Finance Consultant jobs at UnitedHealth Group

Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle. As a Financial Services Professional, you will: Build a client base by growing relationships with your network and providing guidance Gain expertise through sponsored coursework and proprietary agent development training Guide clients through important financial decisions using the latest software and our expansive product portfolio Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning What makes a great Financial Services Professional? The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity Self-motivation to connect with company provided sales leads and network with new clients Strong relationship building, communication, and time-management skills A competitive and entrepreneurial spirit to achieve success both for yourself and others What we offer: Highly competitive commission structure designed to grow with you Passive income opportunities and bonus programs Fully paid study programs for insurance licensing SIE, Series 6, Series 63, CFP Award-wining training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year Flexible in-office schedules once you complete your agent training Progressive advancement opportunities Retirement savings program and more Bankers Life , a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ********************************

Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider joining our winning team of Financial Professionals. Our award-winning training equips you with the knowledge, skills, and financial strategies you need to be successful and confident in this career. Many of our talented Insurance Agents use this advantage to become a Bankers Life Securities, Inc. Financial Representative, specializing in aiding clients in Wealth Management. Uncover your earning potential, build a workday around your lifestyle, and make an impact in your community every day. With access to local and national mentors, we will surround you with resources to aid in the development of your financial expertise, including but not limited to: Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services Wealth Management - Retirement Solutions As a Bankers Life Financial Services Professional Expect To: Build - Develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to help families obtain financial freedom. Gain Expertise - Obtain knowledge beyond licensed agent training through sponsored course work, and proprietary agent development training. Guide - Presenting clients with the ability to preserve their retirement and grow their wealth. Use the latest software, and product illustrations to guide clients through important financial decisions. Own - Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or construct and lead your own team of agents and representatives. How Bankers Life will provide support: Hybrid Experience - Flexible in-office schedules once you complete your agent training and take off as a producing agent. Pre-Licensing Training - Bankers Life agents are provided pre-licensing training free of charge; individuals will need to pay for the state exam required to sell life and health products. Award-winning Training - Our training, conducted in office, by successful field leaders will fulfill your desire for continuous learning. Bankers Life has been named as a Training Apex Award Winner for eleven years and counting and a CLO LearningElite winner for five years and counting. Advancement Opportunities - Benefit-eligible management positions within local branch structure. What makes a great Financial Services Professional? Informative - Ability to present complicated concepts effectively and maintain uncompromising principals, such as honesty and integrity. Driven - Self-motivated to network and prospect for new clients, while demonstrating strong time-management skills. Sociable - Strong relationship building and communication skills will bond you with clients and colleagues. Dreamer - Competitive and entrepreneurial spirit to achieve success both for yourself and others. The Bankers Life Team comes from a variety of backgrounds including, but not limited to, sales, athletics, military, client services, or client-facing roles. Regardless of your professional experience level, we will provide you the skills and knowledge necessary for success. Our Financial Service Professionals help their clients live more and worry less. Apply now and join the team!! About us: With a rich history dating back to 1879, Bankers Life has grown from our founder's simple wish to make insurance affordable. Today we remain true to our heritage. Strength, stability, and service shape our culture as we help provide financial security solutions. Compensation & Benefits: Commission structure designed to grow with you Renewable income and Bonus programs Fully paid insurance licensing study course, SIE, Series 6, Series 63, CFP , and more Retirement Savings Program

**This role is onsite in Flowood, MS** The Wellness Consultant is accountable for working with external group customers and other wellness partners to provide support for the design, promotion and implementation of educational wellness activities aligned with the Company's health and wellness objectives. The Wellness Consultant provides education and coaching regarding healthy lifestyle practices and works with individuals in various environments to assist in the identification and enhancement of behavior changes conducive to achieving and sustaining improved lifestyle and overall health. Job-Specific Requirements Must have a Bachelor's degree in Business, Communications or health related field. Must have at least one year work experience in a related field. Must have excellent public speaking and presentation skills. Previous experience within a health related field, including but not limited to program development design preferred. Proficiency in Microsoft Word, PowerPoint, Access and Excel required. Exposure to a mainframe preferred. Must be able to work a flexible schedule. Must be able to travel as necessary with overnight travel when applicable. Must obtain a professional certification as determined by management. Blue Cross & Blue Shield of Mississippi 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 protected veteran status. We offer a comprehensive benefits package that is worth approximately one-third of the salary compensation. Our benefits program is among the best in the health care field. We are looking for employees who can bring their experience, expertise and dedication to work for our customers.

**This role is onsite in Flowood, MS** The Wellness Consultant is accountable for working with external group customers and other wellness partners to provide support for the design, promotion and implementation of educational wellness activities aligned with the Company's health and wellness objectives. The Wellness Consultant provides education and coaching regarding healthy lifestyle practices and works with individuals in various environments to assist in the identification and enhancement of behavior changes conducive to achieving and sustaining improved lifestyle and overall health. Job-Specific Requirements Must have a Bachelor's degree in Business, Communications or health related field. Must have at least one year work experience in a related field. Must have excellent public speaking and presentation skills. Previous experience within a health related field, including but not limited to program development design preferred. Proficiency in Microsoft Word, PowerPoint, Access and Excel required. Exposure to a mainframe preferred. Must be able to work a flexible schedule. Must be able to travel as necessary with overnight travel when applicable. Must obtain a professional certification as determined by management. Blue Cross & Blue Shield of Mississippi 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 protected veteran status. We offer a comprehensive benefits package that is worth approximately one-third of the salary compensation. Our benefits program is among the best in the health care field. We are looking for employees who can bring their experience, expertise and dedication to work for our customers.

