Job Description
When you work at Whittlesey, you join a diverse team that provides today's business leaders with leading assurance, advisory, tax, and technology services.
Whittlesey is proud to announce that we have been named one of the “Best of the Best" Firms and one of the “Top 200 Firms” by INSIDE Public Accounting (IPA), an award-winning newsletter for the public accounting profession. IPA's annual “Best of the Best” list ranks top accounting firms with superior financial and operational performance in the most recent fiscal year.
We have an exciting career opportunity for a Senior Assurance Manager to join our Assurance team. This position is a hybrid position. Hybrid team members alternate between working remotely at the office, or client locations. This model encourages collaboration and creativity while still providing team members with flexibility.
Our Culture
Whittlesey has the experience and expertise of a large, national firm with the responsiveness of a local firm. That means our team members have access to the resources necessary to develop their careers while also receiving personal coaching. From the Managing Partner on down, our leadership fosters an open-door policy. We are committed to providing expert service to our clients across all our service areas, and we know that can only be done by employing talented and driven individuals.
Collaboration and community are key values in our culture. Whether you are new to the Firm or have been here for several years, we respect each team member's unique talents and value their contributions. Whittlesey is dedicated to the communities where we live and work. We sponsor community-driven events throughout the year and encourage our partners and team members to become actively involved in volunteerism.
Benefits and Work-Life Integration
Meeting your professional goals does not mean you must sacrifice your personal life, which is why we adhere to a culture of work-life integration. We offer our team members flexible work schedules depending on their department's needs and a competitive paid time off program.
Whittlesey also offers a competitive subsidized benefit package that includes medical and dental coverage. Other benefits include LTD and life insurance, all paid entirely by the Firm, and a 401(k) plan that includes profit sharing.
What you will be doing
Lead large client strategic planning initiatives, including analysis, plan development, and presentations to drive Firm revenue.
Oversee audit profitability by implementing measures to enhance procedures and improve overall financial performance.
Manage client billing processes, ensuring timely preparation of invoices and follow-up on cash collections to maximize engagement profitability.
Establish and manage project budgets for audit services throughout the engagement process, making adjustments as needed to maintain profitability.
Coordinate various phases of large engagements, overseeing staff requirements, scheduling, and logistics for smooth execution.
Provide technical expertise to team members, keeping current with industry standards and leading training initiatives to enhance team knowledge and capabilities.
What you must have
Bachelor's degree in accounting from an accredited college or university and/or equivalent years of experience. CPA license required.
Minimum 8 years of experience in assurance compliance. Industry specific knowledge required. Previous experience managing work teams required.
Must possess a valid state driver's license.
Whittlesey is dedicated to building a diverse and inclusive workforce, so we encourage you to apply even if you feel you may not be an exact fit. Qualified applicants will receive consideration for employment regardless of their race, color, religion, sex, sexual orientation, gender, gender identity, age, national origin or protected veteran status and will not be discriminated based on disability.
Join us and make a meaningful impact in a collaborative and innovative environment. Apply now to be part of our team!
$71k-91k yearly est. 21d ago
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Tax Supervisor
Whittlesey 3.8
Whittlesey job in Hartford, CT
Job Description
When you work at Whittlesey, you join a diverse team that provides today's business leaders with leading assurance, advisory, tax, and technology services.
Whittlesey is proud to announce that we have been named one of the “Best of the Best" Firms and one of the “Top 200 Firms” by INSIDE Public Accounting (IPA), an award-winning newsletter for the public accounting profession. IPA's annual “Best of the Best” list ranks top accounting firms with superior financial and operational performance in the most recent fiscal year.
We have an exciting career opportunity for a Tax Supervisor to join our Tax team. This position is a hybrid position. Hybrid team members alternate between working remotely at the office, or client locations. This model encourages collaboration and creativity while still providing team members with flexibility.
Our Culture
Whittlesey has the experience and expertise of a large, national firm with the responsiveness of a local firm. That means our team members have access to the resources necessary to develop their careers while also receiving personal coaching. From the Managing Partner on down, our leadership fosters an open-door policy. We are committed to providing expert service to our clients across all our service areas, and we know that can only be done by employing talented and driven individuals.
Collaboration and community are key values in our culture. Whether you are new to the Firm or have been here for several years, we respect each team member's unique talents and value their contributions. Whittlesey is dedicated to the communities where we live and work. We sponsor community-driven events throughout the year and encourage our partners and team members to become actively involved in volunteerism.
Benefits and Work-Life Integration
Meeting your professional goals does not mean you must sacrifice your personal life, which is why we adhere to a culture of work-life integration. We offer our team members flexible work schedules depending on their department's needs and a competitive paid time off program.
Whittlesey also offers a competitive subsidized benefit package that includes medical and dental coverage. Other benefits include LTD and life insurance, all paid entirely by the Firm, and a 401(k) plan that includes profit sharing.
What you will be doing
Review the work assignments of associates and senior associates on tax engagements to ensure documentation is appropriate, accurate, and submitted on time.
Manage multiple tax engagements at various stages, monitoring processes to meet client deadlines.
