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via LinkedIn
posted_at: 4 days agoschedule_type: Contractorwork_from_home: 1
• *Sales Super Stars**
Expanding company headquartered in Sierra Madre, CA pays well for virtual great talent...
Super Stars ONLY
Our average salesperson earns $60,000 per year, while a good salesperson would pull down over $240,000. This is just the beginning because we are willing to pay well, and you'll see why true top producers can double that. Your skills for building relationships and starting the investment path with the client outweigh
• *Sales Super Stars**
Expanding company headquartered in Sierra Madre, CA pays well for virtual great talent...
Super Stars ONLY
Our average salesperson earns $60,000 per year, while a good salesperson would pull down over $240,000. This is just the beginning because we are willing to pay well, and you'll see why true top producers can double that. Your skills for building relationships and starting the investment path with the client outweigh your background. When you have the stuff for sales, we'll know it.
Only respond when you really have the stuff of greatness.
Don’t apply if any of these are Ugly to you:
Rejections. getting paid when the company gets paid, Commission only 1099, monthly fee to company, pay your own transportation to sponsorship events, bring in your own leads, too.
Don’t bother to apply if you smoke anything.
Investor Relationship Specialist description
Does integrity define your character? Does excellence define your actions? If so, you'll find a home here because our goal is to provide unparalleled integrity and competence throughout the process.
The Company has made a simple yet profound decision to create happy clients. In fact, we have a unique company that raises capital by creating relationships with Limited partner equity investors. Prospect might have IRA- Pension-Savings accounts, be a family office, high net-worth person, wealth manager or someone wishing to create financial freedom or build their investment portfolio. Building rapport through the Like, Know and Trust process opens doors.
You work from anywhere no matter where that may be, only if you are proven to be talented. This would enable you to earn an exceptional living in the comfort of your own home. You must have a reliable computer, high-speed Internet, and unlimited telephone calls!
If you're not self-motivated, please do not even contact us. If you're looking to fill your unemployment quota, please don't waste our time. The right candidates can build an empire within our organization.
This is what the company calls “Investor Relations Specialist” position that generates real income. You should be making money in the next 2 months. Our CEO is making sales calls. That pain is driving the need for more sales talent. We need people to pick up the phone and make money, follow up on warm leads, go after key people, and get into organizations like family offices, business owners. Bring in your own leads as this is a benefit to them. We don’t sell a product. We offer a unique service in the commercial real estate world.
We are open to having you work part-time or full-time. Currently, we are looking for a minimum of a 4-5-hour daily commitment, 4 days a week plus weekly meeting and weekly show (live podcast). And you must be good. We can't waste our money or reputation on poor performers.
Are you ready to finally get what you deserve in this world, based on your own abilities and convictions?
If so, apply to this job, and we will contact you to schedule a pre-screening time that fits within both of our schedules. There will be some prescreening emails first.
Then there will be pre-screening conversations which are about ten minutes, some longer, most much shorter. Feel free to include your resume if not previously sent, and a perfect resume is not what we are looking for - it is talent.
We are looking forward to speaking with top producers and superstars only.
More about the Company Investor Relations Specialist position and expectations
Position pays 35% of contracted fees.
The company pays referral fees, gifts and cards to prospects and clients, the CRM fees, Sponsorship fees, room, and board (no Alcohol) at sponsorship events, No transportation fees paid by company. There is a $200 monthly fee Paid to company.
Top producers go to the sponsorship meetings.
Network where these key people, organizations like family offices, business owners hang out. Bring in your own leads as this is a benefit to them. The company has leads, too. It is easier to work with current and past clients than new.
Company culture
Build relationships to Like, Know, Trust you and the company.
Be generous, patient, polite, courteous, curious, supportive, Team.
Learn all the commercial real estate “Platinum Opportunities” well enough to explain to the Investor. After commitment from prospect, introduce to the syndicator. CEO will join you with any prospect and client until trained.
Meet the current syndicators. You will be setting up meetings with them for the investor to get the final questions answered. Syndicators may approach you for capital raising. Set up the appointment with CEO. There are no extra fees paid for Syndicators’ opportunities.
You get paid by the capital raised.
Attend the company meetings every Monday 10 am PT, except on the holidays the company team chooses. Bring in new ideas at company meetings to Expand the business. Be a team player. Ask for what you need to be trained. Be on time and prepared. Fill in the KPI weekly for meeting. Be prepared to talk about any challenges and client challenges.
Attend weekly fun show every Tuesday at 2PM PT.
Host show for month at a time and substitute for others.
Find speakers and be prepared to introduce speaker even if you are not hosting.
Learn the CRM. Use the CRM. Keep up with the KPI for the Monday meetings. Add Prospects and Clients to the CRM and to The Opportunities as they commit. Use Scripts. Get trained. Be able to answer questions.
If you are still interested in applying, reply to Dawyn@TheNestEggBuilder.com.
Pacific Time with YES Show more details...
Expanding company headquartered in Sierra Madre, CA pays well for virtual great talent...
Super Stars ONLY
Our average salesperson earns $60,000 per year, while a good salesperson would pull down over $240,000. This is just the beginning because we are willing to pay well, and you'll see why true top producers can double that. Your skills for building relationships and starting the investment path with the client outweigh your background. When you have the stuff for sales, we'll know it.
Only respond when you really have the stuff of greatness.
