{ "count" : 153727, "data" : [ { "id" : "6a30600cf292fd229cf84ca8", "title" : "Investment Banking Senior Analyst", "company" : "William Blair", "industry" : "Banking", "salary" : { "min" : 145000.0, "max" : 210000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for Investment Banking Senior Analyst in Chicago, adjusted for seniority and industry." }, "location" : "Chicago, Illinois, United States", "locations" : [ "Chicago", "Illinois", "United States" ], "certifications" : [ "CFA", "CPA", "FRM", "Series 7", "Series 63", "Series 65", "CAIA", "CFP", "ACCA", "ACA" ], "timestamp" : "2026-06-16T08:36:22.210", "fingerprint" : "ab78926cb73ab9f4bcc96102c5bce0e9bf4fa4aa234e528eb5ea3b297920fd3e", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://www.williamblair.com/Careers/job-description?gh_jid=5164636007", "externalId" : "5164636007", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Chicago", "state" : "Illinois", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "41.8755616,-87.6244212" } ], "locationText" : "Chicago, Illinois, United States", "employmentType" : "FULL_TIME", "experienceMinYears" : 5, "experienceMaxYears" : 10, "experienceLevel" : "Senior", "domainKnowledge" : "Financial instruments; Regulatory frameworks; Risk methodologies; Quantitative skills", "domainList" : [ "financial-instruments", "regulatory-frameworks", "risk-methodologies", "quantitative-skills" ], "domainSpecificKnowledge" : [ "Financial instruments", "Regulatory frameworks", "Risk methodologies", "Quantitative skills" ], "rawDescription" : "Solutions for Today’s Challenges. Vision for Tomorrow’s Opportunities. Join William Blair, the Premier Global Partnership. Execute in-depth analyses to support new business development, transaction execution and the delivery of investment banking products and services to clients and prospects. Perform research and financial modeling, apply core valuation methods, and complete due diligence activities at the direction of the Investment Banking team lead. Work closely with client staff to advance projects, gathering necessary information, describing financial modeling methodology, and presenting results directly related to scope of analysis. Provide training and mentorship to summer interns and less experienced Analysts. Responsibilities include but may not be limited to: Perform extensive financial/valuation analyses to value debt and equity for mergers, acquisitions and capital raising transactions. Form varied approaches to analyses once fundamental base of approach is set. Build financial models to value potential and actual clients and/or industries. Execute core valuation methods, such as comparable companies, precedents and discounted cash flow. Effectively synthesize information to convey complex financial modeling outcomes. Perform due diligence, research, analysis and documentation of potential and live transactions. Identify potential deal issues and properly escalate concerns to team members. Draft management presentations to highlight financial analysis and research results. Assist in the development, production and delivery of proposals and presentations to clients and prospects. Draft marketing materials, emphasizing the advantages of William Blair and its investment banking methods/approach. Participate in client meetings and drafting sessions. Research industries or sectors, as identified by senior bankers, to target certain clients or industries. Evaluate and improve BIC content. Leverage learnings across deals. Seek opportunities to streamline processes and propose solutions to complete tasks more efficiently. Support client relationship development by developing a detailed understanding of client needs and challenges, providing professional and responsive service and anticipating client information needs. Develop an understanding of macro factors related to client industry, investment banking products and potential implications. Mentor summer interns and invest in teaching subsequent classes of analysts, imparting best practices. Ensure all activities are in compliance with applicable rules, regulations, policies and procedures. Additional responsibilities as requested. Qualifications: Bachelor’s Degree required Prior investment banking experience required; 2+ years previous experience as an Analyst, or equivalent, strongly preferred Proven track record in university studies required SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment (for US only) Requirement to successfully complete Level 3 exams with FCA within 90 days of commencing employment (for UK and EU only) Detail oriented with strong analytical abilities Excellent mathematical, writing, verbal and computer skills Ability to adapt to new tasks with little notice Ability to work on multiple projects simultaneously Strong desire to win Developing increasingly sound judgement Thorough understanding of accounting and finance Commitment to satisfying internal and external customers Travel required: approximately 5% #LI-CG1 A reasonable estimate of the current base salary range at time of posting is below. Base salary does not include other forms of compensation or benefits. Actual base salary within the specified range is based on several factors, including but not limited to applicant's skills, prior relevant experience, specific degrees and certifications, job responsibilities, market considerations and, if applicable, the location of the position. This role is eligible for either a discretionary annual bonus (based on company, business unit and individual performance) and/or commission-based incentives. Our featured benefit offerings include medical, dental and vision coverage, employer paid short & long-term disability and life insurance, 401(k), profit sharing, paid time off, Maven family & fertility benefit, parental leave (including adoption, surrogacy, and foster placement), as well as other voluntary benefits. Salary Range $125,000—$125,000 USD About Our Firm William Blair strives to attract qualified candidates who specialize in investment banking, investment management, private wealth management, and other strategic resource groups. We are committed to empowering our colleagues to deliver client success and engage in our communities. Our firm has delivered trusted advice for nine decades, continuing to deepen our expertise and relationships across asset classes and markets throughout North America, Europe, and Asia. We provide advisory services, strategies, and solutions to meet clients’ evolving needs amid dynamic market conditions and varying industries. What sets us apart is that we are an independent partnership, with colleagues who have unique experiences, perspectives, and backgrounds. We empower our people to bring their best thinking so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. We invite you to learn more about us by visiting williamblair.com. William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process. Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission. Download William Blair's privacy policies for job applicants: California Consumer Privacy Act Privacy Notice (CCPA) General Data Protection Regulation Privacy Notice (GDPR) Contact us should you have any questions or concerns.", "summaryDescription" : "Investment Banking Senior Analyst at William Blair", "postedDate" : "2026-06-15T23:24:49.000", "createdAt" : "2026-06-15T23:24:49.000", "lastUpdated" : "2026-06-16T08:36:22.210", "ingestTimestamp" : "2026-06-15T23:24:49.000", "mongoId" : "6a30600cf292fd229cf84ca8", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 145000, "salaryAnnualMax" : 210000, "salaryBand" : "100k-150k", "hasSalary" : true, "allSkills" : [ "Financial instruments", "Regulatory frameworks", "Risk methodologies", "Quantitative skills", "CFA", "CPA", "FRM", "Series 7", "Series 63", "Series 65", "CAIA", "CFP", "ACCA", "ACA" ], "skillCount" : 14, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Senior", "dataQualityScore" : 1.0, "daysOld" : 0, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services", "llmIndustryConfidence" : 0.98 }, { "id" : "6a30678cf292fd229cfbf075", "title" : "Senior Software Engineer, Loans Platform", "company" : "SoFi", "industry" : "FinTech", "salary" : { "min" : 175000.0, "max" : 250000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for Senior Software Engineer in Seattle, adjusted for FinTech industry and company size." }, "location" : "WA - Seattle", "locations" : [ "WA - Seattle" ], "timestamp" : "2026-06-16T04:48:20.332", "fingerprint" : "9066d07b2236029bc1048533acc0d95aaaa77f4f5a05b7dc094e21cde878b1c6", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://sofi.com/careers/job/7666773003?gh_jid=7666773003", "externalId" : "7666773003", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Seattle", "state" : "Washington", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "47.6038321,-122.3300620" } ], "locationText" : "Seattle, Washington, United States", "experienceMinYears" : 5, "experienceMaxYears" : 10, "experienceLevel" : "Senior", "remoteFriendly" : false, "rawDescription" : "Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. Job Description Compensation and Benefits The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location. To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page! SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. The Company hires the best qualified candidate for the job, without regard to protected characteristics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. New York applicants: Notice of Employee Rights SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com. Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time. Internal Employees If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.", "summaryDescription" : "Senior Software Engineer, Loans Platform at SoFi", "postedDate" : "2026-06-15T23:27:04.714", "createdAt" : "2026-06-15T23:27:04.714", "lastUpdated" : "2026-06-16T04:48:20.332", "ingestTimestamp" : "2026-06-15T23:27:04.714", "mongoId" : "6a30678cf292fd229cfbf075", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 175000, "salaryAnnualMax" : 250000, "salaryBand" : "150k-200k", "hasSalary" : true, "allSkills" : [ ], "skillCount" : 0, "jobCategory" : "engineering", "jobSubcategory" : "software", "seniorityLevel" : "Senior", "dataQualityScore" : 0.7777778, "daysOld" : 0, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "FinTech", "llmIndustryConfidence" : 0.98 }, { "id" : "6a305ed9f292fd229cf74fa2", "title" : "Head of Alternative Investments", "company" : "Range", "industry" : "Investments", "salary" : { "min" : 250000.0, "max" : 400000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Director of Alternative Investments in McLean, United States, adjusted for executive seniority and the FinTech industry." }, "location" : "McLean, VA", "locations" : [ "McLean, VA", "New York City" ], "timestamp" : "2026-06-16T12:20:39.534", "fingerprint" : "2cdeebd9486564eadf4385f8606e0a43cb2cc23184d417f4ff80aa7780a9ef23", "source" : "ashby", "language" : "en", "applyUrl" : "https://jobs.ashbyhq.com/range/98409d13-2887-4358-a09d-0e45f9061ac0/application", "externalId" : "98409d13-2887-4358-a09d-0e45f9061ac0", "industryFunction" : { }, "structuredLocations" : [ { "city" : "McLean", "state" : "Virginia", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "38.9366852,-77.1858430" }, { "city" : "New York", "state" : "New York", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "40.7127281,-74.0060152" } ], "locationText" : "McLean, Virginia, United States; New York, New York, United States", "employmentType" : "FULL_TIME", "experienceMinYears" : 10, "experienceMaxYears" : 99, "experienceLevel" : "Executive", "professionalSkills" : [ "Investment management", "Asset allocation", "Due diligence", "Manager selection", "Capital deployment", "Portfolio construction", "Performance measurement", "Risk management", "Financial modeling" ], "hardSkillsList" : [ "Alternative investments", "Private markets", "Fund structures", "Operational efficiency", "Regulatory compliance", "Data analysis" ], "softSkillsList" : [ "Leadership" ], "hardSkills" : [ { "name" : "Alternative investments", "level" : "intermediate" }, { "name" : "Private markets", "level" : "intermediate" }, { "name" : "Fund structures", "level" : "intermediate" }, { "name" : "Operational efficiency", "level" : "intermediate" }, { "name" : "Regulatory compliance", "level" : "intermediate" }, { "name" : "Data analysis", "level" : "intermediate" } ], "softSkills" : [ { "name" : "Leadership" } ], "majorSkills" : "Alternative investments strategy, Sourcing and underwriting, Team leadership", "majorSkillsList" : [ "Alternative investments strategy", "Sourcing and underwriting", "Team leadership" ], "coreResponsibilities" : "Develop alternative investments strategy, Define asset classes, Source opportunities, Underwrite opportunities, Build infrastructure, Deploy billions of dollars, Set alternatives strategy, Manage team, Grow team, Oversee function, Partner with Planning, Partner with Investment Operations, Partner with Product, Partner with Compliance, Own sourcing, Own due diligence, Own manager selection, Build relationships with GPs, Secure access, Secure favorable terms, Lead capital deployment, Oversee allocation, Manage AUM, Drive automation, Drive operational efficiency, Build scalable workflows, Set strategy for alternatives, Set KPIs for alternatives, Measure performance, Monitor exposures, Improve outcomes, Ensure regulatory alignment, Ensure compliance alignment, Support due diligence standards, Support disclosures, Support suitability, Support evolving regulatory requirements, Lead team, Develop team, Hire investment professionals, Mentor investment professionals, Empower investment professionals, Partner with Engineering, Partner with Client Services, Launch new offerings", "teamCollaboration" : "Partner with Planning; Partner with Investment Operations; Partner with Product; Partner with Compliance; Partner with Engineering; Partner with Client Services", "projectManagementSkills" : [ "KPI definition", "Performance metrics" ], "domainKnowledge" : "Private equity; Private credit; Real estate; Hedge funds; Venture capital; Alternative asset classes; Fund structures; Manager selection; Due diligence processes; Regulatory requirements; Suitability; Disclosures; Audit readiness", "domainList" : [ "private-equity", "private-credit", "real-estate", "hedge-funds", "venture-capital", "alternative-asset-classes", "fund-structures", "manager-selection", "due-diligence-processes", "regulatory-requirements", "suitability", "disclosures", "audit-readiness" ], "domainSpecificKnowledge" : [ "Private equity", "Private credit", "Real estate", "Hedge funds", "Venture capital", "Alternative asset classes", "Fund structures", "Manager selection", "Due diligence processes", "Regulatory requirements", "Suitability", "Disclosures", "Audit readiness" ], "toolProficiency" : [ "Bloomberg Terminal", "Reuters Eikon", "FactSet" ], "continuousLearning" : "Professional development", "problemSolvingSkills" : "Data-driven mindset", "outcomesObjectives" : "Deploy billions of dollars of AUM; Continuously improve outcomes", "qualificationsBasic" : "10+ years of experience in alternative investments, Senior leadership experience", "qualificationsPreferred" : "FinTech or startup experience preferred", "remoteFriendly" : false, "workSiteFlexibility" : "Onsite", "rawDescription" : "Range is creating AI-powered solutions to eliminate financial complexity for our members. We’re transforming wealth management through the perfect blend of cutting-edge technology and human expertise. We’re obsessed with member experience! We’ve built an integrated platform that tackles the full spectrum of financial needs–investments, taxes, retirement planning, and estate management–all unified in one intuitive system. Backed by Google's Gradient Ventures, Cathay Innovations, and Scale Venture Partners, we're in hyper-growth mode and looking for exceptional talent to join our starting lineup. Every Ranger at this stage is shaping our culture and way of life—from former CEOs and startup founders to experts from leading hedge funds and tech companies. If you're ready to build something that truly matters in financial services, bring your talent to Range. Here, you'll make a genuine impact on how people manage their financial lives while working alongside a team that celebrates wins, makes big decisions, and blazes new trails together. ABOUT THE ROLE As Head of Alternative Investments, you will own and build the alternative investments strategy and platform at Range. This is a leadership role responsible for designing the investment philosophy, sourcing and underwriting opportunities, and building the infrastructure needed to deploy billions of dollars of AUM into alternative asset classes on behalf of our members. You will set alternatives strategy, manage and grow a high-performing team, and oversee a critical and highly visible function at Range. This role sits at the intersection of investment strategy, technology, and client experience — partnering closely with Planning, Investment Operations, Product, and Compliance to bring institutional-quality alternatives access to our members. We're excited to hire this role at Range's Headquarters in McLean, VA or our New York City hub. All of our positions follow an in-office schedule Monday through Friday, allowing you to collaborate directly with your team. If you're not currently based in one of these areas but love what you see, let’s discuss relocation as part of your journey to joining us. WHAT YOU’LL DO WITH US - Develop and lead Range’s alternative investments strategy, defining the asset classes, products, and access points (private equity, private credit, real estate, hedge funds, venture, and other alternatives) that will be offered to members. - Own sourcing, due diligence, and manager/fund selection, building relationships with top-tier general partners, fund managers, and platforms to secure access and favorable terms. - Lead capital deployment at scale, overseeing the allocation and ongoing management of billions of dollars of AUM into alternative strategies in line with member risk profiles and overall portfolio construction. - Drive automation and operational efficiency, partnering with Engineering and Product to build scalable workflows for subscriptions, capital calls, distributions, and reporting on alternative investments. - Set strategy and KPIs for the alternatives function, using data to measure performance, monitor exposures, and continuously improve outcomes for members. - Ensure regulatory and compliance alignment, collaborating with Compliance and Legal to support due diligence standards, disclosures, suitability, and evolving regulatory requirements around alternative investments. - Lead and develop a high-impact team, hiring, mentoring, and empowering investment professionals as the alternatives platform scales. - Partner cross-functionally with Product, Engineering, Investment Operations, and Client Services to launch new alternative investment offerings with operational readiness from day one. WHAT WILL SET YOU APART - 10+ years of experience in alternative investments, private markets, or institutional asset allocation, with senior leadership experience in a high-growth or technology-driven environment. - Deep familiarity with private equity, private credit, real estate, hedge funds, and other alternative asset classes, including fund structures, manager selection, and due diligence processes. - Proven track record of building and scaling alternatives platforms or programs, ideally deploying billions of dollars of AUM. - Strong network of relationships with general partners, fund managers, and alternatives platforms. - Expertise in regulatory and operational considerations specific to alternative investments, including suitability, disclosures, and audit readiness. - Data-driven mindset with experience defining KPIs, dashboards, and performance metrics for portfolio and platform performance. - FinTech or startup experience preferred BENEFITS - Health & Wellness: 100% employer-covered medical insurance for employees (75% for dependents), plus dental and vision coverage - 401(k): Retirement savings program to support your future - Paid Time Off: Dedicated time to reset and recharge plus most federal holidays - Parental Leave: Comprehensive leave policy for growing families - Meals: Select meals covered throughout the week - Fitness: Monthly movement stipend - Equity & Career Growth: Early exercise eligibility and a strong focus on professional development - Full access to cutting-edge AI tools: We cover the cost so you can experiment, build, and move faster - Annual Compensation Reviews: Salary and equity refreshes based on performance - Boomerang Program: After two years at Range, you can take time away to start your own company. We’ll hold your spot for 6 months - and pause your equity vesting, which resumes if you return Range is proud to be an equal opportunity workplace. We are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. As a company, we are committed to designing products, building a culture, and supporting a team that reflects the diverse population we serve.", "summaryDescription" : "Head of Alternative Investments at Range. Skills: Alternative investments strategy, Sourcing and underwriting, Team leadership. Develop alternative investments strategy. Define asset classes", "createdAt" : "2026-06-16T00:27:10.991", "lastUpdated" : "2026-06-16T12:20:39.534", "ingestTimestamp" : "2026-06-16T00:27:10.991", "mongoId" : "6a305ed9f292fd229cf74fa2", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 250000, "salaryAnnualMax" : 400000, "salaryBand" : "200k+", "hasSalary" : true, "allSkills" : [ "Alternative investments", "Private markets", "Fund structures", "Operational efficiency", "Regulatory compliance", "Data analysis", "Leadership", "Alternative investments strategy", "Sourcing and underwriting", "Team leadership", "Investment management", "Asset allocation", "Due diligence", "Manager selection", "Capital deployment", "Portfolio construction", "Performance measurement", "Risk management", "Financial modeling", "KPI definition", "Performance metrics", "Private equity", "Private credit", "Real estate", "Hedge funds", "Venture capital", "Alternative asset classes", "Due diligence processes", "Regulatory requirements", "Suitability", "Disclosures", "Audit readiness", "Bloomberg Terminal", "Reuters Eikon", "FactSet" ], "skillCount" : 35, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Director", "dataQualityScore" : 0.8888889, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "FinTech", "llmIndustryConfidence" : 0.98 }, { "id" : "6a2ab64f74d8ee00a06dfe29", "title" : "Senior Associate, Investment Operations", "company" : "Fortitude Re", "industry" : "Reinsurance", "salary" : { "min" : 115000.0, "max" : 165000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Senior Associate in Investment Operations in Jersey City, adjusted for mid-seniority and the insurance industry." }, "location" : "Jersey City, New Jersey, United States", "locations" : [ "Jersey City", "New Jersey", "United States" ], "certifications" : [ "CFA", "CPA", "FRM", "Series 7", "Series 63", "Series 65", "CAIA", "CFP", "ACCA", "ACA" ], "timestamp" : "2026-06-14T20:05:16.486", "fingerprint" : "f2683d0b97a71083670f014bb23bf3b8937ce7f76eb78cc0858bed71cdf99180", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://app.careerpuck.com/job-board/fortitudegroupholdingsllc/job/5153987007?gh_jid=5153987007", "externalId" : "5153987007", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Jersey City", "state" : "New Jersey", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "40.7215682,-74.0474550" } ], "locationText" : "Jersey City, New Jersey, United States", "minimumEducation" : "Bachelor's", "experienceMinYears" : 3, "experienceMaxYears" : 6, "experienceLevel" : "Senior", "technicalSkills" : "AI", "professionalSkills" : [ "Investment operations", "Middle office", "Investment accounting", "Data analytics", "Portfolio management", "Cash management", "Reconciliation" ], "hardSkillsList" : [ "Process automation", "Quantitative skills", "Risk assessment", "Root cause analysis" ], "hardSkills" : [ { "name" : "Process automation", "level" : "intermediate" }, { "name" : "Quantitative skills", "level" : "intermediate" }, { "name" : "Risk assessment", "level" : "intermediate" }, { "name" : "Root cause analysis", "level" : "intermediate" } ], "majorSkills" : "Investment operations, Fixed income securities, Private credit", "majorSkillsList" : [ "Investment operations", "Fixed income securities", "Private credit" ], "coreResponsibilities" : "Escalate trends, risks, and control issues, Identify process inefficiencies, Support automation, Support system enhancements, Support expanded use of AI, Design automated reports, Support development of automated dashboards, Act as key operational liaison, Track capital calls, Coordinate capital calls, Track distributions, Coordinate distributions, Monitor liquidity requirements, Anticipate funding needs, Anticipate operational risks, Respond to ad-hoc inquiries, Provide clear analysis, Provide recommendations, Provide guidance, Share knowledge, Coach junior team members, Manage daily oversight reconciliation process, Evolve MIS and metrics into action-oriented fixes", "teamCollaboration" : "Partner with technology teams; Partner with data teams; Partner with operations teams; Collaborate across functions; Collaborate with external counterparties", "domainKnowledge" : "Fixed income securities; Private credit; Alternative investment structures; Investment structures; Insurance platforms; Reinsurance platforms; Private Credit investment products; Financial instruments; Regulatory frameworks; Risk methodologies", "domainList" : [ "fixed-income-securities", "private-credit", "alternative-investment-structures", "investment-structures", "insurance-platforms", "reinsurance-platforms", "private-credit-investment-products", "financial-instruments", "regulatory-frameworks", "risk-methodologies" ], "domainSpecificKnowledge" : [ "Fixed income securities", "Private credit", "Alternative investment structures", "Investment structures", "Insurance platforms", "Reinsurance platforms", "Private Credit investment products", "Financial instruments", "Regulatory frameworks", "Risk methodologies" ], "toolProficiency" : [ "Bloomberg Terminal", "Reuters Eikon", "FactSet" ], "communicationSkills" : "Written communication; Verbal communication; Presenting analysis", "problemSolvingSkills" : "Problem-solving skills; Analytical skills; Root cause analysis; Investigate inconsistency; Reach conclusions; Resolve non-routine issues", "outcomesObjectives" : "Improve portfolio transparency; Improve stakeholder reporting", "qualificationsBasic" : "Bachelor's degree in Finance, 3-6 years progressive experience, Advanced working knowledge of fixed income securities, Ability to research and investigate inconsistency, Ability to read and interpret key terms, Demonstrated ability to independently manage complex operational processes, Excellent written and verbal communication skills", "qualificationsPreferred" : "Experience supporting investment structures commonly used in insurance and reinsurance platforms", "workSiteFlexibility" : "Onsite", "rawDescription" : "Fortitude Reinsurance Company Ltd. (Fortitude Re) is one of the world’s leading providers of legacy reinsurance solutions. They work with the world’s leading insurance companies to help them execute comprehensive, transformational solutions for legacy Life escalate trends, risks, and control issues with clear recommendations. Identify process inefficiencies and partner with technology, data, and operations teams to support automation, system enhancements, and expanded use of AI. Design and support the development of automated reports and dashboards to improve portfolio transparency and stakeholder reporting. Cross-Functional Collaboration & Advisory Support Act as a key operational liaison with investment, portfolio management, accounting, treasury, and external service providers. Track and coordinate capital calls and distributions with fund administrators and cash management teams. Monitor liquidity requirements for funds and separately managed accounts, anticipating funding needs and operational risks. Respond to complex ad-hoc inquiries related to investment data, operational activity, and reconciliation issues, providing clear analysis and recommendations. Provide guidance, knowledge sharing, and informal coaching to junior team members as needed. What You Will Have Bachelor’s degree in Finance, Accounting, Economics, or a related field. 3-6 years of progressive experience in investment operations, middle office, investment accounting, or data/analytics within asset management, insurance, reinsurance, or alternatives. Advanced working knowledge of fixed income securities and a strong understanding of private credit and alternative investment structures. Experience supporting investment structures commonly used in insurance and reinsurance platforms preferred. Good understanding of how Private Credit investment products work across different asset classes, at the operational level Ability to research and investigate inconsistency across different systems, independently reach conclusions and clearly present recommended course of action. Identify and articulate root cause analysis to inform process changes Ability to read and interpret key terms and conditions/ SMF data that drive cash flow and accrual calculations, using data from different sources Demonstrated ability to independently manage complex operational processes and resolve non-routine issues using judgment and analysis. Strong analytical, organizational, and problem-solving skills with a continuous improvement mindset. Ability to manage daily oversight reconciliation process, evolve the MIS and metrics into action-oriented fixes aligned to change program Excellent written and verbal communication skills, with the ability to influence and collaborate across functions and with external counterparties. High attention to detail, strong ownership mentality, and the ability to manage multiple priorities under tight deadlines. The base salary range for this role is listed below and will be commensurate with candidate experience. Pay ranges for candidates may differ based on the cost of labor in that location. In addition to base salary, all employees are eligible for an annual bonus based on company and individual performance as well as a generous benefits package. Base Salary Range $115,000—$145,000 USD At Fortitude Re, our strength has always come from our people. Our success is deeply rooted in our ability to embrace the unique attributes, perspectives and experiences of every individual within our company. Fostering a culture of inclusion and belonging where everyone—regardless of background, race, religion, sexual orientation or gender identity—feels valued and respected is a foundation of our culture. We are committed to being an equal opportunity employer and evaluate qualified applicants without regard to race, color, religion, sex, pregnancy (including childbirth, lactation and related medical conditions), national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, diversity of thought and any other characteristic protected by applicable law. To all recruitment agencies: Unless you have been requested to work on this position, or other positions with Fortitude Re, please do not forward any resumes to Fortitude Re employees. Fortitude Re is not responsible for any fees related to unsolicited resumes. Check us out on YouTube: About Fortitude Re (youtube.com) By submitting your application, you agree that Fortitude Re may collect your personal data for recruiting purposes. For more on how we handle your personal data, please review our Applicant Privacy Notice.", "summaryDescription" : "Senior Associate, Investment Operations at Fortitude Re. Skills: Investment operations, Fixed income securities, Private credit. Escalate trends, risks, and control issues. Identify process inefficiencies", "postedDate" : "2026-06-11T21:13:31.288", "createdAt" : "2026-06-11T21:13:31.288", "lastUpdated" : "2026-06-14T20:05:16.486", "ingestTimestamp" : "2026-06-11T21:13:31.288", "mongoId" : "6a2ab64f74d8ee00a06dfe29", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 115000, "salaryAnnualMax" : 165000, "salaryBand" : "100k-150k", "hasSalary" : true, "allSkills" : [ "Process automation", "Quantitative skills", "Risk assessment", "Root cause analysis", "Investment operations", "Fixed income securities", "Private credit", "Middle office", "Investment accounting", "Data analytics", "Portfolio management", "Cash management", "Reconciliation", "Alternative investment structures", "Investment structures", "Insurance platforms", "Reinsurance platforms", "Private Credit investment products", "Financial instruments", "Regulatory frameworks", "Risk methodologies", "CFA", "CPA", "FRM", "Series 7", "Series 63", "Series 65", "CAIA", "CFP", "ACCA", "ACA", "Bloomberg Terminal", "Reuters Eikon", "FactSet" ], "skillCount" : 34, "jobCategory" : "operations", "jobSubcategory" : "investment-operations", "dataQualityScore" : 0.8888889, "daysOld" : 2, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Reinsurance" }, { "id" : "6a21849074d8ee00a0c43276", "title" : "Alternative Investment Services Bank Loans Operations, Senior Associate", "company" : "Us If Making Your Mark In The Financial Services", "industry" : "Financial Services", "salary" : { "min" : 52000.0, "max" : 94120.0, "currency" : "USD", "frequency" : "yearly" }, "location" : "Boston, Massachusetts", "locations" : [ "Boston, Massachusetts", "United States of America" ], "timestamp" : "2026-06-05T06:43:46.049", "fingerprint" : "2c952f1fd10cf329bcb0c3e79ed4b55fa4eeff62758ae966473ac0682da36065", "source" : "workday", "language" : "en", "applyUrl" : "https://statestreet.wd1.myworkdayjobs.com/Global/job/Boston-Massachusetts/Alternative-Ops-Fund-Accounting--Senior-Associate_R-791543-2", "externalId" : "R-791543", "industryFunction" : { }, "locationPoint" : "7.87111,126.36417", "structuredLocations" : [ { "city" : "Boston", "state" : "Massachusetts", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "42.3588336,-71.0578303" }, { "city" : "Arlington", "state" : "Virginia", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "38.8769326,-77.0893094" }, { "city" : "Miami", "state" : "Florida", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "25.7741566,-80.1935973" }, { "city" : "O'Fallon", "state" : "Missouri", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "38.7902503,-90.7033292" }, { "city" : "Purchase", "state" : "New York", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "41.0405953,-73.7144803" } ], "locationText" : "Boston, Massachusetts, United States; Arlington, Virginia, United States; Miami, Florida, United States; O'Fallon, Missouri, United States; Purchase, New York, United States", "employmentType" : "FULL_TIME", "experienceMinYears" : 5, "experienceMaxYears" : 10, "experienceLevel" : "Senior", "professionalSkills" : [ "Custody operations", "Fund administration", "Operations solutions", "Alternative assets" ], "hardSkillsList" : [ "Record keeping", "Trade processing", "Cash reconciliation", "Reporting", "Query resolution" ], "hardSkills" : [ { "name" : "Record keeping", "level" : "intermediate" }, { "name" : "Trade processing", "level" : "intermediate" }, { "name" : "Cash reconciliation", "level" : "intermediate" }, { "name" : "Reporting", "level" : "intermediate" }, { "name" : "Query resolution", "level" : "intermediate" } ], "majorSkills" : "Bank loans operations, Client operations, Process management", "majorSkillsList" : [ "Bank loans operations", "Client operations", "Process management" ], "coreResponsibilities" : "Support and assist Client Operations, Monitor and process custody related events, Perform daily maintenance and record keeping, Process trades, Book receipts and disbursements, Perform daily reconciliation of cash balances, Produce daily roll-forward proof of holdings, Prepare standard and ad hoc reporting, Respond to customer queries, Process bank loan notices, Interact with Investment Manager, Input and settle trades, Perform ad hoc requests, Provide daily reporting, Provide Loan related reports, Identify unusual transaction activity, Report and escalate suspicious activity, Research and resolve exceptions and issues, Resolve inquiries, Communicate effectively with client, Define and ensure completion of ad-hoc requests, Escalate unresolved issues to management, Perform daily or weekly reporting functions, Ensure adherence to Standard Operating Procedures, Keep up to date on business knowledge, Assist management in policy implementation, Participate in projects, Assist with workflow management, Make suggestions to streamline operations, Maintain knowledge of alternative procedures, Support training of new hires, Perform other tasks as needed", "teamCollaboration" : "Cross-functional teams; Client operations teams; Shared Service teams; Center of Excellence", "domainKnowledge" : "Syndicated bank loans; Mutual funds; Structured portfolios; Alternative investments; OTC derivatives; Private equity; Real estate", "domainList" : [ "syndicated-bank-loans", "mutual-funds", "structured-portfolios", "alternative-investments", "otc-derivatives", "private-equity", "real-estate" ], "domainSpecificKnowledge" : [ "Syndicated bank loans", "Mutual funds", "Structured portfolios", "Alternative investments", "OTC derivatives", "Private equity", "Real estate" ], "communicationSkills" : "Customer queries; Client communication", "continuousLearning" : "Broader internal/external business knowledge", "innovationCreativity" : "Technology enhancements; Streamline operations", "problemSolvingSkills" : "Problem resolution; Exception resolution; Issue resolution", "outcomesObjectives" : "Mitigate risk to corporation; Deliver excellent service to clients", "qualificationsBasic" : "5+ years experience in operations, Experience with bank loans operations", "qualificationsPreferred" : "Experience with alternative assets", "remoteFriendly" : false, "workSiteFlexibility" : "Onsite", "rawDescription" : "**Why this role is important to us** The team you will be joining is a part of State Street Global Services. Global Services gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like Over The Counter derivatives, private equity and real estate, Global Servies tools help our clients make better investment choices and act on growth opportunities. Join us if making your mark in the financial services industry from day one is a challenge you are up for. **What you will be responsible for** As an Alternative Investment Services Bank Loans Operations , Senior Associate, the ideal candidate will support and assist Client Operations and other operational Shared Service teams/ Center of Excellence (COE’s) by monitoring and processing custody related events to the fund’s records accurately and timely. Ensure prompt follow up on exception situations and facilitate timely problem resolution to mitigate risk to the corporation and deliver excellent service to clients. * Performs daily maintenance and record keeping for Syndicated Bank Loans held in various Mutual Fund and other Structured portfolios for various SSC clients * Processing trades, booking receipts and disbursements * Daily reconciliation of cash balances * Producing daily roll-forward proof of portfolio holdings and accrual information * Preparing standard and ad hoc reporting for both internal and external customers * Responding to customer queries on a daily basis * Daily processing of bank loan notices as received from agent banks, * Interact with the Investment Manager on their assigned portfolios, inputting/settling trades, performing ad hoc requests and providing daily reporting per client specific guidelines * The individual will work closely with their mutual fund counterpart, providing Loan related reports to be incorporated into the final NAV Calculation. * During the course of normal day to day operation, be responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures * Research and resolve exceptions and issues * Receive and resolve inquiries in a timely and accurate manner and communicates effectively with client when necessary * Define and ensure successful completion of ad-hoc requests * Escalate unresolved issues to management as required * Perform daily or weekly reporting functions for the team’s activities * Ensure adherence to Standard Operating Procedures * Keep up to date on broader internal/external business issues; applies knowledge across team * Assist management in the implementation of new policies and procedures, participates in projects * Assist with workflow management and technology enhancements., make suggestions to streamline operations * Maintain knowledge of current alternative procedures and processes * Support training of new hires as necessary * Other tasks as needed. **Salary Range:** $52,000 - $94,120 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. _Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans._ _For a full overview, visit_[ __https://hrportal.ehr.com/statestreet/Home__](https://hrportal.ehr.com/statestreet/Home) _._ # **About State Street** Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at [StateStreet.com/careers](http://statestreet.com/careers) Read our [CEO Statement](https://pp-cdn.phenompeople.com/CareerConnectResources/prod/STSTGLOBAL/documents/New-1744919504565.pdf) **Job Application Disclosure: ** It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.", "summaryDescription" : "Alternative Investment Services Bank Loans Operations, Senior Associate at Us If Making Your Mark In The Financial Services. Skills: Bank loans operations, Client operations, Process management. Support and assist Client Operations. 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Arlington, Virginia, United States; Miami, Florida, United States; O'Fallon, Missouri, United States; Purchase, New York, United States", "employmentType" : "FULL_TIME", "experienceMinYears" : 5, "experienceMaxYears" : 10, "experienceLevel" : "Senior", "professionalSkills" : [ "Custody operations", "Fund administration", "Operations solutions", "Alternative assets", "Syndicated bank loans", "Portfolio holdings", "Accrual information", "NAV calculation" ], "hardSkillsList" : [ "Daily reconciliation", "Processing trades", "Record keeping", "Reporting" ], "hardSkills" : [ { "name" : "Daily reconciliation", "level" : "intermediate" }, { "name" : "Processing trades", "level" : "intermediate" }, { "name" : "Record keeping", "level" : "intermediate" }, { "name" : "Reporting", "level" : "intermediate" } ], "majorSkills" : "Bank loans operations, Client operations, Process management", "majorSkillsList" : [ "Bank loans operations", "Client operations", "Process management" ], "coreResponsibilities" : "Support and assist Client Operations, Monitor and process custody related events, Ensure prompt follow up on exception situations, Facilitate timely problem resolution, Perform daily maintenance and record keeping, Process trades, Book receipts and disbursements, Perform daily reconciliation of cash balances, Produce daily roll-forward proof of portfolio holdings, Produce daily roll-forward proof of accrual information, Prepare standard and ad hoc reporting, Respond to customer queries, Process daily bank loan notices, Interact with Investment Manager, Input/settle trades, Perform ad hoc requests, Provide daily reporting, Provide Loan related reports, Identify unusual or suspicious transaction activity, Report and/or escalate suspicious activity, Research and resolve exceptions and issues, Receive and resolve inquiries, Communicate effectively with client, Define and ensure completion of ad-hoc requests, Escalate unresolved issues to management, Perform daily reporting functions, Perform weekly reporting functions, Ensure adherence to Standard Operating Procedures, Keep up to date on business knowledge, Assist management in implementation of new policies, Assist management in implementation of new procedures, Participate in projects, Assist with workflow management, Assist with technology enhancements, Make suggestions to streamline operations, Maintain knowledge of current alternative procedures, Maintain knowledge of current alternative processes, Support training of new hires, Perform other tasks as needed", "teamCollaboration" : "Cross-functional coordination; 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Global Services gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like Over The Counter derivatives, private equity and real estate, Global Servies tools help our clients make better investment choices and act on growth opportunities. Join us if making your mark in the financial services industry from day one is a challenge you are up for. **What you will be responsible for** As an Alternative Investment Services Bank Loans Operations , Senior Associate, the ideal candidate will support and assist Client Operations and other operational Shared Service teams/ Center of Excellence (COE’s) by monitoring and processing custody related events to the fund’s records accurately and timely. Ensure prompt follow up on exception situations and facilitate timely problem resolution to mitigate risk to the corporation and deliver excellent service to clients. * Performs daily maintenance and record keeping for Syndicated Bank Loans held in various Mutual Fund and other Structured portfolios for various SSC clients * Processing trades, booking receipts and disbursements * Daily reconciliation of cash balances * Producing daily roll-forward proof of portfolio holdings and accrual information * Preparing standard and ad hoc reporting for both internal and external customers * Responding to customer queries on a daily basis * Daily processing of bank loan notices as received from agent banks, * Interact with the Investment Manager on their assigned portfolios, inputting/settling trades, performing ad hoc requests and providing daily reporting per client specific guidelines * The individual will work closely with their mutual fund counterpart, providing Loan related reports to be incorporated into the final NAV Calculation. * During the course of normal day to day operation, be responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures * Research and resolve exceptions and issues * Receive and resolve inquiries in a timely and accurate manner and communicates effectively with client when necessary * Define and ensure successful completion of ad-hoc requests * Escalate unresolved issues to management as required * Perform daily or weekly reporting functions for the team’s activities * Ensure adherence to Standard Operating Procedures * Keep up to date on broader internal/external business issues; applies knowledge across team * Assist management in the implementation of new policies and procedures, participates in projects * Assist with workflow management and technology enhancements., make suggestions to streamline operations * Maintain knowledge of current alternative procedures and processes * Support training of new hires as necessary * Other tasks as needed. **Salary Range:** $52,000 - $94,120 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. _Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans._ _For a full overview, visit_[ __https://hrportal.ehr.com/statestreet/Home__](https://hrportal.ehr.com/statestreet/Home) _._ # **About State Street** Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at [StateStreet.com/careers](http://statestreet.com/careers) Read our [CEO Statement](https://pp-cdn.phenompeople.com/CareerConnectResources/prod/STSTGLOBAL/documents/New-1744919504565.pdf) **Job Application Disclosure: ** It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.", "summaryDescription" : "Alternative Investment Services Bank Loans Operations, Senior Associate at Us If Making Your Mark In The Financial Services. Skills: Bank loans operations, Client operations, Process management. Support and assist Client Operations. 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Arlington, Virginia, United States; Miami, Florida, United States; O'Fallon, Missouri, United States; Purchase, New York, United States", "employmentType" : "FULL_TIME", "experienceMinYears" : 5, "experienceMaxYears" : 10, "experienceLevel" : "Senior", "professionalSkills" : [ "Custody operations", "Fund administration", "Operations solutions", "Alternative assets", "Bank loans", "Syndicated loans", "Portfolio holdings", "Accrual information", "NAV calculation" ], "hardSkillsList" : [ "Process management", "Record keeping", "Trade processing", "Cash reconciliation", "Reporting", "Customer query resolution", "Exception resolution", "Issue resolution", "Workflow management" ], "hardSkills" : [ { "name" : "Process management", "level" : "intermediate" }, { "name" : "Record keeping", "level" : "intermediate" }, { "name" : "Trade processing", "level" : "intermediate" }, { "name" : "Cash reconciliation", "level" : "intermediate" }, { "name" : "Reporting", "level" : "intermediate" }, { "name" : "Customer query resolution", "level" : "intermediate" }, { "name" : "Exception resolution", "level" : "intermediate" }, { "name" : "Issue resolution", "level" : "intermediate" }, { "name" : "Workflow management", "level" : "intermediate" } ], "majorSkills" : "Bank loans operations, Custody operations, Process management, Client service", "majorSkillsList" : [ "Bank loans operations", "Custody operations", "Process management", "Client service" ], "coreResponsibilities" : "Support and assist Client Operations, Monitor custody related events, Process custody related events, Follow up on exception situations, Resolve problems, Perform daily maintenance, Perform record keeping, Process trades, Book receipts, Book disbursements, Reconcile cash balances, Produce daily roll-forward proof, Prepare reporting, Respond to customer queries, Process bank loan notices, Interact with Investment Manager, Input trades, Settle trades, Perform ad hoc requests, Provide daily reporting, Provide Loan related reports, Identify unusual transaction activity, Report suspicious transaction activity, Escalate suspicious activity, Research exceptions, Resolve exceptions, Research issues, Resolve issues, Resolve inquiries, Communicate with client, Define ad hoc requests, Complete ad hoc requests, Escalate unresolved issues, Perform reporting functions, Ensure adherence to SOPs, Keep up to date on business knowledge, Assist in implementation of new policies, Assist in implementation of new procedures, Participate in projects, Assist with workflow management, Assist with technology enhancements, Make suggestions to streamline operations, Maintain knowledge of alternative procedures, Maintain knowledge of alternative processes, Support training of new hires, Perform other tasks as needed", "teamCollaboration" : "Cross-functional teams; Client Operations; Shared Service teams; Center of Excellence", "domainKnowledge" : "Alternative investments; Bank loans; Syndicated loans; Mutual funds; Structured portfolios; Over The Counter derivatives; Private equity; Real estate", "domainList" : [ "alternative-investments", "bank-loans", "syndicated-loans", "mutual-funds", "structured-portfolios", "over-the-counter-derivatives", "private-equity", "real-estate" ], "domainSpecificKnowledge" : [ "Alternative investments", "Bank loans", "Syndicated loans", "Mutual funds", "Structured portfolios", "Over The Counter derivatives", "Private equity", "Real estate" ], "communicationSkills" : "Customer query resolution; Client communication", "documentationSkills" : "Record keeping; Reporting", "continuousLearning" : "Keep up to date on knowledge", "innovationCreativity" : "Technology enhancements; Streamline operations", "problemSolvingSkills" : "Exception resolution; Issue resolution; Problem resolution", "qualificationsBasic" : "5+ years experience in operations, Experience with bank loans operations", "qualificationsPreferred" : "Experience with alternative assets", "remoteFriendly" : false, "workSiteFlexibility" : "Onsite", "rawDescription" : "**Why this role is important to us** The team you will be joining is a part of State Street Global Services. Global Services gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like Over The Counter derivatives, private equity and real estate, Global Servies tools help our clients make better investment choices and act on growth opportunities. Join us if making your mark in the financial services industry from day one is a challenge you are up for. **What you will be responsible for** As an Alternative Investment Services Bank Loans Operations , Senior Associate, the ideal candidate will support and assist Client Operations and other operational Shared Service teams/ Center of Excellence (COE’s) by monitoring and processing custody related events to the fund’s records accurately and timely. Ensure prompt follow up on exception situations and facilitate timely problem resolution to mitigate risk to the corporation and deliver excellent service to clients. * Performs daily maintenance and record keeping for Syndicated Bank Loans held in various Mutual Fund and other Structured portfolios for various SSC clients * Processing trades, booking receipts and disbursements * Daily reconciliation of cash balances * Producing daily roll-forward proof of portfolio holdings and accrual information * Preparing standard and ad hoc reporting for both internal and external customers * Responding to customer queries on a daily basis * Daily processing of bank loan notices as received from agent banks, * Interact with the Investment Manager on their assigned portfolios, inputting/settling trades, performing ad hoc requests and providing daily reporting per client specific guidelines * The individual will work closely with their mutual fund counterpart, providing Loan related reports to be incorporated into the final NAV Calculation. * During the course of normal day to day operation, be responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures * Research and resolve exceptions and issues * Receive and resolve inquiries in a timely and accurate manner and communicates effectively with client when necessary * Define and ensure successful completion of ad-hoc requests * Escalate unresolved issues to management as required * Perform daily or weekly reporting functions for the team’s activities * Ensure adherence to Standard Operating Procedures * Keep up to date on broader internal/external business issues; applies knowledge across team * Assist management in the implementation of new policies and procedures, participates in projects * Assist with workflow management and technology enhancements., make suggestions to streamline operations * Maintain knowledge of current alternative procedures and processes * Support training of new hires as necessary * