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eFinancialCareers
Most recent job postings at eFinancialCareers
via EFinancialCareers
posted_at: 23 hours agoschedule_type: Full-timework_from_home: 1
See job description for details
Position Description...
Position Summary:
Responsible for analyzing and aggregating business, client and marketplace insights to inform Investment Products & Services/Private Banking Group marketing programs and measure their effectiveness. ?
Responsibilities:
• Analyze various products/businesses to understand:
o Strategic Priorities
o Challenges
o Unexploited opportunities
o Growth drivers
o Customer, target,
See job description for details
Position Description...
Position Summary:
Responsible for analyzing and aggregating business, client and marketplace insights to inform Investment Products & Services/Private Banking Group marketing programs and measure their effectiveness. ?
Responsibilities:
• Analyze various products/businesses to understand:
o Strategic Priorities
o Challenges
o Unexploited opportunities
o Growth drivers
o Customer, target, competitive analysis
• Aggregation of insights including data-driven and marketplace insights
• Segmentation and targeting
• Development of strategic marketing plans for products, initiatives, segments, campaigns, strategic/special initiatives
• Measure effectiveness of marketing programs
• Work with Digital Marketing to understand customer-generated insights, e.g., online reviews and rankings
• Elevate the role of customer insights in Product Marketing
• Align marketing recommendations with strategic priorities
• Validate marketing recommendations with data and analytical support
• Create a marketing measure culture
• Provide strategic insights to product area partners
Skills Required
Knowledge and Skills Required:
• Strong analytical thinker with ability to drive meaningful analyses and derive actionable insights from those analyses. This individual needs to understand the role that strategy and analytics plays in marketing and how to connect strategy to creative.
• Knowledge of investment industry products and services
• Experience with marketing measurement
• Solid project management skills; ability to handle multiple projects at the same time.
• Proficient in all Microsoft Office software; especially Word, PowerPoint and Excel.
• Good communicator with the ability to work well in a team environment.
• Ability to effectively prioritize and execute tasks in a high-pressure environment is crucial Show more details...
Position Description...
Position Summary:
Responsible for analyzing and aggregating business, client and marketplace insights to inform Investment Products & Services/Private Banking Group marketing programs and measure their effectiveness. ?
Responsibilities:
• Analyze various products/businesses to understand:
o Strategic Priorities
o Challenges
o Unexploited opportunities
o Growth drivers
o Customer, target, competitive analysis
• Aggregation of insights including data-driven and marketplace insights
• Segmentation and targeting
• Development of strategic marketing plans for products, initiatives, segments, campaigns, strategic/special initiatives
• Measure effectiveness of marketing programs
• Work with Digital Marketing to understand customer-generated insights, e.g., online reviews and rankings
• Elevate the role of customer insights in Product Marketing
• Align marketing recommendations with strategic priorities
• Validate marketing recommendations with data and analytical support
• Create a marketing measure culture
• Provide strategic insights to product area partners
Skills Required
Knowledge and Skills Required:
• Strong analytical thinker with ability to drive meaningful analyses and derive actionable insights from those analyses. This individual needs to understand the role that strategy and analytics plays in marketing and how to connect strategy to creative.
• Knowledge of investment industry products and services
• Experience with marketing measurement
• Solid project management skills; ability to handle multiple projects at the same time.
• Proficient in all Microsoft Office software; especially Word, PowerPoint and Excel.
• Good communicator with the ability to work well in a team environment.
• Ability to effectively prioritize and execute tasks in a high-pressure environment is crucial Show more details...
via EFinancialCareers
posted_at: 5 days agoschedule_type: Full-time
Group Manager, Control
Overview...
Bring your ideas. Make history.
BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new
Group Manager, Control
Overview...
Bring your ideas. Make history.
BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital.
With over 238 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNYMellon is all about.
We're seeking a future team member for the role of Group Manager, Control, US ASD BAC Chair to join our US Asset Servicing and Digital team. This role is located in Everett, MA, Pittsburgh, PA or Oriskany, NY and is a hybrid role.
In this role, you'll make an impact in the following ways:
• Manage the day-to-day requirements of the US Business Acceptance Committee ensuring effective controls are in place to meet both corporate policy and business procedures
• Helping the business to develop procedures to meet compliance requirements. Implement plans to ensure compliance with laws, rules and regulations and manage risk.
• Reviewing the articulation of controls and how they mitigate those risks and contribute to the development of actions plans to address control weakness / enhancements
• Support corporate/ASD/regional initiatives to enhance business acceptance process as required - e.g., to meet requirements of contract lifecycle management program
To be successful in this role, we're seeking the following:
• Bachelor's degree or equivalent combination of education and work experience required; advanced degree preferred
• Financial Services, 5-10+ years with controls or operational teams. Familiarity with client on-boarding processes.
• Experience handling / managing complex documentation and business workflow
• Up to date understanding of the role of 1LOD and risk frameworks within banks
• Process oriented "change agent" mindset
At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards:
• Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion
• Bloomberg's Gender Equality Index (GEI)
• Best Places to Work for Disability Inclusion , Disability: IN - 100% score
• 100 Best Workplaces for Innovators, Fast Company
• Human Rights Campaign Foundation, 100% score Corporate Equality Index
• CDP's Climate Change 'A List'
Our Benefits:
• BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter.
Employer Description:
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.
EEO Statement:
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums Show more details...
Overview...
Bring your ideas. Make history.
BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital.
With over 238 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNYMellon is all about.