Coordinate engagement schedules, ensuring the necessary team members are assigned and aware of their expectations.
Lead engagement planning, including budgeting and strategic development, by proactively collaborating with client management and the tax team.
Delegate tasks effectively, completing tax engagement budgets and communicating expectations clearly to team members.
Monitor the status of each tax engagement, keeping both staff and management informed of progress to ensure deadlines are met.
Facilitate communication between the tax team and clients, ensuring expectations are managed and met through written and verbal interactions.
Monitor budgets throughout engagements using reporting and analytics to ensure profitability.
What you must have
Bachelor's degree in accounting from an accredited college or university, and/or equivalent years of experience.
CPA license or actively pursuing CPA license.
150 credit hours for CPA certification or actively pursuing.
Minimum 4 years of experience in tax compliance. Industry specific knowledge required.
Must possess a valid state drivers' license.
Whittlesey is dedicated to building a diverse and inclusive workforce, so we encourage you to apply even if you feel you may not be an exact fit. Qualified applicants will receive consideration for employment regardless of their race, color, religion, sex, sexual orientation, gender, gender identity, age, national origin or protected veteran status and will not be discriminated based on disability.
Join us and make a meaningful impact in a collaborative and innovative environment. Apply now to be part of our team!
Job Title: Director, Asset Management Treasurers Office, Alternative Product Oversight
The Role
As a Director of Alternative Product Oversight in Asset Management's Treasurers Office, you will be responsible for supporting the growing private equity, private credit, and real estate alternative product offerings by providing oversight of operational readiness, product life cycle events, accounting, and financial and regulatory reporting. You will think and work across Fidelity, partnering with Fidelity Fund and Investment Operations and with our key Asset Management business partners in Compliance, Risk, Technology, and the various Investment Divisions across the firm.
The Expertise And Skills You Bring
Bachelor's degree in accounting preferable.
A minimum of 10+ years industry or equivalent experience
Extensive knowledge of private credit, private equity, real estate, and other alternative investment product accounting and financial reporting
Exceptional research and analytical skills
A motivated self-starter committed to accuracy, quality and completion of tasks
Knowledge of operational risk management and internal controls, governance and oversight processes
Outstanding verbal, written and formal presentations communication skills
Ability to prioritize multiple tasks/initiatives and handle time-sensitive activities
CPA a plus.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
The Asset Management Treasurers Office provides fiduciary oversight of Fidelity's funds, shareholder activity, and service providers. We use industry knowledge, technical experience, and our responsibility as fiduciaries to set and monitor adherence to fund policies, and we support the Funds' Boards of Trustees in fulfilling their responsibilities to the Fidelity Mutual Funds. In addition to overseeing Fidelity's existing products, we also actively support Asset Management's efforts to expand investment capabilities by ensuring appropriate oversight is in place for new products prior to implementation. #FidelityAlts
The base salary range for this position is $110,000-222,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Investment Operations
$110k-222k yearly 4d ago
Director, Architecture
Fidelity Investments 4.6
Boston, MA job
At Fidelity Brokerage, we are seeking an accomplished Cybersecurity Solutions Architect to support the Brokerage Solution Architecture team in defining secure, end-to-end technology strategy for the retail brokerage customer experience. In this role, you will lead efforts to continuously improve the cybersecurity posture and practices within the Brokerage technology Architecture and Engineering organizations in collaboration with Enterprise cybersecurity efforts.
The Expertise You Have
An ideal candidate will have a solid cybersecurity background and proven experience building secure, scalable systems within FinTech. The ideal candidate will also have an effective combination of interpersonal and technical skills enabling them to work effectively within large organizations, building relationships and collaborating with architecture, product owners, engineering, QA, and customers to bring new experiences and capabilities to market.
The Skills You Bring
7+ years of experience in cybersecurity engineering, developing cybersecurity programs, policies, and guidelines, and implementing mitigating controls within large-scale infrastructure portfolios
Proficient in Cloud Architectures, services, and patterns
7+ years of experience in software engineering delivering web and/or desktop applications
Experience with DevSecOps and authoring CI/CD automation
Deep understanding of well-architected framework implementation: Operational Excellence, Security, Reliability, Performance Efficiency, and Cost optimization
Proven leadership in Zero Trust architecture for hybrid and multi-cloud environments
Familiarity with secrets management and certificate lifecycle automation
Relevant certifications - CISSP, CCSP, ITIL, or equivalent
Solid understanding of cryptography controls and enterprise PKI operations
Practical use of Infrastructure as Code for secure repeatable builds
The base salary range for this position is $126,000-255,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Information Technology
$126k-255k yearly 2d ago
Fixed Income Execution Trader (USA)
Trexquant Investment 4.0
Stamford, CT job
Trexquant is seeking a Fixed Income Trader to join our team. The ideal candidate will have experience executing both high-touch and electronic trades in corporate credit and rates instruments. In addition to trade execution, this role also involves cultivating relationships with liquidity providers and trading venues, contributing to the firm's execution excellence, and working closely with quantitative researchers and technologists to enhance execution workflows and advance Trexquant's systematic fixed income strategies.
Responsibilities
Execute trading in corporate credit instruments (IG, HY, EM), including cash bonds, credit indices, and ETFs, as well as rates instruments, including treasuries, bond futures, and other interest rate derivatives
Conduct both high-touch and electronic executions across OTC and exchange venues, covering both secondary and new issue transactions
Cultivate and strengthen relationships with street sales, trading, and syndicate teams to broaden liquidity access
Monitor market microstructure, liquidity dynamics, and credit developments to optimize execution, manage transaction costs, and improve portfolio outcomes
Track execution metrics and conduct transaction cost analysis to identify and implement execution enhancements
Collaborate with quantitative researchers and technologists to develop and refine execution workflows and algorithmic trading strategies
Coordinate with operations on settlements and corporate actions
Monitor risk exposures and ensure adherence to the firm's trading, operation, and compliance standards
Provide real-time market insights and feedback to researchers and contribute to alpha and strategy development
Qualifications
Bachelors, Masters or PhD in STEM related fields
3+ years of experience in corporate credit and rates trading, preferably on the buyside
Proficiency in trading platforms: MarketAxess, TradeWeb, TruMid, and Bloomberg
Exposure to fixed income quantitative/systematic strategies
Proficiency in programming languages (such as Python) and statistical modeling
Deep understanding of corporate credit and rate markets
Strong problem-solving skills with an ability to work independently and as part of a team
Benefits
Competitive salary plus bonus bonus based on individual and company performance
Collaborative, Casual, and friendly work environment
PPO Health, dental and vision insurance premiums fully covered for you and your dependents
Pre-tax commuter benefits Weekly company meals
Trexquant is an Equal Opportunity Employer
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$86k-155k yearly est. 12h ago
Head of LLM Application Team (USA)
Trexquant Investment LP 4.0
Stamford, CT job
We are seeking a Head of a LLM Application Team to lead the design and development of cutting‑edge AI and large language model (LLM)-driven tools within a systematic hedge fund environment. The ideal candidate will have a strong track record of deploying LLM technologies in real‑world applications and be excited to explore transformative use cases across quantitative research and trading.
Responsibilities
Design and build next-generation tools that support quantitative researchers and help generate actionable trade signals.
Collaborate with existing machine learning teams to explore novel applications of LLM technologies across various aspects of systematic trading.
Serve as a thought leader on LLM advancements, guiding the team and organization in leveraging state‑of‑the‑art techniques to inspire transformative applications in systematic finance.
Serve as a subject matter expert on LLM advancements, providing strategic guidance on integrating state‑of‑the‑art techniques to enhance systematic investment strategies.
Partner with portfolio managers and quant researchers to develop models that address specific market inefficiencies and trading opportunities.
Lead and build a high‑performing team of machine learning engineers and researchers, fostering innovation and excellence.
Qualifications
Bachelor's, Master's, or Ph.D. degrees in Mathematics, Statistical Modeling, Computer Science or other related STEM fields.
2+ years of experience in researching and applying LLM technologies.
Proven leadership experience in managing a team of quantitative members. Benefits
Competitive salary plus bonus based on individual and company performance.
Collaborative, casual, and friendly work environment.
PPO Health, dental and vision insurance premiums fully covered for you and your dependents.
Pre‑tax commuter benefits.
Weekly company meals.
Trexquant is an Equal Opportunity Employer
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$87k-127k yearly est. 3d ago
Head of FX Quantitative Strategy (USA)
Trexquant Investment LP 4.0
Stamford, CT job
We are looking for a senior FX professional to develop and lead a quantitative FX Strategy at Trexquant. In this role, you will be responsible for developing strategies and building out a team for researching, implementing, and trading profitable FX based strategies within our core product. Your work will integrate FX as an asset class in our proven quantitative processes and significantly expand our tradable universe, profitability, and competitive edge.
Responsibilities
Identify data useful for building and backtesting proposed FX trading strategies then build pipelines to feed these datasets into our research and trading platforms.
Work with the development team to improve accuracy, robustness, and speed of our platform in simulating and trading FX based strategies.
Develop FX based trading strategies and partner with the executions team to optimize execution of strategies, harmonizing with existing investments and asset classes.
Partner with the risk team to establish monitoring and controls for FX specific risk exposures as well as risk allocation among our incumbent strategies.
Build out and lead the FX Strategy Team to continually add, enhance and monitor FX alphas for the ongoing profitability and scale of the team's strategies.
Regularly present to senior management to collaborate and align quantitative FX research with overall trading and investment strategies.
Qualifications
Bachelor's, Master's, or Ph.D. degrees in Mathematics, Statistical Modeling, Computer Science or other related STEM fields.
5+ years of experience in researching and trading quantitative FX based strategies.
Experience managing or leading a team of quant researchers.
Strong quantitative skills.
Proficiency in Python.
Benefits
Competitive salary, plus bonus based on individual and company performance.
Collaborative, casual, and friendly work environment while solving the hardest problems in the financial markets.
PPO Health, dental and vision insurance premiums fully covered for you and your dependents.
Trexquant is an Equal Opportunity Employer
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$81k-123k yearly est. 1d ago
High-Frequency Quant Developer (C++, Low-Latency)
Trexquant Investment 4.0
Stamford, CT job
A leading quant trading firm is seeking a highly skilled Quantitative Developer with strong C++ expertise. In this role, you will design and optimize high-performance trading signals and support independent trading activities. You will collaborate with researchers to translate ideas into effective implementations, working autonomously. The position demands expert-level proficiency in C++, experience in high-frequency trading, and a relevant STEM degree. Competitive compensation includes base salary and performance-based bonuses, alongside comprehensive health coverage and a friendly work environment.
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A leading financial institution is seeking a Senior Client Associate in Boston to provide dedicated support to Financial Advisors and clients. The role requires a Bachelor's degree and the ability to handle client onboarding, and interactions while delivering excellent service. Preferred skills include effective communication and proficiency in Microsoft Office tools. Competitive compensation and benefits are included, with a focus on diversity and inclusion in the workplace.
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$69k-103k yearly est. 4d ago
Global Corporate & Commercial Counsel
Worldquant LLC 4.6
Greenwich, CT job
A leading financial strategy firm seeks an exceptionally talented attorney. Responsibilities include preparing and negotiating commercial agreements, supporting human resources, and providing actionable legal advice. The ideal candidate has 4-8 years of corporate legal experience and strong drafting skills. Compensation is competitive, with a base salary range of $170,000 to $225,000 USD, along with comprehensive benefits including fully paid medical and dental insurance, flexible spending accounts, and generous PTO policies.
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$170k-225k yearly 12h ago
Nonprofit Canvass Director for PBS & NPR - $23/hr
Donor Development Strategies 3.7
Boston, MA job
Donor Development Strategies (DDS) is a company that specializes in professional canvassing and grassroots outreach for public media stations (PBS and NPR). We're looking to fill the Assistant Canvass Director position with someone that will be a strong fundraiser in the field, has excellent communication skills, and will be a good manager of the canvass staff. DDS campaigns are year-round, providing directors a structured 40-hour work week as well as benefits (healthcare, vision and dental opt in, 401(k), and Paid Time Off).
Here in Boston, we fundraise on behalf of GBH. If you value the importance of these community resources and think you'd be a great fit, we encourage you to apply today!
Job Classification
Hourly - Non-Exempt - Full Time - Benefits Eligible
Essential Job Functions
Field Work: Canvass 4-5 days per week. Perform field training and regular field check-ins with all staff. Canvass Directors are expected to meet and exceed minimum fundraising and canvass shift quotas in the field.
Staff Management: Manage staff by creating and executing training plans. Hold staff accountable for working scheduled shifts, timeliness, meeting minimum standards, professionalism, etc.
Administration: Collect and report data from daily and weekly operations. Ensure maintenance, management, and security of donor and organizational data and contributions. Deposit fully accounted for donations with the client each night.
Communication: Effectively communicate with your Director Team and Project Manager. Canvass Directors are expected to participate in company-wide communication channels in a professional and prompt way.
Other duties or projects as assigned by Project Managers.
Preferred Experience and Skills
Prior canvassing, organizing, fundraising, and/or leadership experience.
Experience recruiting employees or volunteers, hiring/firing staff.
Base-level proficiency with Microsoft Office applications and cloud-based storage platforms.
Professional communication skills (including public speaking, professional writing, and strong telephone skills) are required.
Attention to detail, office management/administrative experience, and basic accounting skills are required.
The successful candidate will be organized, efficient, and good at multi-tasking; must be an excellent and efficient time manager while following a tight schedule.
Environment & Physical Demands
Ability to canvass and/or perform in-field check-ins, including 5 hours walking outdoors, up to 5 days/week.
Ability to work in a professional office environment.
Availability to work on Saturdays, some holidays, and other days as needed for the campaign.
Pay and Benefits
$23.00/hour starting base wage, plus fundraising bonuses.
$100 potential weekly bonuses.
Eligible for regular raises subject to performance reviews and office success.
Paid Time Off provided.
Subsidized healthcare/vision/dental.
401(k) with automatic employer contribution after first year.
Reimbursed at IRS rate for work-related driving.
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$23 hourly 1d ago
LLM Applications Lead for Quant Trading
Trexquant Investment LP 4.0
Stamford, CT job
A leading hedge fund firm in Stamford is seeking a Head of LLM Application Team to spearhead the development of innovative AI tools. The ideal candidate will have substantial experience with LLM technologies and will lead a team of researchers and engineers. Key responsibilities include designing advanced trading tools and guiding the application of LLM advancements in systematic investing. Attractive salary and comprehensive benefits offered.
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$102k-136k yearly est. 3d ago
Head of Enterprise Risk
Cambridge Associates LLC 4.8
Boston, MA job
Head of Enterprise Risk page is loaded## Head of Enterprise Riskremote type: Hybridlocations: Bostontime type: Full timeposted on: Posted 2 Days Agojob requisition id: JR0000036**Firm Overview:**Cambridge Associates (“CA”) is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit .** Summary:**Cambridge Associates (CA) has been at the forefront of innovative investment portfolio strategies for over 40 years. Headquartered in Boston and with offices across the world, CA provides investment management services to clients around the globe. We are currently seeking a Head of Enterprise Risk to lead our risk management function globally. The Head of Enterprise Risk directs CA's risk management strategy, leading a team of risk professionals to deliver on that strategy. The role requires highly developed leadership, collaboration, and business skills. Working in partnership with the Chief Compliance Officer and our business-line risk professionals, the Head of Enterprise Risk works to assure that both internal and external risks to CA are identified, mitigated, and monitored, creating an environment of trust with our clients and our colleagues. At CA, Enterprise Risk provides valuable and influential risk insight and measurements to support strategy, governance, and operations, in alignment with the firm's Management. The Head of Enterprise Risk reports to the Chief Legal Officer and to the audit and Risk Committee of the Board of Managers.**Job Description:****Duties and Responsibilities**· Set the direction and the pace for the implementation of risk management framework, processes and practices across CA, promoting a risk culture that enables the business to accomplish both strategic and tactical goals in an environment where risks are mitigated and monitored· Lead and manage the Enterprise Risk Management team to provide proactive risk advisory and assessment services, including delivery assurance focused on top strategic initiatives, to address risk issues that could potentially impact the firm's strategic direction and/or operational effectiveness· Provide quarterly Enterprise Risk Reports to firm Management and to the Audit and Risk Committee· Serve as a lead member of the Enterprise Risk and Compliance Committee, our global risk committee, with the responsibility for recommending remediation, further assessment of functions/process areas, and escalation of risks to Management for resolution and/or further discussion.· Partner with the Chief Compliance Officer as the ‘second line of defense', to identify and escalate risks as appropriate, and to guide the business to report, mitigate and monitor risks, and to report issues, risk events and errors in accordance with firm procedures· Align with our business-line risk professional to identify and optimize risks that could enhance our competitive business advantage, and to develop mitigation strategies to address risks that could impact our strategy and our ability to function in compliance with regulations· Partner with business leaders across our client facing business units and our support functions to drive change through the implementation of risk mitigation strategies· Support the regional and functional risk committees· Drive the implementation of our GRC (Governance, Risk and Compliance) tool in support of proactive risk management and ongoing visibility, monitoring and assessment of risks across all aspects of our business· Manage the Enterprise Risk Plan, assuring that resources are deployed accordingly and that the plan aligns with the top risk areas as identified through business area risk workshops and risk assessments· Maintain the Risk Taxonomy for the firm, driving a common risk language and a common understanding of both ongoing and emerging risks accordingly· Maintain the Global Risk Policy, as well as any required jurisdictional risk policies, and processes, assuring that updates are made as needed and in a timely manner· Provide subject matter expertise and manage the development and implementation of risk appetite measures, Key Performance Indicators (KPIs) and Key Risk Indicators (KRIs) to effectively measure business unit objectives* Collaborate with Compliance, Internal Audit and Error Reporting functions to mature the risk culture at CA and to identify risks to our clients, our firm strategy and to our colleagues, recommending mitigations that are actionable and measurable**Qualifications**· Minimum of 15 years' risk experience required, with experience leading the Enterprise Risk function of an Investment Management firm· Deep technical understanding of risk management methodologies and maturity models, including COSO ERM framework· Demonstrated, proven, and practical knowledge of managing KRI and KPI metrics and board level risk reporting· Broad-based operational perspective and understanding of the processes and controls of an investment management firm· Experienced people manager, with a focus on staff development, coaching, timely performance assessments, and managing a relationship management model aligned with internal business partners· Deep understanding of global investment management regulatory environment· Highly developed written and verbal communication skills, with experience with board level presentations, capable of adapting messaging to various audiences clearly and succinctly· Ability to interact with and build relationships with colleagues at all levels of the organization, focusing on collaboration to achieve results in support of firm strategy and goals; including communicating with executive- and Board-level stakeholders.· Bachelor's degree required, advanced degree desirable Base salary range for this role:Pay Range Minimum:177300Pay Range Maximum:241100In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.Since our founding in 1973, we have been a market leader in building diversified investment portfolios. With 13 offices around the globe and a world-class network of managers, we offer the scale, resources, and networks of a global firm, coupled with the trust, independence, and personal attention of a boutique firm.### Get in TouchIntroduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.Wherever you are in your career journey, we offer a wide range of opportunities and a truly collaborative, diverse environment.
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$161k-210k yearly est. 2d ago
GenAI Risk Use-Case Architect - Lead & Scale
Citizens Bank 3.7
Boston, MA job
A leading financial institution seeks a Senior Data Scientist to lead the development of Generative AI use cases within risk management. The ideal candidate will have over 5 years of experience in data science, particularly with GenAI and advanced NLP techniques. This hybrid role, based in Boston, MA, offers a competitive salary ranging from $120,000 to $160,000 with additional benefits and an opportunity for an annual discretionary bonus.