Don’t apply if any of these are Ugly to you:
Rejections. getting paid when the company gets paid, Commission only 1099, monthly fee to company, pay your own transportation to sponsorship events, bring in your own leads, too.
Don’t bother to apply if you smoke anything.
Investor Relationship Specialist description
Does integrity define your character? Does excellence define your actions? If so, you'll find a home here because our goal is to provide unparalleled integrity and competence throughout the process.
The Company has made a simple yet profound decision to create happy clients. In fact, we have a unique company that raises capital by creating relationships with Limited partner equity investors. Prospect might have IRA- Pension-Savings accounts, be a family office, high net-worth person, wealth manager or someone wishing to create financial freedom or build their investment portfolio. Building rapport through the Like, Know and Trust process opens doors.
You work from anywhere no matter where that may be, only if you are proven to be talented. This would enable you to earn an exceptional living in the comfort of your own home. You must have a reliable computer, high-speed Internet, and unlimited telephone calls!
If you're not self-motivated, please do not even contact us. If you're looking to fill your unemployment quota, please don't waste our time. The right candidates can build an empire within our organization.
This is what the company calls “Investor Relations Specialist” position that generates real income. You should be making money in the next 2 months. Our CEO is making sales calls. That pain is driving the need for more sales talent. We need people to pick up the phone and make money, follow up on warm leads, go after key people, and get into organizations like family offices, business owners. Bring in your own leads as this is a benefit to them. We don’t sell a product. We offer a unique service in the commercial real estate world.
We are open to having you work part-time or full-time. Currently, we are looking for a minimum of a 4-5-hour daily commitment, 4 days a week plus weekly meeting and weekly show (live podcast). And you must be good. We can't waste our money or reputation on poor performers.
Are you ready to finally get what you deserve in this world, based on your own abilities and convictions?
If so, apply to this job, and we will contact you to schedule a pre-screening time that fits within both of our schedules. There will be some prescreening emails first.
Then there will be pre-screening conversations which are about ten minutes, some longer, most much shorter. Feel free to include your resume if not previously sent, and a perfect resume is not what we are looking for - it is talent.
We are looking forward to speaking with top producers and superstars only.
More about the Company Investor Relations Specialist position and expectations
Position pays 35% of contracted fees.
The company pays referral fees, gifts and cards to prospects and clients, the CRM fees, Sponsorship fees, room, and board (no Alcohol) at sponsorship events, No transportation fees paid by company. There is a $200 monthly fee Paid to company.
Top producers go to the sponsorship meetings.
Network where these key people, organizations like family offices, business owners hang out. Bring in your own leads as this is a benefit to them. The company has leads, too. It is easier to work with current and past clients than new.
Company culture
Build relationships to Like, Know, Trust you and the company.
Be generous, patient, polite, courteous, curious, supportive, Team.
Learn all the commercial real estate “Platinum Opportunities” well enough to explain to the Investor. After commitment from prospect, introduce to the syndicator. CEO will join you with any prospect and client until trained.
Meet the current syndicators. You will be setting up meetings with them for the investor to get the final questions answered. Syndicators may approach you for capital raising. Set up the appointment with CEO. There are no extra fees paid for Syndicators’ opportunities.
You get paid by the capital raised.
Attend the company meetings every Monday 10 am PT, except on the holidays the company team chooses. Bring in new ideas at company meetings to Expand the business. Be a team player. Ask for what you need to be trained. Be on time and prepared. Fill in the KPI weekly for meeting. Be prepared to talk about any challenges and client challenges.
Attend weekly fun show every Tuesday at 2PM PT.
Host show for month at a time and substitute for others.
Find speakers and be prepared to introduce speaker even if you are not hosting.
Learn the CRM. Use the CRM. Keep up with the KPI for the Monday meetings. Add Prospects and Clients to the CRM and to The Opportunities as they commit. Use Scripts. Get trained. Be able to answer questions.
If you are still interested in applying, reply to Dawyn@TheNestEggBuilder.com.
Pacific Time with YES Show more details...
via SelectLeaders
posted_at: 5 days agoschedule_type: Contractor
HJH Investments is seeking a Director of Capital Raising and Investor Relations to lead and drive capital raising efforts. This is a contract position with performance-based pay. Spearhead...
HJH Investments is seeking a Director of Capital Raising and Investor Relations to lead and drive capital raising efforts. This is a contract position with performance-based pay. Spearhead...
Show more details...
via Fidelity Careers - Fidelity Investments
schedule_type: Full-time
Job Description:
Financial Consultant...
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support
Job Description:
Financial Consultant...
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
The Expertise We’re Looking For
• Previous success in building relationships, uncovering needs and recommending solutions
• FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
• Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
• Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
• Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
• Being coachable, collaborative, and curious are your "go to" attributes
• Committed to delivering an outstanding customer experience with a passion for seeing others thrive
• Motivated by results and finding solutions, you take initiative and exceed customer expectations
• Extensive knowledge of investment solutions
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
• Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
• Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
• Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
• You have a steadfast commitment to your clients while making a positive impact in the community
Certifications:
Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
Join Us
At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.
At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working”. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.
We invite you to Find Your Fidelity at fidelitycareers.com.
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 3.
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine Show more details...
Financial Consultant...