We're seeking a future team member for the role of Group Manager, Control, US ASD BAC Chair to join our US Asset Servicing and Digital team. This role is located in Everett, MA, Pittsburgh, PA or Oriskany, NY and is a hybrid role.
In this role, you'll make an impact in the following ways:
• Manage the day-to-day requirements of the US Business Acceptance Committee ensuring effective controls are in place to meet both corporate policy and business procedures
• Helping the business to develop procedures to meet compliance requirements. Implement plans to ensure compliance with laws, rules and regulations and manage risk.
• Reviewing the articulation of controls and how they mitigate those risks and contribute to the development of actions plans to address control weakness / enhancements
• Support corporate/ASD/regional initiatives to enhance business acceptance process as required - e.g., to meet requirements of contract lifecycle management program
To be successful in this role, we're seeking the following:
• Bachelor's degree or equivalent combination of education and work experience required; advanced degree preferred
• Financial Services, 5-10+ years with controls or operational teams. Familiarity with client on-boarding processes.
• Experience handling / managing complex documentation and business workflow
• Up to date understanding of the role of 1LOD and risk frameworks within banks
• Process oriented "change agent" mindset
At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards:
• Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion
• Bloomberg's Gender Equality Index (GEI)
• Best Places to Work for Disability Inclusion , Disability: IN - 100% score
• 100 Best Workplaces for Innovators, Fast Company
• Human Rights Campaign Foundation, 100% score Corporate Equality Index
• CDP's Climate Change 'A List'
Our Benefits:
• BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter.
Employer Description:
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.
EEO Statement:
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums Show more details...
via EFinancialCareers
posted_at: 28 days agoschedule_type: Full-time
Financial Advisor
Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it... alone. Thrive in a respectful, supportive environment
Financial Advisor
Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it... alone. Thrive in a respectful, supportive environment that encourages you to perform at your peak!
We offer a competitive base salary plus uncapped monthly bonus opportunities and a full employee benefits package to support your wellbeing. You'll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor. We will provide tools and support to help you obtain your required licenses/credentials, and we'll cover your licensing and training costs. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals.
Responsibilities
• Attend and engage in coaching and training led by the leadership team and established advisors.
• Generate client prospects by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, and asking for referrals.
• Develop and execute a marketing plan to attract and engage target audiences that will attract client prospects to build your practice.
• Schedule and conduct financial planning and advice meetings with clients and client prospects.
• Build deep, meaningful relationships with clients and develop a service model to provide solutions that support their financial goals.
• Achieve or exceed program standards; receive additional compensation opportunities and recognition tied to your results.
• Build a book of business as a stand-alone Ameriprise Financial advisor.
• If desired, explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum.
• Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities.
Required Qualifications
• 3+ years of work experience with a proven track record of success.
• Have a network of personal and professional contacts within the local area that you may engage for referrals.
• Showcase a background in building strong relationships and delivering superior client service.
• Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years.
• Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status.
• Ability to obtain required licenses within 150 days of hire:
o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam)
o State Securities (Series 63 or Series 66)
o State IAR (Series 65 or Series 66)
o State Life, Health Insurance and Variable Products lines
Preferred Qualifications
• Four-year college degree, or equivalent
• Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment.
• Willingness and desire to be part of a coaching relationship and peer learning environment.
• Proven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER™ professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educators
About Our Company
At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law Show more details...
Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it... alone. Thrive in a respectful, supportive environment that encourages you to perform at your peak!
We offer a competitive base salary plus uncapped monthly bonus opportunities and a full employee benefits package to support your wellbeing. You'll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor. We will provide tools and support to help you obtain your required licenses/credentials, and we'll cover your licensing and training costs. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals.
Responsibilities
• Attend and engage in coaching and training led by the leadership team and established advisors.
• Generate client prospects by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, and asking for referrals.
• Develop and execute a marketing plan to attract and engage target audiences that will attract client prospects to build your practice.
• Schedule and conduct financial planning and advice meetings with clients and client prospects.
• Build deep, meaningful relationships with clients and develop a service model to provide solutions that support their financial goals.
• Achieve or exceed program standards; receive additional compensation opportunities and recognition tied to your results.
• Build a book of business as a stand-alone Ameriprise Financial advisor.
• If desired, explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum.
• Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities.
Required Qualifications
• 3+ years of work experience with a proven track record of success.
• Have a network of personal and professional contacts within the local area that you may engage for referrals.
• Showcase a background in building strong relationships and delivering superior client service.
• Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years.
• Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status.
• Ability to obtain required licenses within 150 days of hire:
o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam)
o State Securities (Series 63 or Series 66)
o State IAR (Series 65 or Series 66)
o State Life, Health Insurance and Variable Products lines
Preferred Qualifications
• Four-year college degree, or equivalent
• Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment.
• Willingness and desire to be part of a coaching relationship and peer learning environment.
• Proven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER™ professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educators
About Our Company
At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law Show more details...
via EFinancialCareers
posted_at: 9 days agoschedule_type: Full-time
Specialist, Client Service
Overview...
Client Service - IC4Works with external clients to resolve the most complex day-to-day issues and direct them to appropriate resources at BNY Mellon.Leads team members in providing support to major clients in addressing and resolving complex operational and technical issues and ensuring requests are executed. Applies advanced problem solving skills, judgement, and experience to analyze information. Uses developed
Specialist, Client Service
Overview...