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$120k-160k yearly 3d ago
President & CEO
Kentucky Society of Association Executives Inc. 3.5
Massachusetts job
Reports To
Reports To:
Chairman of the Board of Directors
The President & CEO of the Bay County Chamber is a highly visible and strategic community leader, responsible for protecting and enhancing the business environment to benefit businesses of all sizes in Bay County. The CEO serves as the lead spokesperson of the organization and cultivates partnerships with elected officials, business leaders, military representatives, and community stakeholders.
This role oversees all aspects of Chamber operations with a focus on:
Strengthening member engagement and value
Maintaining strength and influential status through leading advocacy and public policy efforts
Driving revenue generation through membership, sponsorships, and programs
Ensuring strong organizational governance and financial sustainability
Elevating Bay County's reputation as a premier place to live, work, visit, and invest
Key ResponsibilitiesFinancial & Organizational Leadership
Provide overall leadership in budgeting, financial planning, and resource allocation to ensure the Chamber's long-term sustainability and alignment with strategic goals.
Develop and manage an annual budget of approximately $1 million, presenting regular financial reports to the Board and Finance Committee.
Oversee operations, staff development, performance management, and organizational culture to maintain a high-performing, mission-driven team.
Manage facilities, capital assets, operational systems, and maintain compliance with all applicable laws, regulations and Chamber bylaws.
Develop and implement policies and procedures that align with strategic goals and ensure organizational efficiency.
Membership Engagement & Revenue Generation
Oversee membership recruitment, retention, and engagement programs to maximize member value.
Manage and conduct periodic reviews of major revenue streams including membership dues, Vision Investor Program, events, sponsorships, and grants.
Ensure members find tangible value in Chamber programs and services through ongoing solicitation of feedback and assessment.
Provide inspiration and leadership to Chamber volunteers executing on the organization's goals and objectives.
Advocacy, Government & Military Relations
Collaborate with the VP of Strategic Partnerships to build and sustain effective relationships with local, state, and federal government, military partners and civic leaders.
Provide leadership and guide the growth and success of the Government Affairs and Military Affairs Committees.
Facilitate monthly meetings with city and county managers to strengthen communication, collaboration, and community alignment.
Serve as a thought leader and facilitate collaboration with elected officials, military representatives, and business leaders on emerging issues impacting the Bay County business community.
Champion Chamber positions to members and the public via forums, events, op-eds, and media engagements.
Community & Economic Development
Build collaborative partnerships with economic development organizations, workforce agencies, local governments, and military installations.
Support initiatives to attract, retain, and expand businesses in Bay County.
Lead projects and programs that strengthen the area's economic competitiveness, workforce pipeline, and overall quality of life.
Represent the Chamber on community boards, committees, and at public events to promote business growth and community development.
Communications & Marketing
Serve as the Chamber's primary spokesperson and oversee public relations initiatives.
Supervise the creation and placement of publications, digital platforms, Bay Biz magazine, newsletters, podcasts, and social media campaigns.
Develop and implement marketing strategies to elevate the Chamber's visibility, brand, and reputation in the community.
Optimize and leverage the Chamber's CRM system investment
Governance & Strategic Planning
Partner with the Board of Directors to develop and implement strategic plans, policies, and long-term goals.
Facilitate Board engagement, including governance support, recruitment, and succession planning.
Ensure Chamber-led board and committee meetings are well-planned, efficient and engaging for participants.
Maintain transparency, accountability, and adherence to bylaws, accreditation standards, and organizational policies.
Qualifications
Bachelor's degree strongly desired; advanced degree or MBA preferred.
Minimum of 7 years of senior leadership experience in chambers of commerce, nonprofits, economic development, or related fields.
Demonstrated success in strategic planning, membership growth, fundraising, and financial management.
Skilled in advocacy, public policy, and government relations.
Strong interpersonal, communication, and public speaking skills.
Ability to manage and inspire staff, volunteers, and community partners.
Deep understanding of economic development, small business needs, and workforce challenges.
As the face of the Chamber, must be willingness to work evenings, weekends, and travel locally/regionally as required.
Must reside in, or be willing to relocate to Bay County
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$171k-239k yearly est. 12h ago
FX Quant Strategy Lead: Build & Scale Profitable Alphas
Trexquant Investment LP 4.0
Stamford, CT job
A leading quantitative investment firm in Stamford is seeking a senior FX professional to develop and lead a quantitative FX strategy. You will build and lead a team, identify data for FX trading strategies, and collaborate with risk and execution teams. The ideal candidate has over 5 years of experience in quantitative FX trading and strong skills in Python and quantitative analysis. You'll enjoy a competitive salary and a collaborative work environment.
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$65k-97k yearly est. 1d ago
Tax Senior Accountant
UHY 4.7
Farmington, CT job
JOB SUMMARYAs a Tax Senior Accountant, you will be responsible for the preparation of financial information for our clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The Tax Senior Accountant maintains client relationships and oversees the work of internal staff and works closely with internal leaders, to ensure high-quality work is conducted and delivered to our clients.
Tax Preparation
Lead and manage a portfolio of tax engagements, including planning, preparation, and review of various tax returns (individual, corporate, partnership, etc.)
Serve as the primary point of contact for assigned clients, addressing their tax-related inquiries, providing recommendations, and fostering strong client relationships
Collaborate with partners and managers to ensure seamless client service delivery and alignment with overall firm objectives
Research and Analysis
Conduct thorough tax research and analysis to develop proactive tax planning strategies for clients, identifying opportunities to minimize tax liabilities and optimize financial outcomes
Collaborate with the internal team to assist in providing expert guidance on complex tax matters, including mergers, acquisitions, restructurings, and other business transactions
Client Communication
Effectively communicate complex tax concepts and strategies to clients, tailoring explanations to their understanding and addressing their questions or concerns
Prepare and deliver presentations to clients on tax-related matters, providing insights into their financial situations and potential tax implications
Compliance and Documentation
Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standards
Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions
Stay current with federal, state, and local tax laws, regulations, and changes, ensuring the firm and its clients are compliant with the latest tax requirements
Team Collaboration
Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices
Supervise and mentor tax staff, providing guidance, training, and feedback to foster their professional growth and ensure the quality of their work
Cultivate a collaborative team environment, promoting knowledge sharing and effective communication among team members
Participate in internal training sessions to enhance your technical skills and stay updated on industry trends
Process Improvement and Innovation
Identify opportunities to enhance tax workflows, processes, and methodologies, contributing to the continuous improvement of the firm's tax services
Supervisory responsibilities
May supervise subordinate team members
Work environment
Work is conducted in a professional office environment with minimal distractions
Physical demands
Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
Must be able to lift to 15 pounds at a time
Travel required
Travel may be frequent and unpredictable, depending on client's needs
Required education and experience
Bachelor's degree in accounting, finance, or a related field
3 - 6 years of relevant experience
Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research
Preferred education and experience
Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting
Actively working towards achieving CPA or Enrolled Agent licensure or relevant certification, if not already attained
Responsible for completing the minimum CPE credit requirement
Other duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.
WHO WE ARE
UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.
WHAT WE OFFER
POSITIVE WORK ENVIRONMENT
Enjoy a collaborative and supportive work environment where teamwork is valued.
ATTRACTIVE COMPENSATION PACKAGES
Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.
COMPREHENSIVE BENEFIT PACKAGE
Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
$65k-82k yearly est. Auto-Apply 2d ago
Head of Systematic Futures Team
Trexquant Investment LP 4.0
Stamford, CT job
We are looking for an experienced systematic futures quantitative researcher to lead our Futures Team. In this role, you will be responsible for leading a team of researchers in researching, implementing, and trading profitable futures based systematic strategies within Trexquant's core product. Your work will expand our existing systematic futures program as a meaningful asset class in our proven quantitative processes.
Responsibilities
Expand our current futures effort by further identifying data and signals useful for building and backtesting various futures strategies.
Work with the development team to improve accuracy, robustness, and speed of our platform in simulating and trading proposed futures based strategies.
Design and Implement futures based strategies and partner with the execution and financing teams to optimize execution of strategies, harmonizing with existing investments and asset classes.
Align with the risk team to establish monitoring and controls for futures specific risk exposures as well as capital allocation among our incumbent strategies.
Regularly present to senior management to collaborate and align quantitative credit research with overall trading and investment strategies.
5+ years of experience in researching and trading quantitative futures based strategies.
Bachelor's, Master's, or Ph.D. degrees in Mathematics, Statistical Modeling, Computer Science or other related STEM fields.
Proven leadership experience in managing a team of quantitative researchers.
Strong quantitative skills.
Proficiency in Python.
Competitive salary plus bonus based on individual and company performance.
Collaborative, casual, and friendly work environment.
PPO Health, dental and vision insurance premiums fully covered for you and your. dependents.
Pre-tax commuter benefits.
Weekly company meals.
Trexquant is an Equal Opportunity Employer.
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$110k-190k yearly est. 3d ago
Deputy Division Chief
Commonwealth of Massachusetts 4.7
Boston, MA job
Deputy Division Chief - Fair Labor Division (Boston Office)
The Deputy Division Chief will lead operations, supervise staff, and manage litigation for the Fair Labor Division of the Attorney General's Office.
Requirements
Must be a member of the Massachusetts Bar.
At least five (5) years of full‑time (or equivalent part‑time) experience in the practice of law.
Experience managing attorneys and support staff in a legal environment.
Familiarity with Massachusetts wage and hour laws.
Demonstrated ability to engage in a broad array of complex work and to manage attorneys and other staff with varying levels of experience.
Effective communication and management skills and the ability to work cooperatively with colleagues, public officials, unions, community‑based organizations, and industry groups.
Ability to interact with residents and community members from diverse backgrounds with empathy and sensitivity.
Preferred Qualifications
Legal experience protecting the rights of vulnerable workers; developing novel legal strategies to effectively combat wage theft; pursuing civil and/or criminal enforcement to enforce labor standards; and familiarity with industries that have high incidences of wage theft (e.g., construction, restaurants, cleaning, staffing agencies).
Demonstrated connection to the people and communities served, particularly historically marginalized communities, and an interest in supporting a respectful and inclusive work environment.
Responsibilities
Work with the Division Chief and Chief of Investigations to manage and direct activities of a division of approximately 60 staff.
Provide day‑to‑day supervision of the Division's operations and legal work.
Oversee litigation matters, case strategy, and compliance with public record obligations.
Serve as a reviewer for written work, including authorization requests for enforcement actions, prosecution memoranda, briefs, and bid protest decisions.
Review and process incoming complaints; conduct case reviews with attorneys and investigators.
Participate in community and public events and coordinate communication with constituent groups and community partners.
Assess and make recommendations for internal business processes, proposed legislation, regulations, and amicus briefs.
Handle certain personnel matters, draft periodic reports on the Division's work, and attend regular meetings with the Attorney General and senior staff.
When time permits, personally handle significant or sensitive litigation, including settlement negotiations and multistate initiatives.
Position Type: Full‑Time / Exempt. The current hybrid model includes some remote workdays; on in‑office days employees must report to the Boston office or a regional office.
Salary: $135,502
Application Instructions
Applicants must apply directly at **************************** Applications submitted via MassCareers will not be received.
You will be asked to submit a cover letter and resume. The application deadline is December 23, 2025 at 5:00 PM (ET).
Qualified individuals with disabilities are encouraged to apply and will receive accommodation. For assistance, contact the Human Resources Division at **************.
Inquiries regarding position & status may be made to:
Lori Swanson, Administrative Assistant, Fair Labor Division, **************
The Attorney General's Office is an Equal Opportunity Employer. It strives to reflect the diversity of the communities it serves. Applicants from all backgrounds are encouraged to apply.
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$135.5k yearly 3d ago
Assurance Manager
Whittlesey 3.8
Whittlesey job in Hartford, CT
Job Description
When you work at Whittlesey, you join a diverse team that provides today's business leaders with leading assurance, advisory, tax, and technology services.
Whittlesey is proud to announce that we have been named one of the “Best of the Best" Firms and one of the “Top 200 Firms” by INSIDE Public Accounting (IPA), an award-winning newsletter for the public accounting profession. IPA's annual “Best of the Best” list ranks top accounting firms with superior financial and operational performance in the most recent fiscal year.
We have an exciting career opportunity for an Assurance Manager to join our Assurance team. This position is a hybrid position. Hybrid team members alternate between working remotely at the office, or client locations. This model encourages collaboration and creativity while still providing team members with flexibility.
Our Culture
Whittlesey has the experience and expertise of a large, national firm with the responsiveness of a local firm. That means our team members have access to the resources necessary to develop their careers while also receiving personal coaching. From the Managing Partner on down, our leadership fosters an open-door policy. We are committed to providing expert service to our clients across all our service areas, and we know that can only be done by employing talented and driven individuals.
Collaboration and community are key values in our culture. Whether you are new to the Firm or have been here for several years, we respect each team member's unique talents and value their contributions. Whittlesey is dedicated to the communities where we live and work. We sponsor community-driven events throughout the year and encourage our partners and team members to become actively involved in volunteerism.
Benefits and Work-Life Integration
Meeting your professional goals does not mean you must sacrifice your personal life, which is why we adhere to a culture of work-life integration. We offer our team members flexible work schedules depending on their department's needs and a competitive paid time off program.
Whittlesey also offers a competitive subsidized benefit package that includes medical and dental coverage. Other benefits include LTD and life insurance, all paid entirely by the Firm, and a 401(k) plan that includes profit sharing.
What you will be doing
Lead collaboration with key team members, including auditors, analysts, and client representatives, to ensure alignment on engagement objectives and meet client expectations effectively.
Participate in strategic planning with clients, conducting analyses and developing actionable plans to drive Firm revenue.
Monitor audit profitability by recommending improvements to procedures and enhancing overall profitability.
Establish and manage project budgets for audit services, ensuring financial targets are met throughout the engagement process.
Review client billings to ensure accuracy and appropriateness of write-offs, assisting with overall billing management.
Coordinate various phases of large engagements, managing staff requirements, scheduling, and logistics for seamless execution.
Provide technical expertise and industry insights to team members, while facilitating meetings and presentations to clients to ensure effective communication and satisfaction.
What you must have
Bachelor's degree in accounting from an accredited college or university and/or equivalent years of experience. CPA license required.
Minimum five years of experience in assurance compliance. Industry specific knowledge may be required.
Must possess a valid state driver's license.
Whittlesey is dedicated to building a diverse and inclusive workforce, so we encourage you to apply even if you feel you may not be an exact fit. Qualified applicants will receive consideration for employment regardless of their race, color, religion, sex, sexual orientation, gender, gender identity, age, national origin or protected veteran status and will not be discriminated based on disability.
Join us and make a meaningful impact in a collaborative and innovative environment. Apply now to be part of our team!