Executive Assistant, EVP Asset Management
Ventas job in Chicago, IL or remote
Ventas is a leading S&P 500 real estate investment trust focused on the longevity economy, with a $45 billion enterprise value and a portfolio of ~1,400 properties across North America and the UK. Its largest business is private-pay senior housing, which includes over 850 communities serving nearly 90,000 residents, alongside outpatient medical buildings, research centers, and healthcare facilities that meet the needs of an aging population. Backed by strong financial performance and a collaborative culture, Ventas is positioned at the intersection of real estate, healthcare, and innovation to help people live longer, healthier, happier lives.
About the Role
The Executive Assistant role is responsible for providing high-level administrative support to the Executive Vice President of Senior Housing Asset Management and their leadership team. This is a high-visibility, fast-paced role requiring exceptional discretion, flexibility, and professionalism. Key responsibilities include, but are not limited to:
* Manage complex calendars for the EVP and leadership team, including scheduling, rescheduling, and prioritizing meetings across time zones; anticipate changes and proactively adjust logistics.
* Coordinate internal and external meetings, including agendas, supporting materials, catering, and technology setup; may attend meetings to capture notes and prepare follow-up documentation.
* Arrange domestic and occasional international travel, including flights, hotels, ground transportation, and itineraries; ensure seamless execution and timely updates.
* Prepare and submit expense reports in compliance with company policy; track reimbursements and resolve discrepancies.
* Draft, edit, and format emails, memos, presentations, and reports using Microsoft Office Suite (especially Outlook, PowerPoint, and Excel); ensure accuracy, professionalism, and alignment with executive tone.
* Serve as a liaison between the EVP, internal teams, and external stakeholders; manage communications with discretion and professionalism.
* Welcome and host guests and visitors; coordinate logistics for visiting executives, clients, and partners.
* Support ad hoc initiatives and cross-functional projects as assigned; conduct research and assemble materials for executive briefings and presentations.
Qualifications
* Bachelor's degree or equivalent experience in Business Administration, Communications, or related field.
* Minimum of 5 years of experience as an Executive Assistant providing direct support to executive-level leaders (C-suite, EVP/SVP, or equivalent), ideally within financial services, asset management, or professional services.
* Must be located in Chicago, IL surrounding area or willing to relocate for the duration of employment.
* Willingness to adapt and thrive in a blended work environment with 3-days in office, seamlessly transitioning between remote work and in-office operations.
* Flexibility to extend working hours as needed to meet the on-call demands of senior leadership, including after-hours communication and coordination.
* Advanced proficiency in Microsoft Office Suite, especially Outlook, PowerPoint, and Excel.
* Proven ability to manage multiple priorities in a fast-paced, high-pressure environment.
* Strong written and verbal communication skills with high level of integrity, discretion, and professionalism.
* Must be legally authorized to work in the United States without need for employer sponsorship now or in the future.
The estimated base salary range for this role is $90,000 - $125,000. Actual base pay may vary based on factors such as work location, skills, relevant experience, and business needs. In addition to base pay, employees at Ventas are eligible for performance-based incentives and comprehensive benefits. This range represents a good-faith estimate of base salary at the time of posting and is not a guarantee of compensation.
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Ventas, Inc. offers a competitive compensation and benefits package to the successful candidate.
Ventas, Inc. is an Equal Opportunity Employer.
Ventas, Inc. does not accept unsolicited resumes from staffing agencies, search firms or any third parties.
Auto-ApplyManager, Real Estate Tax
Ventas job in Chicago, IL
The Manager, Real Estate Tax will support the Director, Real Estate Tax to ensure the lowest possible real estate tax is assessed. This position will primarily be responsible for deal-underwriting. The position will also ensure all tax parcels have been reviewed for assessment appeal potential, and such recommendations from third-party consultants have been documented in the tax software system.
The Manager will prepare notes for management of any appeals materially affecting the company's financials. The Manager will also provide support for the accruals process and annual property tax budget process. It will require effective communication with other departments with Ventas, as well as third parties.
Essential Functions:
Prepare RE tax underwriting estimates for target properties, transfer tax estimates, and closing documents.
Collecting & maintaining property tax data in the tax software system; including appeal recommendations, appeal status, hearing results, and final values.
Collaborate with Real Estate Tax Analyst to prepare annual RE tax budgets for the various business segments.
Collaborate with Accounting Manager, Tax with monthly property tax accrual review.
Special research projects originating from various Ventas teams; Tax, Legal, Acquisitions, Accounting, and Asset Management.
Knowledge, Skills, & Abilities Required:
Strong knowledge of ad valorem tax law, rules, and regulations
Solid foundation in appraisal theory and techniques
Strong background in accounting
Proficiency in Microsoft Office Suite, including Excel, Word, Outlook, and PowerPoint
Excellent analytical and problem-solving skills
Strong organizational skills, with the ability to prioritize tasks and meet deadlines
High level of initiative and ability to work independently
Excellent communication skills-both verbal and written
Ability to work effectively with peers, subordinates, external contacts, and all levels of management
Willingness to travel up to 10%
Qualifications:
Education
Bachelor's degree in Accounting, Finance, Real Estate, or equivalent experience required
Completion of property tax/valuation courses preferred (e.g., Appraisal Institute [AI], Institute for Professionals in Taxation [IPT], or International Association of Assessing Officers [IAAO])
Licenses/Certifications
Preferred certifications: CPA, MBA, CMI (one or more)
Experience
Minimum 5+ years of total professional experience required
3+ years of real estate tax underwriting experience preferred
3+ years of property tax appeal experience preferred
3+ years of experience using OneSource Property Tax software preferred
3+ years of experience filing property tax returns preferred
#LI-MB1
#LI-Hybrid
Ventas, Inc. offers a competitive compensation and benefits package to the successful candidate.
Ventas, Inc. is an Equal Opportunity Employer.
Ventas, Inc. does not accept unsolicited resumes from staffing agencies, search firms or any third parties.
Auto-ApplyClient Relationship Analyst
Chicago, IL job
Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a
successful candidate for this role will have strong interpersonal skills and will be able to assist clients
with their everyday needs.
DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT
Provide service coverage for a FA/PWA/team including:
* Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
* Executing money movement transactions at the request of the client and/or FA/PWA
* Answering general non-investment related questions concerning client accounts, including relaying
stock positions and providing account balances (e.g., funds due and margin debit)
* Enter profile information or pre-fill account documentation on client accounts and/or documents in
aa clerical capacity at the direction of the client and/or FA/PWA
* Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
* Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings,
performance reporting, etc. and preparing materials for client meetings using firm approved
systems
* Assist with data entry for key client needs such as new account opening and financial planning at the
direction of the FAs/PWAs/teams
* Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance)
* Assist FAs / PWAs/ teams in delivering against their business plan and client service model
* Remaining current on all policies, procedures and new platforms
* Participating in firm initiatives (e.g., training or education programs), special projects and/or other
duties directed by local management
ADMINISTRATIVE SUPPORT:
* Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with
FAs/PWAs/teams as needed)
* Managing the calendar including coordinating meetings or events with logistics such as material
prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
* Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
* Assisting with general in-office support functions such as copying, filing and scanning documentation
Morgan Stanley
EOE committed to diversifying its workforce.
M/F/D/V
Version: 7/10/2024
Morgan Stanley
Client Relationship Analyst
Job Description
* Preparing and submitting expense reports for processing at the direction of the FA/PWA
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
* High School Diploma/Equivalency
* College degree preferred
* Industry experience is a plus
* Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Knowledge/Skills
* Detail orientated with superior organizational skills and ability to prioritize
* Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
* Exceptional writing, interpersonal and client service skills
* Strong time management skills
* Team player with the ability to collaborate with others
* Ability to work in a fast-paced, evolving environment
* Adaptable and ability to multi-task
* Goal oriented, self-motivated and results driven
Reports to:
* Business Service Officer
* Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.