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
The Expertise We’re Looking For
• Previous success in building relationships, uncovering needs and recommending solutions
• FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
• Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
• Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
• Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
• Being coachable, collaborative, and curious are your "go to" attributes
• Committed to delivering an outstanding customer experience with a passion for seeing others thrive
• Motivated by results and finding solutions, you take initiative and exceed customer expectations
• Extensive knowledge of investment solutions
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
• Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
• Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
• Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
• You have a steadfast commitment to your clients while making a positive impact in the community
Certifications:
Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
Join Us
At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.
At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working”. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.
We invite you to Find Your Fidelity at fidelitycareers.com.
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 3.
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine Show more details...
via Salary.com
posted_at: 18 days agoschedule_type: Full-time
Job Description:
Investment Consultant...
You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and
Job Description:
Investment Consultant...
You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will develop financial plans customized to the needs of your mass affluent clients through a wide range of solution and services. Instead of spending your time sourcing new clients, you will engage with existing clients, allowing your focus to remain where it matters the most: cultivating relationships and providing investment solutions.
The Expertise We’re Looking For
• Previous success in building relationships, uncovering needs and recommending solutions
• FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
• Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!
The Skills You Bring
• You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each
• Being coachable, collaborative, and curious are your "go to" attributes
• Outstanding consultative selling and organizational skills
• In a team-based, fast paced environment you take initiative and exceed expectations
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
• Providing needs-based mentorship to mass affluent customers, and contributing to the long-term growth and retention of Fidelity assets
• With our open architecture, you offer a wide broad range of financial solutions
• Effectively engaging clients through personal interactions, reflecting your interpersonal communication and relationship building skills
Please see below for the salary range for work locations in Colorado only:
N/A
Please see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only:
N/A
Please see below for the salary range for work locations in California only:
N/A
Please see below for the salary range for work locations in Washington only:
N/A
Certifications:
Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.
Join Us
At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a Best Place to Work in 2022. And you don't need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you've always imagined.
At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working."
We invite you to Find Your Fidelity at fidelitycareers.com.
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 3 Show more details...
Investment Consultant...
You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will develop financial plans customized to the needs of your mass affluent clients through a wide range of solution and services. Instead of spending your time sourcing new clients, you will engage with existing clients, allowing your focus to remain where it matters the most: cultivating relationships and providing investment solutions.
The Expertise We’re Looking For
• Previous success in building relationships, uncovering needs and recommending solutions
• FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
• Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!
The Skills You Bring
• You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each
• Being coachable, collaborative, and curious are your "go to" attributes
• Outstanding consultative selling and organizational skills
• In a team-based, fast paced environment you take initiative and exceed expectations
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
• Providing needs-based mentorship to mass affluent customers, and contributing to the long-term growth and retention of Fidelity assets
• With our open architecture, you offer a wide broad range of financial solutions
• Effectively engaging clients through personal interactions, reflecting your interpersonal communication and relationship building skills
Please see below for the salary range for work locations in Colorado only:
N/A
Please see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only:
N/A
Please see below for the salary range for work locations in California only:
N/A
Please see below for the salary range for work locations in Washington only:
N/A
Certifications:
Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.
Join Us
At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a Best Place to Work in 2022. And you don't need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you've always imagined.
At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working."
We invite you to Find Your Fidelity at fidelitycareers.com.
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 3 Show more details...
via Wd5.Myworkdaysite.com
schedule_type: Full-timework_from_home: 1
Job Classification: Investment Management - Investments Investment Vice President, US Transactions (PGIM, Inc., Miami, FL): Identify, analyze, and present new/unique real estate investment strategies to deliver on fund and firm objectives. Handle all areas of due diligence, underwriting, deal modeling, deal structuring, financial modeling, negotiation of deal terms, and transition for the acquisition and/or development of commercial real estate properties
Job Classification: Investment Management - Investments Investment Vice President, US Transactions (PGIM, Inc., Miami, FL): Identify, analyze, and present new/unique real estate investment strategies to deliver on fund and firm objectives. Handle all areas of due diligence, underwriting, deal modeling, deal structuring, financial modeling, negotiation of deal terms, and transition for the acquisition and/or development of commercial real estate properties across all property types, investment structures, and risk profiles. Develop and cultivate strong relationships with real estate owners and operators, brokers, investment bankers, joint venture partners, and other industry players. Present potential transactions to PGIM Real Estate portfolio managers across all PGIM Real Estate’s US investment funds; present investment opportunities to the investment committee. Work closely with asset management teams to monitor operational activity across existing portfolio, validate underwriting... and create business plans for new investments as well as providing support for existing assets as necessary. Responsible for assisting the Debt Capital Markets and Asset Management teams on property financings, appraisal reviews, and other activities that require feedback and financial analysis from the Transactions