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Most recent job postings at Investing.com
via Dice
posted_at: 18 hours agoschedule_type: Contractor
Quant Investment risk consultant (Investment, Credit/ Market Risk)
The Opportunity...
The Capital & Investment Risk Management (C&IR) team within Enterprise Risk Management (ERM) is looking for a Quantitative Risk Analyst to support business initiatives in a highly collaborative environment.
As a quantitative risk Analyst, you will be involved with quantitative model implementation, development, and analysis. The ideal candidate will work with a
Quant Investment risk consultant (Investment, Credit/ Market Risk)
The Opportunity...
The Capital & Investment Risk Management (C&IR) team within Enterprise Risk Management (ERM) is looking for a Quantitative Risk Analyst to support business initiatives in a highly collaborative environment.
As a quantitative risk Analyst, you will be involved with quantitative model implementation, development, and analysis. The ideal candidate will work with a quant team (Developers and Analysts) to enhance ERM s analytical and reporting capabilities, by designing and developing new tools and risk frameworks.
This is an excellent opportunity to collaborate with the portfolio managers, asset managers, traders and analysts for the general account (through the CIO s organization) and *** s asset management subsidiaries; and enterprise technology (including data science) teams.
The Team
The Capital & Investment Risk Management team is responsible for the identification, measurement and analysis of *** s portfolio, credit and capital risks. The team recommends risk management strategies and equips senior leadership with information they need to take advantage of opportunities and mitigate risks. Members of the team bring expertise and experience across a range of risk measurement and management disciplines, focused continuous improvement and development and business acumen.
The Overall Responsibilities
• Implement, develop, and enhance ERM s analytical capabilities related to credit/market risk across a wide range of fixed income asset classes.
• Building on *** s current approach, assist in developing and syndicating a comprehensive framework for measuring portfolio credit & market risk, that considers different accounting and capital regimes, including asset and liability impacts, with a particular emphasis on economic capital
• Build meaningful reports by asset class and comprehensive level, collaborating with the quant development and IT/engineering teams
• Use of Python/ SQL. Also, use of spreadsheets and VBA to do prototyping and analyze data
• Data investigation/cleanup.
• Expand the use of Moody s credit risk tools in place at *** today
• Strengthen ERM s use and development of tools and analytics to support derivatives counterparty risk & portfolio concentration risk
• You will scope and implement modeling, including building out requirements where not yet fully defined or understood. You will be agile, accountable, and resilient in driving results
The Minimum Qualifications
• Minimum 5 years of relevant work experience in investment (credit/market) quantitative risk analytics
• Moderate level skills in Python and SQL
• Quantitative model development & implementation skills and ability to validate analytical results
• Experience in quantitative risk modeling across a wide range of asset classes
• Graduate degree in a quantitative discipline
• Desire to use your quantitative and programming skills in a hands-on setting to deliver new functionality
The Ideal Qualifications
• 5-7 or more years of relevant work experience is desirable
• Master s degree or PhD in Computer Science, Financial Engineering, Mathematics, Physics, engineering, or similar quantitative discipline is preferred
• Knowledge and experience working with derivatives and hedging risk management
• Experience in using Moody s Analytics credit risk tools is desirable
• Experience in CECL compliant portfolio credit models
• Previous experience working on liability driven investing projects within an insurance company is desirable
• Experience applying machine learning techniques in the financial industry is desirable
• Bachelors degree in Computer Science, Financial Engineering, Mathematics, Physics, engineering, or similar quantitative discipline is required
• Master s degree or PhD in Computer Science, Financial Engineering, Mathematics, Physics, engineering, or similar quantitative discipline is preferred
For more information please contact Shashank Govardhana ator
Since 1995, iTech Solutions Inc., has been providing IT Consulting and Direct Hire Services to the Insurance, Financial, Communications, Manufacturing and Government sectors with local offices in Connecticut, Minnesota, Colorado, Massachusetts, Tennessee, North Carolina, and New Jersey / Pennsylvania area.
Our recruiting strategy is simple, if you want to find qualified IT professionals then use IT professionals to find them. So at iTech Solutions, our personnel are all career IT professionals with a wide range of IT experience. We can honestly say our staff understands the technologies, the complexities of finding and selecting the appropriate personnel and the pressures of running successful IT projects.
Employer will not sponsor applicants for any employment visas, at hiring or in the future, including but not limited to H-1B visas. Corp-to-Corp or subcontract personnel will not be considered for this position Show more details...
The Opportunity...
The Capital & Investment Risk Management (C&IR) team within Enterprise Risk Management (ERM) is looking for a Quantitative Risk Analyst to support business initiatives in a highly collaborative environment.
As a quantitative risk Analyst, you will be involved with quantitative model implementation, development, and analysis. The ideal candidate will work with a quant team (Developers and Analysts) to enhance ERM s analytical and reporting capabilities, by designing and developing new tools and risk frameworks.
This is an excellent opportunity to collaborate with the portfolio managers, asset managers, traders and analysts for the general account (through the CIO s organization) and *** s asset management subsidiaries; and enterprise technology (including data science) teams.
The Team
The Capital & Investment Risk Management team is responsible for the identification, measurement and analysis of *** s portfolio, credit and capital risks. The team recommends risk management strategies and equips senior leadership with information they need to take advantage of opportunities and mitigate risks. Members of the team bring expertise and experience across a range of risk measurement and management disciplines, focused continuous improvement and development and business acumen.
The Overall Responsibilities
• Implement, develop, and enhance ERM s analytical capabilities related to credit/market risk across a wide range of fixed income asset classes.
• Building on *** s current approach, assist in developing and syndicating a comprehensive framework for measuring portfolio credit & market risk, that considers different accounting and capital regimes, including asset and liability impacts, with a particular emphasis on economic capital
• Build meaningful reports by asset class and comprehensive level, collaborating with the quant development and IT/engineering teams
• Use of Python/ SQL. Also, use of spreadsheets and VBA to do prototyping and analyze data
• Data investigation/cleanup.
• Expand the use of Moody s credit risk tools in place at *** today
• Strengthen ERM s use and development of tools and analytics to support derivatives counterparty risk & portfolio concentration risk
• You will scope and implement modeling, including building out requirements where not yet fully defined or understood. You will be agile, accountable, and resilient in driving results
The Minimum Qualifications
• Minimum 5 years of relevant work experience in investment (credit/market) quantitative risk analytics
• Moderate level skills in Python and SQL
• Quantitative model development & implementation skills and ability to validate analytical results
• Experience in quantitative risk modeling across a wide range of asset classes
• Graduate degree in a quantitative discipline
• Desire to use your quantitative and programming skills in a hands-on setting to deliver new functionality
The Ideal Qualifications
• 5-7 or more years of relevant work experience is desirable
• Master s degree or PhD in Computer Science, Financial Engineering, Mathematics, Physics, engineering, or similar quantitative discipline is preferred
• Knowledge and experience working with derivatives and hedging risk management
• Experience in using Moody s Analytics credit risk tools is desirable
• Experience in CECL compliant portfolio credit models
• Previous experience working on liability driven investing projects within an insurance company is desirable
• Experience applying machine learning techniques in the financial industry is desirable
• Bachelors degree in Computer Science, Financial Engineering, Mathematics, Physics, engineering, or similar quantitative discipline is required
• Master s degree or PhD in Computer Science, Financial Engineering, Mathematics, Physics, engineering, or similar quantitative discipline is preferred
For more information please contact Shashank Govardhana ator
Since 1995, iTech Solutions Inc., has been providing IT Consulting and Direct Hire Services to the Insurance, Financial, Communications, Manufacturing and Government sectors with local offices in Connecticut, Minnesota, Colorado, Massachusetts, Tennessee, North Carolina, and New Jersey / Pennsylvania area.
Our recruiting strategy is simple, if you want to find qualified IT professionals then use IT professionals to find them. So at iTech Solutions, our personnel are all career IT professionals with a wide range of IT experience. We can honestly say our staff understands the technologies, the complexities of finding and selecting the appropriate personnel and the pressures of running successful IT projects.
Employer will not sponsor applicants for any employment visas, at hiring or in the future, including but not limited to H-1B visas. Corp-to-Corp or subcontract personnel will not be considered for this position Show more details...
via SmartRecruiters Job Search
posted_at: 3 days agoschedule_type: Full-time
Company Description
Block is one company built from many blocks, all united by the same purpose of economic empowerment. The blocks that form our foundational teams — People, Finance, Counsel, Hardware, Information Security, Platform Infrastructure Engineering, and more — provide support and guidance at the corporate level. They work across business groups and around the globe, spanning time... zones and disciplines to develop inclusive People
Company Description
Block is one company built from many blocks, all united by the same purpose of economic empowerment. The blocks that form our foundational teams — People, Finance, Counsel, Hardware, Information Security, Platform Infrastructure Engineering, and more — provide support and guidance at the corporate level. They work across business groups and around the globe, spanning time... zones and disciplines to develop inclusive People policies, forecast finances, give legal counsel, safeguard systems, nurture new initiatives, and more. Every challenge creates possibilities, and we need different perspectives to see them all. Bring yours to Block.
Job Description
As Product Counsel for our Cash App Investing you'll have a broad range of responsibilities providing legal guidance on product development for our FINRA registered broker-dealer, Cash App Investing, which offers stock & ETF trading to our customers. You will report to Cash App’s Head of Product Counsel and partner with our product teams to develop new technologies while managing legal risk and ensuring regulatory compliance. As we expand our offerings, your ideas, and contributions will make an immediate impact.