We're committed to bringing passion and customer focus to the business.
Salary range for the position: $50,000 to $95,000/year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyWealth Management VEA program - Chicago, IL
Chicago, IL job
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Position Overview:
The Wealth Management VEA Program is designed to give you firsthand experience working with the top Financial Advisors (FAs) in the industry at a leading global financial institution. You may progress through several key areas of business development such as digital marketing/communication, and financial planning. The goal of the program is to give you a strong foundation in the systems/tools, business areas, and skills that are necessary for an enduring and promising career at the Firm.
The length of the program enables you to earn your licenses, gain additional professional designations, network, and capture valuable experience working with different FAs to understand how they run their practice. The insight you will gain is unique and if successful, will propel you into a fruitful career at Morgan Stanley.
The Experience You Could Gain:
The Morgan Stanley Wealth Management VEA Program consists of rigorous licensing followed by training and assessments designed to ensure you are fully prepared to be successful in the program. Experiences you may have:
Set up and execute digital marketing strategies for FAs across multiple social media platforms and their website
Curate marketing campaigns targeting segments of an FAs business to drive engagement
Identify opportunities analyzing client relationships and providing tactical recommendations to help FAs better support their clients
Leverage the Firm's proprietary financial planning resources while partnering with experienced FAs to support their clients and the adoption of Goals Based Wealth Management strategies
Work with clients and gather information to build, analyze, and present plans in a thoughtful and effective manner
Generate and present reports to FAs highlighting areas of opportunity and improvement in your strategy to grow their business
Regularly participate in meetings with management to share best practices and areas of opportunity
Benefits You Could Take Advantage Of:
Competitive base salary, and a wide range of benefits including paid time off, savings programs, health care, insurance plans, student loan refinancing, fitness subsidy, and more
Access to 401(k) offering with competitive Firm matching as well as access to the Morgan Stanley Employee Stock Purchase Program
Obtain Series 7, 63, and 65 licenses in addition to the Financial Planning Specialist (FPS) designation. Support for additional professional designations consists of, but are not limited to, the CFP
Develop a robust understanding of the financial services industry through the lens of 1 of the world's leading financial institutions
Access an immersive learning experience that incorporates financial product education, platform navigation along with professional development
The Skills/Experience/Qualifications You'll Need:
We seek motivated candidates from diverse academic backgrounds with a heightened interest in financial services. Successful analysts have a unique blend of strong interpersonal communication skills, a solid professional presence, and numerical aptitude.
Specific qualifications include:
A bachelor's degree with a proven track record of academic success. Prior professional experience would be an asset but not required
Securities Industry Essentials (SIE) exam completed prior to interviewing for the program in addition to Firm sponsorship of the Series 7 and 63 exams within a specific timeframe
Strong written and verbal communication, client, and interpersonal skills
Ability to learn quickly and adopt new technologies
Extraordinarily high level of motivation and commitment to working hard and staying organized in a competitive, fast-paced environment
Ability to balance multiple priorities under pressure and time constraints
Authorization to work in the U.S. without durational restrictions
Successful completion of background check and pre-employment assessments
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Salary range for the position: $65,000 - 85,000 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component.
Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyUser Experience Researcher, AVP
Chicago, IL job
User Experience Researcher, Assistant Vice President Wealth Management (WM) Platforms manages industry-leading platforms, across all WM channels and client segments, to provide a unified digital experience, unlock growth, and deliver efficiencies for Advisors, Clients, and Institutions. WM Platforms consists of nine sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow Solutions, Digital Trading & Investing, UX Design & Research, Strategy & Execution. Business Control & Support, and the Chief Operating Office.
Are you a senior UX Researcher who wants to lead high-impact projects, work with cross-functional teams, conduct moderated and unmoderated studies, and mentor other team members? Our growing team is looking for an expert in the practice of user research to be an influential voice in the future of our discipline while inspiring change, delivering written and oral presentations, evaluating qualitative and quantitative insights, and being an advocate for a more intuitive, seamless user experience.
The Morgan Stanley Wealth Management UX team builds digital experiences that help our clients manage their finances and monitor their investments easily. Our team of designers and researchers bring an entrepreneurial spirit to a leading global financial firm.
We employ design thinking methods and a user-centered approach to solve real business problems. If you can bring clarity to complexity, discover compelling user insights, and have gone the extra mile to create delight, we want you!
Once Here You Will...
* Manage both large and small research initiatives collaboratively with your peers in UX Design, Product Management, Technology, Data and Analytics, and more.
* Define research questions and goals, conduct appropriate studies, analyze the findings, and communicate results with clear and compelling presentations.
* Evangelize design thinking, including conducting workshops, helping develop user journeys, and asking the right questions to ensure teams are putting users at the center.
* Plan, design, and conduct both quantitative and qualitative user research studies (i.e., write moderator's guides, conduct in-depth interviews, design surveys, moderated and unmoderated sessions, etc.).
* Identify, track, and share overarching research trends.
* Make recommendations on research best practices from previous professional and educational experiences.
*Be willing to take on any task or responsibility, big or small, that furthers the growth of the team.
* Mentor more junior researchers throughout the research process.
* Help to adapt and innovate research practices to meet a rapidly growing team's need.
* Help to identify opportunities for impactful UX research across the firm.
* Facilitate UX workshops with cross-functional teams.
* Help promote a data-driven culture that prioritizes user insights and combats assumptions.
* Thrive in a work culture that is full of collaboration, teamwork, inclusiveness, and warmth. Skills You'll Bring
* 4+ years UX research experience.
* Willingness to run studies from end-to-end (you'll be responsible for every single step, from recruiting participants to sharing insights).
* Experience implementing a range of methodologies, both qualitative (e.g., moderated, unmoderated etc,.) and quantitative (e.g., A/B or multivariate testing, card sorting, survey design etc,.)
* Experience leading and mentoring junior team members.
* An interest in working with both enterprise and consumer technology.
* A persuasive and compelling presentation style and being able to clearly communicate research insights.
* The ability to adapt, pivot, and roll with the punches.
* Preferably M.A./M.S. or PhD in Human-Computer Interaction, Human Factors, Psychology, Anthropology, or related fields
* Familiarity with tools like Figma, UserZoom, UserTesting, Optimal Workshop, and Enjoy HQ preferred.
* Experience in financial services, or a large corporate environment preferred.
Why Work at Morgan Stanley
Besides a competitive salary, work life balance, a clear career path, and great benefits, we take the well-being and work satisfaction of our employees seriously. That's why we put a lot of effort towards creating a safe space for people to be vulnerable, share work, and ask questions that will help them both to grow individually and move their projects forward. You'll be encouraged to bring your own perspective to conversations, and we will help you understand and put into practice what you naturally do best by amplifying each other's strengths.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Salary range for the position: $85,000 and $140,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyEquity Research Associate - Semiconductors
Chicago, IL job
At Piper Sandler, we connect capital with opportunity to build a better future. We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities.
We are currently looking for an Equity Research Associate to join our Technology Semiconductors group in New York, NY, Minneapolis, MN, Chicago, IL or Portland, OR.