group. Leveraging the firm’s network of industry contacts, seek new transactions and work with a variety of sources to identify new investment and partnerships opportunities within their assigned territory. Source investments of any property type, structure, or strategy nationally and in conjunction with portfolio appetite with a primary focus on programmatic joint ventures, alternative property sectors, and/or debt, structured equity, and entity-level transactions. Manage a small team of junior professionals to maximize productivity of the Southeast Transactions group, develop their skillsets and expertise, and support their overall career progression. Full time employment, Monday – Friday, 40 hours per week. Telecommuting permitted up to 2 days/week. MINIMUM REQUIREMENTS: Must have a Bachelor’s degree in Finance, Business Administration, or a related field, plus 5 years of progressive, post-bachelor’s work experience. Of the required experience, must have 5 years of experience in each of the following: Commercial real estate investment or capital market experience including sourcing, structuring, and closing real estate transactions; Overseeing a transaction from start to close; Negotiating deals and communicating with sellers/buyers, brokers, JV partners, attorneys, and consultants; Risk management, portfolio diversification, and asset management; Utilizing quantitative and analytical skills in underwriting and financial analysis; Negotiating purchase and sale agreements and JV agreements; Utilizing real estate financial models and Argus Enterprise software to model property cash flows for financial modeling and valuation of investment opportunities; Utilizing CoStar, Axiometrics, and Real Capital Analytics data packages to extract market information regarding rents, comparable transactions, and other property-related data that feeds into the financial models; and Calculating and modelling financial metrics such as expected investment returns (based on Internal Rate of Return “IRR” metrics), cash flow projections (including the Net Operating Income for each property), equity multiples, required equity and debt contributions, distributions to investors following a negotiated “waterfall” structures, Net Operating Income annual yields, Cash-on-Cash annual Yields, projected rent rolls, ongoing operating expenses and capital replacements. Up to 30% domestic travel required. Telecommuting permitted up to 2 days/week. To Apply please click “Apply Now” button. Should you have any difficulty in applying for this position through our website, please contact pjames.mehalso@pgim.com for assistance in the application process. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is a multinational financial services leader with operations in the United States, Asia, Europe, and Latin America. Leveraging its heritage of life insurance and asset management expertise, Prudential is focused on helping individual and institutional customers grow and protect their wealth. The company's well-known Rock symbol is an icon of strength, stability, expertise and innovation that has stood the test of time. Prudential's businesses offer a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, asset management, and real estate services. We recognize that our strength and success are directly linked to the quality and skills of our diverse associates. We are proud to be a place where talented people who want to make a difference can grow as professionals, leaders, and as individuals. Visit www.prudential.com to learn more about our values, our history and our brand. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status , medical condition or any other characteristic protected by law. The Prudential Insurance Company of America, Newark, NJ and its affiliates. Note that this posting is intended for individual applicants. Search firms or agencies should email Staffing at staffingagencies@prudential.com for more information about doing business with Prudential. PEOPLE WITH DISABILITIES: If you need an accommodation to complete the application process, which may include an assessment, please email accommodations.hw@prudential.com. Please note that the above email is solely for individuals with disabilities requesting an accommodation. If you are experiencing a technical issue with your application or an assessment, please email careers.technicalsupport@prudential.com to request assistance
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via ZipRecruiter
posted_at: 7 days agoschedule_type: Full-time
Your Job
We are seeking an Analyst to join our Koch Equity Development ("KED") team who will help a ssist in the underwriting, financial modeling, and due diligence for investments...
Our Team
KED is an investment and acquisition arm of Koch Industries, a large, privately-owned business with significant capital strength and liquidity. Since 2012, KED has deployed approximately $30 billion into structured capital investments and acquisitions. KED's
Your Job
We are seeking an Analyst to join our Koch Equity Development ("KED") team who will help a ssist in the underwriting, financial modeling, and due diligence for investments...
Our Team
KED is an investment and acquisition arm of Koch Industries, a large, privately-owned business with significant capital strength and liquidity. Since 2012, KED has deployed approximately $30 billion into structured capital investments and acquisitions. KED's investment mandate include finite-term, levered buyouts, all pursued on an industry-agnostic basis. As an Analyst, you will be responsible for assisting in the underwriting, financial modeling, and due diligence for investments across the capital structure.
What You Will Do
• Assisting in the underwriting, financial modeling, and due diligence for investments across the capital structure
• Preparing presentations on potential transactions and investments for senior management that identify and assess valuation, return profile, competitive advantage, risks, etc.
• Performing industry research and competitive analysis related to potential investments
• Working with KED portfolio companies to enhance profitability alongside KED's commercial excellence capability
• Participating in discussions with senior members of the KED team
• Assuming responsibility for 100% compliance with the laws, regulations, company policy, and industry standards applicable to this role
Who You Are (Basic Qualifications)
• Strong analytical and financial modelling skills
• Strong written and verbal communication skills
• Collaborative and a team player
• Self-starter, highly focused and ability to work independently
• Entrepreneurial spirit, creative, and ability to think outside the box
• Hunger to learn with a strong sense of intellectual curiosity and passion for investing
• Integrity and a strong sense of ethics
What Will Put You Ahead
• Bachelor's degree
• Strong analytical and financial modelling skills
• 1-2 years of experience in investment banking, private equity, or corporate M&A
At Koch companies, we are entrepreneurs. This means we openly challenge the status quo, find new ways to create value and get rewarded for our individual contributions. Any compensation range provided for a role is an estimate determined by available market data. The actual amount may be higher or lower than the range provided considering each candidate's knowledge, skills, abilities, and geographic location. If you have questions, please speak to your recruiter about the flexibility and detail of our compensation philosophy.
Hiring Philosophy
All Koch companies value diversity of thought, perspectives, aptitudes, experiences, and backgrounds. We are Military Ready and Second Chance employers. Learn more about our hiring philosophy here .