**This role is onsite in Flowood, MS** The Wellness Consultant is accountable for working with external group customers and other wellness partners to provide support for the design, promotion and implementation of educational wellness activities aligned with the Company's health and wellness objectives. The Wellness Consultant provides education and coaching regarding healthy lifestyle practices and works with individuals in various environments to assist in the identification and enhancement of behavior changes conducive to achieving and sustaining improved lifestyle and overall health. Job-Specific Requirements Must have a Bachelor's degree in Business, Communications or health related field. Must have at least one year work experience in a related field. Must have excellent public speaking and presentation skills. Previous experience within a health related field, including but not limited to program development design preferred. Proficiency in Microsoft Word, PowerPoint, Access and Excel required. Exposure to a mainframe preferred. Must be able to work a flexible schedule. Must be able to travel as necessary with overnight travel when applicable. Must obtain a professional certification as determined by management. Blue Cross & Blue Shield of Mississippi 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 protected veteran status. We offer a comprehensive benefits package that is worth approximately one-third of the salary compensation. Our benefits program is among the best in the health care field. We are looking for employees who can bring their experience, expertise and dedication to work for our customers.

**This role is onsite in Flowood, MS** The Wellness Consultant is accountable for working with external group customers and other wellness partners to provide support for the design, promotion and implementation of educational wellness activities aligned with the Company's health and wellness objectives. The Wellness Consultant provides education and coaching regarding healthy lifestyle practices and works with individuals in various environments to assist in the identification and enhancement of behavior changes conducive to achieving and sustaining improved lifestyle and overall health. Job-Specific Requirements Must have a Bachelor's degree in Business, Communications or health related field. Must have at least one year work experience in a related field. Must have excellent public speaking and presentation skills. Previous experience within a health related field, including but not limited to program development design preferred. Proficiency in Microsoft Word, PowerPoint, Access and Excel required. Exposure to a mainframe preferred. Must be able to work a flexible schedule. Must be able to travel as necessary with overnight travel when applicable. Must obtain a professional certification as determined by management. Blue Cross & Blue Shield of Mississippi 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 protected veteran status. We offer a comprehensive benefits package that is worth approximately one-third of the salary compensation. Our benefits program is among the best in the health care field. We are looking for employees who can bring their experience, expertise and dedication to work for our customers.

**This role is onsite in Flowood, MS** The Wellness Consultant is accountable for working with external group customers and other wellness partners to provide support for the design, promotion and implementation of educational wellness activities aligned with the Company's health and wellness objectives. The Wellness Consultant provides education and coaching regarding healthy lifestyle practices and works with individuals in various environments to assist in the identification and enhancement of behavior changes conducive to achieving and sustaining improved lifestyle and overall health. Job-Specific Requirements Must have a Bachelor's degree in Business, Communications or health related field. Must have at least one year work experience in a related field. Must have excellent public speaking and presentation skills. Previous experience within a health related field, including but not limited to program development design preferred. Proficiency in Microsoft Word, PowerPoint, Access and Excel required. Exposure to a mainframe preferred. Must be able to work a flexible schedule. Must be able to travel as necessary with overnight travel when applicable. Must obtain a professional certification as determined by management. Blue Cross & Blue Shield of Mississippi 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 protected veteran status. We offer a comprehensive benefits package that is worth approximately one-third of the salary compensation. Our benefits program is among the best in the health care field. We are looking for employees who can bring their experience, expertise and dedication to work for our customers.

Provides strategic business partnering and financial support to the Specialty Pharmacy team. The role involves developing complex financial models to support decision-making on various business issues like new product development, profitability, and regulatory impacts. The focus is on forecasting, analyzing product performance, and assessing economic impacts of business initiatives, marketing programs, and pricing. The position also plays a key role in the month-end close process by preparing financial statements, comparing actual results to budgets and forecasts, and collaborating with accounting teams to ensure accuracy. Additionally, the role involves creating forecasts of business and industry conditions, analyzing the financial impact of programs, and providing strategic insights for decision-making. The individual also works on process improvements through analytical tools, and offers guidance to junior analysts on the team. Job Responsibilities: Develops complex financial models to support management decision-making related to new product development, product portfolio analysis, profitability of new opportunities, capital investments, revenue models, profit margin analysis, and impact of regulatory changes. Defines financial requirements for new products and features. Analyzes and summarizes the division's financial statements, expenses, and records. Develops recommendations for management decision-making. Performs moderate to complex financial analysis including conducting research and identifying, designing and implementing applications and tools to fulfill reporting and analysis needs. Runs various scenarios through models and interprets financial impact. Measures financial results against budget and forecast. Assists in the development of the long-range financial plans and continuously analyzes operating financial results. Works closely with other departments within Walgreens to ensure that strategic initiatives are achieved. May assist in the development of the annual budget and analyzes actual and budgeted figures on an ongoing basis. Creates and maintains detailed budgeting templates. With minimal guidance from management, assesses analytical tools and various formats of data availability and researches and builds new programs that allow for various lines of data to be incorporated so financial modeling analysis of multiple program impact becomes more efficient and allows for more in depth analysis and review resulting in improved recommendations and solutions for the business. Where standard tools are insufficient, utilizes statistical analysis software (SAS) to model and analyze data as requested. Reviews monthly financial operating results for each assigned business unit, identifying key trends, variances, and areas of improved performance. Works with other departments in Walgreens for account reconciliation. Provides information and assistance to management regarding expenditures, purchases and other costs of doing business. As requested, answers complex request for proposal (RFP) questions related to new business and client renewals for a variety of different programs. Responsible for ensuring data integrity and accuracy of information provided to RFP questions. Performs ad hoc analysis and forecasts for internal management team and external customers. Provides guidance and training to associate analysts and analysts on financial modeling, data extraction techniques, budgetary considerations, and recommends best practices on pulling and refining data. As needed provides explanation to team regarding intricate web of data and how assumptions on one program or project may impact other programs or projects that are not specifically in scope during an analysis. About Walgreens Founded in 1901, Walgreens (****************** proudly serves nearly 9 million customers and patients each day across its approximately 8,500 stores throughout the U.S. and Puerto Rico. Walgreens has approximately 220,000 team members, including nearly 90,000 healthcare service providers, and is committed to being the first choice for pharmacy, retail and health services, building trusted relationships that create healthier futures for customers, patients, team members and communities. Basic Qualifications Bachelor's degree and at least 1 year of experience in an analytical role in finance, accounting, business management, quantitative analysis or economics or High School Diploma/GED and at least 4 years of experience in an analytical role in finance, accounting, business management, quantitative analysis or economics. Experience with financial analysis, financial modeling, profitability analysis and/or auditing techniques. Experience using time management skills such as prioritizing/organizing and tracking details and meeting aggressive deadlines of multiple projects with varying completion dates. Experience with analyzing and reporting data in order to identify issues, trends, or exceptions to drive improvement of results and find solutions. Intermediate level skill in Microsoft PowerPoint (for example: applying a theme, formatting character spacing, inserting a picture, changing slide layout and theme colors, adding transitions, customizing slide numbers, changing chart style and/or formatting font). Intermediate level skill in Microsoft Word (for example: inserting headers, page breaks, page numbers and tables and/or adjusting table columns). Intermediate level skill in Microsoft Excel (for example: using SUM function, setting borders, setting column width, inserting charts, using text wrap, sorting, setting headers and footers and/or print scaling). Willing to travel up to 10% of the time for business purposes (within state and out of state). Preferred Qualifications Master's Degree or MBA We will consider employment of qualified applicants with arrest and conviction records. Salary Range: $63100 - $101200 / Salaried