Responsibilities
Work in partnership with the senior analyst to conduct extensive company and industry research Create financial models and valuation analyses Write company reports, industry reports, and develop investment recommendations Form relationships with company management teams through meetings, calls, roadshows, etc. Make company visits and attend industry conferences As associates develop industry expertise, they will have additional responsibility for marketing their team's research and investment recommendations to our sales force and to institutional investors
Requirements
1-3 years of Equity Research or Investment Banking experience preferred Financial Services industry background preferred (Banking, Fintech, Payments, etc.) The associate position is a demanding and fast-paced job that requires the ability to think quickly on one's feet and work independently Strong candidates will have an intense interest in the stock market and a demonstrated record of professional, academic and personal achievement Outstanding interpersonal and written communication skills Outstanding quantitative and organizational skills A strong competitive spirit balanced by a proven ability to work as part of a team Bachelor's degree in Accounting, Finance, Economics, Electrical Engineering or related degrees required Strong financial modeling experience required Securities Industry Essentials, Series 86 and 87 required (or willingness to obtain) Progress towards CFA a plus
As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture.
In equities, our sales & trading teams facilitate public offerings in our core sectors and dedicate significant levels of firm capital to ensure the highest aftermarket support. We are a market maker and/or transact in 2,500 securities, offering traditional, algorithmic and program trading approaches. Our 50+ senior analysts produce industry-leading, deep-sector research on more than 1,000 stocks under coverage, including one of the largest small/mid cap coverage universes on the Street. We empower our investors with focused, best-in-class macro research. Our Institutional Investor top-ranked analysts utilize independent processes that provide impartial insights into economic trends, energy, portfolio strategy, technical analysis, policy actions and political developments. Learn more about our equities team here.
Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health, well-being, our benefits program and how we are here for our employees and their families today, tomorrow and beyond here.
All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance.
The anticipated starting salary range for individuals expressing interest in this position is $75,000 - 125,000 per year. Placement within this range is dependent upon level of experience. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market.
* LI-AH1
Auto-ApplyFinancial Services Representative - SIE (Chicago, IL)
Chicago, IL job
Are you interested in financial services? Have you always wanted to learn the inner workings of the stock market? Do you get excited about solving problems and having customers compliment your work? Are you goal-driven and competitive?If you answered yes to these questions, you're the person we want on our Financial Services team!
As an unlicensed Financial Services Representative, you would use your amazing customer service skills and knack for problem-solving to engage our clients via incoming calls and answer various questions related to their stock portfolios.
To get you started in your career with us, Morgan Stanley will pay for your training to obtain your Series 7 & 63 Licenses.
In This Role You Will:
Provide excellent customer service by identifying customer needs and determining the best solution for them.
Educate customers on Morgan Stanley 's competitive advantage and identify additional products they would benefit from.
Show us your determination to drive sales by engaging customers and identifying new opportunities.
Follow processes and manage your time efficiently throughout the day.
Continually learn about investments and the financial markets to address the individual client's investment needs.
Help the company identify opportunities to keep our clients and do your part to minimize risk, when necessary.
Be required to maintain a high level of personal integrity and comply with Morgan Stanley 's Code of Conduct . You'll have to sign a statement agreeing to this; it's important.
Connect with other groups to gather info to resolve customer issues (you will never be on your own, we're a family).
Be involved in other projects and tasks (because there may be other things you can help with).
A Typical Workday as a Financial Services Representative includes:
Fielding inbound customer inquiries to assist customers with account related requests such as money movement, account updates, and trade requests.
Following up with customers regarding outstanding account related items.
Participating in continuing education and development.
Benefits of being a Morgan Stanley Financial Services Representative:
Develop a robust understanding of the financial services industry and gain insight into one of the world's leading financial institutions.
Invest in your career with a top tier learning and career development experience combining comprehensive financial product modules and learning courses, as well as on the job learning.
Obtain the Series 7 & 63 licenses that will be paid for by Morgan Stanley.
Enjoy a hybrid work environment that enables employees to thrive.
Competitive base salary and a wide range of additional benefits including:
Paid time off
Savings programs
Health care (medical, dental, vision)
Insurance plans
Tuition and licensing reimbursement along with student loan refinancing
Fitness subsidy
401(k) with competitive firm matching, as well as access to the Morgan Stanley Employee Stock Purchase Program
Family building benefit to assist employees with the cost of adoption, surrogacy, and fertility treatments
Generous parental leave
Commitment to Diversity and Inclusion
Employees are encouraged to give back to your community
What You Bring to the Table:
You've successfully passed the Securities Industry Essentials (SIE ) Exam
A bachelor's degree in Finance, Business Management or Administration, or have an equivalent combination of education, training and experience (1 year of work experience can substitute 1 year of education)
You've spent at least 2 years working in a customer-facing role
MUST be flexible to work a hybrid schedule (3 days a week in office)
Even better if you:
Have at least 2 years' experience working in a call center environment or within a financial institution
You can articulate your experience working on a team and in a highly collaborative environment
You have previously been in a role where you had to meet sales goals either through full time work or college internships
You're considered a people-person and have extraordinary interpersonal skills, a strong team orientation and resiliency
Salary range for the position: $24.04 an hour. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyAssociate Market Manager PWM
Chicago, IL job
The Associate Market Manager plays a key role in the overall management of all aspects of the Market. Job functions include retaining employees, managing risk, driving revenue growth, increasing profitability, maintaining a superior and consistent level of client service, developing cohesive teams, and providing consistent leadership. The Associate Market Manager helps in ensuring proper fiscal management, personnel management and morale, and business ethics and practices, as well as compliance with all Federal, State, and Local laws and regulations. In addition, it is expected that individuals successful in this role will be goal-oriented and interested in pursuing future Branch or other management positions. The Associate Market Manager reports directly to the Market Executive.
DUTIES and RESPONSIBILITIES:
Leadership:
* Leads by example by maintaining a positive morale, a track record of personal growth or reputation for growth, has ethical business practices, and demonstrates a commitment to diversity and respect for others
* Leads proactively by identifying trends, potential areas of growth and weakness and addressing these areas in order to positively position the Market within the geographic area
* Leverages the resources of the Firm to achieve the highest level of success
* Plays a key role in leading Market's efforts of sales and growth
Team Building:
* Plays a role in building an effective team across the Market by communicating relevant information on a timely basis and conducting meetings on behalf of the Market Executive
* Participates in Market and Region initiatives, including sales, hiring, recruitment, diversity, and community outreach
* Plays a key role in growing the Market through hiring, lateral recruiting and training
Product/Business Knowledge:
* Has a thorough understanding of the Firm's products and those of its strategic partners; uses this knowledge to provide resources and direction to drive sales
* Possesses a good understanding of the Firm's resources; able to direct the sales force to the right resources in an efficient manner as to make the sales process more efficient
* Has the ability to effectively apply product/business knowledge to recruiting efforts
Accountability:
* Plays a leading role in the Market's financial and sales performance, including expense management
* Assists in regulatory, legal and compliance issues including: Risk management for the Market in regards to monitoring sales, human resources, and legal and regulatory practices
* Assists in the creation and administration of an Annual Supervisory Plan for the Market
* Contributes to establishing a core compliance model in offices under supervision
Sales/Marketing:
* Seeks opportunities to grow business and drive sales by capitalizing on Firm initiatives
* Assists Market Executive in driving corporate marketing initiatives to help increase market share in High Net Worth households
EDUCATION, EXPERIENCE, KNOWLEDGE AND SKILLS:
Education and/or Experience:
* At least 4 or more years of experience as a Financial Advisor (with satisfactory production and compliance record), or comparable product area or management experience
* Bachelor's Degree required
Licenses and Registrations:
* Active Series 7, 8 (or 9 and 10), 66 (or 63 and 65) and 3 registrations (Series 31 acceptable if Branch conducts managed futures business only)
* Other licenses as required for role or by management
Skills:
* Effective written and verbal communication skills
* Ability to think critically
* Ability to manage a team
* Strong attention to detail
* Ability to interact with senior management team, Financial Advisors, support staff, clients and corporate and field personnel as needed
* Ability to own projects at a Market level
* Ability to organize and prioritize work, meet deadlines, and complete projects
Reports to:
* Dual reporting into the Market Executive and the Regional Chief Operating Officer
All candidates should verify that they meet the minimum eligibility requirements prior to applying
Salary range for the position: $150,000 and $160,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyPrivate Credit- Underwriting- Analyst/ Associate
Chicago, IL job
Morgan Stanley Investment Management ("MSIM") is a global investment manager with over 40 years of history delivering innovative investment solutions across public and private markets worldwide. We have $1.5Tn of AUM with professionals located across 24 countries, with a proven long term track record of success. Our investment teams bring significant expertise in structuring complex financial transactions and commitment to partnering with world class management teams. Morgan Stanley's extensive business relationships and global network of resources afford our private equity and credit teams as well as our portfolio companies' unparalleled access to leading corporations, executive talent, as well as competitive deal sourcing advantages.
