Senior Analyst jobs at WSFS Bank - 472 jobs

Source One is a consulting services company and we're currently looking for the following individual to work as a consultant with our direct client, a global pharmaceutical client in Summit, NJ No Third-Party, No Corp to Corp, No Sponsorship Title: Trademark Data Management Analyst Location: Summit, NJ Hybrid: (Mon-Fri, 40 hours) Contract Duration: 12 months, with likely extension Pay Rate: $33.57 per hour (w2) PLEASE NOTE: To be considered for this position you must have a minimum of three years of trademark experience, particularly with trademark assignments and chain of title changes. Job Description: The IP Operations Assistant role is designed for an experienced, proactive, and self-starting individual seeking to work in a supportive and team-oriented setting. The position focuses on assisting with trademark data review, verification, and related administrative tasks, requiring interaction with in-house and outside counsel as well as business teams. Key Responsibilities: Interpret trademark correspondence to identify data entry errors and resolve inquiries from outside counsel. Manage trademark assignment and chain of title changes, including communication with outside counsel. Verify details of Powers of Attorney (POA), assignments, and related documents, preparing themfo r attorney signature, notarization, and legalization. Support the IP Operations Manager in departmental projects such as organizing POAs, running reports, and data verification. Assist with overflow projects and provide backup during team members' absences. Job Requirements: MUST HAVE A Minimum of three years of trademark experience, particularly with trademark assignments and chain of title changes. Required proficiency in trademark IPMS databases, preferably Memotech. Understanding of trademark law sufficient to perform duties with minimal supervision. Strong organizational, teamwork, and time management skills with attention to detail and problem-solving abilities. Experience handling high-volume, complex data with the ability to multitask and work under pressure. Proficiency in Excel (including advanced data analysis and manipulation such as pivot tables), Microsoft Outlook, and Adobe Acrobat. Proven ability to manage projects independently while providing clear updates to the IPOperations Manager. Preferred but not required: New Jersey Notary certification. Comfortable using information technology and document management tools. Strong written and verbal communication skills, capable of effective interaction at all company management levels.

About this role GAAPS Alternatives | Analyst/Associate Loan Services | Wilmington Elevate your career by joining the world's largest asset manager! Thrive in an environment that fosters positive relationships and recognizes outstanding performance! We know you want to feel valued every single day and be recognized for your contribution. At BlackRock, we strive to empower our employees and actively engage your involvement in our success. With over USD $10 trillion of assets we have an outstanding responsibility: our technology and services empower millions of investors to save for retirement, pay for college, buy a home and improve their financial well-being. Team Overview This team is part of the Global Alternative Transaction Services team within Business Operations. The core focus of the team is to support private investment trade execution, provide consistent data capture related to our alternatives platform, and disseminate the data to various stakeholders. We offer clients strategies designed to provide returns across various asset classes including private credit/direct lending, middle market loans and private debt markets. Our alternative investment capabilities are fully integrated into BlackRock, allowing investment teams to capitalize on the firm's considerable resources in areas such as risk management, product development, client service and operational support. Role Responsibility Provide trade support and execution functions for private investment funds, including monitoring internal and external teams to ensure accurate and timely execution; Foster a relationship with back-office support professionals at private fund managers/private companies as well as their administrators and agents, including frequent communications regarding trading and amortization activity; Liaise with external service providers, internal team members and other BlackRock groups to resolve operational issues, as identified; Work with Business teams to facilitate investment funding processes; Interact with Portfolio Management, NAV Oversight, and Client Servicing / Reporting teams as needed to address investor queries and investment-level funding issues; Support the onboarding of new alternative investor mandates, investments, and vehicles, including informing & implementing processes for investment/trade lifecycle management, cash management, reporting, and reconciliation; Find opportunities for technological innovation and enhancements to processes; Identify risk areas and implement/improve risk-mitigating controls Assist with preparation and review of reporting deliverables and ensure deadlines are met; Ensure the team's process documentation and controls are updated and reviewed regularly; Experience 1-5 years' experience in the fields of operations, accounting and/or administration with a particular focus on alternative investment funds; A bachelor's degree in Accounting or Finance is preferred but not required; A proficiency in Excel. Excellent written and oral communication skills; Experience multi-tasking in a fast-paced environment; Highly organized and able to adapt to variable deadlines; Strong analytical and problem-solving abilities; and Outstanding work ethic required along with demonstrated success in high performance or high demand environments. Above all, the candidate must possess initiative and a willingness to contribute beyond the scope of one's role to achieve team and firm objectives. For Wilmington, DE Only the salary range for this position is USD$66,500.00 - USD$85,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. Our benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. Our hybrid work model BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement. BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy. BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.

We have tremendous opportunities for a Tax Principal to play a key role on our Small Business Advisory (SBA) team in Wilmington, Delaware. The Small Business Advisory team works primarily with small businesses where we can add value as an integral part of their internal accounting team. As part of our talented team of accountants, you will be contributing to the overall successful completion of client engagements. At The Bonadio Group we pride ourselves on developing quality-focused professionals who have the opportunity to continually learn, develop, and grow into well-rounded trusted advisors. You will have the opportunity to build strong professional relationships with clients, work in diverse client-service environments, effectively communicate and assist our clients in developing strategies to best service their business needs. Responsibilities: Be responsible for developing and managing client relationships and to identify new business opportunities contributing to growth and development Work with an engagement team to successfully service clients in multiple industries Overall successful completion of client engagements: - Tax compliance, research, correspondence and planning Develop an understanding of our client's business and aspects of their industry. Review and prepare clear and concise working papers Work on issues of diverse scope where analysis of a situation or data requires evaluation of a variety of factors, including an understanding of current business trends. Develop effective working relationships with internal and external clients Assist with development and retention of clients, including the ability to cross-sell services Assist clients with special projects such as budgeting, cash flow projections and tax planning Deliver projects/engagements on time, within budget and to client's satisfaction Lead, train, and mentor staff inclusive of oversight on client engagements and providing evaluative feedback Required Qualifications: A minimum of a bachelor's degree in accounting/related CPA or EA certification A minimum of seven years of relevant recent CPA firm experience Proven ability to provide mentoring and leadership to team Proven ability to develop and sustain business relationships for the purpose of increasing the firm's client base Proficiency with Microsoft Office Suite inclusive of Teams and Outlook Willingness and ability to travel as needed Hours Of Operation: Our office hours are from 8:00 a.m. until 5:00 p.m. Monday through Friday Our summer hours are from 8:00 a.m. until 5:00 p.m. Monday through Thursday, and from 8:00 a.m. until 12:00 p.m. on Friday We pride ourselves on our flexibility; however, the ability to work additional hours will be needed at peak times At The Bonadio Group, we believe that an inclusive work environment allows all of our people to achieve their greatest potential and the greatest results for our clients and communities. Bonadio is committed to the principle of equal treatment and opportunity for all people. The Firm is committed to fostering and managing diversity in the workplace as an integral part of its practice and service to clients. The Firm values the rich variety of perspectives and experiences offered by those of different backgrounds. This diversity strengthens our institution and enables it to better respond to our clients' needs in an increasingly global profession. In the fast-changing accounting industry, The Bonadio Group is always on the cutting edge of growth and innovation. With our great mentoring and training programs, you'll be exposed to diversity of work, the ability to tackle more interesting issues, and have a path to Partnership. You'll be working with great people and great clients where you can truly make a difference. Apply online, get on board, and grow with us. You'll be glad you did! The Bonadio Group is unable to accept unsolicited resumes from third-party recruiters who do not have a written contractual agreement for a specific position along with approval to submit from the Talent Management team. All communications from The Bonadio Group regarding recruitment and hiring will come from an @bonadio.com email address and our process includes a discussion with our Talent Management team. If you have any questions or concerns, please contact us immediately at ************** or *******************. EOE/AA Disability/Veteran

