, and hold recommendations Performing initial and ongoing due diligence on third-party investment products (mutual funds, SMAs, exchange traded funds, etc.) Asset class research coverage (equities), which includes maintaining a high-conviction list of products Supporting field investment professionals by responding to their inquiries about the recommendations and/or selection methodology used on products under coverage Drafting communications to the field. Examples of communications include changes in money manager ratings, manager updates and topical white papers. Conducting onsite due diligence pursuant to GMR's evaluation criteria Work under direction of experienced analysts Required Qualifications: 4+ years of Retail Investment Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Experience with mutual funds, separately managed accounts and exchange traded products 4+ years of advanced financial analytical experience with high attention to detail and accuracy 4+ years of overall investment experience Experience performing qualitative and quantitative analysis, including statistical and performance analytics on investments Experience in money manager research including writing investment research reports or commentary Experience with Morningstar Direct, FactSet and Microsoft Office suite including PowerPoint Excellent verbal, written, and interpersonal communication skills Chartered Financial Analyst (CFA) designation A BS/BA degree or higher in business, finance, economics, accounting or engineering Job Expectations: Ability to travel up to 10% of the time This position is not eligible for Visa sponsorship Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. Posting Locations: 2801 Market Street - Saint Louis, MO 63103 550 S. Tryon Street - Charlotte, NC 28202 Required location listed above. Relocation assistance is not available for this position. Posting End Date: 31 Dec 2025 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

**About this role:** Wells Fargo is seeking a Senior Retail Investment Research Analyst to join Global Manager Research (GMR) team within Wealth & Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com (********************************************* . **In this role, you will:** + Conduct equity manager research + Manage a category of mutual funds or client accounts + Make buy, sell, and hold recommendations + Performing initial and ongoing due diligence on third-party investment products (mutual funds, SMAs, exchange traded funds, etc.) + Asset class research coverage (equities), which includes maintaining a high-conviction list of products + Supporting field investment professionals by responding to their inquiries about the recommendations and/or selection methodology used on products under coverage + Drafting communications to the field. Examples of communications include changes in money manager ratings, manager updates and topical white papers. + Conducting onsite due diligence pursuant to GMR's evaluation criteria + Work under direction of experienced analysts **Required Qualifications:** + 4+ years of Retail Investment Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + Experience with mutual funds, separately managed accounts and exchange traded products + 4+ years of advanced financial analytical experience with high attention to detail and accuracy + 4+ years of overall investment experience + Experience performing qualitative and quantitative analysis, including statistical and performance analytics on investments + Experience in money manager research including writing investment research reports or commentary + Experience with Morningstar Direct, FactSet and Microsoft Office suite including PowerPoint + Excellent verbal, written, and interpersonal communication skills + Chartered Financial Analyst (CFA) designation + A BS/BA degree or higher in business, finance, economics, accounting or engineering **Job Expectations:** + Ability to travel up to 10% of the time + This position is not eligible for Visa sponsorship + Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. **Posting Locations:** + 2801 Market Street - Saint Louis, MO 63103 + 550 S. Tryon Street - Charlotte, NC 28202 + Required location listed above. Relocation assistance is not available for this position. **Posting End Date:** 31 Dec 2025 **_*Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-506945

About this role: Wells Fargo is seeking a Senior Retail Investment Research Analyst to join Global Manager Research (GMR) team within Wealth & Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: * Conduct equity manager research * Manage a category of mutual funds or client accounts * Make buy, sell, and hold recommendations * Performing initial and ongoing due diligence on third-party investment products (mutual funds, SMAs, exchange traded funds, etc.) * Asset class research coverage (equities), which includes maintaining a high-conviction list of products * Supporting field investment professionals by responding to their inquiries about the recommendations and/or selection methodology used on products under coverage * Drafting communications to the field. Examples of communications include changes in money manager ratings, manager updates and topical white papers. * Conducting onsite due diligence pursuant to GMR's evaluation criteria * Work under direction of experienced analysts Required Qualifications: * 4+ years of Retail Investment Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Experience with mutual funds, separately managed accounts and exchange traded products * 4+ years of advanced financial analytical experience with high attention to detail and accuracy * 4+ years of overall investment experience * Experience performing qualitative and quantitative analysis, including statistical and performance analytics on investments * Experience