Morgan Stanley Private Credit ("MSPC") is the corporate credit-investing business within the Private Credit & Equity segment of Morgan Stanley Investment Management. MSPC manages investments on behalf of third-party institutional and high net worth investors across a number of funds and strategies. MSPC has pockets of capital focused on investing in privately negotiated senior secured debt, junior debt and mezzanine debt investments to middle market corporate issuers as well as select secondary market credit investment opportunities.
Morgan Stanley Direct Lending ("MSDL") is a rapidly growing and the largest segment of Morgan Stanley Private Credit. The team closed its first transaction in the first quarter of 2020 has since grown to ~$20 billion of AUM and manages over 225 portfolio accounts. Almost all of the team's investing activities are focused on upper middle market private equity-controlled companies seeking club-executed unitranche financing. MSDL is looking for an Analyst or Associate to support the investment efforts of the credit investing platform.
Responsibilities:
* Work with senior and junior members of MSDL to conduct due diligence on new opportunities
* Perform in-depth sector and company research and detailed financial modeling
* Prepare credit investment memoranda
* Assist with the negotiation of term sheets, commitment letters and credit documentation
* Monitor portfolio company results as well assist with add-on financings and amendments
* Bachelor's Degree
* Strong academic record and job performance
* Minimum of 2 years of relevant work experience, mix of Investment Banking and Private Credit experience preferred
* Excellent PowerPoint, Word and Excel skills, including ability to independently create flowing, 3-statement financial projection models
* Strong written and verbal presentation skills
* Ability to work effectively on multiple projects in a fast-paced environment
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be $110,000 - $225,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs
Illinois-
Salary range for the position: $110,000 - $225,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplySenior Payment Integrity Professional
Remote or Springfield, IL job
**Become a part of our caring community and help us put health first** The Senior Payment Integrity Professional uses technology and data mining, detects anomalies in data to identify and collect overpayment of claims. Contributes to the investigations of fraud waste and our financial recovery. The Senior Payment Integrity Professional work assignments involve moderately complex to complex issues where the analysis of situations or data requires an in-depth evaluation of variable factors.
The Senior Payment Integrity Professional contributes to overall cost reduction, by increasing the accuracy of provider contract payments in our payer systems, and by ensuring correct claims payment. Begins to influence department's strategy. Makes decisions on moderately complex to complex issues regarding technical approach for project components, and work is performed without direction. Exercises considerable latitude in determining objectives and approaches to assignments.
**Use your skills to make an impact**
**Required Qualifications**
+ Bachelor's degree in Business, Finance, Healthcare Administration, Data Analytics, or a related field, or equivalent work experience.
+ Demonstrated experience in claims analysis, payment integrity, or healthcare data analytics, preferably within a managed care or payer environment.
+ Advanced proficiency in data mining tools (ie Power BI) and techniques for detecting overpayments.
+ Strong analytical and critical thinking skills; ability to evaluate complex data and variable factors to draw in-depth conclusions.
+ Ability to work independently with minimal direction, exercising sound judgment and considerable latitude in determining approaches to assignments.
+ Proven ability to manage and make decisions on moderately complex to complex technical issues and projects.
+ Effective communication and interpersonal skills, including the ability to influence departmental strategy and collaborate with cross-functional teams.
**Preferred Qualifications**
+ Master's degree in a related field.
+ Experience leading people, projects, and/or processes
+ Experience using the following systems: CAS, CISpro and CIS
+ Experience with provider contract payment analysis and knowledge of payer systems.
+ Knowledge of relevant regulatory requirements and industry best practices in claims payment integrity.
+ Familiarity with audit processes and recovery operations in a payer environment.
+ Experience in a fast paced, metric driven operational setting
**Additional Information**
As part of our hiring process for this opportunity, we will be using an interviewing technology called HireVue to enhance our hiring and decision-making ability. HireVue allows us to quickly connect and gain valuable information from you pertaining to your relevant skills and experience at a time that is best for your schedule.
To ensure Home or Hybrid Home/Office employees' ability to work effectively, the self-provided internet service of Home or Hybrid Home/Office employees must meet the following criteria:
At minimum, a download speed of 25 Mbps and an upload speed of 10 Mbps is required; wireless, wired cable or DSL connection is suggested.
Satellite, cellular and microwave connection can be used only if approved by leadership.
Employees who live and work from Home in the state of California, Illinois, Montana, or South Dakota will be provided a bi-weekly payment for their internet expense.
Humana will provide Home or Hybrid Home/Office employees with telephone equipment appropriate to meet the business requirements for their position/job.
Work from a dedicated space lacking ongoing interruptions to protect member PHI / HIPAA information.
Travel: While this is a remote position, occasional travel to Humana's offices for training or meetings may be required.
**Scheduled Weekly Hours**
40
**Pay Range**
The compensation range below reflects a good faith estimate of starting base pay for full time (40 hours per week) employment at the time of posting. The pay range may be higher or lower based on geographic location and individual pay will vary based on demonstrated job related skills, knowledge, experience, education, certifications, etc.
$71,100 - $97,800 per year
This job is eligible for a bonus incentive plan. This incentive opportunity is based upon company and/or individual performance.
**Description of Benefits**
Humana, Inc. and its affiliated subsidiaries (collectively, "Humana") offers competitive benefits that support whole-person well-being. Associate benefits are designed to encourage personal wellness and smart healthcare decisions for you and your family while also knowing your life extends outside of work. Among our benefits, Humana provides medical, dental and vision benefits, 401(k) retirement savings plan, time off (including paid time off, company and personal holidays, volunteer time off, paid parental and caregiver leave), short-term and long-term disability, life insurance and many other opportunities.
Application Deadline: 12-11-2025
**About us**
Humana Inc. (NYSE: HUM) is committed to putting health first - for our teammates, our customers and our company. Through our Humana insurance services and CenterWell healthcare services, we make it easier for the millions of people we serve to achieve their best health - delivering the care and service they need, when they need it. These efforts are leading to a better quality of life for people with Medicare, Medicaid, families, individuals, military service personnel, and communities at large.
**Equal Opportunity Employer**
It is the policy of Humana not to discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or protected veteran status. It is also the policy of Humana to take affirmative action, in compliance with Section 503 of the Rehabilitation Act and VEVRAA, to employ and to advance in employment individuals with disability or protected veteran status, and to base all employment decisions only on valid job requirements. This policy shall apply to all employment actions, including but not limited to recruitment, hiring, upgrading, promotion, transfer, demotion, layoff, recall, termination, rates of pay or other forms of compensation and selection for training, including apprenticeship, at all levels of employment.
Humana complies with all applicable federal civil rights laws and does not discriminate on the basis of race, color, national origin, age, disability, sex, sexual orientation, gender identity or religion. We also provide free language interpreter services. See our ***************************************************************************
Associate Actuary
Springfield, IL job
**Become a part of our caring community and help us put health first** The Associate Actuary, Analytics/Forecasting analyzes and forecasts financial, economic, and other data to provide accurate and timely information for strategic and operational decisions. Establishes metrics, provides data analyses, and works directly to support business intelligence. Evaluates industry, economic, financial, and market trends to forecast the organization's short, medium and long-term financial and competitive position. The Associate Actuary, Analytics/Forecasting work assignments involve moderately complex to complex issues where the analysis of situations or data requires an in-depth evaluation of variable factors.
The Associate Actuary, Analytics/Forecasting ensures data integrity by developing and executing necessary processes and controls around the flow of data. Collaborates with stakeholders to understand business needs/issues, troubleshoots problems, conducts root cause analysis, and develops cost effective resolutions for data anomalies. Begins to influence department's strategy. Makes decisions on moderately complex to complex issues regarding technical approach for project components, and work is performed without direction. Exercises considerable latitude in determining objectives and approaches to assignments.
**In addition, the Associate Actuary will:**
+ Support long term projects aimed at advancing technical maturity, process efficiency, and forecasting accuracy. We are looking for creativity, curiosity, and a desire to explore and influence uncharted territory.
+ Conduct independent research, collaborate across many teams/departments, and require strong communication skills to be successful in the job.
**Use your skills to make an impact**
**Required Qualifications**
+ Bachelor's Degree
+ Associate of Society of Actuaries (ASA) designation
+ Meets eligibility requirements for Humana's Actuarial Professional Development Program (APDP)
+ MAAA
+ Strong communication skills
+ Demonstrated ability to communicate technical information with audiences not in the actuarial space
+ Must be passionate about contributing to an organization focused on continuously improving consumer experiences
+ 3+ years health industry experience with ASA, or 1+ years health industry experience with FSA
+ 2+ years SQL experience, or equivalent skillset
**Preferred Qualifications**
+ Medicare Advantage background
+ Creative, high degree of self-accountability
+ Experience in Python, PowerApps, and PowerBI
Travel: While this is a remote position, occasional travel to Humana's offices for training or meetings may be required.
**Scheduled Weekly Hours**
40
**Pay Range**
The compensation range below reflects a good faith estimate of starting base pay for full time (40 hours per week) employment at the time of posting. The pay range may be higher or lower based on geographic location and individual pay will vary based on demonstrated job related skills, knowledge, experience, education, certifications, etc.
$106,900 - $147,000 per year
This job is eligible for a bonus incentive plan. This incentive opportunity is based upon company and/or individual performance.
**Description of Benefits**
Humana, Inc. and its affiliated subsidiaries (collectively, "Humana") offers competitive benefits that support whole-person well-being. Associate benefits are designed to encourage personal wellness and smart healthcare decisions for you and your family while also knowing your life extends outside of work. Among our benefits, Humana provides medical, dental and vision benefits, 401(k) retirement savings plan, time off (including paid time off, company and personal holidays, volunteer time off, paid parental and caregiver leave), short-term and long-term disability, life insurance and many other opportunities.
Application Deadline: 12-30-2025
**About us**
Humana Inc. (NYSE: HUM) is committed to putting health first - for our teammates, our customers and our company. Through our Humana insurance services and CenterWell healthcare services, we make it easier for the millions of people we serve to achieve their best health - delivering the care and service they need, when they need it. These efforts are leading to a better quality of life for people with Medicare, Medicaid, families, individuals, military service personnel, and communities at large.
**Equal Opportunity Employer**
It is the policy of Humana not to discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or protected veteran status. It is also the policy of Humana to take affirmative action, in compliance with Section 503 of the Rehabilitation Act and VEVRAA, to employ and to advance in employment individuals with disability or protected veteran status, and to base all employment decisions only on valid job requirements. This policy shall apply to all employment actions, including but not limited to recruitment, hiring, upgrading, promotion, transfer, demotion, layoff, recall, termination, rates of pay or other forms of compensation and selection for training, including apprenticeship, at all levels of employment.
Humana complies with all applicable federal civil rights laws and does not discriminate on the basis of race, color, national origin, age, disability, sex, sexual orientation, gender identity or religion. We also provide free language interpreter services. See our ***************************************************************************
Trading Product Manager - AVP
Chicago, IL job
More than 30 years ago, E*TRADE pioneered the online brokerage industry by executing the first-ever electronic individual investor trade. While the landscape of our industry has changed dramatically, our culture of innovation and drive to make online trading accessible to everyone continues to drive us forward. We believe in challenging the status quo, fostering an environment of curiosity and learning, and, above all, putting our customers first.
SUMMARY
E*TRADE Financial is looking for an experienced candidate with a solid background in Retail Trading platforms. Knowledge of retail brokerage operations and trading including equities, options, and futures trading is necessary. Additional knowledge around trading tools and features such as options chains, charts, buying power, and margin and risk vetting systems will be a valuable skill set.
The primary responsibility of the position is to lead initiatives within the Trading Product team to implement new products or features that will enhance the client experience. The role requires the candidate to oversee the end-to-end product development lifecycle - including requirements gathering, development support, pre and post launch strategy - for a variety of products in the assigned portfolios.
The desired candidate should be a self-starter, a problem solver and must be driven to solve complex business issues.
RESPONSIBILITIES
> Lead new initiatives to introduce new functionality designed to enhance the trading experience
> Perform in depth analysis with key stakeholders to identify areas of revenue opportunities and put forward a plan to implement required changes
> Assist and lead, where applicable, in developing and communicating strategy for individual products based upon understanding of market, competition, regulatory, and legislative trends
> Work with Risk and Service partners to identify system or experience gaps that need to be addressed.
> Provide Product Support: Research and resolve complex issues related to assigned products or core competency
> Work with various stakeholders through the agile framework to fix existing issues and/or bring new initiatives to light.
> Work and build solid relationship with key stakeholders - including Operations, Customer Service, Marketing, Technology and Quality Assurance teams - to deliver simple, elegant and defect free products
> Champion new products throughout the organization
> Conduct and monitor the competitive landscape and propose actionable recommendations aligned with the company's roadmap Basic
> 5 years of experience in Product Management preferably in the Financial Services Industry
> Bachelor's degree
Preferred
> 2+ years of relevant work experience managing the end-to-end product life-cycle for digital products in the brokerage and/or Finance industry
> Excellent understanding of Equities/Options/Futures trading, and trading platforms
> Ability and willingness to learn how to lead product development initiatives through an agile framework using epics and user stories
> Ability to engage and find opportunities beyond individual responsibilities
> Excellent written and verbal communication skills
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
> Ability to clearly articulate complex ideas to a diverse audience
> Strong organizational skills to work on multiple projects simultaneously on time and within budget delivery
> Demonstrates effectiveness in a fast-paced, demanding, client-driven environment
> Strong understanding of the retail client and ability to view proposed solutions through the eyes of the client
> An energetic person with an entrepreneurial attitude
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Salary range for the position: $85,000 and $140,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyIntern, Investments (June 2026)
Ventas job in Chicago, IL
Ventas is a leading S&P 500 real estate investment trust focused on the longevity economy, with a $45 billion enterprise value and a portfolio of ~1,400 properties across North America and the UK. Its largest business is private-pay senior housing, which includes over 850 communities serving nearly 90,000 residents, alongside outpatient medical buildings, research centers, and healthcare facilities that meet the needs of an aging population. Backed by strong financial performance and a collaborative culture, Ventas is positioned at the intersection of real estate, healthcare, and innovation to help people live longer, healthier, happier lives.