Company:MercerDescription: We are seeking a talented individual to join our Investments team at Mercer. This role can be based in New York, Boston, King of Prussia, Chicago, St. Lous, or Atlanta. This is a hybrid role that has a requirement of working at least three days a week in the office. As a Senior Investment Consultant with a lead role in Investments Training and Talent, you will utilize your investment consulting background to both lead institutional client relationships and leverage that experience and knowledge to develop a national training and development program in the US Investments organization, focusing on recruitment, assessment, training, and development to help build the next generation of investment consultants at Mercer. Senior Investment Consultant and Talent Development Leader We will count on you to: Opportunity to leverage your investment acumen to support a small number of institutional investment clients. Provide investment consulting services across the solutions spectrum from advice to OCIO for Mercer's institutional clients. Collaborate with the Investment Client Office, HR, Learning & Development, and other senior leadership to establish formal training protocols, success metrics, and career development pathways. Collaborate closely with the offshore investments team, working as 'one team' to align talent strategies & training, share best practices, and foster a unified organizational culture. Drive the design and implementation of competency frameworks, onboarding programs, and promotion criteria to ensure a high-caliber investments talent pipeline. Manage and coordinate targeted investment learning opportunities, including Growth Days and other development initiatives. Establish and maintain a formal training program for People Managers and junior staff, fostering a culture of accountability, continuous learning and professional growth. Monitor and report on talent metrics, providing insights to senior leadership to inform strategic decisions. Foster a culture of continuous learning, accountability, and professional growth across the organization. What you need to have: A bachelor's degree in business, finance, economics, Experience providing investment consulting services to institutional clients (defined benefit, defined contribution, not for profit, or insurance). Experience supporting investment clients directly or consulting experience, enabling you to understand client needs and tailor talent solutions accordingly. Strong interest in talent, training and people management within the investment or financial services sector, with a strong emphasis on recruitment, training, and professional development. Proven ability to lead with influence, inspiring and motivating cross-functional teams and senior leaders to embrace talent initiatives and drive organizational change. A demonstrated commitment to fostering a high-performance culture that balances rigorous investment standards with continuous learning and professional growth. What makes you stand out? A deep, insider understanding of the competitive landscape and talent challenges unique to the investments industry Your proven track record of successfully designing and executing talent strategies that drive measurable improvements in recruitment quality, employee development, and retention within a similar organizational context. A strategic mindset and agility in adapting talent solutions to meet the dynamic needs of a fast-paced, results-driven investment organization. Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. #WealthNorthAmerica Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.The applicable base salary range for this role is $162,000 to $324,000.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Company:MercerDescription: We are seeking a talented individual to join our Investments team at Mercer. This role can be based in New York, Boston, King of Prussia, Chicago, St. Lous, or Atlanta. This is a hybrid role that has a requirement of working at least three days a week in the office. As a Senior Investment Consultant with a lead role in Investments Training and Talent, you will utilize your investment consulting background to both lead institutional client relationships and leverage that experience and knowledge to develop a national training and development program in the US Investments organization, focusing on recruitment, assessment, training, and development to help build the next generation of investment consultants at Mercer. Senior Investment Consultant and Talent Development Leader We will count on you to: Opportunity to leverage your investment acumen to support a small number of institutional investment clients. Provide investment consulting services across the solutions spectrum from advice to OCIO for Mercer's institutional clients. Collaborate with the Investment Client Office, HR, Learning & Development, and other senior leadership to establish formal training protocols, success metrics, and career development pathways. Collaborate closely with the offshore investments team, working as 'one team' to align talent strategies & training, share best practices, and foster a unified organizational culture. Drive the design and implementation of competency frameworks, onboarding programs, and promotion criteria to ensure a high-caliber investments talent pipeline. Manage and coordinate targeted investment learning opportunities, including Growth Days and other development initiatives. Establish and maintain a formal training program for People Managers and junior staff, fostering a culture of accountability, continuous learning and professional growth. Monitor and report on talent metrics, providing insights to senior leadership to inform strategic decisions. Foster a culture of continuous learning, accountability, and professional growth across the organization. What you need to have: A bachelor's degree in business, finance, economics, Experience providing investment consulting services to institutional clients (defined benefit, defined contribution, not for profit, or insurance). Experience supporting investment clients directly or consulting experience, enabling you to understand client needs and tailor talent solutions accordingly. Strong interest in talent, training and people management within the investment or financial services sector, with a strong emphasis on recruitment, training, and professional development. Proven ability to lead with influence, inspiring and motivating cross-functional teams and senior leaders to embrace talent initiatives and drive organizational change. A demonstrated commitment to fostering a high-performance culture that balances rigorous investment standards with continuous learning and professional growth. What makes you stand out? A deep, insider understanding of the competitive landscape and talent challenges unique to the investments industry Your proven track record of successfully designing and executing talent strategies that drive measurable improvements in recruitment quality, employee development, and retention within a similar organizational context. A strategic mindset and agility in adapting talent solutions to meet the dynamic needs of a fast-paced, results-driven investment organization. Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. #WealthNorthAmerica Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.The applicable base salary range for this role is $162,000 to $324,000.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Company:MercerDescription: Investment Consulting Diversity Career Summit Do you have 2 days in January 2026 to connect with and learn from a global leader in wealth consulting? Are you seeking to learn and grow professionally and personally this winter break? If you answered “Yes” to those two questions - read on to learn more! WHO WE ARE We're Mercer - we believe in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer's more than 25,000 employees are based in 44 countries and the firm operates in over 130 countries. Mercer's Wealth business is a leading global provider of investment and retirement services. For more than 40 years, Mercer's Wealth business has provided advice and solutions to corporate pension funds and 401(k) plans, foundations, endowments, wealth managers and other institutional investors. As a Diverse Investment Career Summit participant, there are opportunities to learn about our traditional investment consulting track and our specialty consulting tracks within Mercer. You will be exposed to a fast-paced, energetic, action-oriented environment. Over the course of 2 days , we will provide you with analyst and consultant career paths, group networking, education and team building activities. This program is a unique opportunity to learn about a career in consulting and build a network for a future opportunities. To learn more about Mercer's Wealth practice, please visit ************************************************************* WHAT WE VALUE Strong analytical skills, both quantitative and qualitative, and working knowledge of Microsoft Office-Word, Excel, and PowerPoint Knowledge of data analysis, project management, and presentation design Excellent interpersonal, verbal, and written communication skills Intellectual curiosity; seeking opportunities to develop new skills Ability to work in teams and be flexible to work under tight deadlines and changing client needs Strong organizational skills and attention to detail QUALIFICATIONS: Progress toward a bachelor's degree in finance, economics, mathematics, or interest in learning more about business-related areas, Curiosity and interest in learning more about a career in investment consulting Current freshman or sophomore graduating in 2028 or 2029 Legal work authorization to work in the U.S. on a permanent and ongoing basis without the need for sponsorship now or in the future WHAT'S IN IT FOR YOU? Gain a deeper understanding of the Mercer Wealth Investments business Learn about the career paths for an analyst and consultant in Mercer Wealth Investments Be introduced to Mercer Wealth solutions and technology Opportunity to network with some of the smartest people in the industry Fast track to future internships and full time analyst opportunities Fun learning and team building events Available from January 7th through January 8, 2026 JOIN US We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients regardless of their gender expression or identity, marital or civil partnership status, ethnic origin, nationality, age, background, disability, sexual orientation or beliefs. We are proud of our inclusive culture where everyone feels empowered to bring their whole selves to work and thrive. We offer several Business Resource Groups (BRGs) that employees can participate in (MMC Pride, Rising Professionals, Racial, Ethnic & Multicultural Diversity) Learn more about our foundational values, mission and vision for the future by reviewing our Greater Good Policy. WHAT'S NEXT? Candidates selected will receive a video interview invitation via HireVue and will be required to complete a digital interview by December 31st 2025. We will review your application promptly and email you on or around December 31st to let you know whether or not you have been selected to participate with additional details for the event. The Investment Consulting Diversity Career Summit will be held virtually via Zoom on January 7th from 1pm to 5pm eastern and January 8th from 12pm-4pm eastern. COMPANY PROFILE Mercer delivers advice and technology-driven solutions that help organizations meet the health, wealth and career needs of a changing workforce. Mercer's more than 25,000 employees are based in over 40 countries and the firm operates in over 140 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the world's leading professional services firm in the areas of risk, strategy and people, with 76,000 colleagues and annual revenue of $17 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh & McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit ************************ Follow Mercer on Twitter @Mercer. For more information, visit *********************** follow us on LinkedIn and Twitter @lifeatmercer or subscribe to BRINK. For a glimpse into our culture check out our intern blog site at ************************************ Marsh McLennan offers competitive salaries and comprehensive benefits. For more information about our company, please visit us at: ******************* . We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh McLennan Companies and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employer Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.