Who We Are
As a Koch company and the acquisition and investment subsidiary of Koch, Koch Equity Development (KED) has the primary responsibility of profitably investing the company's excess capital. We focus our efforts on strategic acquisitions and industry agnostic principle investments for the group's own portfolio. This permits KED to explore a wide, diverse range of opportunities and investments.
At Koch, employees are empowered to do what they do best to make life better. Learn how our business philosophy helps employees unleash their potential while creating value for themselves and the company.
Our Benefits
Our goal is for each employee, and their families, to live fulfilling and healthy lives. We provide essential resources and support to build and maintain physical, financial, and emotional strength - focusing on overall wellbeing so you can focus on what matters most. Our benefits plan includes - medical, dental, vision, flexible spending and health savings accounts, life insurance, ADD, disability, retirement, paid vacation/time off, educational assistance, and may also include infertility assistance, paid parental leave and adoption assistance. Specific eligibility criteria is set by the applicable Summary Plan Description, policy or guideline and benefits may vary by geographic region. If you have questions on what benefits apply to you, please speak to your recruiter.
Equal Opportunities
Equal Opportunity Employer, including disability and protected veteran status. Except where prohibited by state law, all offers of employment are conditioned upon successfully passing a drug test. This employer uses E-Verify. Please visit the following website for additional information: http://www.kochcareers.com/doc/Everify.pdf
#LI-AO2 Show more details...
We are seeking an Analyst to join our Koch Equity Development ("KED") team who will help a ssist in the underwriting, financial modeling, and due diligence for investments...
Our Team
KED is an investment and acquisition arm of Koch Industries, a large, privately-owned business with significant capital strength and liquidity. Since 2012, KED has deployed approximately $30 billion into structured capital investments and acquisitions. KED's investment mandate include finite-term, levered buyouts, all pursued on an industry-agnostic basis. As an Analyst, you will be responsible for assisting in the underwriting, financial modeling, and due diligence for investments across the capital structure.
What You Will Do
• Assisting in the underwriting, financial modeling, and due diligence for investments across the capital structure
• Preparing presentations on potential transactions and investments for senior management that identify and assess valuation, return profile, competitive advantage, risks, etc.
• Performing industry research and competitive analysis related to potential investments
• Working with KED portfolio companies to enhance profitability alongside KED's commercial excellence capability
• Participating in discussions with senior members of the KED team
• Assuming responsibility for 100% compliance with the laws, regulations, company policy, and industry standards applicable to this role
Who You Are (Basic Qualifications)
• Strong analytical and financial modelling skills
• Strong written and verbal communication skills
• Collaborative and a team player
• Self-starter, highly focused and ability to work independently
• Entrepreneurial spirit, creative, and ability to think outside the box
• Hunger to learn with a strong sense of intellectual curiosity and passion for investing
• Integrity and a strong sense of ethics
What Will Put You Ahead
• Bachelor's degree
• Strong analytical and financial modelling skills
• 1-2 years of experience in investment banking, private equity, or corporate M&A
At Koch companies, we are entrepreneurs. This means we openly challenge the status quo, find new ways to create value and get rewarded for our individual contributions. Any compensation range provided for a role is an estimate determined by available market data. The actual amount may be higher or lower than the range provided considering each candidate's knowledge, skills, abilities, and geographic location. If you have questions, please speak to your recruiter about the flexibility and detail of our compensation philosophy.
Hiring Philosophy
All Koch companies value diversity of thought, perspectives, aptitudes, experiences, and backgrounds. We are Military Ready and Second Chance employers. Learn more about our hiring philosophy here .
Who We Are
As a Koch company and the acquisition and investment subsidiary of Koch, Koch Equity Development (KED) has the primary responsibility of profitably investing the company's excess capital. We focus our efforts on strategic acquisitions and industry agnostic principle investments for the group's own portfolio. This permits KED to explore a wide, diverse range of opportunities and investments.
At Koch, employees are empowered to do what they do best to make life better. Learn how our business philosophy helps employees unleash their potential while creating value for themselves and the company.
Our Benefits
Our goal is for each employee, and their families, to live fulfilling and healthy lives. We provide essential resources and support to build and maintain physical, financial, and emotional strength - focusing on overall wellbeing so you can focus on what matters most. Our benefits plan includes - medical, dental, vision, flexible spending and health savings accounts, life insurance, ADD, disability, retirement, paid vacation/time off, educational assistance, and may also include infertility assistance, paid parental leave and adoption assistance. Specific eligibility criteria is set by the applicable Summary Plan Description, policy or guideline and benefits may vary by geographic region. If you have questions on what benefits apply to you, please speak to your recruiter.
Equal Opportunities
Equal Opportunity Employer, including disability and protected veteran status. Except where prohibited by state law, all offers of employment are conditioned upon successfully passing a drug test. This employer uses E-Verify. Please visit the following website for additional information: http://www.kochcareers.com/doc/Everify.pdf
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via Salary.com
posted_at: 3 days agoschedule_type: Full-time
Position Description:
ONE Gas is seeking a Manager of Investor Relations in Tulsa, OK. A background in utilities or rates and experience interacting with executive leadership would be beneficial...
What You Will Do
Shape the Investor Relations strategy, including the ONE Gas corporate message and communications plan with the investment community.
Facilitate ONE Gas quarterly earnings communications, periodic investor conference presentations,
Position Description:
ONE Gas is seeking a Manager of Investor Relations in Tulsa, OK. A background in utilities or rates and experience interacting with executive leadership would be beneficial...