The Investments team plays a central role in advancing Ventas's growth strategy by sourcing, evaluating, and executing transactions across the Company's healthcare real estate portfolio. With a track record of more than $30 billion in investments closed over the past decade, the team brings deep expertise, disciplined execution, and a collaborative approach to deploying capital. Operating in a lean, high-impact environment, the Investments team drives long-term value creation and ensures Ventas remains a leading S&P 500 real estate investment trust.
About the Role
Ventas offers a small, high-touch Internship Program designed to give students firsthand exposure to the intersection of finance, real estate, and healthcare. Over the course of this 10-week summer program, our interns gain meaningful, hands-on experience working alongside industry professionals, while exploring potential career paths and building valuable networks in a mission-driven space.
As an Intern in Investments, you will gain firsthand exposure to the acquisition and transaction process for healthcare real estate across a range of deal sizes and structures. This role provides opportunities to strengthen financial modeling skills, develop investment acumen, and contribute to the execution of transactions that advance Ventas's growth strategy. Interns will contribute in the following ways:
Assist the Investments team in modeling and evaluating risks and returns for potential transactions
Support the due diligence process by analyzing financial, operational, and market data
Contribute to transaction execution by assisting with closing materials, addressing open items, and participating in closing calls
Collaborate with team members and legal counsel to ensure accurate, timely, and thorough completion of acquisitions
Qualifications:
Currently enrolled as a junior in a four-year accredited college or university graduating in 2027; preferred majors include Finance, Economics, Accounting, Real Estate, or related fields
Successful completion of finance or business coursework; minimum 3.5 GPA required
Strong quantitative, analytical, and communication (written and oral) skills
Familiarity with financial statements (Income Statement, Balance Sheet, Cash Flow)
Highly proficient in Microsoft Excel and PowerPoint with strong technical and presentation skills
Ability to manage multiple priorities and deadlines in a fast-paced, team-oriented environment
Self-starter who is adaptable, comfortable with ambiguity, and eager to learn
Must be able to work full-time in Chicago or New York for a minimum of 10 weeks during Summer 2026
Must have permanent, unrestricted U.S. work authorization (no current or future sponsorship)
The compensation available for the role considers a variety of factors including, but not limited to, work location, individual skill set, previous/applicable experience, and other business needs. The estimated hourly rate for this position is $30-$40 per hour.
The above hourly range represents Ventas' good faith and reasonable estimate of the possible rate of pay at the time of posting
#LI-MB1
#LI-Hybrid
Ventas, Inc. offers a competitive compensation and benefits package to the successful candidate.
Ventas, Inc. is an Equal Opportunity Employer.
Ventas, Inc. does not accept unsolicited resumes from staffing agencies, search firms or any third parties.
Auto-Apply
Responsibilities:
Gain industry and organizational knowledge through daily business interactions and job assignments.
Develop business, financial and analytical skills needed for career in global wealth management and financial services.
Provide marketing and sales support to branches and their teams.
Perform market research.
Gain exposure to wealth management business, products, services and clients' financial needs.
Requirements:
High school diploma required. In pursuit of college degree preferable.
At least 18 years of age.
Internships are intended to be positions that are for limited duration, with a maximum duration ten months.
Strong desire to gain further understanding of the global wealth management business.
Effective communication and interpersonal skills (both written and verbal)
Ability to work on a team.
Strong analytical skills and ability to interpret.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Salary range for the position: $16.00- $16.00/hour. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyUI Designer - Design Language, Associate
Chicago, IL job
The Morgan Stanley Wealth Management UX team builds digital experiences that help our clients manage their finances and monitor their investments easily on the Morgan Stanley and E*TRADE from Morgan Stanley platforms. Our growing team of designers and researchers bring an entrepreneurial spirit to a leading global financial firm. We employ design thinking methods and user-centered approaches to solve real business problems. If you can bring clarity to complexity, design holistically in an immense product ecosystem, and have gone the extra mile to create delight, we want you!
We are seeking a Designer for our Design System Team who will help evolve and mature Campfire - our design system. In this role, you will collaborate with other designers on projects influencing nearly every creative output from component creation, application of design system, interaction design, and execution. You'll be asked to look beyond the day-to-day, balancing long-term thinking while working within existing constraints. Above all, you will use your expertise to advocate for web best practices of visual and interaction design. Reporting into a Design System Lead, you will collaborate extensively with Product Designers, Engineers and Product Owners.
Once here you will…
Continue to evolve and refine a design language that resonates with our clients
Partner closely with UI/UX leadership to create design consistency and quality across the platform
Foster continual design system education throughout the team
Promote inclusive design; designing for equity and accessibility (ensuring WCAG 2.1 Level AA compliance)
Form strong partnerships with engineering teams to create frictionless design system implementation
Implement and maintain processes tools for UI/UX engineering team to utilize our design system
Review in-flight designs with Product Designers for holistic application of a design solution
Contribute to a culture of continual creative improvement and innovation, excellence and accountability
Understand the underlying needs and motivation of our clients to ensure we achieve business goals and provide value to our clients
Work closely with our research team to synthesize qualitative and quantitative data and make value-driven design decisions that translate into clear, simple UIs
Design and deliver responsive/adaptive solutions that are optimized for web and mobile interfaces and partner with engineers to translate designs into successful products
Work closely with the larger Wealth Management UI/UX team to share design best practices, align on patterns, and promote a design-centric culture at the firm
Relevant experience and mindset…
You have 2-5 years of experience as a UI Designer working in a cross-functional team
You have an outstanding portfolio that demonstrates how you have created experiences that solved business and user needs
Candidate required to submit portfolio with previous case studies; linked to resume
You have a bachelor's degree in design or related field preferably, master's degree a plus
You have a refined design aesthetic and can confidently communicate clear direction and provide timely and helpful feedback to keep work on schedule
You have excellent skills in Figma
You have a basic understanding of HTML/CSS
You have an advanced understanding of web components, interaction design, visual design and industry trends
You are fluent in responsive design, mobile/tablet UI
You can establish deep relationships across the entire Design department
You are a ‘self-starter' who is driven and seeks out opportunities
You thrive in a collaborative, explorative environment and value being on a diverse team that you can bounce ideas off of, get critical feedback from, and unite with to mature design thinking within a large organization
You practice active listening and contribute in group situations (i.e. brainstorms, audits, critiques, whiteboard sessions, etc.)
You get excited by complex projects with high levels of ambiguity and are resilient in the face of obstacles
You have a relentless desire to validate assumptions and uncover a problem's root cause by testing, learning, and iterating
You constantly seek opportunities to evangelize and promote design thinking in a large organization
Why work at Morgan Stanley?
Besides a competitive salary, work life balance, a clear career path, and great benefits, we take the well-being and work satisfaction of our employees seriously. That's why we put a lot of effort towards creating a safe space for people to be vulnerable, share work, and ask questions that will help them both to grow individually and move their projects forward. You'll be encouraged to bring your own perspective to conversations, and we will help you understand and put into practice what you naturally do best by amplifying each other's strengths.