Company:MercerDescription: We are seeking a talented individual to join our Investments team at Mercer. This role can be based in New York, Boston, King of Prussia, Chicago, St. Lous, or Atlanta. This is a hybrid role that has a requirement of working at least three days a week in the office. As a Senior Investment Consultant with a lead role in Investments Training and Talent, you will utilize your investment consulting background to both lead institutional client relationships and leverage that experience and knowledge to develop a national training and development program in the US Investments organization, focusing on recruitment, assessment, training, and development to help build the next generation of investment consultants at Mercer. Senior Investment Consultant and Talent Development Leader We will count on you to: Opportunity to leverage your investment acumen to support a small number of institutional investment clients. Provide investment consulting services across the solutions spectrum from advice to OCIO for Mercer's institutional clients. Collaborate with the Investment Client Office, HR, Learning & Development, and other senior leadership to establish formal training protocols, success metrics, and career development pathways. Collaborate closely with the offshore investments team, working as 'one team' to align talent strategies & training, share best practices, and foster a unified organizational culture. Drive the design and implementation of competency frameworks, onboarding programs, and promotion criteria to ensure a high-caliber investments talent pipeline. Manage and coordinate targeted investment learning opportunities, including Growth Days and other development initiatives. Establish and maintain a formal training program for People Managers and junior staff, fostering a culture of accountability, continuous learning and professional growth. Monitor and report on talent metrics, providing insights to senior leadership to inform strategic decisions. Foster a culture of continuous learning, accountability, and professional growth across the organization. What you need to have: A bachelor's degree in business, finance, economics, Experience providing investment consulting services to institutional clients (defined benefit, defined contribution, not for profit, or insurance). Experience supporting investment clients directly or consulting experience, enabling you to understand client needs and tailor talent solutions accordingly. Strong interest in talent, training and people management within the investment or financial services sector, with a strong emphasis on recruitment, training, and professional development. Proven ability to lead with influence, inspiring and motivating cross-functional teams and senior leaders to embrace talent initiatives and drive organizational change. A demonstrated commitment to fostering a high-performance culture that balances rigorous investment standards with continuous learning and professional growth. What makes you stand out? A deep, insider understanding of the competitive landscape and talent challenges unique to the investments industry Your proven track record of successfully designing and executing talent strategies that drive measurable improvements in recruitment quality, employee development, and retention within a similar organizational context. A strategic mindset and agility in adapting talent solutions to meet the dynamic needs of a fast-paced, results-driven investment organization. Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. #WealthNorthAmerica Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.The applicable base salary range for this role is $162,000 to $324,000.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Company:MercerDescription: We are seeking a talented individual to join our Investments team at Mercer. This role can be based in New York, Boston, King of Prussia, Chicago, St. Lous, or Atlanta. This is a hybrid role that has a requirement of working at least three days a week in the office. As a Senior Investment Consultant with a lead role in Investments Training and Talent, you will utilize your investment consulting background to both lead institutional client relationships and leverage that experience and knowledge to develop a national training and development program in the US Investments organization, focusing on recruitment, assessment, training, and development to help build the next generation of investment consultants at Mercer. Senior Investment Consultant and Talent Development Leader We will count on you to: Opportunity to leverage your investment acumen to support a small number of institutional investment clients. Provide investment consulting services across the solutions spectrum from advice to OCIO for Mercer's institutional clients. Collaborate with the Investment Client Office, HR, Learning & Development, and other senior leadership to establish formal training protocols, success metrics, and career development pathways. Collaborate closely with the offshore investments team, working as 'one team' to align talent strategies & training, share best practices, and foster a unified organizational culture. Drive the design and implementation of competency frameworks, onboarding programs, and promotion criteria to ensure a high-caliber investments talent pipeline. Manage and coordinate targeted investment learning opportunities, including Growth Days and other development initiatives. Establish and maintain a formal training program for People Managers and junior staff, fostering a culture of accountability, continuous learning and professional growth. Monitor and report on talent metrics, providing insights to senior leadership to inform strategic decisions. Foster a culture of continuous learning, accountability, and professional growth across the organization. What you need to have: A bachelor's degree in business, finance, economics, Experience providing investment consulting services to institutional clients (defined benefit, defined contribution, not for profit, or insurance). Experience supporting investment clients directly or consulting experience, enabling you to understand client needs and tailor talent solutions accordingly. Strong interest in talent, training and people management within the investment or financial services sector, with a strong emphasis on recruitment, training, and professional development. Proven ability to lead with influence, inspiring and motivating cross-functional teams and senior leaders to embrace talent initiatives and drive organizational change. A demonstrated commitment to fostering a high-performance culture that balances rigorous investment standards with continuous learning and professional growth. What makes you stand out? A deep, insider understanding of the competitive landscape and talent challenges unique to the investments industry Your proven track record of successfully designing and executing talent strategies that drive measurable improvements in recruitment quality, employee development, and retention within a similar organizational context. A strategic mindset and agility in adapting talent solutions to meet the dynamic needs of a fast-paced, results-driven investment organization. Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. #WealthNorthAmerica Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.The applicable base salary range for this role is $162,000 to $324,000.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