Client Service - IC4Works with external clients to resolve the most complex day-to-day issues and direct them to appropriate resources at BNY Mellon.Leads team members in providing support to major clients in addressing and resolving complex operational and technical issues and ensuring requests are executed. Applies advanced problem solving skills, judgement, and experience to analyze information. Uses developed communication skills to deliver high quality service to a specialized client base.Provides key individuals at assigned clients information related to BNY Mellons products and services representing a broad array of lines of business and geographies and leverages an in-depth understanding of broader BNY Mellon services and offerings. Proactively assists clients in reviewing potential business needs and directs them to appropriate resources at BNY Mellon.Resolves the most complex or non-routine client issues or inquires, as needed.Uses in-depth knowledge of client issues and needs to contribute to business development efforts. Uses broad understanding of BNY Mellon products and services to best propose expanded offerings to clients for front office consideration. Leads and participates in internal activities and initiatives designed to improve the client experience. Uses knowledge of client services best practices and BNY Mellon client needs to help develop process improvements.No direct reports. Provides guidance to less experienced team members.Supports multiple, complex client accounts.Bachelors degree or the equivalent combination of education and experience is required.7-10 years of total work experience preferred. Experience in an operational area and/or client services preferred.. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
Employer Description:
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.
EEO Statement:
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums Show more details...
Overview...
Client Service - IC4Works with external clients to resolve the most complex day-to-day issues and direct them to appropriate resources at BNY Mellon.Leads team members in providing support to major clients in addressing and resolving complex operational and technical issues and ensuring requests are executed. Applies advanced problem solving skills, judgement, and experience to analyze information. Uses developed communication skills to deliver high quality service to a specialized client base.Provides key individuals at assigned clients information related to BNY Mellons products and services representing a broad array of lines of business and geographies and leverages an in-depth understanding of broader BNY Mellon services and offerings. Proactively assists clients in reviewing potential business needs and directs them to appropriate resources at BNY Mellon.Resolves the most complex or non-routine client issues or inquires, as needed.Uses in-depth knowledge of client issues and needs to contribute to business development efforts. Uses broad understanding of BNY Mellon products and services to best propose expanded offerings to clients for front office consideration. Leads and participates in internal activities and initiatives designed to improve the client experience. Uses knowledge of client services best practices and BNY Mellon client needs to help develop process improvements.No direct reports. Provides guidance to less experienced team members.Supports multiple, complex client accounts.Bachelors degree or the equivalent combination of education and experience is required.7-10 years of total work experience preferred. Experience in an operational area and/or client services preferred.. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
Employer Description:
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.
EEO Statement:
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums Show more details...
via EFinancialCareers
posted_at: 11 days agoschedule_type: Full-time
ALP
Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing clients' goals. Build a pipeline, complete with personal and professional contacts and new leads...
Responsibilities
Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing
ALP
Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing clients' goals. Build a pipeline, complete with personal and professional contacts and new leads...
Responsibilities
Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing clients goals. Build a pipeline, complete with personal and professional contacts and new leads.
Required Qualifications
• Obtain your required licenses/credentials within 150 days of hire:
• FINRA Series 7
• Active State Securities Agent Registration (S63 or S66)
• Active IAR Registration (S65 or S66) and
• State Life, Health Insurance and Variable Products lines.
• Attend and engage in licensing coaching, as required. Be accountable for making progress within the program's licensing and appointment preparation timelines.
• Assist seasoned financial advisor(s) in working with clients to them achieve their financial goals.
• Serve as a key team practice member, creating and delivering a unique client experience that differentiates the practice.
• Provide support to clients and prospects by serving them holistically and/or specializing in products or services. Specialized responsibilities may include:
• Develop and execute a robust marketing plan to achieve the practice's client acquisition goals.
• Identify clients to engage or re-engage in financial planning relationships.
• Gather and analyze data and develop financial planning recommendations.
• Help prepare and/or deliver financial plans. Foster ongoing financial planning relationships with clients.
• Become a product expert. Serve clients and prospects in this capacity, run illustrations and develop product-centric recommendations.
• Manage specific parts of the business, e.g., manage operations, recommend process improvements, own staff meeting agendas, monitor budgets/expenses, etc.
• Manage the practice's client service model and consistent execution.
• Follow high standards of business and professional ethics and legal and regulatory requirements when serving client and prospects and performing all work-related activities.
Preferred Qualifications
• Join Ameriprise in a team practice and support a seasoned financial advisor or advisors.
About Our Company
At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law Show more details...
Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing clients' goals. Build a pipeline, complete with personal and professional contacts and new leads...
Responsibilities
Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing clients goals. Build a pipeline, complete with personal and professional contacts and new leads.
Required Qualifications
• Obtain your required licenses/credentials within 150 days of hire:
• FINRA Series 7
• Active State Securities Agent Registration (S63 or S66)
• Active IAR Registration (S65 or S66) and
• State Life, Health Insurance and Variable Products lines.
• Attend and engage in licensing coaching, as required. Be accountable for making progress within the program's licensing and appointment preparation timelines.
• Assist seasoned financial advisor(s) in working with clients to them achieve their financial goals.
• Serve as a key team practice member, creating and delivering a unique client experience that differentiates the practice.
• Provide support to clients and prospects by serving them holistically and/or specializing in products or services. Specialized responsibilities may include:
• Develop and execute a robust marketing plan to achieve the practice's client acquisition goals.
• Identify clients to engage or re-engage in financial planning relationships.
• Gather and analyze data and develop financial planning recommendations.
• Help prepare and/or deliver financial plans. Foster ongoing financial planning relationships with clients.