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Salary range for the position: $80,000 and $115,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyRecruiter, Field Operations & Corporate
Ventas job in Chicago, IL or remote
Ventas is a leading S&P 500 real estate investment trust focused on the longevity economy, with a $45 billion enterprise value and a portfolio of ~1,400 properties across North America and the UK. Its largest business is private-pay senior housing, which includes over 850 communities serving nearly 90,000 residents, alongside outpatient medical buildings, research centers, and healthcare facilities that meet the needs of an aging population. Backed by strong financial performance and a collaborative culture, Ventas is positioned at the intersection of real estate, healthcare, and innovation to help people live longer, healthier, happier lives.
The Human Resources function serves as a strategic partner to the enterprise, enabling business growth and fostering a culture where people thrive. The team designs and delivers solutions across hiring, culture, performance, and retention. Within HR, the Talent Acquisition team plays a critical role in attracting and selecting talent that fuels organizational success. The team balances process discipline with flexibility, ensuring every candidate has a best-in-class experience while tailoring strategies to the unique needs of each business unit.
About the Role
This position will manage full-cycle hiring for Lillibridge's property operations, a wholly owned subsidiary of Ventas focused on managing facilities across the U.S. In addition to supporting field and property management positions, in addition to providing support and having exposure to Corporate hiring needs. This position is both tactical and strategic - owning day-to-day recruiting execution while acting as a trusted advisor to leaders, regional managers, and corporate stakeholders. Success requires not only executional excellence, but also a deep curiosity for broader business goals and objectives to refine recruiting approaches and ensure the right talent is aligned with long-term priorities.
Responsibilities
Partner with hiring managers to assess staffing needs and deliver tailored recruiting strategies.
Manage the full recruitment lifecycle: intake, sourcing, screening, interviewing, selection, and offer management.
Source talent through job boards, trade schools, community partnerships, and proactive outreach to passive candidates.
Build and maintain candidate pipelines for recurring and hard-to-fill positions.
Advise leadership on market trends, candidate availability, and competitive intelligence.
Collaborate with the broader TA team to ensure alignment in employer branding, recruiting tools, and reporting.
Track and analyze recruiting metrics, using data to improve efficiency and effectiveness.
Demonstrate strong attention to detail and intellectual curiosity, with the flexibility to support broader HR initiatives as part of a lean, collaborative team.
Qualifications
Bachelor's degree or equivalent experience in Human Resources, Business, or related field
3+ years of full-cycle recruiting experience, ideally within field operations, technical, or property management functions
Must be located in Chicago, IL surrounding area or willing to relocate for the duration of employment.
Willingness to adapt and thrive in a blended work environment with 3-days in office, seamlessly transitioning between remote work and in-office operations.
Demonstrated success sourcing and engaging both active and passive candidates in competitive labor markets
Strong stakeholder management skills with the ability to influence and advise leadership across field and corporate functions
Proficiency with applicant tracking systems and sourcing platforms (e.g., LinkedIn, job boards)
Excellent communication and organizational skills with the ability to manage multiple requisitions simultaneously
High level of integrity, judgment, and resilience; able to work independently while building strong partnerships
Must be legally authorized to work in the United States without need for employer sponsorship now or in the future
Ventas, Inc. offers a competitive compensation and benefits package to the successful candidate.
Ventas, Inc. is an Equal Opportunity Employer.
Ventas, Inc. does not accept unsolicited resumes from staffing agencies, search firms or any third parties.
Auto-ApplyFinancial Analyst, Asset Management
Ventas job in Chicago, IL
The Financial Analyst, Asset Management will have the opportunity to work on a high-profile, growing portfolio of healthcare real estate assets within the Senior Living group and assist in all aspects of portfolio performance and analytics. The Financial Analyst will be charged with creating, managing and improving the analyses, forecast models and overseeing operator relationships alongside the Asset Manager and Director of Asset Management. While we do not require any prior real estate or healthcare experience, we do require candidates who are analytical, detail-oriented, curious, fast learners and desire to be an integral part of a company whose track record speaks for itself.
Responsibilities:
* Analyze macroeconomic, senior living industry and operator data to produce insightful analyses that drive strategic decision-making
* Support the Asset Manager in the strategic evaluation (e.g., buy/sell/hold recommendations, property SWOT analyses, competitive analyses) and execution of portfolio transactions including capital investments, restructurings, transitions, dispositions, etc.
* Play an active role in building and establishing relationships with counterparts at our operating partners
* Conduct routine and ad hoc performance and operational review calls with operators
* Conduct site visits to partner with on-site teams on delivering superior occupancy performance
* Collaborate with Investments and Capital Markets teams on a variety of transactions including acquisitions, mortgage restructurings, redevelopments, etc.
* Prepare materials for and present at recurring weekly & monthly meetings with Ventas C-level leadership
* Facilitate capital expenditure processes with operators including strategic planning, annual budget approval, ongoing monitoring, quarterly reforecasts and supplemental reporting
* Partner with FP&A to drive quarterly forecasting process for joint ventures and operating company equity investments by liaising with senior leadership to understand key drivers
* Review and analyze operator financials for key takeaways and performance rationale Prepare materials illustrating key themes for quarterly earnings calls, investor conferences and board of director meetings
* Ability to interpret and administer management agreements and lease documents
* Other special and ad hoc projects
Qualifications:
* Bachelor's degree in Finance, Accounting, Economics, Real Estate, Statistics, Mathematics or similar business field.
* 2+ years of post-undergraduate financial analysis experience.
* Advanced Excel modeling skills; past completion of Training the Street or similar coursework strongly preferred
* Strong interpersonal skills, including written and oral communication skills
* Experience working with, and presenting to, senior executives
* Proficient understanding of financial statements (Income Statement, Balance Sheet, Cash Flow).
* Ability to manage deadlines, multiple tasks and relationships in a fast-paced, team-oriented and lean environment
* Smart, collaborative, team-oriented and eager to learn.
* Proficient in Microsoft Office, with a focus on Excel and PowerPoint; experience with Power Query is a plus.
* Willingness to travel as required, approximately 15-30%, with travel needs subject to fluctuation based on business requirements.
The estimated base salary range for this position is $75,000 - $100,000 per year. This range reflects a good-faith estimate of the base salary Ventas reasonably expects to pay at the time of posting. Actual base pay will be determined based on work location, skills, qualifications, relevant experience, and business needs.
In addition to base salary, this role may be eligible for discretionary incentive compensation and a comprehensive benefits package, which may include medical, dental, vision, retirement savings, paid time off, and other wellness benefits under applicable plan terms.
#LI-MB1
#LI-Hybrid
Ventas, Inc. offers a competitive compensation and benefits package to the successful candidate.
Ventas, Inc. is an Equal Opportunity Employer.
Ventas, Inc. does not accept unsolicited resumes from staffing agencies, search firms or any third parties.
Auto-ApplySenior Systems Administrator
Ventas job in Chicago, IL
The Senior Systems Administrator is responsible for the implementation, configuration, maintenance, and performance of critical infrastructure systems at Ventas. The administrator is responsible for ensuring the availability and consistent performance of Ventas infrastructure. This person in this position is a member of the IT Infrastructure team and will also assist with day-to-day systems management responsibilities, including managing critical on-premise and cloud data center systems.
Responsibilities
Cloud Technologies: Manage and maintain cloud infrastructure, ensuring optimal performance, security, and scalability. Experience with platforms such as AWS, Azure, or Google Cloud is essential.
Backup and Recovery Systems: Develop, implement, and manage backup and recovery strategies to ensure data integrity and availability. Perform regular testing of backup and recovery processes.
Windows Patch Management: Oversee the deployment of Windows updates and patches across the organization. Ensure systems are up-to-date and secure by managing patch cycles and addressing vulnerabilities promptly.
System Monitoring and Maintenance: Monitor system performance and troubleshoot issues as they arise. Perform regular maintenance to ensure systems are running efficiently.