About Global Atlantic Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S., Bermuda, and Japan. As a wholly-owned subsidiary of KKR (NYSE: KKR), a leading global investment firm, Global Atlantic combines deep insurance expertise with KKR's powerful investment capabilities to deliver long-term financial security for millions of individuals worldwide. With a broad suite of annuity, preneed life insurance, reinsurance, and investment solutions, Global Atlantic, through its issuing companies, helps people achieve their financial goals with confidence. For more information, please visit *********************** POSITION OVERVIEW The Investment Operations Analyst will help support $190bn+ in assets across various asset classes, including fixed income, illiquid credit, asset backed securities and real assets. The individual will focus on supporting these asset classes through a variety of functions outlined below: Develop a broad understanding of all asset classes invested in by Global Atlantic Support day-to-day reviews of investment guideline compliance reports Assist with ongoing automation efforts Launch of new sidecar compliance processes Help respond to client inquires Run ad-hoc analysis / scenario-based testing for our Investments Team QUALIFICATIONS Bachelor's degree with 0-2 years of relevant experience preferred (for recent college graduates, bachelor's degree in Economics, Finance, Accounting, or a related field) Understanding of Fixed Income asset Interest in finance/investments, with basic accounting knowledge. Interest in operational, accounting, and legal aspects of investments. Strong analytical and problem solving skill set Ability to work with Portfolio Managers and senior management Excellent communication and interpersonal skills to work in a fast paced, team environment This is the expected annual base salary range for this Boston-based position. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance. Global Atlantic EEOC Statement Global Atlantic is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law. The base salary range for this role $72,000-$136,800 USD Privacy Statement Our employees are in the office 5 days per week in New York and 4 days per week in all other offices. If you have questions on this policy or the application process, please reach out to ***************** Global Atlantic reserves the right to modify the qualifications and requirements for this position to accommodate business needs and regulatory changes. Future adjustments may include obtaining specific licenses or certifications to comply with operational needs and conform to applicable industry-specific regulatory requirements, state and federal laws.