in money manager research including writing investment research reports or commentary * Experience with Morningstar Direct, FactSet and Microsoft Office suite including PowerPoint * Excellent verbal, written, and interpersonal communication skills * Chartered Financial Analyst (CFA) designation * A BS/BA degree or higher in business, finance, economics, accounting or engineering Job Expectations: * Ability to travel up to 10% of the time * This position is not eligible for Visa sponsorship * Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. Posting Locations: * 2801 Market Street - Saint Louis, MO 63103 * 550 S. Tryon Street - Charlotte, NC 28202 * Required location listed above. Relocation assistance is not available for this position. Posting End Date: 31 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Kayne Anderson Rudnick Investment Management in Century City is seeking a highly motivated, organized, committed individual with strong initiative and excellent communication skills for the role of Senior Investment Performance Analyst. This position is responsible for calculating and analyzing portfolio related statistics including investment performance, fundamental characteristics, and performance attribution. This requires a comprehensive understanding of performance and analytics calculations, including composite maintenance, GIPS compliance, fundamental characteristics, performance attribution, risk statistics and performance reporting. In addition, this role would oversee the fulfilling of periodic and ad-hoc reporting needs, as well as completing RFP/Questionnaires requests for performance data. This role also holds the responsibility for maintaining the integrity of performance data across the firm and for ensuring our firm's GIPS Compliance. Lastly, this role would be expected to cross-train and help across other functions across the PAR team and either lead or assist on special projects as needed. Duties and Responsibilities: The following duties are generally representative of the nature and level of work assigned and are not necessarily all inclusive. Manage the daily, monthly and quarterly reporting of investment performance Oversee the firm's GIPS compliance, annual GIPS examination, as well as the maintenance of performance composites Run and analyze performance attribution, providing commentary and insights on observations Calculate and analyze portfolio fundamental characteristics Respond to internal ad-hoc requests and RFPs/RFIs for performance and analytics related data Recommend and implement process changes as needed to increase the efficiency of the team, including continued automation of routine processes Develop ways to offer thoughtful insights to better serve both internal and external stakeholders Participate and lead special initiative projects as needed Familiarity with SS&C GWP, Sylvan, FactSet Portfolio Analysis, FactSet SPAR, FactSet Risk Models - Axioma, Barra, Morningstar Direct Ideal Qualifications: Bachelor's degree in economics, finance, statistics or equivalent Progress towards CIPM, CFA is a plus At least 5-7 years' relevant experience Knowledge of GIPS and performance measurement concepts Experience with FactSet Portfolio Analysis and SPAR is extremely helpful Proficient in MS Excel (sort, search, link, pivot tables, formatting, formulas, macros, VB, etc.) Microsoft Office Proficiency (Word, Excel, Outlook) Familiarity in the following programs or systems would be additive: Sylvan, GWP, other accounting portfolio systems, Bloomberg Ability to quickly learn new systems and software Interpersonal/Communication/Language Skills: Ability to competently and accurately handle multiple projects and/or tasks simultaneously while meeting deadlines Effective organizational skills; with the ability to focus on details within the context of the overall goals Self-starter with motivation to develop new insights, and ideas to enhance current procedures Strong leadership skills with the ability to train and motivate junior team members Outstanding analytical and strong communication skills; with the ability to simply explain complex concepts to internal stakeholders Able to work independently, but also effectively in a team environment; as well as having demonstrated ability to build strong working relationships with multiple stakeholders across organization functions The starting salary range is $115,000 to $160,000. The starting salary range will vary based on the applicant's education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. This position is also eligible to participate in the company's annual incentive plan. Benefits: We offer a variety of benefits that support employees and their families in maintaining all aspects of health and wellness. We pride ourselves on offerings that encourage work-life balance and support the needs and goals of the team. Competitive Pay Medical, Dental, and Vision Insurance Life and Disability Insurance Health Savings Account with a Company Match Flexible Spending Accounts including Dependent Care Wellness Program Tuition Reimbursement 24-Hour Employee Assistance Program Adoption Assistance Paid Family Care Time Paid Volunteer days Gym onsite Paid Parking -LA Office Lunch provided Hybrid 3/2 (Subject to change) KAR is made up of diverse, talented, and passionate employees working together to achieve a common and rewarding goal: providing high quality investment strategies and wealth solutions for our clients. Awarded Best Firm Culture at the 2022 PAM Awards, KAR maintains a team-oriented culture of accessibility, open communication, and respect. We believe in empowering and growing our people and are excited to be hiring. KAR is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. For additional information on Kayne Anderson Rudnick, please access the firm's web site at *************