Documentation and Reporting: Maintain detailed documentation of system configurations, procedures, and changes. Generate reports on system performance, security incidents, and other relevant metrics.
Collaboration: Work closely with other IT team members and departments to support organizational goals and projects. Provide technical support and guidance to end-users as needed.
Requirements
Bachelor's degree in computer science or related field
Experience with the following technologies:
SCCM
Patch management
Enterprise backup and storage systems management and configuration
Cloud environment administration
Windows Server/Desktop administration
Active Directory administration
VMware administration
O365 administration
Multi Factor Authentication/SSO configuration
Citrix or Nutanix experience is a plus
Experience with installing third party applications on windows systems
Proficient in use of service desk ticket systems and Microsoft office tools
Critical thinker and excellent problem-solving skills
Ability to take direction but exercise independent thought and judgment
Ability to establish, monitor, and achieve goals with minimal supervision, including working with many deadlines, time requirement conflicts and management pressures
Collaborate across many teams within IT to deliver projects on time and on budget
Excellent verbal communication, including the demonstrated ability to listen and to communicate
Ability to work outside of normal business hours as neeeded
The compensation available for the role considers a variety of factors including, but not limited to, work location, individual skill set, previous/applicable experience, and other business needs. The estimated base salary range is $110K - $130K.
The above salary range represents Ventas' good faith and reasonable estimate of the possible base salary range at the time of posting and is one part of the compensation and total rewards Ventas provides to employees
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#LI-MB1
Ventas, Inc. offers a competitive compensation and benefits package to the successful candidate.
Ventas, Inc. is an Equal Opportunity Employer.
Ventas, Inc. does not accept unsolicited resumes from staffing agencies, search firms or any third parties.
Auto-ApplyBusiness Service Officer
Chicago, IL job
Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Market Business Service Officer (MBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Market Sales and Risk teams to ensure execution in all aspects of the business and further support the MBSO with delivering on service initiatives.
DUTIES and RESPONSIBILITIES:
People Management and Communication
Lead the Branch in executing the organization's strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures
Lead, mentor, and supervise a team of Support and Service Professionals
Promote cross-training, learning, development and recognition of Service and Support Professionals within the market
Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals
Partner with MBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution
Maintain strong relationships with key partners within the Branch, Market, Region and Home Office including participation in team meetings, regional and national calls
Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs
Manage and oversee Support Professionals coverage for Financial Advisors in the Branch
Identify Support Professional recognition opportunities within the market through sharing of best practices, success stories and achievements
Promote a branch culture that's consistent with the Firm's core values, including championing diversity and inclusion Operational Oversight
Operational Oversight
Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies
Facilitate and manage resolution of client inquiries/requests Morgan Stanley EOE committed to diversifying its workforce.
Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates
Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies
Additional operational oversight may be required
Administer other duties as delegates by the Market Business Service Officer
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
EDUCATION AND/OR EXPERIENCE
Bachelor's degree required or equivalent education
Previous industry experience
Active Series 7 (GS), Series 9 and Series 10 (SU), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
Other licenses as required for the role or by management
KNOWLEDGE AND SKILLS
Effective written and verbal communication skills
Strong attention to detail
Ability to prioritize and resolve complex needs and escalate as necessary
Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies
Evidence of strong leadership and talent development capabilities
Previous supervisory experience preferred
Exceptional organizational and time management skills
Exceptional conflict resolution skills
Ability to manage relationships, motivate and lead groups of people at various levels throughout the market
Knowledge of Firm's Risk & Compliance policies
Ability to think strategically
Reports to:
• Market Business Service Officer
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Salary range for the position: $120,000 - $160,000 / Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit benefits.morganstanley.com to learn more about our benefit offerings.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyDirector, VIM Finance
Ventas job in Chicago, IL
The Director, VIM Finance will play a critical role in building and supporting the exciting, rapidly growing Ventas Investment Management (“VIM”) business unit. VIM is a strategic growth platform for Ventas.
The VIM Platform has $5.0 billion in assets under management and consists of the Ventas Life Science & Healthcare Real Estate Fund, our life science development joint venture with a sovereign wealth fund and our senior housing development state pension fund joint venture.
Ventas expects to rapidly grow assets under management, both through the Fund and other joint venture vehicles.
Reporting directly to the VP, Finance / VIM CFO, this position will assist the Ventas Investment Management Team in establishing and enhancing the financial processes, controls, reporting and operations for the Fund and other joint ventures. This position will have significant interaction and exposure to the Ventas Executive Leadership team, the VIM team members, Ventas Asset Management, Investments, Capital Markets, FP&A and Accounting teams. The role will also play a critical role interfacing with the Fund administrator, investors and joint venture partners.
The ideal candidate possesses a high level of energy, positive attitude, attention to detail and the ability to work effectively and collaborate across work groups. The role requires a CPA, 10+ years of accounting experience including relevant experience in joint ventures and fair value accounting within a private equity environment.
Responsibilities:
Support VIM CFO in capital planning; equity / debt funding sources, maturity profile, interest rate risk, etc.
Manage investor capital calls, redemption queue, compliance, transfers and related documentation
Responsible for all FP&A activity including internal Ventas's budget and reforecast and annual investor budget requirements
Review of financial and investor reporting drawing on industry experience in process to ensure compliance with venture and investor compliance
Work with VIM accounting team on complex and high-profile transactions to support and review proper legal and accounting treatment
Manage cash position and distributions across ventures
Work closely with the Capital Markets team, taking ownership of the following:
Covenant compliance review and forecasted compliance including working with asset management on changing leasing assumptions and their implications
Develop financing models and financials analysis supporting financing activity including impact on each venture and Ventas
Develop and review long-term forecasts used in appraisals ensuring the latest leasing / occupancy, rate and capital need assumptions are reasonable for accurate appraisals
Support portfolio management in various areas such valuation review, capital raising / investor presentations/meetings, and answering investor questions
Work with team on major quarterly, annual and ad hoc investor meeting materials and presentations including Ventas board materials
Manage the Fund's credit facility compliance including reviewing covenant calculations and entity compliance
Drive continuous improvement within the team through process and technology enhancement projects
Streamlined team allows for constant interaction across all VIM activities, ability to suggest additional projects and become responsible for executing them
Qualifications:
Bachelor's degree in Accounting or Finance.
CPA designation with 10+ years of relevant professional accounting experience in financial services, private equity, or a top-tier accounting firm, with specialization in investment partnerships, hedge fund of funds, mutual funds, or private equity.
Prior fund or private equity experience with extensive experience managing reporting and compliance in accordance with technical guidance, joint venture agreements and debt agreements
Proven ability as a team player, self-starter, and independent thinker with sound judgment and logical reasoning.
Strong track record of success in dynamic, fast-paced environments requiring flexibility, accuracy, and attention to detail.
Forward-thinking leader with the ability to drive change, improve processes, create efficiencies, and deliver results to business partners.
High energy, positive attitude, and ability to manage multiple deadlines, competing priorities, and pressure with minimal supervision.
Excellent interpersonal skills, with the ability to interact professionally across all levels of the organization, including senior management and joint venture partners.
Proficiency in Microsoft Excel, PowerPoint, financial analysis software, and related tools.
Experience with Yardi, Longview Close, and/or Vena is a plus.
#LI-MB1
#LI-Hybrid
Ventas, Inc. offers a competitive compensation and benefits package to the successful candidate.
Ventas, Inc. is an Equal Opportunity Employer.
Ventas, Inc. does not accept unsolicited resumes from staffing agencies, search firms or any third parties.
Auto-Apply