What You Will Do
Shape the Investor Relations strategy, including the ONE Gas corporate message and communications plan with the investment community.
Facilitate ONE Gas quarterly earnings communications, periodic investor conference presentations, and other points of interaction between senior management and financial market participants.
Monitor macroeconomic and industry developments, peer utility performance and actions, equity ownership changes, and create regular reports for senior leadership and the Board of Directors.
Develop relations and communications between ONE Gas and its shareholders, the investing public, and other members of the financial community.
Observe macroeconomic and industry developments, peer utility performance, and equity ownership changes to complete regular reports for senior leadership and the board of directors.
Develop ONE Gas Investor Relations team, providing leadership and mentorship to its analysts.
Enhance ONE Gas' standing among financial market participants through close working relationships and communications with those who invest in or provide research coverage of our equity and debt securities.
Compile and analyze data related to financial performance, stock transactions, industry trends, peer company financial performance, ownership changes, and make recommendations based on observations.
Manage the development of strategic written communications, including press releases, earnings releases, and investor conference presentation materials.
Manage analyst and investor meetings.
Manage inquiries from investors and equity analysts, ensuring the information provided complies with applicable SEC rules and regulations.
Regular and reliable attendance is required in the performance of the job.
Employee may perform additional responsibilities as assigned.
What You Will Need
Bachelor’s degree in finance, accounting, economics, business management or related field with previous experience managing staff; PLUS, the following job-related experience:
Network with the investing public, shareholders and financial professionals.
Accounting, finance, or regulatory experience working in a regulated company.
Advanced problem- solving skills.
Contractor management processes related to investor relations, managing budgets and working with all levels of the company levels.
Maintain transparency while managing audience perception.
Coordinate the tone and messaging with leadership in composing the tone and messaging geared to reach the investing public and analyst communities.
Read and write fluently in English.
Diversity at ONE Gas
Inclusion & Diversity is so important to us that we made it one of our core values, values that guide and direct our actions as we go about our daily business. We know that every employee makes a difference and contributes to our success through their unique talents and abilities. We also acknowledge that we can accomplish great things by listening and learning from each other.
ONE Gas has great benefits! Here are just a few:
• Medical/Dental/Vision packages that fit your family's needs.
• Paid Time Off
• 401K that is 100% matched up to 6%
• Profit Sharing Plan
• Paid Parental Leave
• Basic and Operation Employee Term Life Insurance
• Education Assistance and Tuition Reimbursement
Position Requirements:
#officeoperations
The job description is not intended to be a complete list of all responsibilities, duties, or skills required for the job and is subject to review and change at any time, with or without notice, in accordance with the needs of One Gas. Where positions are covered by a collective bargaining unit agreement, the terms and conditions of the agreement will apply.
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity or expression, military status, and disability, or other categories protected by applicable laws.
Job ID: 4590
Functional Area: Public Affairs
Position Type: Full-Time Regular
Relocation Provided: Yes
Location: Tulsa, OK
Department: PUBLIC AFFAIRS
Internal / External: Internal and External
Experience Required: Not Indicated Show more details...
ONE Gas is seeking a Manager of Investor Relations in Tulsa, OK. A background in utilities or rates and experience interacting with executive leadership would be beneficial...
What You Will Do
Shape the Investor Relations strategy, including the ONE Gas corporate message and communications plan with the investment community.
Facilitate ONE Gas quarterly earnings communications, periodic investor conference presentations, and other points of interaction between senior management and financial market participants.
Monitor macroeconomic and industry developments, peer utility performance and actions, equity ownership changes, and create regular reports for senior leadership and the Board of Directors.
Develop relations and communications between ONE Gas and its shareholders, the investing public, and other members of the financial community.
Observe macroeconomic and industry developments, peer utility performance, and equity ownership changes to complete regular reports for senior leadership and the board of directors.
Develop ONE Gas Investor Relations team, providing leadership and mentorship to its analysts.
Enhance ONE Gas' standing among financial market participants through close working relationships and communications with those who invest in or provide research coverage of our equity and debt securities.
Compile and analyze data related to financial performance, stock transactions, industry trends, peer company financial performance, ownership changes, and make recommendations based on observations.
Manage the development of strategic written communications, including press releases, earnings releases, and investor conference presentation materials.
Manage analyst and investor meetings.
Manage inquiries from investors and equity analysts, ensuring the information provided complies with applicable SEC rules and regulations.
Regular and reliable attendance is required in the performance of the job.
Employee may perform additional responsibilities as assigned.
What You Will Need
Bachelor’s degree in finance, accounting, economics, business management or related field with previous experience managing staff; PLUS, the following job-related experience:
Network with the investing public, shareholders and financial professionals.
Accounting, finance, or regulatory experience working in a regulated company.
Advanced problem- solving skills.
Contractor management processes related to investor relations, managing budgets and working with all levels of the company levels.
Maintain transparency while managing audience perception.
Coordinate the tone and messaging with leadership in composing the tone and messaging geared to reach the investing public and analyst communities.
Read and write fluently in English.
Diversity at ONE Gas
Inclusion & Diversity is so important to us that we made it one of our core values, values that guide and direct our actions as we go about our daily business. We know that every employee makes a difference and contributes to our success through their unique talents and abilities. We also acknowledge that we can accomplish great things by listening and learning from each other.