You are highly motivated, organized, and creative. You are curious, with a desire to understand underlying causes and motivations. You are able to research and master complex legal topics and communicate them to non-lawyers in brief, clear language. You are capable of an expert understanding of a legal issue but can separate the practical from the academic and provide clear, accurate, and actionable advice to the business team. You are good-humored, patient, respectful to your co-workers, and bring a positive attitude in the office.
You Will:
• Provide guidance to product and engineering teams on issues related to products and features throughout the entire product development lifecycle
• Develop trusted relationships with business partners and stay informed on key product developments
• Draft and negotiate commercial agreements affecting your products and services
• Draft terms of use, product policies, and product disclosures
• Work closely with other support teams (tax, compliance, accounting, outside counsel) to provide seamless support to business partners
• Actively cultivate creative ideas and insights into how legal frameworks can support new product developments and customer experiences
Qualifications
You Have:
• 5+ years of combined, relevant experience in law firms, governmental agencies, or in-house legal departments, with a background in US broker-dealer regulation laws (FINRA and SEC broker-dealer rules and regulations)
• Familiarity with launching products and advising on the legal and regulatory aspects of product development in the technology space
• Excellent commercial negotiation and drafting skills
• Fluency translating legal advice into actionable guidance for creative products and collaborators
• Work in an evolving and growing environment that is prone to changes
• Sound, practical business judgment, and creativity solving problems
• A Juris Doctor (JD) degree and active membership in at least one state bar
Additional Information
Block takes a market-based approach to pay, and pay may vary depending on your location. U.S. locations are categorized into one of four zones based on a cost of labor index for that geographic area. The successful candidate’s starting pay will be determined based on job-related skills, experience, qualifications, work location, and market conditions. These ranges may be modified in the future.
Zone A: USD $245,100 - USD $299,500
Zone B: USD $227,900 - USD $278,500
Zone C: USD $215,600 - USD $263,600
Zone D: USD $208,400 - USD $254,700
To find a location’s zone designation, please refer to this resource. If a location of interest is not listed, please speak with a recruiter for additional information.
Benefits include the following:
• Healthcare coverage
• Retirement Plans including company match
• Employee Stock Purchase Program
• Wellness programs, including access to mental health, 1:1 financial planners, and a monthly wellness allowance
• Paid parental and caregiving leave
• Paid time off
• Learning and Development resources
• Paid Life insurance, AD&D. and disability benefits
• Perks such as WFH reimbursements and free access to caregiving, legal, and discounted resources
This role is also eligible to participate in Block's equity plan subject to the terms of the applicable plans and policies, and may be eligible for a sign-on bonus. Sales roles may be eligible to participate in a commission plan subject to the terms of the applicable plans and policies. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.
We’re working to build a more inclusive economy where our customers have equal access to opportunity, and we strive to live by these same values in building our workplace. Block is a proud equal opportunity employer. We work hard to evaluate all employees and job applicants consistently, without regard to race, color, religion, gender, national origin, age, disability, pregnancy, gender expression or identity, sexual orientation, citizenship, or any other legally protected class.
We believe in being fair, and are committed to an inclusive interview experience, including providing reasonable accommodations to disabled applicants throughout the recruitment process. We encourage applicants to share any needed accommodations with their recruiter, who will treat these requests as confidentially as possible. Want to learn more about what we’re doing to build a workplace that is fair and square? Check out our I+D page.
Additionally, we consider qualified applicants with criminal histories for employment on our team, and always assess candidates on an individualized basis.
Block, Inc. (NYSE: SQ) is a global technology company with a focus on financial services. Made up of Square, Cash App, Spiral, TIDAL, and TBD, we build tools to help more people access the economy. Square helps sellers run and grow their businesses with its integrated ecosystem of commerce solutions, business software, and banking services. With Cash App, anyone can easily send, spend, or invest their money in stocks or Bitcoin. Spiral (formerly Square Crypto) builds and funds free, open-source Bitcoin projects. Artists use TIDAL to help them succeed as entrepreneurs and connect more deeply with fans. TBD is building an open developer platform to make it easier to access Bitcoin and other blockchain technologies without having to go through an institution Show more details...
Block is one company built from many blocks, all united by the same purpose of economic empowerment. The blocks that form our foundational teams — People, Finance, Counsel, Hardware, Information Security, Platform Infrastructure Engineering, and more — provide support and guidance at the corporate level. They work across business groups and around the globe, spanning time... zones and disciplines to develop inclusive People policies, forecast finances, give legal counsel, safeguard systems, nurture new initiatives, and more. Every challenge creates possibilities, and we need different perspectives to see them all. Bring yours to Block.
Job Description
As Product Counsel for our Cash App Investing you'll have a broad range of responsibilities providing legal guidance on product development for our FINRA registered broker-dealer, Cash App Investing, which offers stock & ETF trading to our customers. You will report to Cash App’s Head of Product Counsel and partner with our product teams to develop new technologies while managing legal risk and ensuring regulatory compliance. As we expand our offerings, your ideas, and contributions will make an immediate impact.
You are highly motivated, organized, and creative. You are curious, with a desire to understand underlying causes and motivations. You are able to research and master complex legal topics and communicate them to non-lawyers in brief, clear language. You are capable of an expert understanding of a legal issue but can separate the practical from the academic and provide clear, accurate, and actionable advice to the business team. You are good-humored, patient, respectful to your co-workers, and bring a positive attitude in the office.
You Will:
• Provide guidance to product and engineering teams on issues related to products and features throughout the entire product development lifecycle
• Develop trusted relationships with business partners and stay informed on key product developments
• Draft and negotiate commercial agreements affecting your products and services
• Draft terms of use, product policies, and product disclosures
• Work closely with other support teams (tax, compliance, accounting, outside counsel) to provide seamless support to business partners
• Actively cultivate creative ideas and insights into how legal frameworks can support new product developments and customer experiences
Qualifications
You Have:
• 5+ years of combined, relevant experience in law firms, governmental agencies, or in-house legal departments, with a background in US broker-dealer regulation laws (FINRA and SEC broker-dealer rules and regulations)
• Familiarity with launching products and advising on the legal and regulatory aspects of product development in the technology space
• Excellent commercial negotiation and drafting skills
• Fluency translating legal advice into actionable guidance for creative products and collaborators
• Work in an evolving and growing environment that is prone to changes
• Sound, practical business judgment, and creativity solving problems
• A Juris Doctor (JD) degree and active membership in at least one state bar
Additional Information
Block takes a market-based approach to pay, and pay may vary depending on your location. U.S. locations are categorized into one of four zones based on a cost of labor index for that geographic area. The successful candidate’s starting pay will be determined based on job-related skills, experience, qualifications, work location, and market conditions. These ranges may be modified in the future.
Zone A: USD $245,100 - USD $299,500
Zone B: USD $227,900 - USD $278,500
Zone C: USD $215,600 - USD $263,600
Zone D: USD $208,400 - USD $254,700
To find a location’s zone designation, please refer to this resource. If a location of interest is not listed, please speak with a recruiter for additional information.
Benefits include the following:
• Healthcare coverage
• Retirement Plans including company match
• Employee Stock Purchase Program
• Wellness programs, including access to mental health, 1:1 financial planners, and a monthly wellness allowance
• Paid parental and caregiving leave
• Paid time off
• Learning and Development resources
• Paid Life insurance, AD&D. and disability benefits
• Perks such as WFH reimbursements and free access to caregiving, legal, and discounted resources
This role is also eligible to participate in Block's equity plan subject to the terms of the applicable plans and policies, and may be eligible for a sign-on bonus. Sales roles may be eligible to participate in a commission plan subject to the terms of the applicable plans and policies. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.
We’re working to build a more inclusive economy where our customers have equal access to opportunity, and we strive to live by these same values in building our workplace. Block is a proud equal opportunity employer. We work hard to evaluate all employees and job applicants consistently, without regard to race, color, religion, gender, national origin, age, disability, pregnancy, gender expression or identity, sexual orientation, citizenship, or any other legally protected class.
We believe in being fair, and are committed to an inclusive interview experience, including providing reasonable accommodations to disabled applicants throughout the recruitment process. We encourage applicants to share any needed accommodations with their recruiter, who will treat these requests as confidentially as possible. Want to learn more about what we’re doing to build a workplace that is fair and square? Check out our I+D page.
Additionally, we consider qualified applicants with criminal histories for employment on our team, and always assess candidates on an individualized basis.
Block, Inc. (NYSE: SQ) is a global technology company with a focus on financial services. Made up of Square, Cash App, Spiral, TIDAL, and TBD, we build tools to help more people access the economy. Square helps sellers run and grow their businesses with its integrated ecosystem of commerce solutions, business software, and banking services. With Cash App, anyone can easily send, spend, or invest their money in stocks or Bitcoin. Spiral (formerly Square Crypto) builds and funds free, open-source Bitcoin projects. Artists use TIDAL to help them succeed as entrepreneurs and connect more deeply with fans. TBD is building an open developer platform to make it easier to access Bitcoin and other blockchain technologies without having to go through an institution Show more details...
via CareerBuilder
posted_at: 4 days agoschedule_type: Full-time
About Citi Ventures
Citi Ventures catalyzes innovation by investing in and partnering with category-defining startups that have the potential to accelerates growth for Citi and its clients. The group works with Citi businesses, its Tech Council of enterprise clients, and broader innovation ecosystem to commercialize next gen technologies that respond to the changing landscape of the 21st... century. Since its founding in 2010, the team has invested
About Citi Ventures
Citi Ventures catalyzes innovation by investing in and partnering with category-defining startups that have the potential to accelerates growth for Citi and its clients. The group works with Citi businesses, its Tech Council of enterprise clients, and broader innovation ecosystem to commercialize next gen technologies that respond to the changing landscape of the 21st... century. Since its founding in 2010, the team has invested in over 100 startups across seven focus areas from Enterprise areas such as Cybersecurity, Data/Analytics, Developer tools to Fintech area such as Payments, Commerce and DLT & Digital Assets. For more information, visit [Link available when viewing the job]
Position Description
Citi Ventures is looking for a seasoned Platform Lead to support the Venture Investing team and its portfolio of category-defining startups. The platform lead will work closely with our investors to build out our platform strategy, committed to serving the needs and growth of portfolio companies. The ideal candidate is a self-starter and hands-on leader who can own everything from high-level strategy and planning to execution and delivery of world-class events.
Job Requirements
• Support the Citi Ventures investing and marketing/communications teams in delivering highly curated events and content that elevate the visibility of portfolio companies and highlight Citi Ventures’ unique and specialized network
• Work closely with the investing team to understand and balance core Citi business priorities with portfolio company needs, finding new and creative ways to deliver value for key stakeholders
• Build, activate and engage the community of Citi Ventures Tech Council members in win-win interactions to refine our investment themes, provide counsel and strategic guidance to portfolio companies for their current and long-term growth requirements
• Cultivate strong relationships with portfolio companies, providing relevant introductions, guidance on investment and other major announcements, product roadmap feedback and customer validation and overall marketing and communications strategies as requested
• Build a best-in-class hub for founders and their teams by providing toolkits and resources
• Understand the strategic priorities of Citi businesses and develop relationships across the franchise
• Operate as a core member of a small and nimble marketing and communications function to drive Citi Ventures’ brand and reputation as the investing team of choice across the innovation ecosystem
What We Are Looking For
• Strong attention to detail, ability to multi-task across concurrent projects and a proven ability to drive enterprise-scale projects from start to finish
• A willingness to listen to and learn from key stakeholders from both the entrepreneurial community and large corporate enterprises, and ability to connect the dots in innovative ways
• Exceptional and efficient communication capabilities including writing, speaking, and influencing senior executives
• The ability to balance what it takes to navigate a large org like Citi with entrepreneurial agility
• Strong team player, willing to lead or follow as required, and committed to excellent results
• 7+ years of account management, marketing, business development and/or venture investing experience
• Familiarity with the Enterprise and / or FinTech ecosystem or ability to learn
• Bachelors degree preferred
-------------------------------------------------
Job Family Group: Project and Program Management
-------------------------------------------------
Job Family: Program Management
------------------------------------------------------
Time Type: Full time
------------------------------------------------------
Primary Location: San Francisco California United States
------------------------------------------------------
Primary Location Salary Range: $158,140.00 - $237,200.00
------------------------------------------------------
Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. 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 the " EEO is the Law" poster. View the EEO is the Law Supplement.
View the EEO Policy Statement.
View the Pay Transparency Posting
-----------------------------
Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment Show more details...
Citi Ventures catalyzes innovation by investing in and partnering with category-defining startups that have the potential to accelerates growth for Citi and its clients. The group works with Citi businesses, its Tech Council of enterprise clients, and broader innovation ecosystem to commercialize next gen technologies that respond to the changing landscape of the 21st... century. Since its founding in 2010, the team has invested in over 100 startups across seven focus areas from Enterprise areas such as Cybersecurity, Data/Analytics, Developer tools to Fintech area such as Payments, Commerce and DLT & Digital Assets. For more information, visit [Link available when viewing the job]
Position Description
Citi Ventures is looking for a seasoned Platform Lead to support the Venture Investing team and its portfolio of category-defining startups. The platform lead will work closely with our investors to build out our platform strategy, committed to serving the needs and growth of portfolio companies. The ideal candidate is a self-starter and hands-on leader who can own everything from high-level strategy and planning to execution and delivery of world-class events.
Job Requirements
• Support the Citi Ventures investing and marketing/communications teams in delivering highly curated events and content that elevate the visibility of portfolio companies and highlight Citi Ventures’ unique and specialized network
• Work closely with the investing team to understand and balance core Citi business priorities with portfolio company needs, finding new and creative ways to deliver value for key stakeholders
• Build, activate and engage the community of Citi Ventures Tech Council members in win-win interactions to refine our investment themes, provide counsel and strategic guidance to portfolio companies for their current and long-term growth requirements
• Cultivate strong relationships with portfolio companies, providing relevant introductions, guidance on investment and other major announcements, product roadmap feedback and customer validation and overall marketing and communications strategies as requested
• Build a best-in-class hub for founders and their teams by providing toolkits and resources
• Understand the strategic priorities of Citi businesses and develop relationships across the franchise
• Operate as a core member of a small and nimble marketing and communications function to drive Citi Ventures’ brand and reputation as the investing team of choice across the innovation ecosystem
What We Are Looking For
• Strong attention to detail, ability to multi-task across concurrent projects and a proven ability to drive enterprise-scale projects from start to finish
• A willingness to listen to and learn from key stakeholders from both the entrepreneurial community and large corporate enterprises, and ability to connect the dots in innovative ways
• Exceptional and efficient communication capabilities including writing, speaking, and influencing senior executives
• The ability to balance what it takes to navigate a large org like Citi with entrepreneurial agility
• Strong team player, willing to lead or follow as required, and committed to excellent results
• 7+ years of account management, marketing, business development and/or venture investing experience
• Familiarity with the Enterprise and / or FinTech ecosystem or ability to learn
• Bachelors degree preferred
-------------------------------------------------
Job Family Group: Project and Program Management
-------------------------------------------------
Job Family: Program Management
------------------------------------------------------
Time Type: Full time
------------------------------------------------------
Primary Location: San Francisco California United States
------------------------------------------------------
Primary Location Salary Range: $158,140.00 - $237,200.00
------------------------------------------------------
Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. 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 the " EEO is the Law" poster. View the EEO is the Law Supplement.
View the EEO Policy Statement.
View the Pay Transparency Posting
-----------------------------
Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment Show more details...
via LinkedIn
posted_at: 4 days agoschedule_type: Full-time
Company
At Allspring Global Investments (“Allspring”), our mission is to elevate investing to be worth more. We put the client at the center of everything we do. Our commitment: Help clients achieve what matters most to them in pursuing both financial returns and positive outcomes. We do this by channeling the collective skills and insights of our specialized investment teams into solutions... designed to meet client goals.
Allspring Global
Company
At Allspring Global Investments (“Allspring”), our mission is to elevate investing to be worth more. We put the client at the center of everything we do. Our commitment: Help clients achieve what matters most to them in pursuing both financial returns and positive outcomes. We do this by channeling the collective skills and insights of our specialized investment teams into solutions... designed to meet client goals.
Allspring Global Investments is a leading independent asset management firm with $463 billion in assets under management, 23 offices globally, and specialized investment teams supported by more than 440 investment professionals around the world. Allspring and its investment teams provide a broad range of differentiated investment products and solutions to help its diverse range of clients meet their investment objectives.
With decades of experience propelling them forward, Allspring is a company staying true to its core investment roots while reinventing itself. A company where diverse perspectives power their investment strategies through a unified platform and a commitment to clients. Allspring wants to bring a renewed approach by looking around the corner to unlock what’s possible and is committed to thoughtful investing, purposeful planning, and the desire to deliver outcomes that expand above and beyond financial gains.
Additional information on the company can be found at allspringglobal.com and allspringglobal.com/investments/overview/
Position
Allspring is seeking to recruit a Head of Global Portfolio Strategy Group who will report to the Head of U.S. Distribution who will focus on setting the strategic direction for the Global Portfolio Strategy Group, a team focused on working with the professional buyer segment across Allspring’s client base. Teams include Consultant Relations, Platform Distribution, Sub-Advisory, DCIO and RFP. This person will play an important role at a pivotal moment in the firm’s evolution, helping to define the team’s growth trajectory and culture. The successful candidate will be experienced and dynamic, capable of leading a high performing team and collaborating effectively with colleagues across the organization. As a leader, this individual will develop the team’s strategy, processes, best practices, and resource model while helping develop a vision for the future of being a leader in the professional buyer segment. The team will be highly focused on developing the best practices, operating framework, goals & objectives and developing the team that works across the different professional buyer segments. The ideal candidate will be located in Boston, Charlotte, or Menomonee Falls.
Responsibilities
• Oversee the Global Portfolio Strategy Group, a team of Institutional & Intermediary Consultant Relations, Platform Distribution, Sub-Advisory, DCIO and RFP professionals.
• Develop forward-looking client specific business strategies and lead a client focused sales effort while engaging with clients and leading by example.
• Oversee the specialist team, mentoring and collaborating across the organization as needed.
• An important aspect of this role is the creativity and forethought necessary to help create searches and mandates in anticipation of future trends and opportunities. To not only be great at responding to opportunities, to also be a catalyst for creating opportunities.
• Assess, both team and clients to understand how best to utilize resources and narrow in on avenues for growth.
• Continuously refine the sales process from market understanding, to point of sales support to ongoing client support and retention.
• Ability to facilitate conversations and engender trust with clients, allowing them to become advocates for the firm and echo that narrative in the marketplace.
Experience
Leadership:
• Develop the framework and operating model for the Portfolio Strategy Group. Build the strategy for each business unit in partnership with the respective distribution teams.
• Develop and manage a talent development and management process that attracts, retains and grows top talent. Develop a team capable of working with the most sophisticated professional buyers across the client spectrum.
• Ensure the team and this role is delivering best in class client engagement at every level of the sales and service process, as a partner to the sales teams.
• Lead the groups creation of thought leadership, industry participation and client engagement.
Knowledge:
• Advanced experience with the different dimensions of the professional buyer segment and their respective needs, including Institutional Consultants, Broker Dealer Research Analysts, and Centralized Investment decision makers.
• Advanced knowledge of how capital markets, asset allocation and portfolio construction affect and their impact on client portfolios. Connecting client needs with Allspring investment solutions.
• Experienced managing consultant ratings, recommendation lists, portfolio allocations and other centralized intermediary access points.
• Experienced with client platforms and their respective paths to investment decision making.
• Understand and represent the market for different client/portfolio types, including sizing, needs, competition, regulatory environment and more.
Sales & Consulting:
• Developed sales process, including refined approaches to each step of the process
• Set the example in team selling, point of sale proficiency, and group presentations
• Ability to facilitate various groups in roundtable, study group and small group discussions.
• Experienced driving a pro-active approach to search/ opportunity creation and a best-in-class service model for existing relationships.
Intelligent Distribution:
• Proficient in the use and implementation of Intelligent Distribution, including data & analytics
• Understanding of advanced portfolio analytical capabilities used in solving various client situations
• Experienced in leveraging key centers of influence that exist among clients, within the industry or through external means
Business Management:
• Communication Strategy – experienced in developing and utilizing a thoughtful and consistent communication strategy
• Manage financial aspects of business, including budgets, comp plans
• Activity Management
• Compliance and Legal adherence
Qualifications
• 10+ years of investment sales and/or specialist experience; including 10+ years of with large market institutional and intermediary accounts.
• Deep book of professional buyer contacts within the US institutional and intermediary market.
• Extensive knowledge of the asset management industry, trends, as well as a broad range of complex investment products and solutions.
• Strong, demonstrated sales and client relationship management skills
• BA/BS required
Allspring Culture & Core Values
• Set the new bar – “Good enough” is never enough. Go bigger. Do more. Ask all the questions. Consider the angles. Sweat all the details. Exceed expectations. Challenge convention. Go further – and then further to reimagine and reshape the status quo.
• Be bold, with boundaries – Let your courage instill confidence. Harmonize groundbreaking thinking with reality. Big ideas are welcome, but even the most unexpected solutions must be anchored in thoughtful analysis, judgement and wisdom.
• Make our differences the difference – Inclusivity ignites greatness, so embrace the value of different perspectives. Respect different opinions. Celebrate different backgrounds. Unite different ideas.
• Cultivate lasting connections – Relationships cannot be bought. They have to be earned. Take action over apathy to move your colleagues, peers and clients forward. Go out in the world and create indispensable partnerships that last.
• Deliver more, together – Be better together. Be stronger together. Work smarter together. Make teamwork second nature and success its natural outcome. Collaborate, cooperate and contribute to a whole that is greater than the sum of its parts Show more details...
At Allspring Global Investments (“Allspring”), our mission is to elevate investing to be worth more. We put the client at the center of everything we do. Our commitment: Help clients achieve what matters most to them in pursuing both financial returns and positive outcomes. We do this by channeling the collective skills and insights of our specialized investment teams into solutions... designed to meet client goals.
Allspring Global Investments is a leading independent asset management firm with $463 billion in assets under management, 23 offices globally, and specialized investment teams supported by more than 440 investment professionals around the world. Allspring and its investment teams provide a broad range of differentiated investment products and solutions to help its diverse range of clients meet their investment objectives.
With decades of experience propelling them forward, Allspring is a company staying true to its core investment roots while reinventing itself. A company where diverse perspectives power their investment strategies through a unified platform and a commitment to clients. Allspring wants to bring a renewed approach by looking around the corner to unlock what’s possible and is committed to thoughtful investing, purposeful planning, and the desire to deliver outcomes that expand above and beyond financial gains.
Additional information on the company can be found at allspringglobal.com and allspringglobal.com/investments/overview/
Position
Allspring is seeking to recruit a Head of Global Portfolio Strategy Group who will report to the Head of U.S. Distribution who will focus on setting the strategic direction for the Global Portfolio Strategy Group, a team focused on working with the professional buyer segment across Allspring’s client base. Teams include Consultant Relations, Platform Distribution, Sub-Advisory, DCIO and RFP. This person will play an important role at a pivotal moment in the firm’s evolution, helping to define the team’s growth trajectory and culture. The successful candidate will be experienced and dynamic, capable of leading a high performing team and collaborating effectively with colleagues across the organization. As a leader, this individual will develop the team’s strategy, processes, best practices, and resource model while helping develop a vision for the future of being a leader in the professional buyer segment. The team will be highly focused on developing the best practices, operating framework, goals & objectives and developing the team that works across the different professional buyer segments. The ideal candidate will be located in Boston, Charlotte, or Menomonee Falls.
Responsibilities
• Oversee the Global Portfolio Strategy Group, a team of Institutional & Intermediary Consultant Relations, Platform Distribution, Sub-Advisory, DCIO and RFP professionals.
• Develop forward-looking client specific business strategies and lead a client focused sales effort while engaging with clients and leading by example.
• Oversee the specialist team, mentoring and collaborating across the organization as needed.
• An important aspect of this role is the creativity and forethought necessary to help create searches and mandates in anticipation of future trends and opportunities. To not only be great at responding to opportunities, to also be a catalyst for creating opportunities.
• Assess, both team and clients to understand how best to utilize resources and narrow in on avenues for growth.
• Continuously refine the sales process from market understanding, to point of sales support to ongoing client support and retention.
• Ability to facilitate conversations and engender trust with clients, allowing them to become advocates for the firm and echo that narrative in the marketplace.
Experience
Leadership:
• Develop the framework and operating model for the Portfolio Strategy Group. Build the strategy for each business unit in partnership with the respective distribution teams.
• Develop and manage a talent development and management process that attracts, retains and grows top talent. Develop a team capable of working with the most sophisticated professional buyers across the client spectrum.
• Ensure the team and this role is delivering best in class client engagement at every level of the sales and service process, as a partner to the sales teams.
• Lead the groups creation of thought leadership, industry participation and client engagement.
Knowledge:
• Advanced experience with the different dimensions of the professional buyer segment and their respective needs, including Institutional Consultants, Broker Dealer Research Analysts, and Centralized Investment decision makers.
• Advanced knowledge of how capital markets, asset allocation and portfolio construction affect and their impact on client portfolios. Connecting client needs with Allspring investment solutions.
• Experienced managing consultant ratings, recommendation lists, portfolio allocations and other centralized intermediary access points.
• Experienced with client platforms and their respective paths to investment decision making.
• Understand and represent the market for different client/portfolio types, including sizing, needs, competition, regulatory environment and more.
Sales & Consulting:
• Developed sales process, including refined approaches to each step of the process
• Set the example in team selling, point of sale proficiency, and group presentations
• Ability to facilitate various groups in roundtable, study group and small group discussions.
• Experienced driving a pro-active approach to search/ opportunity creation and a best-in-class service model for existing relationships.
Intelligent Distribution:
• Proficient in the use and implementation of Intelligent Distribution, including data & analytics
• Understanding of advanced portfolio analytical capabilities used in solving various client situations
• Experienced in leveraging key centers of influence that exist among clients, within the industry or through external means
Business Management:
• Communication Strategy – experienced in developing and utilizing a thoughtful and consistent communication strategy
• Manage financial aspects of business, including budgets, comp plans
• Activity Management
• Compliance and Legal adherence
Qualifications
• 10+ years of investment sales and/or specialist experience; including 10+ years of with large market institutional and intermediary accounts.
• Deep book of professional buyer contacts within the US institutional and intermediary market.
• Extensive knowledge of the asset management industry, trends, as well as a broad range of complex investment products and solutions.
• Strong, demonstrated sales and client relationship management skills
• BA/BS required
Allspring Culture & Core Values
• Set the new bar – “Good enough” is never enough. Go bigger. Do more. Ask all the questions. Consider the angles. Sweat all the details. Exceed expectations. Challenge convention. Go further – and then further to reimagine and reshape the status quo.
• Be bold, with boundaries – Let your courage instill confidence. Harmonize groundbreaking thinking with reality. Big ideas are welcome, but even the most unexpected solutions must be anchored in thoughtful analysis, judgement and wisdom.
• Make our differences the difference – Inclusivity ignites greatness, so embrace the value of different perspectives. Respect different opinions. Celebrate different backgrounds. Unite different ideas.
• Cultivate lasting connections – Relationships cannot be bought. They have to be earned. Take action over apathy to move your colleagues, peers and clients forward. Go out in the world and create indispensable partnerships that last.
• Deliver more, together – Be better together. Be stronger together. Work smarter together. Make teamwork second nature and success its natural outcome. Collaborate, cooperate and contribute to a whole that is greater than the sum of its parts Show more details...
via Salary.com
posted_at: 4 days agoschedule_type: Full-time
Address: USA-NC-Salisbury-2085 Harrison Road
Store Code: Corporate FP and A (2760860
...