Company:MercerDescription: We are seeking a talented individual to join our Investments team at Mercer. This role can be based in New York, Boston, King of Prussia, Chicago, St. Lous, or Atlanta. This is a hybrid role that has a requirement of working at least three days a week in the office. As a Senior Investment Consultant with a lead role in Investments Training and Talent, you will utilize your investment consulting background to both lead institutional client relationships and leverage that experience and knowledge to develop a national training and development program in the US Investments organization, focusing on recruitment, assessment, training, and development to help build the next generation of investment consultants at Mercer. Senior Investment Consultant and Talent Development Leader We will count on you to: Opportunity to leverage your investment acumen to support a small number of institutional investment clients. Provide investment consulting services across the solutions spectrum from advice to OCIO for Mercer's institutional clients. Collaborate with the Investment Client Office, HR, Learning & Development, and other senior leadership to establish formal training protocols, success metrics, and career development pathways. Collaborate closely with the offshore investments team, working as 'one team' to align talent strategies & training, share best practices, and foster a unified organizational culture. Drive the design and implementation of competency frameworks, onboarding programs, and promotion criteria to ensure a high-caliber investments talent pipeline. Manage and coordinate targeted investment learning opportunities, including Growth Days and other development initiatives. Establish and maintain a formal training program for People Managers and junior staff, fostering a culture of accountability, continuous learning and professional growth. Monitor and report on talent metrics, providing insights to senior leadership to inform strategic decisions. Foster a culture of continuous learning, accountability, and professional growth across the organization. What you need to have: A bachelor's degree in business, finance, economics, Experience providing investment consulting services to institutional clients (defined benefit, defined contribution, not for profit, or insurance). Experience supporting investment clients directly or consulting experience, enabling you to understand client needs and tailor talent solutions accordingly. Strong interest in talent, training and people management within the investment or financial services sector, with a strong emphasis on recruitment, training, and professional development. Proven ability to lead with influence, inspiring and motivating cross-functional teams and senior leaders to embrace talent initiatives and drive organizational change. A demonstrated commitment to fostering a high-performance culture that balances rigorous investment standards with continuous learning and professional growth. What makes you stand out? A deep, insider understanding of the competitive landscape and talent challenges unique to the investments industry Your proven track record of successfully designing and executing talent strategies that drive measurable improvements in recruitment quality, employee development, and retention within a similar organizational context. A strategic mindset and agility in adapting talent solutions to meet the dynamic needs of a fast-paced, results-driven investment organization. Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. #WealthNorthAmerica Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.The applicable base salary range for this role is $162,000 to $324,000.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

About Global Atlantic Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S., Bermuda, and Japan. As a wholly-owned subsidiary of KKR (NYSE: KKR), a leading global investment firm, Global Atlantic combines deep insurance expertise with KKR's powerful investment capabilities to deliver long-term financial security for millions of individuals worldwide. With a broad suite of annuity, preneed life insurance, reinsurance, and investment solutions, Global Atlantic, through its issuing companies, helps people achieve their financial goals with confidence. For more information, please visit *********************** POSITION OVERVIEW Global Atlantic is seeking a candidate to join the Investment Accounting COE team and support the review of the reconciliation between Clearwater and GL ensuring accuracy, integrity and adequate substantiation of the investment balances supporting the GAAP and STAT Investment Controllership areas within Investment Accounting. This individual would be required to bridge the operations and the accounting for investment activity to support the accounting and reporting. This position will also support cross functional initiatives related to process enhancements and redesign related to achieving concurrent and consistent delivery of investment results across multiple basis. Responsibilities include, but are not limited to: Assist with the preparation of investment-related reconciliations for US GAAP and statutory reporting purposes Support the Investment Accounting team with the clearing and reconciliation of investment-related transactions processed in various financial subledgers Team with Investment Accounting third-party service providers and finance-wide stakeholders to ensure timely clearing and proper recognition of investment-related transactions in the general ledger Support monthly monitoring and substantiation of investment-related suspense accounts Provide support for audit requests Assist with ad-hoc projects as needed QUALIFICATIONS BS in Finance, Accounting, Economics, Business, or a related major. CPA, MBA preferred 4+ years relevant professional experience in Investment Accounting with experience in reconciliation and general ledger processes or Investment Operations Strong understanding of investment accounting principles under US GAAP and STAT Excellent computer skills, including MS Excel, knowledge of Hyperion query tools (FCC, Essbase), Peoplesoft platforms and data analysis tools is a plus. Strong focus on process improvement and automation and analytical skills Ability to successfully handle competing priorities and multiple deliverables Experience with Clearwater Analytics or similar investment accounting platforms preferred Various jurisdictions have passed pay transparency laws that require companies provide salary ranges for any positions for which they are accepting applications. Global Atlantic has offices in Atlanta, Batesville, Bermuda, Boston, Des Moines, Hartford, Indianapolis, and New York City. The base salary range posted below is inclusive of the lowest cost of living geography to the highest in which we have a Global Atlantic office. Global Atlantic's base salary range is determined through an analysis of similar positions in the external labor market. Base pay is just one component of Global Atlantic's total compensation package for employees and at times we hire outside the boundaries of the salary range. Other rewards may include annual cash bonuses, long-term incentives (equity), generous benefits (including immediate vesting on employee contributions to a 401(k), as well as a company match on your contributions), and sales incentives. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Compensation for our more senior positions have a larger component of short-term cash bonus and long-term incentives. The base salary range for this position is $80,000-$110,000. #LI-KS1 This is the expected annual base salary range for this Boston-based position. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance. Global Atlantic EEOC Statement Global Atlantic is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law. The base salary range for this role $59,000-$112,200 USD Privacy Statement Our employees are in the office 5 days per week in New York and 4 days per week in all other offices. If you have questions on this policy or the application process, please reach out to ***************** Global Atlantic reserves the right to modify the qualifications and requirements for this position to accommodate business needs and regulatory changes. Future adjustments may include obtaining specific licenses or certifications to comply with operational needs and conform to applicable industry-specific regulatory requirements, state and federal laws.

Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own. We're actively seeking a talented Senior Fixed Income Investment Operations Analyst to join our Fixed Income Operations team in Newport Beach, CA (relocation assistance may be provided). The team provides full Operational, Middle Office support to Portfolio Management, Credit Analysis and Pension Risk Transfer teams. As a Senior Fixed Income Investment Operations Analyst, you'll play a critical role in supporting Investment Operations through the accurate, timely, and comprehensive management of Security Master File (SMF) data. This role ensures the integrity of investment data across trading platforms, investment accounting systems, and external data sources including third-party investment managers and custodians. The ideal candidate will be a data-driven professional with a passion for data governance, operational efficiency, and cross-functional collaboration. How you'll help move us forward: Perform daily reconciliation of Security Master data across internal and external systems. Track and maintain updates to security attributes including coupons, schedules, ratings, and payment terms. Research and resolve discrepancies between trading and accounting systems. Leverage querying tools to extract and analyze targeted security details. Run automated validation checks to identify and address data quality issues. Create and maintain reports to identify missing or inconsistent data. Collaborate with Operations, Accounting & Reporting (A&R), Enterprise Risk Management (ERM), and other teams to ensure data accuracy. Produce timely and accurate 'gold-copy' investment data across assigned domains. Execute and analyze daily and periodic data quality control queries. Troubleshoot and resolve data feed issues, escalating when necessary. Support regulatory and internal reporting requirements. Identify process improvement opportunities and implement solutions to enhance data quality and operational efficiency. Conduct root cause analysis of data errors and implement corrective actions. Develop deep knowledge of assigned funds and securities to support global operational processes. Participate in system testing, monitoring, and project-related activities. Create, maintain, and enhance procedures and workflows to support data integrity and compliance. Monitor end-of-day processing to ensure accurate data flow to downstream systems. Provide support for ad hoc requests and coverage for team responsibilities as needed. The experience you bring: 5+ years of experience in investment operations or other investment-related role Hands on experience maintaining and reconciling Security Master data College degree in finance, accounting, or equivalent work experience. Working knowledge of the following systems: Bloomberg, Excel, Business Objects, ePAM, MS Office Suite Proficiency in data querying tools (e.g., SQL, Python, Excel). Substantial experience with trading platforms, investment accounting systems, and custodian data feeds. Excellent analytical, problem-solving, and organizational skills. Strong communication and interpersonal skills with the ability to collaborate across teams. Demonstrate ownership and accountability for data accuracy and integrity. Work effectively across departments and with external partners. Manage multiple priorities and adapts to changing business needs. Ensure high-quality outputs and thorough analysis. What will make you stand out: Experience with data governance frameworks and data quality initiatives. Familiarity with regulatory reporting requirements. Knowledge of data visualization tools (e.g., Power BI, Tableau). Project management experience including documenting requirements Expertise in Corporate Action Events You can be who you are. People come first here. We're committed to an inclusive workforce. Learn more about how we create a welcoming work environment at ******************** What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife. #LI-AJ1 #LI-hybrid Base Pay Range: The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay. $48.33 - $59.07 Your Benefits Start Day 1 Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered. Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off Paid Parental Leave as well as an Adoption Assistance Program Competitive 401k savings plan with company match and an additional contribution regardless of participation EEO Statement: Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.

Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own. Pacific Life is investing in bright, agile and diverse talent to contribute to our mission of innovating our business and creating superior customer experience. We're actively seeking a talented Senior Investment Operations Analyst II to join our Global Institutional Investment Group (GIIG) in Newport Beach, CA. This role is on-site. You'll work at our state-of-the-art Newport Beach headquarters. As a Senior Investment Operations Analyst, you'll play a key role in Pacific Life's growth and long-term success by providing operational support for GIIG's middle-office team. You will fill a new role that sits in a team of six people in the Institutional division. Your colleagues will include Investment Operations Analysts and fellow investment professionals. How you'll help move us forward: Day-to-day operational support for our Global Institutional Investment Group products: Spread Lending, Stable Value, and Institutional Fixed Annuity . This middle-office role is a crucial link between the front-office functions (ie sales / underwriting) and back-office functions by engaging in the complete product lifecycle, from trade execution to reporting. Collaborate with colleagues, custodian banks, external parties, internal departments (Accounting, Audit, Treasury, Finance, Actuaries, Compliance, Law and Enterprise Risk Management) and other areas where necessary to ensure GIIG transactions, deliverables, and reporting are timely and accurately completed Advance knowledge and thorough understanding of all common fixed income investments including trade execution and associated processes. Leverage your industry expertise to optimize process efficiency Work with leaders, colleagues or independently to meet strict deadlines and effectively manage multiple priorities with minimal supervision Ability to analyze problems and find solutions using data. Statistical analysis, data modeling, and data cleaning Produce analysis and dashboard reporting, management reports / presentations, and adhoc reporting The experience you bring: 7+ years of experience working in investment operations/middle office role in asset management or investment banking College degree in finance, accounting, or similar discipline, is preferred Thorough understanding of fixed-income investments, including trading workflows and systems involved Must be able to demonstrate proficiency in performing all responsibilities by following documented processes and procedures, while exhibiting attention to detail and accuracy Advanced research and resolution skills, including familiarity with legal documents Basic knowledge of Generally Accepted Accounting Principles (GAAP) and Statutory (STAT) relating to securities investments What makes you stand out: CFA/MBA beneficial, but not required Advance technical data skills: SQL, Python, Power BI and Excel Knowledge of handling and interpreting datasets Comprehensive knowledge of MS Office Suite Experience executing small scale initiatives and participating as a subject matter expert in larger scale initiatives Working knowledge of the following systems: Bloomberg, FactSet, Salesforce You can be who you are. We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife #LI-TM1 Base Pay Range: The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay. $121,770.00 - $148,830.00 Your Benefits Start Day 1 Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered. Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off Paid Parental Leave as well as an Adoption Assistance Program Competitive 401k savings plan with company match and an additional contribution regardless of participation EEO Statement: Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.

Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us to start **Caring. Connecting. Growing together.** We are seeking a detail-oriented and strategic Sr Financial Consultant to support our IT organization. The ideal candidate will have a strong background in financial analysis and forecasting within complex organizational structures and will serve as a trusted partner to IT leadership. The ideal candidate will be a strong collaborator, able to build effective partnerships with IT and other organizational leaders to gain a deep understanding of operational dynamics, enabling them to deliver insightful financial guidance and support. Strong communication skills are essential, as this role will regularly present financial results and actionable insights to senior leaders and decision makers. You'll enjoy the flexibility to work remotely * from anywhere within the U.S. as you take on some tough challenges. For all hires in the Minneapolis or Washington, D.C. area, you will be required to work in the office a minimum of four days per week. **Primary Responsibilities:** + **Financial Analysis & Forecasting** + Conduct detailed financial analysis to support IT operational and strategic initiatives + Develop and maintain financial forecasts for IT spend across multiple cost pools + Monitor actuals vs. forecast and provide variance analysis with actionable insights + Partner with the Workforce Management team to incorporate workforce modeling inputs into financial forecasts + Analyze workforce data and trends to support accurate and strategic financial planning + Ensure alignment between workforce planning and financial forecasting processes + **Business Partnership** + Act as a strategic finance partner to IT leadership, helping them manage budgets and optimize spend + Participate in regular reviews with IT stakeholders to align financial performance with business goals + Translate financial data into clear, actionable recommendations for IT decision-makers + **Cost Pool Oversight** + Provide financial oversight for multiple IT cost pools, ensuring accurate allocation and tracking + Analyze cost distribution across business contract P&Ls and ensure transparency and accountability + Support cost optimization efforts and identify opportunities for efficiency + **Reporting & Communication** + Prepare and present financial reports, dashboards, and executive summaries tailored to IT leadership + Ensure timely and accurate reporting of IT financials to senior finance and business leaders + Collaborate with accounting and FP&A teams to ensure alignment on financial processes and policies + **Process Improvement & Systems** + Support automation and enhancement of financial reporting tools and processes + Partner with IT and finance systems teams to improve reporting capabilities You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in. **Required Qualifications:** + 7+ years of progressive finance/accounting experience, with demonstrated ability to translate financial data into executive-level reporting and insights + Proven advanced analytical and problem-solving skills, with strong proficiency in financial modeling and tools such as Excel and Power BI + Proven to be detail-oriented, with a focus on accuracy, reliability, and efficiency in handling ad hoc requests and recurring deliverables + Proven excellent communication skills, with the ability to convey complex financial findings clearly and concisely to senior leaders and decision makers + Proven solid time management and prioritization skills, with a proven ability to meet tight deadlines in a fast-paced environment + Proven to be self-directed and accountable, able to work independently while managing day-to-day responsibilities effectively + Proven collaborative mindset, with a track record of working across departments and engaging with senior stakeholders + Proven to be a proactive learner, with the ability to quickly grasp complex concepts and adapt to evolving business needs **Preferred Qualifications:** + Experience with ERP systems such as Deltek Costpoint + Familiarity with Hyperion, Power Query, or similar financial planning tools + Knowledge of FAR, DFARS, and CAS regulations + Basic understanding of IT operations and concepts, enabling effective partnership with IT and Workforce Management teams *All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The salary for this role will range from $89,900 to $160,600 annually based on full-time employment. We comply with all minimum wage laws as applicable. **Application Deadline:** This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants. _At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission._ _UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations._ _UnitedHealth Group is a drug-free workplace. Candidates are required to pass a drug test before beginning employment._