ONE Gas has great benefits! Here are just a few:
• Medical/Dental/Vision packages that fit your family's needs.
• Paid Time Off
• 401K that is 100% matched up to 6%
• Profit Sharing Plan
• Paid Parental Leave
• Basic and Operation Employee Term Life Insurance
• Education Assistance and Tuition Reimbursement
Position Requirements:
#officeoperations
The job description is not intended to be a complete list of all responsibilities, duties, or skills required for the job and is subject to review and change at any time, with or without notice, in accordance with the needs of One Gas. Where positions are covered by a collective bargaining unit agreement, the terms and conditions of the agreement will apply.
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity or expression, military status, and disability, or other categories protected by applicable laws.
Job ID: 4590
Functional Area: Public Affairs
Position Type: Full-Time Regular
Relocation Provided: Yes
Location: Tulsa, OK
Department: PUBLIC AFFAIRS
Internal / External: Internal and External
Experience Required: Not Indicated Show more details...
via LinkedIn
posted_at: 21 days agoschedule_type: Full-time
Our Firm
American Century Investments® is a leading global asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve human health and save lives. Founded in 1958, the firm’s 1,400 employees serve financial professionals, institutions, corporations and individual investors, offering a wide range of investment... strategies across a variety of investment disciplines.
We
Our Firm
American Century Investments® is a leading global asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve human health and save lives. Founded in 1958, the firm’s 1,400 employees serve financial professionals, institutions, corporations and individual investors, offering a wide range of investment... strategies across a variety of investment disciplines.
We are committed to providing institutional-quality, actively managed solutions with a performance-centered mindset. Our expertise spans global growth equity, global value equity, disciplined equity, multi-asset strategies, global fixed income, alternatives and ETFs.
Privately controlled and independent, we focus solely on investment management. This empowers us to align our decisions with client expectations and concentrate on their long-term money management needs.
Our culture of winning behaviors exemplifies our dedication to clients every single day. Delivering investment results enables us to distribute over 40% of our dividends—more than $1.8 billion — to the Stowers Institute for Medical Research, a 500-person, non-profit basic biomedical research organization with a controlling interest in American Century Investments. Our dividend payments provide ongoing financial support for the Institute’s work of uncovering the causes, treatments and prevention of life-threatening diseases, like cancer.
For more information, please visit americancentury.com.
Job Summary
In the Investment Operations Automation Specialist (known internally as Investment Operations Business Solutions Specialist) role, you will automate processes, increase efficiency and scalability, and reduce risk within the Investment Operations department. You will collaborate with teams across Investment Operations including Investment Performance and Reporting, Fund Administration, and Middle Office, and will also work closely with the Information Technology department. The Investment Operations Business Solutions role will design, develop, and test solutions, using no to medium code tools to drive innovation and agility.
What You'll Do
• Lead transformation efforts within Investment Operations via the exploration and implementation of new technologies.
• Perform Process Efficiency reviews to find opportunities for increasing efficiency and/or reducing risk.
• Implement process improvements by developing applications using Robotic Process Automation (RPA), Low-code Tools and/or Python.
• Apply Structured Query Language (SQL), Extract, Transform, Load (ETL) Tools, and Data Visualization Tools to develop data sources and reports.
• Collaborate with business partners from Information Technology to design and implement applications.
• Perform software testing of applications and solutions developed within the team, vendor solutions, and applications developed internally by Information Technology.
Who You Are
• Bachelor’s degree in Accounting, Finance, Information Technology, or equivalent work experience.
• Minimum 5 years of relevant experience.
• Experience developing and testing applications using Robotic Process Automation (RPA), Low-code tools, or Python.
• Validated understanding of databases, data models, Structured Query Language (SQL), Transform, Load (ETL) Tools, and Data Visualization Tools.
• Possess strong technology skills and the ability to learn new systems and tools quickly.
• Effective communicator, both verbally and written, whose style can be described as clear, concise, and detailed.
• Self-motivated person who can work independently but also understands the value of being part of a successful team. Flexible and adapts to a constantly evolving environment.
• Exhibits the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven, Adheres to the highest ethical standards and business practices, and Supports a culture of compliance.
Even Better If You Have
• Familiarity with Investment Operations functions such as Investment Performance, Investment Reporting, Fund Accounting, Financial Reporting, Tax, and Middle Office.
• Experience with identifying, designing, and implementing process improvements.
• Hands-on experience using UiPath, Alteryx, ServiceNow, and Tableau.
• Knowledge of cloud architecture.
Working Conditions
• Appropriate coverage of primary responsibilities is expected prior to scheduled absences.
• Flexibility to work overtime or late night/weekend hours is required with little advance notice to complete project deadlines.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be a complete list of all responsibilities, duties, and skills required.
For NY and CA based candidates, the salary range for this role is $94,200-$112,600. Actual offers are based on various factors including but not limited to a candidate’s location, skills, experience, and relevant education and/or training. This position is eligible for cash incentive providing the potential to earn more.
Additional Requirements:
Employees are required to be in the office on a scheduled frequency. Adherence to this schedule is essential to fulfilling the expectations of the role.
As a global firm with offices in several cities, we will uphold any local regulations regarding COVID-19 precautions and/or vaccination requirements for the workplace.