A great career opportunity
Ahold Delhaize USA, a division of Netherlands-based Ahold Delhaize, is the parent company for Ahold Delhaize's U.S. companies, including its local brands, Food Lion, Giant Food, The GIANT Company, Hannaford and Stop & Shop, and the U.S. services companies, Retail Business Services, Peapod Digital Labs and ADUSA Supply Chain. When considered
Address: USA-NC-Salisbury-2085 Harrison Road
Store Code: Corporate FP and A (2760860
...
A great career opportunity
Ahold Delhaize USA, a division of Netherlands-based Ahold Delhaize, is the parent company for Ahold Delhaize's U.S. companies, including its local brands, Food Lion, Giant Food, The GIANT Company, Hannaford and Stop & Shop, and the U.S. services companies, Retail Business Services, Peapod Digital Labs and ADUSA Supply Chain. When considered together, the local brands of Ahold Delhaize USA comprise the largest grocery retail group on the East Coast and the fourth largest grocery retail group in the nation, operating more than 2,000 stores and distribution centers across more than 20 states and serving millions of customers each week through a uniquely local omnichannel experience. The Ahold Delhaize USA company team includes just over 100 associates across all East Coast office locations.
This position supports capital investment planning across Ahold Delhaize USA, the parent company of retail grocery brands that include Food Lion, Stop & Shop, The Giant Company, Hannaford, and Giant Food. Capital investment planning is vital for Ahold Delhaize’s continuous growth. Our team aims to deliver returns above the cost of capital (value creation) to the company's shareholders. This requires disciplined capital allocation and continuous focus on return on capital. You will be the gatekeeper of Ahold Delhaize USA’s capital management platform – SAP’s Project Systems module. Our team manages a capital budget of over $1 billion annually, ensuring capital funds are allocated appropriately, tracking spending, and reporting actual activity against budget and forecast.
Primary Duties
In this Investment Planning role, you will:
• Manage Ahold Delhaize USA’s capital management system – SAP’s Project Systems module
• Act as the subject matter expert (SME) on Project Systems, providing training and guidance to internal teams on best practices and use cases
• Set up capital project budgets, ongoing project management, and the closure of completed projects within the system
• Work closely with other finance teams to address any issues that arise in processing requests for funds
• Provide monthly and annual reporting of capital results to Ahold Delhaize USA’s executive team and brand leadership, as well as Ahold Delhaize USA’s parent company Ahold Delhaize
• Consolidation of annual capital budget and forecasts through direct collaboration with Ahold Delhaize USA’s brands and support organizations
• Lead continuous process improvement in Project Systems usage by creating and adopting uniform, efficient processes and documentation.
• Reinforce investment governance, including guiding Ahold Delhaize USA business stakeholders and facilitating approval by supporting and advising banners on compliance with capital policy requirements.
• Demonstrate ability to be a self-directed and motivated leader within the finance organization
Experienced Required
• * Minimal Education Requirement - Bachelor's Degree (Masters Preferred)
• A minimum of 3 - 5 years of demonstrated experience in a finance role is required
• Experience with an SAP environment (BPC/EPM or Fiori is a plus)
• Advanced Excel and PowerPoint skills are required (VBA macro environment is a plus)
At Ahold Delhaize USA, we embrace and celebrate diversity. Our employees and prospective employees are treated with fairness, respect and dignity. We provide an equal opportunity workplace committed to hiring, training, compensating, and promoting persons based on their talents and abilities and without regard to race, religion, color, national origin, gender, sexual orientation, age, family status, veteran status, disability status, or any other applicable characteristics protected by law.
Job Requisition: 281644_external_USA-NC-Salisbury_2152023 Show more details...
Store Code: Corporate FP and A (2760860
...
A great career opportunity
Ahold Delhaize USA, a division of Netherlands-based Ahold Delhaize, is the parent company for Ahold Delhaize's U.S. companies, including its local brands, Food Lion, Giant Food, The GIANT Company, Hannaford and Stop & Shop, and the U.S. services companies, Retail Business Services, Peapod Digital Labs and ADUSA Supply Chain. When considered together, the local brands of Ahold Delhaize USA comprise the largest grocery retail group on the East Coast and the fourth largest grocery retail group in the nation, operating more than 2,000 stores and distribution centers across more than 20 states and serving millions of customers each week through a uniquely local omnichannel experience. The Ahold Delhaize USA company team includes just over 100 associates across all East Coast office locations.
This position supports capital investment planning across Ahold Delhaize USA, the parent company of retail grocery brands that include Food Lion, Stop & Shop, The Giant Company, Hannaford, and Giant Food. Capital investment planning is vital for Ahold Delhaize’s continuous growth. Our team aims to deliver returns above the cost of capital (value creation) to the company's shareholders. This requires disciplined capital allocation and continuous focus on return on capital. You will be the gatekeeper of Ahold Delhaize USA’s capital management platform – SAP’s Project Systems module. Our team manages a capital budget of over $1 billion annually, ensuring capital funds are allocated appropriately, tracking spending, and reporting actual activity against budget and forecast.
Primary Duties
In this Investment Planning role, you will:
• Manage Ahold Delhaize USA’s capital management system – SAP’s Project Systems module
• Act as the subject matter expert (SME) on Project Systems, providing training and guidance to internal teams on best practices and use cases
• Set up capital project budgets, ongoing project management, and the closure of completed projects within the system
• Work closely with other finance teams to address any issues that arise in processing requests for funds
• Provide monthly and annual reporting of capital results to Ahold Delhaize USA’s executive team and brand leadership, as well as Ahold Delhaize USA’s parent company Ahold Delhaize
• Consolidation of annual capital budget and forecasts through direct collaboration with Ahold Delhaize USA’s brands and support organizations
• Lead continuous process improvement in Project Systems usage by creating and adopting uniform, efficient processes and documentation.
• Reinforce investment governance, including guiding Ahold Delhaize USA business stakeholders and facilitating approval by supporting and advising banners on compliance with capital policy requirements.
• Demonstrate ability to be a self-directed and motivated leader within the finance organization
Experienced Required
• * Minimal Education Requirement - Bachelor's Degree (Masters Preferred)
• A minimum of 3 - 5 years of demonstrated experience in a finance role is required
• Experience with an SAP environment (BPC/EPM or Fiori is a plus)
• Advanced Excel and PowerPoint skills are required (VBA macro environment is a plus)
At Ahold Delhaize USA, we embrace and celebrate diversity. Our employees and prospective employees are treated with fairness, respect and dignity. We provide an equal opportunity workplace committed to hiring, training, compensating, and promoting persons based on their talents and abilities and without regard to race, religion, color, national origin, gender, sexual orientation, age, family status, veteran status, disability status, or any other applicable characteristics protected by law.
Job Requisition: 281644_external_USA-NC-Salisbury_2152023 Show more details...
via Indeed
schedule_type: Full-time
Summary:
Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager. The firm manages a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity, real estate and hedge funds—on behalf of institutions, advisors and individual investors globally. With offices in 25 countries, Neuberger Berman’s diverse team has over... 2,400 professionals. For eight consecutive
Summary:
Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager. The firm manages a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity, real estate and hedge funds—on behalf of institutions, advisors and individual investors globally. With offices in 25 countries, Neuberger Berman’s diverse team has over... 2,400 professionals. For eight consecutive years, the company has been named first or second in Pensions & Investments Best Places to Work in Money Management survey (among those with 1,000 employees or more). In 2020, the
PRI
named Neuberger Berman a Leader, a designation awarded to fewer than 1% of investment firms for excellence in Environmental, Social and Governance (ESG) practices. The PRI also awarded Neuberger Berman an A+ in every eligible category for our approach to ESG integration across asset classes. The firm manages $460 billion in client assets as of December 31, 2021. For more information, please visit our website at
www.nb.com
.
Responsibilities:
• Support the integration of ESG analysis into fundamental credit research across the Investment Grade and Non-Investment Grade corporate credit research teams
• Work directly with research analysts to assist in the ongoing maintenance of the team's ESG ratings system
• Identify emerging ESG topics which may become material to credit risk and work with credit analysts and portfolio managers to evaluate the impact on issuers and portfolios
• Research sector and issuer specific engagement topics and provide support to the research analysts discussing these topics with issuer management teams
• Systematically track key performance indicators (KPIs) associated with established engagement goals
• Monitor changes in industry and portfolio company disclosure practices and benchmark how these practices compare to peer issuers
• Develop strong working knowledge of available ESG data sources including expertise in the utilization and interpretation of ESG related data
Qualifications:
• Interest in ESG investing, sustainability or impact investing with a focus on how ESG related factors impact credit quality and investment decisions
• Excellent proficiency in Microsoft Excel, PowerPoint, and other data analytics
• Self-starter with strong analytical, organizational, writing, and project management skills
• Strong verbal and written communication skills, including synthesizing research and conceptual work into actionable and presentable deliverables
• Ability to independently manage multiple projects in a collaborative manner with multiple stakeholders through to completion in a dynamic and changing environment
• Accountable, with a strong sense of professionalism and integrity
• Undergraduate degree with strong academic credentials
Neuberger Berman is an equal
opportunity/affirmative
action employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.
If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact
onlineaccommodations@nb.com
.
Learn about the
Applicant Privacy Notice
Show more details...
Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager. The firm manages a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity, real estate and hedge funds—on behalf of institutions, advisors and individual investors globally. With offices in 25 countries, Neuberger Berman’s diverse team has over... 2,400 professionals. For eight consecutive years, the company has been named first or second in Pensions & Investments Best Places to Work in Money Management survey (among those with 1,000 employees or more). In 2020, the
PRI
named Neuberger Berman a Leader, a designation awarded to fewer than 1% of investment firms for excellence in Environmental, Social and Governance (ESG) practices. The PRI also awarded Neuberger Berman an A+ in every eligible category for our approach to ESG integration across asset classes. The firm manages $460 billion in client assets as of December 31, 2021. For more information, please visit our website at
www.nb.com
.
Responsibilities:
• Support the integration of ESG analysis into fundamental credit research across the Investment Grade and Non-Investment Grade corporate credit research teams
• Work directly with research analysts to assist in the ongoing maintenance of the team's ESG ratings system
• Identify emerging ESG topics which may become material to credit risk and work with credit analysts and portfolio managers to evaluate the impact on issuers and portfolios
• Research sector and issuer specific engagement topics and provide support to the research analysts discussing these topics with issuer management teams
• Systematically track key performance indicators (KPIs) associated with established engagement goals
• Monitor changes in industry and portfolio company disclosure practices and benchmark how these practices compare to peer issuers
• Develop strong working knowledge of available ESG data sources including expertise in the utilization and interpretation of ESG related data
Qualifications:
• Interest in ESG investing, sustainability or impact investing with a focus on how ESG related factors impact credit quality and investment decisions
• Excellent proficiency in Microsoft Excel, PowerPoint, and other data analytics
• Self-starter with strong analytical, organizational, writing, and project management skills
• Strong verbal and written communication skills, including synthesizing research and conceptual work into actionable and presentable deliverables
• Ability to independently manage multiple projects in a collaborative manner with multiple stakeholders through to completion in a dynamic and changing environment
• Accountable, with a strong sense of professionalism and integrity
• Undergraduate degree with strong academic credentials
Neuberger Berman is an equal
opportunity/affirmative
action employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.
If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact
onlineaccommodations@nb.com
.
Learn about the
Applicant Privacy Notice
Show more details...
via Aflac Careers
posted_at: 2 days agoschedule_type: Full-time
Salary Range: $80,000 - $185,000
Remote/Hybrid/On-Site...
We’ve Got You Under Our Wing
We are the duck. We develop and empower our people, cultivate relationships, give back to our community, and celebrate every success along the way. We do it all…The Aflac Way.
Aflac, a Fortune 500 company, is an industry leader in voluntary insurance products that pay cash directly to policyholders and one of America's best-known brands. Aflac has been recognized
Salary Range: $80,000 - $185,000
Remote/Hybrid/On-Site...
We’ve Got You Under Our Wing
We are the duck. We develop and empower our people, cultivate relationships, give back to our community, and celebrate every success along the way. We do it all…The Aflac Way.
Aflac, a Fortune 500 company, is an industry leader in voluntary insurance products that pay cash directly to policyholders and one of America's best-known brands. Aflac has been recognized as Fortune’s 50 Best Workplaces for Diversity and as one of World’s Most Ethical Companies by Ethisphere.com.
Our business is about being there for people in need. So, ask yourself, are you the duck? If so, there’s a home, and a flourishing career for you at Aflac.
What does it take to be successful at Aflac?
• Acting with Integrity
• Communicating Effectively
• Pursuing Self-Development
• Serving Customers
• Supporting Change
• Supporting Organizational Goals
• Working with Diverse Populations
What will you be doing in this role?
• Strong finance and accounting skills
• Strong knowledge of short-term capital markets, business cash flow, and cash management strategies
• Thorough understanding of short term investments
• Strong knowledge and understanding of the organization's investment and risk policies
• Basic understanding of investment grade debt issuance and interest rate swap analysis
• Strong understanding of common financial reports and financial metrics
• Proficiency and experience using Microsoft Office suite software
Education & Experience Required
• Bachelor's Degree accounting, finance, business administration, or a related field
• eight years of Treasury and Investment experience
Or an equivalent combination of education and experience
Education & Experience Preferred
• MBA
• Chartered Financial Analyst (CFA), Certified Public Accountant (CPA) , or Certified Treasury Professional (CTP) designation
Principal Duties & Responsibilities
• Manages the day-to-day aspects and oversight of investing the holding company’s short term cash, cash equivalents, and investments; responsibilities include review of portfolio holdings, compliance with investment policy, compliance with internal risk, and serves as the main point of contact with any external investment management firms
• Reports on portfolio performance including portfolio holdings, investment income, maturity distribution, performance diversification, and allocations, which will be used to make key portfolio related decisions; develops reports using Bloomberg, Aladdin, FAM & Treasury Management System
• Optimizes net investment income with capital preservation within prudent risk framework; practices strong risk management skills in managing holding company liquidity
• Provides close oversight and management of separately managed accounts and represents Aflac with key banking partnerships
• Leads Treasury’s ESG and Impact investing efforts
• Leads Treasury’s Tax Credit investment efforts, both State and Federal
• Performs short-term investment policy drafting and maintenance; documents and maps short-term investment processes, recommends improvements, monitors policies and procedures for compliance; compiles and prepares data; identifies long-term process improvement strategies
• Reviews the short term forecast to identify appropriate short term investment maturities; understands the Company’s cash inflows & outflows in order to make investment decisions while maintaining appropriate liquidity
• Works with Treasury Management System & Treasury Operations to ensure appropriate recording, reporting & settlement of all purchases; serves as a liaison with Investment Accounting for proper accounting treatment of investments
• Develops and presents a variety of presentations to Treasury and other senior management leadership
• Assists in the development of internal controls and risk management for the treasury function in compliance with Sarbanes-Oxley
• Performs other duties as required
Total Rewards
This compensation range is specific to the job level and takes into account the wide range of factors that are considered in making compensation decisions including, but not limited to: education, experience, licensure, certifications, geographic location, and internal equity. The range has been created in good faith based on information known to Aflac at the time of the posting. Compensation decisions are dependent on the circumstances of each case. This salary range does not include any potential incentive pay or benefits, however, such information will be provided separately when appropriate. The salary range for this position is $80,000 - $185,000.
In addition to the base salary, we offer an array of benefits to meet your needs including medical, dental, and vision coverage, prescription drug coverage, health care flexible spending, dependent care flexible spending, Aflac supplemental policies (Accident, Cancer, Critical Illness and Hospital Indemnity offered at no costs to employee), 401(k) plans, annual bonuses, and an opportunity to purchase company stock. On an annual basis, you’ll also be offered 11 paid holidays, at least 10 days of prorated PTO to be used for any reason, and, if eligible, state mandated sick leave (Washington employees accrue 1 hour sick leave for every 40 hours worked) and other leaves of absence, if eligible, when needed to support your physical, financial, and emotional well-being. Aflac complies with all applicable leave laws, including, but not limited to sick and safe leave, and adoption and parental leave, in all states and localities Show more details...
Remote/Hybrid/On-Site...
We’ve Got You Under Our Wing
We are the duck. We develop and empower our people, cultivate relationships, give back to our community, and celebrate every success along the way. We do it all…The Aflac Way.
Aflac, a Fortune 500 company, is an industry leader in voluntary insurance products that pay cash directly to policyholders and one of America's best-known brands. Aflac has been recognized as Fortune’s 50 Best Workplaces for Diversity and as one of World’s Most Ethical Companies by Ethisphere.com.
Our business is about being there for people in need. So, ask yourself, are you the duck? If so, there’s a home, and a flourishing career for you at Aflac.
What does it take to be successful at Aflac?
• Acting with Integrity
• Communicating Effectively
• Pursuing Self-Development
• Serving Customers
• Supporting Change
• Supporting Organizational Goals
• Working with Diverse Populations
What will you be doing in this role?
• Strong finance and accounting skills
• Strong knowledge of short-term capital markets, business cash flow, and cash management strategies
• Thorough understanding of short term investments
• Strong knowledge and understanding of the organization's investment and risk policies
• Basic understanding of investment grade debt issuance and interest rate swap analysis
• Strong understanding of common financial reports and financial metrics
• Proficiency and experience using Microsoft Office suite software
Education & Experience Required
• Bachelor's Degree accounting, finance, business administration, or a related field
• eight years of Treasury and Investment experience
Or an equivalent combination of education and experience
Education & Experience Preferred
• MBA
• Chartered Financial Analyst (CFA), Certified Public Accountant (CPA) , or Certified Treasury Professional (CTP) designation
Principal Duties & Responsibilities
• Manages the day-to-day aspects and oversight of investing the holding company’s short term cash, cash equivalents, and investments; responsibilities include review of portfolio holdings, compliance with investment policy, compliance with internal risk, and serves as the main point of contact with any external investment management firms
• Reports on portfolio performance including portfolio holdings, investment income, maturity distribution, performance diversification, and allocations, which will be used to make key portfolio related decisions; develops reports using Bloomberg, Aladdin, FAM & Treasury Management System
• Optimizes net investment income with capital preservation within prudent risk framework; practices strong risk management skills in managing holding company liquidity
• Provides close oversight and management of separately managed accounts and represents Aflac with key banking partnerships
• Leads Treasury’s ESG and Impact investing efforts
• Leads Treasury’s Tax Credit investment efforts, both State and Federal
• Performs short-term investment policy drafting and maintenance; documents and maps short-term investment processes, recommends improvements, monitors policies and procedures for compliance; compiles and prepares data; identifies long-term process improvement strategies
• Reviews the short term forecast to identify appropriate short term investment maturities; understands the Company’s cash inflows & outflows in order to make investment decisions while maintaining appropriate liquidity
• Works with Treasury Management System & Treasury Operations to ensure appropriate recording, reporting & settlement of all purchases; serves as a liaison with Investment Accounting for proper accounting treatment of investments
• Develops and presents a variety of presentations to Treasury and other senior management leadership
• Assists in the development of internal controls and risk management for the treasury function in compliance with Sarbanes-Oxley
• Performs other duties as required
Total Rewards
This compensation range is specific to the job level and takes into account the wide range of factors that are considered in making compensation decisions including, but not limited to: education, experience, licensure, certifications, geographic location, and internal equity. The range has been created in good faith based on information known to Aflac at the time of the posting. Compensation decisions are dependent on the circumstances of each case. This salary range does not include any potential incentive pay or benefits, however, such information will be provided separately when appropriate. The salary range for this position is $80,000 - $185,000.
In addition to the base salary, we offer an array of benefits to meet your needs including medical, dental, and vision coverage, prescription drug coverage, health care flexible spending, dependent care flexible spending, Aflac supplemental policies (Accident, Cancer, Critical Illness and Hospital Indemnity offered at no costs to employee), 401(k) plans, annual bonuses, and an opportunity to purchase company stock. On an annual basis, you’ll also be offered 11 paid holidays, at least 10 days of prorated PTO to be used for any reason, and, if eligible, state mandated sick leave (Washington employees accrue 1 hour sick leave for every 40 hours worked) and other leaves of absence, if eligible, when needed to support your physical, financial, and emotional well-being. Aflac complies with all applicable leave laws, including, but not limited to sick and safe leave, and adoption and parental leave, in all states and localities Show more details...
via Citadel
posted_at: 15 hours agoschedule_type: Full-time
At Citadel Securities, our traders make complex risk decisions and execute trades at scale, in real-time. As a markets and trading expert, you’ll use predictive analytics and advanced technology to monitor risk, respond to market signals and execute trading strategies across Options, ETFs, Equities, Fixed Income, Commodities and Currencies.
Your Objectives...
• Develop in-depth knowledge of a financial market
• Apply advanced statistical techniques
At Citadel Securities, our traders make complex risk decisions and execute trades at scale, in real-time. As a markets and trading expert, you’ll use predictive analytics and advanced technology to monitor risk, respond to market signals and execute trading strategies across Options, ETFs, Equities, Fixed Income, Commodities and Currencies.
Your Objectives...
• Develop in-depth knowledge of a financial market
• Apply advanced statistical techniques to trading
• Constantly learn and adapt trading approaches
• Innovate by using one of the industry’s most powerful trading platforms
Your Skills & Talents:
• Advanced training in Applied Math, Engineering, Statistical Modeling, Calculus, Computer Science, Physics or related disciplines required (bachelor’s, master’s, PhD Degree)
• Ability to think about the world systematically and quantitatively, as well as the ability to deal with uncertainty in a rigorous and statistical approach
• Interest in applying technology and/or quantitative skills to solve complex trading problems
• Passion for the markets and a desire to seize investment opportunities
• Experience with programming, scripting, and/or statistical software strongly preferred
Opportunities available in Chicago, New York.
In accordance with New York City’s Pay Transparency Law, the expected base salary range for this role is $175,000.00 to $275,000.00. Base salary does not include other forms of compensation or benefits Show more details...
Your Objectives...
• Develop in-depth knowledge of a financial market
• Apply advanced statistical techniques to trading
• Constantly learn and adapt trading approaches
• Innovate by using one of the industry’s most powerful trading platforms
Your Skills & Talents:
• Advanced training in Applied Math, Engineering, Statistical Modeling, Calculus, Computer Science, Physics or related disciplines required (bachelor’s, master’s, PhD Degree)
• Ability to think about the world systematically and quantitatively, as well as the ability to deal with uncertainty in a rigorous and statistical approach
• Interest in applying technology and/or quantitative skills to solve complex trading problems
• Passion for the markets and a desire to seize investment opportunities
• Experience with programming, scripting, and/or statistical software strongly preferred
Opportunities available in Chicago, New York.
In accordance with New York City’s Pay Transparency Law, the expected base salary range for this role is $175,000.00 to $275,000.00. Base salary does not include other forms of compensation or benefits Show more details...
via Greenhouse
schedule_type: Full-time
Location: Connecticut, Colorado, New Jersey, New York
Job Summary...
The role of an Investment Manager at Techstars is to connect with, support, and boost the performance of a subset of our nearly 2000 portfolio companies, and to support our follow-on investment strategy.
On a daily basis, you’ll interact and connect with Techstars portfolio companies CEOs and executive teams, understanding their needs and performance, and help focus the right
Location: Connecticut, Colorado, New Jersey, New York
Job Summary...
The role of an Investment Manager at Techstars is to connect with, support, and boost the performance of a subset of our nearly 2000 portfolio companies, and to support our follow-on investment strategy.
On a daily basis, you’ll interact and connect with Techstars portfolio companies CEOs and executive teams, understanding their needs and performance, and help focus the right resources from across Techstars into the right companies. You will work hand in hand with founders and leadership teams of startups across our ecosystem, and will partner with different departments inside of Techstars to ensure the right resources are deployed to the right companies at the right time. Furthermore, you will track the progress and development of these startups, helping to identify which companies meet Techstars matching fund eligibility, and will help deploy that capital in accordance with fund strategy.
The ideal Investment Manager will have deep emotional intelligence and people skills, can work collaboratively and creatively inside sometimes challenging dynamics of the startup world, and has unshakeable organization skills, letting nothing fall to the floor. Experience working with high-growth, startup CEOs is a must, as is exposure to early-stage technology investing.
The Investment Manager will be focusing on global portfolio companies and will work alongside a team of other Investment Managers with similar responsibilities and Portfolio Services team.
Role & Responsibilities:
• Have quarterly check-in calls (at a minimum) with a subset of the Techstars portfolio CEOs.
• Identify needs of the companies, and help direct Techstars resources into the companies as appropriate.
• Work collaboratively alongside other departments inside of Techstars to ensure the right resources are being deployed to the right companies at the right time.
• Complete quarterly portfolio reviews for companies you’re working with.
• Serve in a support function to identify and execute the matching-fund strategy of Techstars.
• Work alongside other investment and portfolio managers inside of Techstars to identify and implement projects and programs to help increase the data, tracking, and performance of the portfolio.
• Work alongside Techstars staff to better support the portfolio companies.
Qualifications:
• Has 5 years of exposure to early stage investing. Understands and feels comfortable with term sheets, round dynamics, investment deals, and investment fund strategies and can talk knowledgeably about them.
• Is comfortable using software such as Salesforce, Google apps, excel - or at very minimum is a fast learner and does not fear technology.
• Has EXCELLENT people skills. Is candid, transparent, comfortable having difficult conversations and providing open yet respectful feedback to CEOs and founders, has deep emotional intelligence, can navigate complex social situations, and has a love of working with people who are driven, creative, and sometimes challenging.
• Intellectually honest, creative, curious, eager to learn, eager to teach.
• Is not afraid to ask for help, to admit they don’t know something, and to work collaboratively.
• Experience working at a seed or small venture capital fund is a plus but not a requirement.
• Self-starter with a bias toward action, thrives in independent work environments with little oversight.
Compensation: $100,000 - $125,000 + 10% bonus
About Techstars
The Techstars worldwide network helps entrepreneurs succeed. Founded in 2006, Techstars began with three simple ideas—entrepreneurs create a better future for everyone, collaboration drives innovation, and great ideas can come from anywhere. Now we are on a mission to enable every person on the planet to contribute to, and benefit from, the success of entrepreneurs. In addition to operating accelerator programs and venture capital funds, we do this by connecting startups, investors, corporations, and cities to help build thriving startup communities. Techstars has invested in more than 3,000 companies that today have a combined market cap valuation of $79 Billion. www.techstars.com
Techstars is an affirmative action, equal opportunity employer and does not discriminate on the basis of race, sex, age, national origin, religion, physical or mental handicaps or disabilities, marital status, Veteran status, sexual orientation, gender identity nor any other basis prohibited by law.
Techstars uses E-Verify to check the work authorization of all new hires. For more information about E-Verify, please see the following:
• E-Verify Participation Poster (English and Spanish)
• Right To Work Poster (English and Spanish Show more details...
Job Summary...
The role of an Investment Manager at Techstars is to connect with, support, and boost the performance of a subset of our nearly 2000 portfolio companies, and to support our follow-on investment strategy.
On a daily basis, you’ll interact and connect with Techstars portfolio companies CEOs and executive teams, understanding their needs and performance, and help focus the right resources from across Techstars into the right companies. You will work hand in hand with founders and leadership teams of startups across our ecosystem, and will partner with different departments inside of Techstars to ensure the right resources are deployed to the right companies at the right time. Furthermore, you will track the progress and development of these startups, helping to identify which companies meet Techstars matching fund eligibility, and will help deploy that capital in accordance with fund strategy.
The ideal Investment Manager will have deep emotional intelligence and people skills, can work collaboratively and creatively inside sometimes challenging dynamics of the startup world, and has unshakeable organization skills, letting nothing fall to the floor. Experience working with high-growth, startup CEOs is a must, as is exposure to early-stage technology investing.
The Investment Manager will be focusing on global portfolio companies and will work alongside a team of other Investment Managers with similar responsibilities and Portfolio Services team.
Role & Responsibilities:
• Have quarterly check-in calls (at a minimum) with a subset of the Techstars portfolio CEOs.
• Identify needs of the companies, and help direct Techstars resources into the companies as appropriate.
• Work collaboratively alongside other departments inside of Techstars to ensure the right resources are being deployed to the right companies at the right time.
• Complete quarterly portfolio reviews for companies you’re working with.
• Serve in a support function to identify and execute the matching-fund strategy of Techstars.
• Work alongside other investment and portfolio managers inside of Techstars to identify and implement projects and programs to help increase the data, tracking, and performance of the portfolio.
• Work alongside Techstars staff to better support the portfolio companies.
Qualifications:
• Has 5 years of exposure to early stage investing. Understands and feels comfortable with term sheets, round dynamics, investment deals, and investment fund strategies and can talk knowledgeably about them.
• Is comfortable using software such as Salesforce, Google apps, excel - or at very minimum is a fast learner and does not fear technology.
• Has EXCELLENT people skills. Is candid, transparent, comfortable having difficult conversations and providing open yet respectful feedback to CEOs and founders, has deep emotional intelligence, can navigate complex social situations, and has a love of working with people who are driven, creative, and sometimes challenging.
• Intellectually honest, creative, curious, eager to learn, eager to teach.
• Is not afraid to ask for help, to admit they don’t know something, and to work collaboratively.
• Experience working at a seed or small venture capital fund is a plus but not a requirement.
• Self-starter with a bias toward action, thrives in independent work environments with little oversight.
Compensation: $100,000 - $125,000 + 10% bonus
About Techstars
The Techstars worldwide network helps entrepreneurs succeed. Founded in 2006, Techstars began with three simple ideas—entrepreneurs create a better future for everyone, collaboration drives innovation, and great ideas can come from anywhere. Now we are on a mission to enable every person on the planet to contribute to, and benefit from, the success of entrepreneurs. In addition to operating accelerator programs and venture capital funds, we do this by connecting startups, investors, corporations, and cities to help build thriving startup communities. Techstars has invested in more than 3,000 companies that today have a combined market cap valuation of $79 Billion. www.techstars.com
Techstars is an affirmative action, equal opportunity employer and does not discriminate on the basis of race, sex, age, national origin, religion, physical or mental handicaps or disabilities, marital status, Veteran status, sexual orientation, gender identity nor any other basis prohibited by law.
Techstars uses E-Verify to check the work authorization of all new hires. For more information about E-Verify, please see the following:
• E-Verify Participation Poster (English and Spanish)
• Right To Work Poster (English and Spanish Show more details...
via Salary.com
schedule_type: Full-time
About us
Allspring Global Investments™ is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients’ goals. At Allspring, our vision is to inspire a new era of investing that pursues both financial returns and positive outcomes. With decades of trusted experience propelling us forward, we strive to build portfolios... aimed at generating successful outcomes for our
About us
Allspring Global Investments™ is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients’ goals. At Allspring, our vision is to inspire a new era of investing that pursues both financial returns and positive outcomes. With decades of trusted experience propelling us forward, we strive to build portfolios... aimed at generating successful outcomes for our clients. We do this through the independence of thought that powers our investment strategies and by bringing a renewed approach to look around the corner to unlock what’s possible. Allspring is a global company committed to thoughtful investing, purposeful planning, and the desire to deliver outcomes that expand above and beyond financial gains.
At Allspring, we leverage the diversity of people, ideas, and skills to help our clients pursue their financial goals. Promoting diversity, equity, and inclusion in all aspects of our business is vital to our success. We drive creativity and innovation by bringing together multiple perspectives – diversity and inclusion are key to understanding our clients more fully and seeing business opportunities in new ways. Making differences, our difference.
For more information, please visit www.allspringglobal.com.
Job description
Allspring Global Investments is seeking an Investments Data & Reporting Analyst with knowledge of portfolio and performance analytics for a broad range of investments products. The Analyst will perform a business function as part of a seasoned data distribution team, with a hands-on role collaborating across portfolio management, product, distribution, marketing, legal and technology groups.
RESPONSIBILITIES:
• Collecting, analyzing, and providing investment data for internal and external distribution and funds reporting.
• Tracking and executing on all product changes for Allspring -updating internal data systems, communicating changes to external third-party providers, and validating data.
• Developing solutions for reporting and dashboards through Crystal Reports and other tools.
• Working with users to define data requirements; researching and collecting data from a variety of sources; performing analysis and trending; summarizing and presenting findings.
• Compiling data from multiple sources, which may include simple data mining, and entering or importing data into databases.
• Automating and improving current business processes through use of internal tools and technologies - eliminating manual workflows and use of excel spreadsheets for critical sales support and client facing materials.
• Producing a wide variety of scheduled and ad-hoc reports related to portfolio and benchmark holdings, characteristics, performance, and attribution.
• Serving as a subject matter expert on Allspring's investment data footprint, key data sources, timing, methodologies, and usage across channels.
• Ensuring consistent usage and dissemination of data across Allspring.
• Leveraging third party market data tools to support fund requests - including products such as FactSet, Lipper, Morningstar Direct, Zephyr Style Advisor and Bloomberg.
• Responding to client requests and conduct special projects / analyses.
• Maintaining and updating Investment Data business procedures.
• Providing direction and guidance to less experienced staff.
REQUIRED QUALIFICATIONS:
• A BS/BA degree or higher in accounting, finance, or economics.
• 7 years working in roles within data management for asset managers, and demonstrated knowledge of investment products including mutual funds, separately managed accounts, and/or collective funds.
• Experience in report development using Crystal Reports or other similar product.
• Proficiency with Microsoft Office software Suite (highest in MS Excel), SQL languages.
Desired Qualifications
• Excellent communication, interpersonal skills, and time management skills.
• Strong analytical, problem solving and organizational skills.
Strong problem-solving skills.
• Ability to work effectively, as well as independently, in a fast-paced, team environment.
• Experience working with Confluence Unity, a leading provider of mutual fund performance, index data and other products.
Disclaimer
The firm invites all interested and qualified candidates to apply for employment opportunities. All offers for employment with Allspring are contingent upon the candidate having successfully completed a criminal background check.
We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status Show more details...
Allspring Global Investments™ is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients’ goals. At Allspring, our vision is to inspire a new era of investing that pursues both financial returns and positive outcomes. With decades of trusted experience propelling us forward, we strive to build portfolios... aimed at generating successful outcomes for our clients. We do this through the independence of thought that powers our investment strategies and by bringing a renewed approach to look around the corner to unlock what’s possible. Allspring is a global company committed to thoughtful investing, purposeful planning, and the desire to deliver outcomes that expand above and beyond financial gains.
At Allspring, we leverage the diversity of people, ideas, and skills to help our clients pursue their financial goals. Promoting diversity, equity, and inclusion in all aspects of our business is vital to our success. We drive creativity and innovation by bringing together multiple perspectives – diversity and inclusion are key to understanding our clients more fully and seeing business opportunities in new ways. Making differences, our difference.
For more information, please visit www.allspringglobal.com.
Job description
Allspring Global Investments is seeking an Investments Data & Reporting Analyst with knowledge of portfolio and performance analytics for a broad range of investments products. The Analyst will perform a business function as part of a seasoned data distribution team, with a hands-on role collaborating across portfolio management, product, distribution, marketing, legal and technology groups.
RESPONSIBILITIES:
• Collecting, analyzing, and providing investment data for internal and external distribution and funds reporting.
• Tracking and executing on all product changes for Allspring -updating internal data systems, communicating changes to external third-party providers, and validating data.
• Developing solutions for reporting and dashboards through Crystal Reports and other tools.
• Working with users to define data requirements; researching and collecting data from a variety of sources; performing analysis and trending; summarizing and presenting findings.
• Compiling data from multiple sources, which may include simple data mining, and entering or importing data into databases.
• Automating and improving current business processes through use of internal tools and technologies - eliminating manual workflows and use of excel spreadsheets for critical sales support and client facing materials.
• Producing a wide variety of scheduled and ad-hoc reports related to portfolio and benchmark holdings, characteristics, performance, and attribution.
• Serving as a subject matter expert on Allspring's investment data footprint, key data sources, timing, methodologies, and usage across channels.
• Ensuring consistent usage and dissemination of data across Allspring.
• Leveraging third party market data tools to support fund requests - including products such as FactSet, Lipper, Morningstar Direct, Zephyr Style Advisor and Bloomberg.
• Responding to client requests and conduct special projects / analyses.
• Maintaining and updating Investment Data business procedures.
• Providing direction and guidance to less experienced staff.
REQUIRED QUALIFICATIONS:
• A BS/BA degree or higher in accounting, finance, or economics.
• 7 years working in roles within data management for asset managers, and demonstrated knowledge of investment products including mutual funds, separately managed accounts, and/or collective funds.
• Experience in report development using Crystal Reports or other similar product.
• Proficiency with Microsoft Office software Suite (highest in MS Excel), SQL languages.
Desired Qualifications
• Excellent communication, interpersonal skills, and time management skills.
• Strong analytical, problem solving and organizational skills.
Strong problem-solving skills.
• Ability to work effectively, as well as independently, in a fast-paced, team environment.
• Experience working with Confluence Unity, a leading provider of mutual fund performance, index data and other products.
Disclaimer
The firm invites all interested and qualified candidates to apply for employment opportunities. All offers for employment with Allspring are contingent upon the candidate having successfully completed a criminal background check.
We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status Show more details...
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