• Become a product expert. Serve clients and prospects in this capacity, run illustrations and develop product-centric recommendations.
• Manage specific parts of the business, e.g., manage operations, recommend process improvements, own staff meeting agendas, monitor budgets/expenses, etc.
• Manage the practice's client service model and consistent execution.
• Follow high standards of business and professional ethics and legal and regulatory requirements when serving client and prospects and performing all work-related activities.
Preferred Qualifications
• Join Ameriprise in a team practice and support a seasoned financial advisor or advisors.
About Our Company
At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law Show more details...
via EFinancialCareers
schedule_type: Full-time
As a Barclays Fraud Investigation Agent, you will be responsible for evaluating all fraud claims to know the validity of the claim. Additionally, your responsibilities include reviewing individual fraud claims and recovering funds via suspect liability, hold harmless, customer challenge and Association guidelines in adherence with Federal Regulations. Your main goal as a Fraud Investigation Agent... is to minimize losses for Barclays.
Barclays is
As a Barclays Fraud Investigation Agent, you will be responsible for evaluating all fraud claims to know the validity of the claim. Additionally, your responsibilities include reviewing individual fraud claims and recovering funds via suspect liability, hold harmless, customer challenge and Association guidelines in adherence with Federal Regulations. Your main goal as a Fraud Investigation Agent... is to minimize losses for Barclays.
Barclays is one of the world's largest and most respected financial institutions, with 329 years of success, quality, and innovation behind us. We've helped millions of individuals and businesses thrive, creating financial and digital solutions that the world now takes for granted. An important and growing presence in the USA, we offer careers providing endless opportunity.
We are currently in the early stages of implementing a hybrid working environment, which means that many colleagues spend part of their working hours at home and part in the office, depending on the nature of the role they are in. We're flexible on how this works and it may continue to change and evolve. Depending on your team, typically this means that colleagues spend a minimum of between 20% to 60% of their time in the office, which could be over a week, a month or a quarter. However, some colleagues may choose to spend more time in the office over a typical period than their role type requires. We also have a flexible working process where, subject to business needs, all colleagues globally are able to request work patterns to reflect their personal circumstances.
Please discuss the detail of the working pattern options for the role with the hiring manager.
What will you be doing?
• Managing assigned case volume and ensuring adherence to department quantity and quality standards
• Identifying service delivery failures and escalating issues or impact to appropriate business owners and leadership
• Reviewing new fraud claims and explore any potential recovery opportunities to minimize net losses
• Performing account handling in a timely manner to achieve maximum recovery
• Having the ability to multi-task working in blended phone/case environment
• Evaluating all existing avenues to effectively resolve the fraud claim, including work with local authorities, outward contact to customers, merchants, and association guidelines
• Reviewing accounts for potential Suspicious Activity Reporting and completing referrals in accordance with regulatory expectations
• Understanding and complying with departmental Policies and Standards and regulatory expectations
What we're looking for:
• Exceptional analytical skills
• Able to work with others in a fast-paced, team environment and to interact effectively with all levels of management
• Excellent written and verbal communications skills
• Enthusiastic, customer solution focused
Skills that will help you in the role:
• Interpersonal skills; proven ability to develop skill-set to meet and exceed performance standards
• Aptitude within the fraud landscape with a background in recovery, Association rules, Regulatory comprehension, and fraud identification techniques
• Ability to navigate shifting priorities of the business to ensure that optimal recoveries are made, and loss is reduced for Barclays
• Technical aptitude of navigating multiple applications to obtain information to make accurate and objective decisions on accounts presented
Where will you be working?
At Barclays, we are proud to be redefining the future of finance and here at Hamilton we are defining the future of the workplace and the future of the way we work and live. We are creating a unique community, one of four strategic tech-enabled hubs that will redefine opportunity for everyone who works here. Whatever you do at Hamilton, you'll have every chance to build a world-class career in this world-class environment Show more details...
Barclays is one of the world's largest and most respected financial institutions, with 329 years of success, quality, and innovation behind us. We've helped millions of individuals and businesses thrive, creating financial and digital solutions that the world now takes for granted. An important and growing presence in the USA, we offer careers providing endless opportunity.
We are currently in the early stages of implementing a hybrid working environment, which means that many colleagues spend part of their working hours at home and part in the office, depending on the nature of the role they are in. We're flexible on how this works and it may continue to change and evolve. Depending on your team, typically this means that colleagues spend a minimum of between 20% to 60% of their time in the office, which could be over a week, a month or a quarter. However, some colleagues may choose to spend more time in the office over a typical period than their role type requires. We also have a flexible working process where, subject to business needs, all colleagues globally are able to request work patterns to reflect their personal circumstances.
Please discuss the detail of the working pattern options for the role with the hiring manager.
What will you be doing?
• Managing assigned case volume and ensuring adherence to department quantity and quality standards
• Identifying service delivery failures and escalating issues or impact to appropriate business owners and leadership
• Reviewing new fraud claims and explore any potential recovery opportunities to minimize net losses
• Performing account handling in a timely manner to achieve maximum recovery
• Having the ability to multi-task working in blended phone/case environment
• Evaluating all existing avenues to effectively resolve the fraud claim, including work with local authorities, outward contact to customers, merchants, and association guidelines
• Reviewing accounts for potential Suspicious Activity Reporting and completing referrals in accordance with regulatory expectations
• Understanding and complying with departmental Policies and Standards and regulatory expectations
What we're looking for:
• Exceptional analytical skills
• Able to work with others in a fast-paced, team environment and to interact effectively with all levels of management
• Excellent written and verbal communications skills
• Enthusiastic, customer solution focused
Skills that will help you in the role:
• Interpersonal skills; proven ability to develop skill-set to meet and exceed performance standards
• Aptitude within the fraud landscape with a background in recovery, Association rules, Regulatory comprehension, and fraud identification techniques
• Ability to navigate shifting priorities of the business to ensure that optimal recoveries are made, and loss is reduced for Barclays
• Technical aptitude of navigating multiple applications to obtain information to make accurate and objective decisions on accounts presented
Where will you be working?
At Barclays, we are proud to be redefining the future of finance and here at Hamilton we are defining the future of the workplace and the future of the way we work and live. We are creating a unique community, one of four strategic tech-enabled hubs that will redefine opportunity for everyone who works here. Whatever you do at Hamilton, you'll have every chance to build a world-class career in this world-class environment Show more details...
via EFinancialCareers
posted_at: 4 days agoschedule_type: Full-time
Main Purpose:
Risk and Market analysis of trading profit and loss/ exposure that is used as a key management control for all international/domestic non-ferrous/bulk/proprietary derivative trading strategies. Production/management of all daily reports to support this function including delta changes, market structure, deal economics, price exposure, hedge requirements and ad hoc management... reporting.
Knowledge Skills and Abilities, Key Responsibilities:
Knowledge
Main Purpose:
Risk and Market analysis of trading profit and loss/ exposure that is used as a key management control for all international/domestic non-ferrous/bulk/proprietary derivative trading strategies. Production/management of all daily reports to support this function including delta changes, market structure, deal economics, price exposure, hedge requirements and ad hoc management... reporting.
Knowledge Skills and Abilities, Key Responsibilities:
Knowledge and Skills:
• Excellent communications
• Knowledge of metals and minerals transactional instruments (nice to have)
• In depth knowledge of logistics and deal economics relating to metals and minerals transactions (is a plus)
• Market and position analysis skills
• Experience in position, exposure and commercial PnL reporting
• Advanced Excel
• Report writing skills
• Ability to use multiple systems at once
• Strong work ethic and organizational skills.
Key Responsibilities:
Various platforms provide the core structure of our data capture for reporting purposes. Management of the data integrity in our system is essential as it provides all the base information in our PnL and exposure analysis. A strong understanding of physical deal economics and the key components are essential (Freight, Demurrage, Finance, hedging, pricing) as one core responsibility is to correctly set up inception profit and loss (PnL). Once inception PnL has been established and agreed with the commercial team. From this point onwards the daily changes in PnL and exposure due to underlying market conditions, economics, basis risk and mark to market values are then assessed and a daily commentary of variances produced. Production of the forward curve to mark to market positions is also a key element to the reporting, which implies candidates must have a strong understanding of market fundamentals, trends and structures in the markets they monitor. Other key duties include ensuring all basis risk and volumetric positions are correct and appropriate hedge and pricing actions are taken to mitigate the company's risk, and then ensuring all executions are correctly allocated within trading system.
Reconciliation of all estimates used in PnL to the final invoice value ensures our trading PnL is deemed to be finalized and correctly in line with our statutory requirements. This information is then used to drive the trade ledgers in the statutory accounts. The role also carries a large emphasis on the continual review and upgrade to processes and system to increase the accuracy and timeliness of our reporting.
Although a wide variety of skills are required to be able to complete the full role to the highest level, various elements of the core activities can be molded into a role that will ensure that a candidate will be exposed to every facet of physical metals/bulk trading and gain the required knowledge to successfully advance to higher levels of responsibility. The role actively encourages candidates to gain experience of the various business functions and departments and based on this knowledge intuitively assess circumstantial changes and the effect this will have to the trading PnL and therefore develop a deep knowledge of the industry.
Key Relationships and Department Overview:
This job posting includes the candidates registered in the National Registry of Persons with Disabili ties, who meet the conditions and suitability for the position described in accordance with the provisions of Law Number 19.691 Show more details...
Risk and Market analysis of trading profit and loss/ exposure that is used as a key management control for all international/domestic non-ferrous/bulk/proprietary derivative trading strategies. Production/management of all daily reports to support this function including delta changes, market structure, deal economics, price exposure, hedge requirements and ad hoc management... reporting.
Knowledge Skills and Abilities, Key Responsibilities:
Knowledge and Skills:
• Excellent communications
• Knowledge of metals and minerals transactional instruments (nice to have)
• In depth knowledge of logistics and deal economics relating to metals and minerals transactions (is a plus)
• Market and position analysis skills
• Experience in position, exposure and commercial PnL reporting
• Advanced Excel
• Report writing skills
• Ability to use multiple systems at once
• Strong work ethic and organizational skills.
Key Responsibilities:
Various platforms provide the core structure of our data capture for reporting purposes. Management of the data integrity in our system is essential as it provides all the base information in our PnL and exposure analysis. A strong understanding of physical deal economics and the key components are essential (Freight, Demurrage, Finance, hedging, pricing) as one core responsibility is to correctly set up inception profit and loss (PnL). Once inception PnL has been established and agreed with the commercial team. From this point onwards the daily changes in PnL and exposure due to underlying market conditions, economics, basis risk and mark to market values are then assessed and a daily commentary of variances produced. Production of the forward curve to mark to market positions is also a key element to the reporting, which implies candidates must have a strong understanding of market fundamentals, trends and structures in the markets they monitor. Other key duties include ensuring all basis risk and volumetric positions are correct and appropriate hedge and pricing actions are taken to mitigate the company's risk, and then ensuring all executions are correctly allocated within trading system.
Reconciliation of all estimates used in PnL to the final invoice value ensures our trading PnL is deemed to be finalized and correctly in line with our statutory requirements. This information is then used to drive the trade ledgers in the statutory accounts. The role also carries a large emphasis on the continual review and upgrade to processes and system to increase the accuracy and timeliness of our reporting.
Although a wide variety of skills are required to be able to complete the full role to the highest level, various elements of the core activities can be molded into a role that will ensure that a candidate will be exposed to every facet of physical metals/bulk trading and gain the required knowledge to successfully advance to higher levels of responsibility. The role actively encourages candidates to gain experience of the various business functions and departments and based on this knowledge intuitively assess circumstantial changes and the effect this will have to the trading PnL and therefore develop a deep knowledge of the industry.
Key Relationships and Department Overview:
This job posting includes the candidates registered in the National Registry of Persons with Disabili ties, who meet the conditions and suitability for the position described in accordance with the provisions of Law Number 19.691 Show more details...
via EFinancialCareers
posted_at: 18 days agoschedule_type: Full-time
Vice President, Financial and Quant Engineering Manager
State Street's Artificial Intelligence and Financial Engineering(AIFE) is a strategic global team. It has the mission to explore, enable and exploit artificial intelligence, machine learning, natural language processing, image recognition and cognitive computing at scale for countless solutions across Alpha, Global Services, Global... Advisors, Global Markets, and Enterprise Risk Management
Vice President, Financial and Quant Engineering Manager
State Street's Artificial Intelligence and Financial Engineering(AIFE) is a strategic global team. It has the mission to explore, enable and exploit artificial intelligence, machine learning, natural language processing, image recognition and cognitive computing at scale for countless solutions across Alpha, Global Services, Global... Advisors, Global Markets, and Enterprise Risk Management business lines. The team is envisioned to have a mix of intelligence technology, quantitative modeling, data science, financial engineering, and software engineering capabilities. The team started with solving operational and client experience-related use cases and is expected to advance into investment and risk management related domains such as investment data quality control, digital marketing, sentiment analysis, valuation, investment strategy and so on. This team will engage the business to explore, prototype, and solution use cases while also building out multiple industry leading platforms in the public cloud.
The Financial and Quantitative Engineering - VP will lead one of our AIFE agile sub-teams through the phases of use-case identification, fundamental and quantitative analysis, data exploration, model specification, design, implementation, validation, and support integration and deployment of the resulting Cognitive services into production.
Responsibilities :
• Become a Subject Matter Expert in various public and private capital markets of the asset management industry such as security terms and conditions, security valuation models, pricing, analytics, market data, portfolio construction, optimization and rebalancing, and algorithmic trading
• Lead a team of financial and quantitative engineers, provide hands-on solution guidance, mentor and coach team members to build a high-performance culture
• Perform hands-on fundamental and quantitative analysis, feature selection and engineering, model methodology, assumption, specification, design, implementation, and validation
• Engage with end users and business analysts to explore and prototype business opportunities and to explore data and the application of quantitative, cognitive and machine learning technology
• Design and program automated data collection and pre & post transformation pipeline
• Design financial framework and code financial model to address business problems and perform model validation
• Write model specification documentation with the lead data scientist and quantitative modeler.
• Support IT integration, QA/UAT and deployment of AIFE models, operationalizing and productizing resulting models and cognitive solutions
Qualifications :
• Master's degree required (preferably in financial engineering, mathematical finance, operational research, finance, economics and other engineering fields), Ph.D. preferred.
• 15+ experience with security terms and conditions, market data, security valuation modeling, performance attribution, portfolio optimization, or fund accounting and administration.
• 15+ years of hands-on experience with traditional buy-side quantitative methodology and model that are well understood by industry professionals like portfolio managers, traders, risk managers, clients, and regulator
• 10+ years of modern, object-oriented or functional programming experience (Python, Java, C++, SQL)
• Solid background in mathematics in general including but not limited to statistics, probability theory, PDE, linear algebra, stochastic calculus, differential equations etc.
• Familiar with public cloud development environments like Azure AML or AWS SageMaker
• Proven experience as a Portfolio Analyst, Research Analyst or Financial Engineer
• Excellent written and verbal communication skills at all stakeholder levels across multiple countries
• Result-driven, detail-oriented, candid attitude
Experience in any of the following is highly desirable:
• Led a financial engineering or modeling team in a medium or large size buy or sell side firm
• In-depth factor level modeling such as interest rate, spread, FX, momentum, sector, technical and fundamental indicators
• Data Science and Machine Learning Frameworks (TensorFlow, PyTorch, Scikit-learn etc.)
• Linux / Bash scripting, structured and unstructured data management tools (Snowflake, PostgreSQL, Hadoop, etc.)
• Strong analytical skills. Previous experience or education focused on statistics or data science is valuable.
• Communication skills. The ability to communicate at the right level with all parties involved, including management and business stakeholders
• Charted Financial Analyst (CFA) or CPA #AmanOrg
Salary Range:
$140,000 - $222,500 Annual
The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ Show more details...
State Street's Artificial Intelligence and Financial Engineering(AIFE) is a strategic global team. It has the mission to explore, enable and exploit artificial intelligence, machine learning, natural language processing, image recognition and cognitive computing at scale for countless solutions across Alpha, Global Services, Global... Advisors, Global Markets, and Enterprise Risk Management business lines. The team is envisioned to have a mix of intelligence technology, quantitative modeling, data science, financial engineering, and software engineering capabilities. The team started with solving operational and client experience-related use cases and is expected to advance into investment and risk management related domains such as investment data quality control, digital marketing, sentiment analysis, valuation, investment strategy and so on. This team will engage the business to explore, prototype, and solution use cases while also building out multiple industry leading platforms in the public cloud.
The Financial and Quantitative Engineering - VP will lead one of our AIFE agile sub-teams through the phases of use-case identification, fundamental and quantitative analysis, data exploration, model specification, design, implementation, validation, and support integration and deployment of the resulting Cognitive services into production.
Responsibilities :
• Become a Subject Matter Expert in various public and private capital markets of the asset management industry such as security terms and conditions, security valuation models, pricing, analytics, market data, portfolio construction, optimization and rebalancing, and algorithmic trading
• Lead a team of financial and quantitative engineers, provide hands-on solution guidance, mentor and coach team members to build a high-performance culture
• Perform hands-on fundamental and quantitative analysis, feature selection and engineering, model methodology, assumption, specification, design, implementation, and validation
• Engage with end users and business analysts to explore and prototype business opportunities and to explore data and the application of quantitative, cognitive and machine learning technology
• Design and program automated data collection and pre & post transformation pipeline
• Design financial framework and code financial model to address business problems and perform model validation
• Write model specification documentation with the lead data scientist and quantitative modeler.
• Support IT integration, QA/UAT and deployment of AIFE models, operationalizing and productizing resulting models and cognitive solutions
Qualifications :
• Master's degree required (preferably in financial engineering, mathematical finance, operational research, finance, economics and other engineering fields), Ph.D. preferred.
• 15+ experience with security terms and conditions, market data, security valuation modeling, performance attribution, portfolio optimization, or fund accounting and administration.
• 15+ years of hands-on experience with traditional buy-side quantitative methodology and model that are well understood by industry professionals like portfolio managers, traders, risk managers, clients, and regulator
• 10+ years of modern, object-oriented or functional programming experience (Python, Java, C++, SQL)
• Solid background in mathematics in general including but not limited to statistics, probability theory, PDE, linear algebra, stochastic calculus, differential equations etc.
• Familiar with public cloud development environments like Azure AML or AWS SageMaker
• Proven experience as a Portfolio Analyst, Research Analyst or Financial Engineer
• Excellent written and verbal communication skills at all stakeholder levels across multiple countries
• Result-driven, detail-oriented, candid attitude
Experience in any of the following is highly desirable:
• Led a financial engineering or modeling team in a medium or large size buy or sell side firm
• In-depth factor level modeling such as interest rate, spread, FX, momentum, sector, technical and fundamental indicators
• Data Science and Machine Learning Frameworks (TensorFlow, PyTorch, Scikit-learn etc.)
• Linux / Bash scripting, structured and unstructured data management tools (Snowflake, PostgreSQL, Hadoop, etc.)
• Strong analytical skills. Previous experience or education focused on statistics or data science is valuable.
• Communication skills. The ability to communicate at the right level with all parties involved, including management and business stakeholders
• Charted Financial Analyst (CFA) or CPA #AmanOrg
Salary Range:
$140,000 - $222,500 Annual
The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ Show more details...
via EFinancialCareers
posted_at: 4 days agoschedule_type: Full-time
Main Purpose:
To provide and procure legal services across the entire portfolio of Trafigura's commercial activities, including the trading of physically and financially settled oil and its by-products, minerals and metals and coal, supporting all business areas in different jurisdictions from a regional hub, providing corporate, contentious and regulatory advice
...
Knowledge Skills and Abilities, Key Responsibilities:
Knowledge and Skills:
•
Main Purpose:
To provide and procure legal services across the entire portfolio of Trafigura's commercial activities, including the trading of physically and financially settled oil and its by-products, minerals and metals and coal, supporting all business areas in different jurisdictions from a regional hub, providing corporate, contentious and regulatory advice
...
Knowledge Skills and Abilities, Key Responsibilities:
Knowledge and Skills:
• Legal skills in at least two (2) of the following practice areas: trading, commercial, finance, corporate, regulatory and litigation.
• Legal professional qualification with between 5 - 10 years PQE (+/-1 yr ).
• Preference for in-house experience in a trading or related commercial environment.
• English language essential.
• Portuguese language will be a plus.
• Positive, self-motivated, committed, pro-active and efficient.
• Strong attention to detail and ability to work independently and as part of a wider team.
• Good communications skills to report complex legal issues and provide advice in a digestible manner.
Key Responsibilities:
General :
• To be the first point of contact for the provision and procurement of legal assistance.
• To actively manage legal risks considering the key interest of the company, keeping legal and business management appraised on a real time basis.
• To instruct, manage and supervise external legal resources.
Non-contentious :
• To advise upon a variety of agreements pertaining to trading, M&A, finance and projects including joint venture agreements, sale and/or purchase contracts, and related documents.
• Advising on regulations relevant to the business.
• Planning, providing and procuring training to regional staff on legal issues and on an ad hoc basis, as part of established training programs.
Contentious :
• Assisting during all stages of disputes including advice to manage investigation, mediations, arbitration, litigation and enforcement.
• Provision of legal assistance on emergency issues.
Key Relationships and Department Overview:
This job posting includes the candidates registered in the National Registry of Persons with Disabili ties, who meet the conditions and suitability for the position described in accordance with the provisions of Law Number 19.691 Show more details...
To provide and procure legal services across the entire portfolio of Trafigura's commercial activities, including the trading of physically and financially settled oil and its by-products, minerals and metals and coal, supporting all business areas in different jurisdictions from a regional hub, providing corporate, contentious and regulatory advice
...
Knowledge Skills and Abilities, Key Responsibilities:
Knowledge and Skills:
• Legal skills in at least two (2) of the following practice areas: trading, commercial, finance, corporate, regulatory and litigation.
• Legal professional qualification with between 5 - 10 years PQE (+/-1 yr ).
• Preference for in-house experience in a trading or related commercial environment.
• English language essential.
• Portuguese language will be a plus.
• Positive, self-motivated, committed, pro-active and efficient.
• Strong attention to detail and ability to work independently and as part of a wider team.
• Good communications skills to report complex legal issues and provide advice in a digestible manner.
Key Responsibilities:
General :
• To be the first point of contact for the provision and procurement of legal assistance.
• To actively manage legal risks considering the key interest of the company, keeping legal and business management appraised on a real time basis.
• To instruct, manage and supervise external legal resources.
Non-contentious :
• To advise upon a variety of agreements pertaining to trading, M&A, finance and projects including joint venture agreements, sale and/or purchase contracts, and related documents.
• Advising on regulations relevant to the business.
• Planning, providing and procuring training to regional staff on legal issues and on an ad hoc basis, as part of established training programs.
Contentious :
• Assisting during all stages of disputes including advice to manage investigation, mediations, arbitration, litigation and enforcement.
• Provision of legal assistance on emergency issues.
Key Relationships and Department Overview:
This job posting includes the candidates registered in the National Registry of Persons with Disabili ties, who meet the conditions and suitability for the position described in accordance with the provisions of Law Number 19.691 Show more details...
via EFinancialCareers
posted_at: 4 days agoschedule_type: Full-time
Main Purpose:
Our two year graduate development programme is designed to provide you with a structured series of rotations across our core trading business, in areas such as Deals Desk, Operations, and Trade Finance
...
You will have the opportunity to complete three 8 month rotations, all based in Montevideo, ensuring a comprehensive understanding of the business and opening up a future of unlimited opportunities within the Trafigura group.
Knowledge
Main Purpose:
Our two year graduate development programme is designed to provide you with a structured series of rotations across our core trading business, in areas such as Deals Desk, Operations, and Trade Finance
...
You will have the opportunity to complete three 8 month rotations, all based in Montevideo, ensuring a comprehensive understanding of the business and opening up a future of unlimited opportunities within the Trafigura group.
Knowledge Skills and Abilities, Key Responsibilities:
• A minimum of a 2:1 / 3.4 GPA (or equivalent) in any field
• 0-2 years of postgraduate working experience
• Fluency in English - both oral and written
• Dynamic and upbeat personality
• Ability to take initiatives
• Problem solving and analytical thinking
• Outstanding communication Key Relationships and Department Overview:
The programme encourages an entrepreneurial attitude, ensures high visibility across different departments and countries, and allows you to build opportunities for yourself through exponential performance and networking.
As with all our people, opportunities for outstanding talent are unlimited, and we ensure you are equipped with the knowledge, business development skills and cultural awareness required for a long term, successful career with us.
It is worth noting that this is not a trading programme: Those looking to enter a commercial ('front line trading/ business development'') role should expect to spend several years within a department after completing the programme, 'mastering' the product specific techniques and skills that will ensure their long term career, be it management or commercial, is enhanced to guarantee their full career potential.
Equal Opportunity Employer
We are an Equal Opportunity Employer and take pride in a diverse workforce. We do not discriminate in recruitment, hiring, training, promotion or other employment practices for reasons of race, color, religion, gender, sexual orientation, national origin, age, marital or veteran status, medical condition or handicap, disability, or any other legally protected status Show more details...
Our two year graduate development programme is designed to provide you with a structured series of rotations across our core trading business, in areas such as Deals Desk, Operations, and Trade Finance
...
You will have the opportunity to complete three 8 month rotations, all based in Montevideo, ensuring a comprehensive understanding of the business and opening up a future of unlimited opportunities within the Trafigura group.
Knowledge Skills and Abilities, Key Responsibilities:
• A minimum of a 2:1 / 3.4 GPA (or equivalent) in any field
• 0-2 years of postgraduate working experience
• Fluency in English - both oral and written
• Dynamic and upbeat personality
• Ability to take initiatives
• Problem solving and analytical thinking
• Outstanding communication Key Relationships and Department Overview:
The programme encourages an entrepreneurial attitude, ensures high visibility across different departments and countries, and allows you to build opportunities for yourself through exponential performance and networking.
As with all our people, opportunities for outstanding talent are unlimited, and we ensure you are equipped with the knowledge, business development skills and cultural awareness required for a long term, successful career with us.
It is worth noting that this is not a trading programme: Those looking to enter a commercial ('front line trading/ business development'') role should expect to spend several years within a department after completing the programme, 'mastering' the product specific techniques and skills that will ensure their long term career, be it management or commercial, is enhanced to guarantee their full career potential.
Equal Opportunity Employer
We are an Equal Opportunity Employer and take pride in a diverse workforce. We do not discriminate in recruitment, hiring, training, promotion or other employment practices for reasons of race, color, religion, gender, sexual orientation, national origin, age, marital or veteran status, medical condition or handicap, disability, or any other legally protected status Show more details...
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