American Century Investments is committed to complying with the Americans with Disabilities Act and all other applicable Equal Employment Opportunity laws and regulations. As such, American Century strives to provide a reasonable accommodation to any qualified individual under the ADA to perform essential job functions.
American Century Investments believes all individuals are entitled to equal employment opportunity and advancement opportunities without regard to race, religious creed, color, sex, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, gender, gender identity, gender expression, age for individuals forty years of age and older, military and veteran status, sexual orientation, and any other basis protected by applicable federal, state and local laws. ACI does not discriminate or adopt any policy that discriminates against an individual or any group of individuals on any of these bases.
©2019 American Century Proprietary Holdings, Inc. All rights reserved Show more details...
American Century Investments® is a leading global asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve human health and save lives. Founded in 1958, the firm’s 1,400 employees serve financial professionals, institutions, corporations and individual investors, offering a wide range of investment... strategies across a variety of investment disciplines.
We are committed to providing institutional-quality, actively managed solutions with a performance-centered mindset. Our expertise spans global growth equity, global value equity, disciplined equity, multi-asset strategies, global fixed income, alternatives and ETFs.
Privately controlled and independent, we focus solely on investment management. This empowers us to align our decisions with client expectations and concentrate on their long-term money management needs.
Our culture of winning behaviors exemplifies our dedication to clients every single day. Delivering investment results enables us to distribute over 40% of our dividends—more than $1.8 billion — to the Stowers Institute for Medical Research, a 500-person, non-profit basic biomedical research organization with a controlling interest in American Century Investments. Our dividend payments provide ongoing financial support for the Institute’s work of uncovering the causes, treatments and prevention of life-threatening diseases, like cancer.
For more information, please visit americancentury.com.
Job Summary
In the Investment Operations Automation Specialist (known internally as Investment Operations Business Solutions Specialist) role, you will automate processes, increase efficiency and scalability, and reduce risk within the Investment Operations department. You will collaborate with teams across Investment Operations including Investment Performance and Reporting, Fund Administration, and Middle Office, and will also work closely with the Information Technology department. The Investment Operations Business Solutions role will design, develop, and test solutions, using no to medium code tools to drive innovation and agility.
What You'll Do
• Lead transformation efforts within Investment Operations via the exploration and implementation of new technologies.
• Perform Process Efficiency reviews to find opportunities for increasing efficiency and/or reducing risk.
• Implement process improvements by developing applications using Robotic Process Automation (RPA), Low-code Tools and/or Python.
• Apply Structured Query Language (SQL), Extract, Transform, Load (ETL) Tools, and Data Visualization Tools to develop data sources and reports.
• Collaborate with business partners from Information Technology to design and implement applications.
• Perform software testing of applications and solutions developed within the team, vendor solutions, and applications developed internally by Information Technology.
Who You Are
• Bachelor’s degree in Accounting, Finance, Information Technology, or equivalent work experience.
• Minimum 5 years of relevant experience.
• Experience developing and testing applications using Robotic Process Automation (RPA), Low-code tools, or Python.
• Validated understanding of databases, data models, Structured Query Language (SQL), Transform, Load (ETL) Tools, and Data Visualization Tools.
• Possess strong technology skills and the ability to learn new systems and tools quickly.
• Effective communicator, both verbally and written, whose style can be described as clear, concise, and detailed.
• Self-motivated person who can work independently but also understands the value of being part of a successful team. Flexible and adapts to a constantly evolving environment.
• Exhibits the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven, Adheres to the highest ethical standards and business practices, and Supports a culture of compliance.
Even Better If You Have
• Familiarity with Investment Operations functions such as Investment Performance, Investment Reporting, Fund Accounting, Financial Reporting, Tax, and Middle Office.
• Experience with identifying, designing, and implementing process improvements.
• Hands-on experience using UiPath, Alteryx, ServiceNow, and Tableau.
• Knowledge of cloud architecture.
Working Conditions
• Appropriate coverage of primary responsibilities is expected prior to scheduled absences.
• Flexibility to work overtime or late night/weekend hours is required with little advance notice to complete project deadlines.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be a complete list of all responsibilities, duties, and skills required.
For NY and CA based candidates, the salary range for this role is $94,200-$112,600. Actual offers are based on various factors including but not limited to a candidate’s location, skills, experience, and relevant education and/or training. This position is eligible for cash incentive providing the potential to earn more.
Additional Requirements:
Employees are required to be in the office on a scheduled frequency. Adherence to this schedule is essential to fulfilling the expectations of the role.
As a global firm with offices in several cities, we will uphold any local regulations regarding COVID-19 precautions and/or vaccination requirements for the workplace.
American Century Investments is committed to complying with the Americans with Disabilities Act and all other applicable Equal Employment Opportunity laws and regulations. As such, American Century strives to provide a reasonable accommodation to any qualified individual under the ADA to perform essential job functions.
American Century Investments believes all individuals are entitled to equal employment opportunity and advancement opportunities without regard to race, religious creed, color, sex, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, gender, gender identity, gender expression, age for individuals forty years of age and older, military and veteran status, sexual orientation, and any other basis protected by applicable federal, state and local laws. ACI does not discriminate or adopt any policy that discriminates against an individual or any group of individuals on any of these bases.
©2019 American Century Proprietary Holdings, Inc. All rights reserved Show more details...
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