Job Classification: Investment Management - Investments A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers! If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today. At PGIM, You Can! What you will do The Senior Investment Analyst role in the Portfolio Analysis Group will directly support the Asset Based Finance desk, providing investment analysis, both portfolio and market based, to key internal constituents, as well as current and prospective clients. Sectors covered will include Private ABF, CMBS, non-agency RMBS, CLOs, and Asset Backed Securities. The Analyst delivers expert quantitative investment analytics and shares leadership responsibilities for the group with his or her peers. The Analyst works closely with portfolio managers, risk managers, traders, credit research, client service representatives and the sales and marketing team to deliver deal analysis, performance attribution and analytics, monitor portfolio positioning, alignment, and risk exposures, collect and analyze market data and model portfolios and custom benchmarks for portfolio management. The incumbent understands and participates in portfolio construction and trade construction within multiple sets of constraints or guidelines that exist for the portfolio sphere they cover. The ability to successfully navigate multiple, and at times competing, ad hoc requests and projects simultaneously that relate to market or portfolio analytics received from all parts of the larger Fixed Income organization is also key. The incumbent partners closely with peers throughout Fixed Income to build organizational capabilities and is responsible for setting goals and accomplishing the objectives of the Portfolio Analysis Group. What you can expect Perform targeted deal analysis, prepare investment committee materials, and deliver performance attribution for Asset Based Finance portfolios, emphasizing risk, structure, and outcome across ABF asset classes. Integrate specific client guidelines, objectives and risk tolerances into the firm's investment process and strategies to ensure complete portfolio management and analytics are in place for all portfolios Follow developments, views and themes within the market or markets applicable to the desks being covered, understand how those drive portfolio positioning and performance Maintain the Portfolio Analysis Group's position as a world class provider of Investment Analytics and provide leadership, talent development and execution against the organization's strategic goal set. Work with peers across mandates to ensure analytics processes and methodologies are applied consistently and efficiently Deliver and effectively communicate monthly and quarterly performance attribution analysis Work with constituents throughout the organization to ensure that the Portfolio Analysis Group, Portfolio Management teams and the Risk Management Group have the tools and technology required to effectively manage portfolios Remain current on all applicable technology related to portfolio analytics, attribution methodologies, modelling methodologies and risk management tools Ad hoc Project work including but not limited to work related to analyzing new deals in the market, answering client questions, or creating exhibits on market trends as needed by the desk. What you will bring 3-5+ years of experience in Fixed Income Investments and a demonstrated passion for Fixed Income Analytics with Structured Product and Credit experience strongly preferred Strong demonstrated quantitative skills (project experience involving data analysis a plus) Advanced knowledge of MS Excel Experience scripting with SQL is strongly preferred and working with programming languages (Python/R) is a plus Tableau or other data visualization tool experience is preferred Ability to thrive in a fast-paced environment while working on multiple tasks both independently and within a team construct Maintains high levels of productivity and self-direction MBA, CFA, other applicable master's level work such as Statistics or Quantitative Finance or equivalent experience will be considered Excellent verbal and written communications skills Embraces and encourages change and development *PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply. Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $120,000 to $125,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. What we offer you: Market competitive base salaries, with a yearly bonus potential at every level. Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave. 401(k) plan with company match (up to 4%). Company-funded pension plan. Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs. Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development. Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs. Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com. If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.

Job Classification: Investment Management - Investments A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers! If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today. At PGIM, You Can! What you will do The Senior Investment Analyst role in the Portfolio Analysis Group will directly support the Asset Based Finance desk, providing investment analysis, both portfolio and market based, to key internal constituents, as well as current and prospective clients. Sectors covered will include Private ABF, CMBS, non-agency RMBS, CLOs, and Asset Backed Securities. The Analyst delivers expert quantitative investment analytics and shares leadership responsibilities for the group with his or her peers. The Analyst works closely with portfolio managers, risk managers, traders, credit research, client service representatives and the sales and marketing team to deliver deal analysis, performance attribution and analytics, monitor portfolio positioning, alignment, and risk exposures, collect and analyze market data and model portfolios and custom benchmarks for portfolio management. The incumbent understands and participates in portfolio construction and trade construction within multiple sets of constraints or guidelines that exist for the portfolio sphere they cover. The ability to successfully navigate multiple, and at times competing, ad hoc requests and projects simultaneously that relate to market or portfolio analytics received from all parts of the larger Fixed Income organization is also key. The incumbent partners closely with peers throughout Fixed Income to build organizational capabilities and is responsible for setting goals and accomplishing the objectives of the Portfolio Analysis Group. What you can expect Perform targeted deal analysis, prepare investment committee materials, and deliver performance attribution for Asset Based Finance portfolios, emphasizing risk, structure, and outcome across ABF asset classes. Integrate specific client guidelines, objectives and risk tolerances into the firm's investment process and strategies to ensure complete portfolio management and analytics are in place for all portfolios Follow developments, views and themes within the market or markets applicable to the desks being covered, understand how those drive portfolio positioning and performance Maintain the Portfolio Analysis Group's position as a world class provider of Investment Analytics and provide leadership, talent development and execution against the organization's strategic goal set. Work with peers across mandates to ensure analytics processes and methodologies are applied consistently and efficiently Deliver and effectively communicate monthly and quarterly performance attribution analysis Work with constituents throughout the organization to ensure that the Portfolio Analysis Group, Portfolio Management teams and the Risk Management Group have the tools and technology required to effectively manage portfolios Remain current on all applicable technology related to portfolio analytics, attribution methodologies, modelling methodologies and risk management tools Ad hoc Project work including but not limited to work related to analyzing new deals in the market, answering client questions, or creating exhibits on market trends as needed by the desk. What you will bring 3-5+ years of experience in Fixed Income Investments and a demonstrated passion for Fixed Income Analytics with Structured Product and Credit experience strongly preferred Strong demonstrated quantitative skills (project experience involving data analysis a plus) Advanced knowledge of MS Excel Experience scripting with SQL is strongly preferred and working with programming languages (Python/R) is a plus Tableau or other data visualization tool experience is preferred Ability to thrive in a fast-paced environment while working on multiple tasks both independently and within a team construct Maintains high levels of productivity and self-direction MBA, CFA, other applicable master's level work such as Statistics or Quantitative Finance or equivalent experience will be considered Excellent verbal and written communications skills Embraces and encourages change and development *PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply. Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $120,000 to $125,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. What we offer you: Market competitive base salaries, with a yearly bonus potential at every level. Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave. 401(k) plan with company match (up to 4%). Company-funded pension plan. Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs. Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development. Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs. Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com. If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.

The Investment Data Senior Analyst will play a critical role in advancing Venerable's investment data and reporting environment. This position blends strong technical acumen with investment data expertise to deliver scalable, efficient, and high-quality investment data solutions. Investment data encompasses the full spectrum of information supporting the investment lifecycle from security reference and transactions data to risk metrics and analytics. The analyst will focus on driving automation, enhancing process efficiency, and supporting the development of a robust data and reporting infrastructure that meets the evolving needs of internal stakeholders. This position resides within the Investment and Risk Operations team in Venerable's Risk department. Venerable is currently working in a Hybrid Work Model, in the office 3 days/week and remote 2 days/week. This role is based in our West Chester, PA office. Please note that this position is not eligible for visa sponsorship or visa transfers at this time. Primary Responsibilities: Design and implement scalable, automated processes for investment data ingestion, transformation, validation, reconciliation, and reporting to ensure accuracy and efficiency. Contribute to investment data product management, including requirements gathering, user story development, and user acceptance testing (UAT). Participate in product planning and roadmap discussions to align data capabilities with business objectives. Enhance and maintain data infrastructure, including pipelines, models, and centralized repositories, ensuring seamless integration with downstream systems and supporting analytics, reporting, and operational workflows. Monitor and troubleshoot data flows from internal and external sources, analyze exceptions and trends, and implement process and control improvements to strengthen data quality and operational efficiency. Develop and maintain dashboards and reports to support oversight, financial modeling, and strategic decision-making. Serve as a subject matter expert on investment data infrastructure, providing technical guidance and support to team members and stakeholders. Partner with cross-functional stakeholders (Investment Management, Risk, Operations, Financial Risk Management, Accounting, Treasury, Audit, Hedging, Valuation, and Technology) and external vendors (e.g., risk analytics platforms, investment accounting provider) to support investment-related data initiatives. Advance investment data governance by managing data dictionaries, metadata, and process documentation to promote consistency and transparency across the organization. The candidate must possess the following skills and experiences: Undergraduate degree in Finance, Economics, Mathematics, Information Systems, Computer Science, Data Science, or a related field. 5+ years of experience in financial services, including direct experience with investment data management and solution design. Demonstrated ability to design and optimize business processes and tools to improve workflow efficiency, reduce manual effort, and mitigate risk. Proficiency in SQL, with a strong preference for experience working with large datasets and database design. Proven ability to support product management processes, including requirements gathering and user acceptance testing (UAT). Experience with data transmission, loading, reconciliation, reporting, and downstream integration. Advanced Microsoft Excel skills, including experience with complex formulas, pivot tables, and data analysis tools. Familiarity with investment instruments and financial markets, particularly fixed income and risk analytics. Strong analytical, critical thinking, and problem-solving skills with a high level of attention to detail. Ability to work independently and collaboratively in a cross-functional, fast-paced environment. Ability to manage competing priorities and meet deadlines. Preferred skills and Qualifications: Familiarity with data pipeline architecture and hands-on experience with cloud platforms, particularly Amazon Web Services (AWS). Experience with data visualization and reporting tools, particularly Power BI. Programming experience in Python, R, or similar languages. Experience with analytics, financial, or investment accounting platforms such as Blackrock Aladdin, Factset, or Clearwater. Strong communication and interpersonal skills to engage effectively with internal teams and external partners. Experience with Agile methodologies and tools. CFA designation or progress toward it. #LI-MB1 Venerable Values: Every position at Venerable has responsibility for living out the company's values as described here: We are Courageous - We think critically, ask "why?" and seek out creative solutions. We are Curious - We take calculated risks, learn from out failures, and challenge traditional ways of thinking. We are Connected - We are connected to each other, our customers and our community. Please note: The use of AI tools (such as ChatGPT or similar platforms) during interviews is not permitted without the prior approval of Venerable, as the use of such tools may interfere with company confidentiality, misrepresent a candidate's skills and experience or otherwise conflict with Venerable's hiring policies. If you are selected for an interview and a reasonable accommodation is needed, please notify the Venerable Human Resources recruiter aligned to the open position in which you are interviewing for. If Venerable, in its sole discretion, determines that AI is being used during an interview without prior approval, Venerable reserves the right to end the interview early and/or disqualify a candidate.

Job Classification: Investment Management - Investments A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers! If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today. At PGIM, You Can! What you will do The Senior Investment Analyst role in the Portfolio Analysis Group will directly support the Asset Based Finance desk, providing investment analysis, both portfolio and market based, to key internal constituents, as well as current and prospective clients. Sectors covered will include Private ABF, CMBS, non-agency RMBS, CLOs, and Asset Backed Securities. The Analyst delivers expert quantitative investment analytics and shares leadership responsibilities for the group with his or her peers. The Analyst works closely with portfolio managers, risk managers, traders, credit research, client service representatives and the sales and marketing team to deliver deal analysis, performance attribution and analytics, monitor portfolio positioning, alignment, and risk exposures, collect and analyze market data and model portfolios and custom benchmarks for portfolio management. The incumbent understands and participates in portfolio construction and trade construction within multiple sets of constraints or guidelines that exist for the portfolio sphere they cover. The ability to successfully navigate multiple, and at times competing, ad hoc requests and projects simultaneously that relate to market or portfolio analytics received from all parts of the larger Fixed Income organization is also key. The incumbent partners closely with peers throughout Fixed Income to build organizational capabilities and is responsible for setting goals and accomplishing the objectives of the Portfolio Analysis Group. What you can expect * Perform targeted deal analysis, prepare investment committee materials, and deliver performance attribution for Asset Based Finance portfolios, emphasizing risk, structure, and outcome across ABF asset classes. * Integrate specific client guidelines, objectives and risk tolerances into the firm's investment process and strategies to ensure complete portfolio management and analytics are in place for all portfolios * Follow developments, views and themes within the market or markets applicable to the desks being covered, understand how those drive portfolio positioning and performance * Maintain the Portfolio Analysis Group's position as a world class provider of Investment Analytics and provide leadership, talent development and execution against the organization's strategic goal set. * Work with peers across mandates to ensure analytics processes and methodologies are applied consistently and efficiently * Deliver and effectively communicate monthly and quarterly performance attribution analysis * Work with constituents throughout the organization to ensure that the Portfolio Analysis Group, Portfolio Management teams and the Risk Management Group have the tools and technology required to effectively manage portfolios * Remain current on all applicable technology related to portfolio analytics, attribution methodologies, modelling methodologies and risk management tools * Ad hoc Project work including but not limited to work related to analyzing new deals in the market, answering client questions, or creating exhibits on market trends as needed by the desk. What you will bring * 3-5+ years of experience in Fixed Income Investments and a demonstrated passion for Fixed Income Analytics with Structured Product and Credit experience strongly preferred * Strong demonstrated quantitative skills (project experience involving data analysis a plus) * Advanced knowledge of MS Excel * Experience scripting with SQL is strongly preferred and working with programming languages (Python/R) is a plus * Tableau or other data visualization tool experience is preferred * Ability to thrive in a fast-paced environment while working on multiple tasks both independently and within a team construct * Maintains high levels of productivity and self-direction * MBA, CFA, other applicable master's level work such as Statistics or Quantitative Finance or equivalent experience will be considered * Excellent verbal and written communications skills * Embraces and encourages change and development * PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply. Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $120,000 to $125,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. What we offer you: * Market competitive base salaries, with a yearly bonus potential at every level. * Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave. * 401(k) plan with company match (up to 4%). * Company-funded pension plan. * Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs. * Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development. * Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs. * Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com. If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.

CompanyFederal Reserve Bank of AtlantaAs an employee of the Atlanta Fed working for the Office of Employee Benefits (OEB) in the Newark, NJ office, you will help support our mission of promoting the stability and efficiency of the U.S. economy and financial system. Your work will affect the economy of the Southeast, the United States, and the world. The work we do here is important, and how we do it is just as important as what we do. We live our values of integrity, excellence, and respect every day. We do the right thing, we do things right, and we treat people right. A career at the Federal Reserve Bank of Atlanta gives you the chance to do work that touches lives and helps communities prosper. Onsite Work Expectations: The Bank believes in flexibility to balance the demands of work and life while also recognizing the necessity of connecting and collaborating with our colleagues in person. Onsite work is an essential function of this position, and you are required to be onsite according to the schedule set by your management. Assists with analyses and calculations that will support the maintenance of the Federal Reserve's retirement and health and welfare benefits programs. Also participates in the investment of the System's Retirement and Thrift Plan portfolios particularly as it relates to strategies intended to mitigate financial risk to the System and/or its participants. Must maintain broad-based knowledge and exposure to various aspects of benefits plan management and investments. Key Responsibilities: Conduct complex actuarial analyses and calculations to support the maintenance of the Federal Reserve's Retirement and Health & Welfare benefits programs. Facilitate the collection and review of data and data action plan for actuarial reporting and valuation activities. Validate results with appropriate stakeholders. Participate in the investment of the System's Retirement and Thrift Plan portfolios, with a focus on mitigating financial risk to the System and its participants. Assist in periodic asset class reviews and investment manager RFP's. Lead research and development of funding analyses for the Retirement Plan. Collaborate with external partners (e.g. independent actuary), stakeholders, plan participants, and Federal Reserve System partners (e.g., Finance & Accounting) on various actuarial projects. Monitor and analyze emerging trends in participant behavior, utilization rates, etc., and develop recommendations based on findings. Assist with enhancements to actuarial control processes, such as reviewing and balancing controls, to ensure accurate and ongoing processes are in place. Demonstrate expert understanding of asset/liability matching approaches and their application to the Retirement Plan. Possess a strong understanding of investment markets and principles, particularly fixed income and investment strategies relevant to pension actuarial calculations. Work effectively with cross-functional teams to integrate actuarial and investment insights into broader financial and operational strategies. Communicate complex actuarial concepts and findings to non-actuarial stakeholders in a clear and concise manner. Provide mentorship and guidance to junior staff and other team members, fostering a culture of learning and professional development. Assist with developing presentations, training sessions and ad-hoc analyses for Reserve Bank partners. Lead processes and projects with measurable outcomes. Lead or contribute to special projects and initiatives that require actuarial expertise, ensuring timely and successful completion. Functional Knowledge Preferences Strong technical knowledge of ERISA, the Internal Revenue Code, and applicable regulations and financial accounting standards as they pertain to the Federal Reserve's benefit programs. Understanding of asset/liability matching approaches. Experience working as, or with, enrolled, investment or healthcare actuaries are desirable. Experience working with either pension or health & welfare actuarial calculations. Knowledge of retiree medical funding approaches, trusts and accounting. Some accounting background (particularly as it relates to benefit plans) Proficiency with a variety of data analysis and data manipulation tools. Understanding of investment markets and principles (particularly fixed income investments) Education: Bachelor's degree in mathematics, actuarial science, accounting, management information systems or finance; MBA or Chartered Financial Analyst (CFA) designation preferred. Experience: Seven+ years of experience in the areas of actuarial analysis or statistical development of various pension, health & welfare and other accrued benefit plans preferred. Our total rewards program offers benefits that are the best fit for you at every stage of your career: Comprehensive healthcare options (Medical, Dental, and Vision) 401K match, and a fully funded pension plan Paid vacation and holidays, flexible work environment Generously subsidized public transportation Education Assistance Program Professional development programs, training and conferences And more… This is not necessarily an exhaustive list of all responsibilities, duties, performance standards or requirements, efforts, skills or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed when circumstances change (e.g. emergencies, rush jobs, change in workload or technological developments). The Federal Reserve Bank of Atlanta is an equal opportunity employer. Full Time / Part TimeFull time Regular / TemporaryRegularJob Exempt (Yes / No) YesJob CategoryAccounting/Finance Family GroupWork ShiftFirst (United States of America) The Federal Reserve Banks are committed to equal employment opportunity for employees and job applicants in compliance with applicable law and to an environment where employees are valued for their differences. Always verify and apply to jobs on Federal Reserve System Careers (************************************* or through verified Federal Reserve Bank social media channels. Privacy Notice

CompanyFederal Reserve Bank of AtlantaAs an employee of the Atlanta Fed working for the Office of Employee Benefits (OEB) in the Newark, NJ office, you will help support our mission of promoting the stability and efficiency of the U.S. economy and financial system. Your work will affect the economy of the Southeast, the United States, and the world. The work we do here is important, and how we do it is just as important as what we do. We live our values of integrity, excellence, and respect every day. We do the right thing, we do things right, and we treat people right. A career at the Federal Reserve Bank of Atlanta gives you the chance to do work that touches lives and helps communities prosper. Onsite Work Expectations: The Bank believes in flexibility to balance the demands of work and life while also recognizing the necessity of connecting and collaborating with our colleagues in person. Onsite work is an essential function of this position, and you are required to be onsite according to the schedule set by your management. Assists with the oversight of the administration of the investments in the Federal Reserve Systems Thrift Plan and Retirement Plan. Areas of responsibility include preparing, collecting, and interpreting financial information; preparing reports, forecasts, and returns; conducting financial analyses of proposals, investments, and fund sources; reviewing and analyzing investment opportunities in private equity and private real estate; assisting with asset allocation studies, credit analysis; and ensuring compliance with investment policies and procedures. Key Responsibilities: Accountable for low/medium complexity Asset Management work including asset allocation studies and product evaluations. Research and respond to inquiries from external partners, stakeholders, plan participants and Federal Reserve System partners like Finance & Accounting. Uses data to assist in preparing reports and presentations on each Plan's invested assets. Identify best practices, perform benchmark analysis and comparisons, and evaluate emerging trends. Develop presentations and training sessions for Reserve Bank partners. Lead processes and projects with measurable outcomes. Education: Bachelor's Degree; MBA Preferred Experience: Seven + years; extensive experience analyzing institutional investment portfolios or equivalent experience. Full Time / Part TimeFull time Regular / TemporaryRegularJob Exempt (Yes / No) YesJob CategoryHuman Resources Family GroupWork ShiftFirst (United States of America) The Federal Reserve Banks are committed to equal employment opportunity for employees and job applicants in compliance with applicable law and to an environment where employees are valued for their differences. Always verify and apply to jobs on Federal Reserve System Careers (************************************* or through verified Federal Reserve Bank social media channels. Privacy Notice

The Syndicated Loan Operations Intermediate Associate Analyst develops and maintains strong relationships with internal clients to ensure delivery of NAM products to Citi clients. Experience with Syndicated Credit Agreements preferred. Must be an exceptional communicator both written (email) and verbal. Must articulate expectations clearly, while demonstrating etiquette and tact with all communications. Manage processing of daily loan activity within highly demanding timelines and competing priorities. Ensure compliance of all activity within the terms of applicable credit agreement. Provide feedback to management of any potential client or control issues within the Operations. Identify process or procedural improvements within the Ops group with both internal and external partners to create efficiencies. Able to work with multiple groups to ensure a streamline process. Must be versatile and demonstrate the ability to resolve issues/escalations while ensuring all stakeholders expectations are met. **Responsibilities:** + This role is involved in providing day-to-day loan portfolio servicing which may include booking cash transactions and making payments, inputting general ledger entries and (complex) calculations + Occasionally require interaction with other counterparties around positions and outstanding balances/claims + Integrates a solid understanding of industry and business standards and practices of loan agency processes + Applies professional judgment, analytical thinking and knowledge of data analysis tools and methodologies to make recommendations to senior management to support process improvement + Deals with most loan related problems independently and has some latitude to resolve complex issues + Day-to-day focus is on resolution of complex loan issues, where expertise is required to interpret against policies, guidelines or processes + Applies judgment when interpreting data, preparing reports, and presents findings to management + Makes resolution recommendations based on identified trends and facts + Designs and analyzes complex reports often related, but not limited to loan agency processes to satisfy management requirements and support/control activities + Participates in, and supports the implementation of, projects as assigned, applies project management skills to support initiatives + Interprets data and makes recommendations for the launch of new products/ services and upgraded platforms that loan agency functions + Demonstrates a understanding of the loan agency processes to identify policy gaps and formulate policies to support the streamlining of related work processes + Minimizes risk to the bank through a solid understanding of procedural requirements - provides solutions to reduce errors, and to adhere to audit and control policies + Timely management, escalation and resolution of all requests / inquiries / issues / errors related to loan agency + Applies a solid understanding of how the team and area integrate with others in accomplishing the objectives of the sub-unit, and the wider Operation group + Provides informal guidance and/or on-the-job-training to new team members + Has direct interaction with external customers to disseminate or explain information + Individuals at this level usually have full ownership for one or more processes, reports, procedures or products, and may also be considered analytical or procedural experts, representing a unit or team on cross-functional processes or project deliverables at a broader level + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. **Qualifications:** + 1-3 years relevant experience + Utilizes advanced communication, interpersonal and diplomacy skills to interact with colleagues, management and internal/external clients, in order to exchange potentially complex/sensitive information in a concise and logical way **Education:** + Bachelor's/University degree or equivalent experience This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. ------------------------------------------------------ **Job Family Group:** Operations - Transaction Services ------------------------------------------------------ **Job Family:** Loan Documentation and Processing ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** New Castle Delaware United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $61,870.00 - $86,330.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

is Hybrid and will require3 days in office at the Citi New Jersey location.** The Sec & Derivative Intmd Assoc Analyst is an entry level position responsible for processing orders and transactions originating from trading desks and branch offices in coordination with the Operations-Transaction Services team. The overall objective of this role is to assist in the clearance, settlement and investigation of client securities and derivatives transactions. **Responsibilities:** + Individual mapped to this job description is responsible for derivatives transaction processing execution + Contribute to the creation of customized reporting used to present information to management + Support implementation of securities processing improvements + Assist with identifying policy gaps and formulating policies that streamline related work processes + Review and analyze derivative trade activities, procedures to reconcile cash/holdings and securities pricing. + Develop and use knowledge of securities, processing practices and standards + Provide informal guidance or on the job training to lower level/new securities processing team members when required + Develops client specific service solutions and maintains quality control. + Performs multiple transactions of moderate complexity to achieve operating efficiency and a high level of productivity. + Minimizes risk to the bank through the appropriate application of procedural requirements and adherence to audit and control policies + Continuously looks for and designs business required documents to reduce the number of manual touch points to process payments + Works closely with peers and product to develop solutions that will enable team to meet the mission statements of the department and create dynamic MIS + Participates in system testing + Maintains awareness of product changes and system enhancements + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. **Qualifications:** + 2-5 years relevant experience + Operational knowledge within Finance industry + Experience in other financial products outside of asset service will be advantageous + Proven experience working within a team environment a must + Excel, Word, Outlook, Access + Analytical and numerate, ability to research and resolve complex issues + Ability to work in a structured, high volume, time sensitive, high risk and demanding environment. + Good written and verbal communication skills + Good lateral thinking & common sense **Education:** + Bachelor's/University degree or equivalent experience ------------------------------------------------------ **Job Family Group:** Operations - Transaction Services ------------------------------------------------------ **Job Family:** Asset Servicing ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Jersey City New Jersey United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $78,320.00 - $109,280.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Jan 09, 2026 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

is Hybrid and will require3 days in office at the Citi New Jersey location. The Sec & Derivative Intmd Assoc Analyst is an entry level position responsible for processing orders and transactions originating from trading desks and branch offices in coordination with the Operations-Transaction Services team. The overall objective of this role is to assist in the clearance, settlement and investigation of client securities and derivatives transactions. Responsibilities: Individual mapped to this job description is responsible for derivatives transaction processing execution Contribute to the creation of customized reporting used to present information to management Support implementation of securities processing improvements Assist with identifying policy gaps and formulating policies that streamline related work processes Review and analyze derivative trade activities, procedures to reconcile cash/holdings and securities pricing. Develop and use knowledge of securities, processing practices and standards Provide informal guidance or on the job training to lower level/new securities processing team members when required Develops client specific service solutions and maintains quality control. Performs multiple transactions of moderate complexity to achieve operating efficiency and a high level of productivity. Minimizes risk to the bank through the appropriate application of procedural requirements and adherence to audit and control policies Continuously looks for and designs business required documents to reduce the number of manual touch points to process payments Works closely with peers and product to develop solutions that will enable team to meet the mission statements of the department and create dynamic MIS Participates in system testing Maintains awareness of product changes and system enhancements Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 2-5 years relevant experience Operational knowledge within Finance industry Experience in other financial products outside of asset service will be advantageous Proven experience working within a team environment a must Excel, Word, Outlook, Access Analytical and numerate, ability to research and resolve complex issues Ability to work in a structured, high volume, time sensitive, high risk and demanding environment. Good written and verbal communication skills Good lateral thinking & common sense Education: Bachelor's/University degree or equivalent experience ------------------------------------------------------ Job Family Group: Operations - Transaction Services ------------------------------------------------------ Job Family: Asset Servicing ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Jersey City New Jersey United States ------------------------------------------------------ Primary Location Full Time Salary Range: $78,320.00 - $109,280.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Jan 09, 2026 ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

About this Opportunity: As a Subject Matter Expert, you will be responsible for maintaining high standards of customer service for the clients of Orion. This position will work closely with other service team members to ensure the services received by the client are accurate based on the contract terms. As we continue to evolve and live our Orion values, we are looking for someone to grow with us. For External Candidates: Candidates must work in-office at one of the following locations for at least 3 days per week: Omaha, NE; Berwyn, PA or Lehi, UT. For Internal Candidates: All internal employees, regardless of their current work arrangement (remote or in-office), are encouraged to apply. In this role, you'll get to: * Respond to customer requests via phone, email, chat in timely and professional manner * Provide training and best practice procedures to external clients on the Orion system * Lead face to face discussions and training during customer office visits and/or conferences * Provide assistance in testing functionality during scheduled build weeks * Maintain and uphold the standards which have been set for the Orion Service teams * Analyze client requests and deduce and explore possible solutions or forwards request on to appropriate department following-through until resolution * Counsel advisors regarding best practices, policies and procedures, as well as providing advice on how to handle situations encountered or requests * Provide assistance in growing business with client by highlighting additional features which would benefit client's overall package offering * Collaborate with other operations departments to research and resolve client issues and inquiries, following-through until resolution * Maintain an in-depth knowledge of the assigned Orion system team We're looking for talent who: * Is proficient writing and grammar skills and an ability to respond to customers through chat and email * Has minimum of a high school diploma required and preferably a bachelor's degree in Business Administration or related field * Has prior experience in a customer service or technology related role * Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization #LI-AP1 #LI-Onsite #LI-Hybrid Salary Range: $19.82 - $26.16 The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more. About Us At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA-we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.

* Understanding of client business objective, challenges, scope, business outcome through cloud and AI enablement * Conduct advisory engagements - Cloud / Data Architecture, Industry Cloud, Mergers / Divestitures, Optimization / Operating Model, Ecosystem Integration * Assess existing IT infrastructure and determine cloud migration suitability * Provide technical guidance for cloud platform selection and migration * Develop hybrid cloud roadmaps and strategies for clients, conduct comprehensive cloud assessments, distributed cloud architecture design and create implementation plan and roadmap * Maintain client stakeholder relationship, identify downstream opportunities, ensure closure of advisory commitments * Conduct cost optimization analyses, identify opportunities to reduce cloud spending, maximize return on cloud investments * Ensure security and regulatory compliance, provide training and education to client on cloud technologies Qualifications: Mandatory Skills * Cloud certification / advanced cloud certification * Previous cloud delivery engagement experience * Business understanding of Industry processes, Mergers and divestitures, operating model post cloud adoption, data structures, data availability assessment and AI enablement * Technical Proficiency in one / multiple of the following technology spaces - distributed cloud architecture design, migration and modernization techniques, microservices and serverless architecture, API and integration techniques, DevSecOps, cloud native services, cloud resource optimization and FinOps techniques Desired Skills * Ability to translate technical concepts for non-technical audiences * Adaptability to emerging technologies * Customer-centric mindset * Working in cross functional teams * Effective presentation capabilities * Local and regulatory compliance and Industry standards Salary Range: $153,000-$180,000 a year #LI-AK1

**Corporate Finance: Tax Asset Class Controller - Analyst** The Firmwide Financial Control (FFC) is a global Organization accountable for the integrity of the books and records of the Firm and leading large-scale data, infrastructure, accounting standard and business process change management events. The organization closely examines the general ledger, operating systems and infrastructure controls across all businesses to ensure the firm's financial information is accurately depicted for reporting and regulation purposes. This role, specifically on the Tax Asset Class Control (Tax ACC) team within the FFC organization, follows the guidelines above, with a focus on the data surrounding Tax. The common functions and activities owned by Tax ACC include but are not limited to the following: extracting the raw data from various systems, calculation of tax related to Equity products such as stocks, bonds, & derivatives, balance sheet reconciliation and substantiation, manual accounting/bookings to the general ledger, audit support for the Corporate Tax Organization, and executing the month end close in regards to timely tax postings and reporting. **Responsibilities:** + Support Corporate Tax Organization by understanding general ledger data, end-to-end product system flow, various types of taxes across regions and countries, and postings to the general ledger + Support Lines of Business (CIB, AWM, CCB) across the firm covering tax on products to ensure appropriate reconciliations, controls, and governances are in place. + Work closely with line of business controllers, product controllers, corporate tax, & project managers. + Partner with various FFC teams globally to centralize Tax related activities to Tax ACC + Manage month end, quarter end, and year end activities related to Tax postings in the general ledger + Hands-on engagement in multiple projects, which includes proactively identifying process enhancements and work with stakeholders enact change in a timely manner + Perform various control procedures & reconciliations to ensure the integrity of reported financials **Requirements:** + Basic understanding of financial products such as stocks, bonds, & derivatives + Basic understanding of general accounting concepts + 1-3 years accounting or industry experience preferred + Bachelor's degree in Accounting, Finance, or Business (or equivalent experience) JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Corporate Finance: Tax Asset Class Controller - Analyst The Firmwide Financial Control (FFC) is a global Organization accountable for the integrity of the books and records of the Firm and leading large-scale data, infrastructure, accounting standard and business process change management events. The organization closely examines the general ledger, operating systems and infrastructure controls across all businesses to ensure the firm's financial information is accurately depicted for reporting and regulation purposes. This role, specifically on the Tax Asset Class Control (Tax ACC) team within the FFC organization, follows the guidelines above, with a focus on the data surrounding Tax. The common functions and activities owned by Tax ACC include but are not limited to the following: extracting the raw data from various systems, calculation of tax related to Equity products such as stocks, bonds, & derivatives, balance sheet reconciliation and substantiation, manual accounting/bookings to the general ledger, audit support for the Corporate Tax Organization, and executing the month end close in regards to timely tax postings and reporting. Responsibilities: Support Corporate Tax Organization by understanding general ledger data, end-to-end product system flow, various types of taxes across regions and countries, and postings to the general ledger Support Lines of Business (CIB, AWM, CCB) across the firm covering tax on products to ensure appropriate reconciliations, controls, and governances are in place. Work closely with line of business controllers, product controllers, corporate tax, & project managers. Partner with various FFC teams globally to centralize Tax related activities to Tax ACC Manage month end, quarter end, and year end activities related to Tax postings in the general ledger Hands-on engagement in multiple projects, which includes proactively identifying process enhancements and work with stakeholders enact change in a timely manner Perform various control procedures & reconciliations to ensure the integrity of reported financials Requirements: Basic understanding of financial products such as stocks, bonds, & derivatives Basic understanding of general accounting concepts 1-3 years accounting or industry experience preferred Bachelor's degree in Accounting, Finance, or Business (or equivalent experience)

JobID: 210687875 JobSchedule: Full time JobShift: : Corporate Finance: Tax Asset Class Controller - Analyst The Firmwide Financial Control (FFC) is a global Organization accountable for the integrity of the books and records of the Firm and leading large-scale data, infrastructure, accounting standard and business process change management events. The organization closely examines the general ledger, operating systems and infrastructure controls across all businesses to ensure the firm's financial information is accurately depicted for reporting and regulation purposes. This role, specifically on the Tax Asset Class Control (Tax ACC) team within the FFC organization, follows the guidelines above, with a focus on the data surrounding Tax. The common functions and activities owned by Tax ACC include but are not limited to the following: extracting the raw data from various systems, calculation of tax related to Equity products such as stocks, bonds, & derivatives, balance sheet reconciliation and substantiation, manual accounting/bookings to the general ledger, audit support for the Corporate Tax Organization, and executing the month end close in regards to timely tax postings and reporting. Responsibilities: * Support Corporate Tax Organization by understanding general ledger data, end-to-end product system flow, various types of taxes across regions and countries, and postings to the general ledger * Support Lines of Business (CIB, AWM, CCB) across the firm covering tax on products to ensure appropriate reconciliations, controls, and governances are in place. * Work closely with line of business controllers, product controllers, corporate tax, & project managers. * Partner with various FFC teams globally to centralize Tax related activities to Tax ACC * Manage month end, quarter end, and year end activities related to Tax postings in the general ledger * Hands-on engagement in multiple projects, which includes proactively identifying process enhancements and work with stakeholders enact change in a timely manner * Perform various control procedures & reconciliations to ensure the integrity of reported financials Requirements: * Basic understanding of financial products such as stocks, bonds, & derivatives * Basic understanding of general accounting concepts * 1-3 years accounting or industry experience preferred * Bachelor's degree in Accounting, Finance, or Business (or equivalent experience)

Who we are AIG, Inc. is a leading provider of insurance products and services for commercial and personal insurance customers. It includes one of the world's most far-reaching property casualty networks. AIG, Inc. (“AIG”) offers a broad range of products to customers through a diversified, multichannel distribution network. Customers value AIG's strong capital position, extensive risk management and claims experience and its ability to be a market leader in critical lines of the insurance business. Corporate Finance - Investment Accounting The Investment Accounting group at AIG is responsible for the accounting and reporting for AIG's Invested Assets of over $95 billion a comprised primarily of fixed maturity securities and includes private equity, hedge funds, commercial/residential loans and equity securities. In addition, AIG's derivative portfolio consists primarily of foreign exchange derivatives but also includes interest rate and other derivative instruments. The Investment Accounting group's specific responsibilities include reconciliation of transactional data from various sub-ledgers to the general ledger and ultimately AIG's financial statements as well as all related external reporting for investments (10Q/K, Financial Supplement, STAT Audited Financials, Investment NAIC reporting and various government regulatory reports). AIG has multiple legal entities around the globe. The team is also responsible for establishing the accounting for new transactions or new investment products, implementation of new GAAP and STAT accounting standards as it relates to invested assets, the implementation of new accounting systems as it relates to invested assets, and management of the risks, controls and AIG audit as it relates to investments and supporting Investment FP&A. Responsibilities Execute and manage accounting processes related to the monthly and quarterly accounting close to ensure accuracy of AIG's invested assets data of certain international entities Support the preparation of certain Investment disclosures for AIG 10Q/K and Financial Supplement, including as appropriate the Investment, Lending, Fair Value, VIE Footnotes and Investment MD&A Assist with the implementation of process improvements and new systems, in coordination with other areas of the department/organization Point of contact and support for the various business unit and corporate controllers Coordinate with various areas in the organization to develop an understanding of new investment transactions and to provide guidance/support that ensures the accounting results from these investments are accurately recorded in the AIG ledgers Perform ad-hoc analytical requests Requirements Bachelor's degree in accounting or finance 2 to 3 years' experience in accounting and reporting for investment products Understanding of investment products and accounting treatment for fixed maturity, equity, cash equivalent and alternative investments Working knowledge of Generally Accepted Accounting Principle (GAAP) and the recording of investments-related journal entries Experience with foreign currency remeasurement and translation Strong analytical skills, including experience performing investment data analysis including commentary High level of competency using Microsoft Excel including pivot tables and formulas to create/manage investment data and perform analysis Ability to work collaboratively with teams in multiple locations Ability to balance multiple projects at once, to prioritize appropriately, and to approach the work with a sense of urgency and strong attention to detail to produce high quality results in a time sensitive environment Team-player mindset geared towards process improvements and the implementation of accounting controls to ensure consistency and data quality of the team's financial output High level of motivation and initiative, ability to work independently, including strong organizational skills Comfort level working within a dynamic and complex organizational structure Excellent interpersonal skills with ability to maintain relationships at all levels within the organization Strong written and verbal communication skills; ability to communicate effectively with staff, peers, and other external and internal audiences Computer proficiency with a strong working knowledge of Microsoft Office, database experience a plus The base salary range for this position is $87,000-$109,000. In addition, the position is eligible for a bonus in accordance with the terms of the applicable incentive plan. In addition, we're proud to offer a range of competitive benefits, a summary of which can be viewed here: US Benefits At AIG, we value in-person collaboration as a vital part of our culture, which is why we ask our team members to be primarily in the office. This approach helps us work together effectively and create a supportive, connected environment for our team and clients alike. Enjoy benefits that take care of what matters At AIG, our people are our greatest asset. We know how important it is to protect and invest in what's most important to you. That is why we created our Total Rewards Program, a comprehensive benefits package that extends beyond time spent at work to offer benefits focused on your health, wellbeing and financial security-as well as your professional development-to bring peace of mind to you and your family. Reimagining insurance to make a bigger difference to the world American International Group, Inc. (AIG) is a global leader in commercial and personal insurance solutions; we are one of the world's most far-reaching property casualty networks. It is an exciting time to join us - across our operations, we are thinking in new and innovative ways to deliver ever-better solutions to our customers. At AIG, you can go further to support individuals, businesses, and communities, helping them to manage risk, respond to times of uncertainty and discover new potential. We invest in our largest asset, our people, through continuous learning and development, in a culture that celebrates everyone for who they are and what they want to become. Welcome to a culture of inclusion We're committed to creating a culture that truly respects and celebrates each other's talents, backgrounds, cultures, opinions and goals. We foster a culture of inclusion and belonging through learning, cultural awareness activities and Employee Resource Groups (ERGs). With global chapters, ERGs are a cornerstone for our culture of inclusion. The talent of our people is one of AIG's greatest assets, and we are honored that our drive for positive change has been recognized by numerous recent awards and accreditations. AIG provides equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories. AIG is committed to working with and providing reasonable accommodations to job applicants and employees with disabilities. If you believe you need a reasonable accommodation, please send an email to *********************. Functional Area: FA - FinanceAIG Employee Services, Inc.

Who we are AIG, Inc. is a leading provider of insurance products and services for commercial and personal insurance customers. It includes one of the world's most far-reaching property casualty networks. AIG, Inc. ("AIG") offers a broad range of products to customers through a diversified, multichannel distribution network. Customers value AIG's strong capital position, extensive risk management and claims experience and its ability to be a market leader in critical lines of the insurance business. Corporate Finance - Investment Accounting The Investment Accounting group at AIG is responsible for the accounting and reporting for AIG's Invested Assets of over $95 billion a comprised primarily of fixed maturity securities and includes private equity, hedge funds, commercial/residential loans and equity securities. In addition, AIG's derivative portfolio consists primarily of foreign exchange derivatives but also includes interest rate and other derivative instruments. The Investment Accounting group's specific responsibilities include reconciliation of transactional data from various sub-ledgers to the general ledger and ultimately AIG's financial statements as well as all related external reporting for investments (10Q/K, Financial Supplement, STAT Audited Financials, Investment NAIC reporting and various government regulatory reports). AIG has multiple legal entities around the globe. The team is also responsible for establishing the accounting for new transactions or new investment products, implementation of new GAAP and STAT accounting standards as it relates to invested assets, the implementation of new accounting systems as it relates to invested assets, and management of the risks, controls and AIG audit as it relates to investments and supporting Investment FP&A. Responsibilities * Execute and manage accounting processes related to the monthly and quarterly accounting close to ensure accuracy of AIG's invested assets data of certain international entities * Support the preparation of certain Investment disclosures for AIG 10Q/K and Financial Supplement, including as appropriate the Investment, Lending, Fair Value, VIE Footnotes and Investment MD&A * Assist with the implementation of process improvements and new systems, in coordination with other areas of the department/organization * Point of contact and support for the various business unit and corporate controllers * Coordinate with various areas in the organization to develop an understanding of new investment transactions and to provide guidance/support that ensures the accounting results from these investments are accurately recorded in the AIG ledgers * Perform ad-hoc analytical requests Requirements * Bachelor's degree in accounting or finance * 2 to 3 years' experience in accounting and reporting for investment products * Understanding of investment products and accounting treatment for fixed maturity, equity, cash equivalent and alternative investments * Working knowledge of Generally Accepted Accounting Principle (GAAP) and the recording of investments-related journal entries * Experience with foreign currency remeasurement and translation * Strong analytical skills, including experience performing investment data analysis including commentary * High level of competency using Microsoft Excel including pivot tables and formulas to create/manage investment data and perform analysis * Ability to work collaboratively with teams in multiple locations * Ability to balance multiple projects at once, to prioritize appropriately, and to approach the work with a sense of urgency and strong attention to detail to produce high quality results in a time sensitive environment * Team-player mindset geared towards process improvements and the implementation of accounting controls to ensure consistency and data quality of the team's financial output * High level of motivation and initiative, ability to work independently, including strong organizational skills * Comfort level working within a dynamic and complex organizational structure * Excellent interpersonal skills with ability to maintain relationships at all levels within the organization * Strong written and verbal communication skills; ability to communicate effectively with staff, peers, and other external and internal audiences * Computer proficiency with a strong working knowledge of Microsoft Office, database experience a plus The base salary range for this position is $87,000-$109,000. In addition, the position is eligible for a bonus in accordance with the terms of the applicable incentive plan. In addition, we're proud to offer a range of competitive benefits, a summary of which can be viewed here: US Benefits At AIG, we value in-person collaboration as a vital part of our culture, which is why we ask our team members to be primarily in the office. This approach helps us work together effectively and create a supportive, connected environment for our team and clients alike. Enjoy benefits that take care of what matters At AIG, our people are our greatest asset. We know how important it is to protect and invest in what's most important to you. That is why we created our Total Rewards Program, a comprehensive benefits package that extends beyond time spent at work to offer benefits focused on your health, wellbeing and financial security-as well as your professional development-to bring peace of mind to you and your family. Reimagining insurance to make a bigger difference to the world American International Group, Inc. (AIG) is a global leader in commercial and personal insurance solutions; we are one of the world's most far-reaching property casualty networks. It is an exciting time to join us - across our operations, we are thinking in new and innovative ways to deliver ever-better solutions to our customers. At AIG, you can go further to support individuals, businesses, and communities, helping them to manage risk, respond to times of uncertainty and discover new potential. We invest in our largest asset, our people, through continuous learning and development, in a culture that celebrates everyone for who they are and what they want to become. Welcome to a culture of inclusion We're committed to creating a culture that truly respects and celebrates each other's talents, backgrounds, cultures, opinions and goals. We foster a culture of inclusion and belonging through learning, cultural awareness activities and Employee Resource Groups (ERGs). With global chapters, ERGs are a cornerstone for our culture of inclusion. The talent of our people is one of AIG's greatest assets, and we are honored that our drive for positive change has been recognized by numerous recent awards and accreditations. AIG provides equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories. AIG is committed to working with and providing reasonable accommodations to job applicants and employees with disabilities. If you believe you need a reasonable accommodation, please send an email to *********************. Functional Area: FA - Finance AIG Employee Services, Inc.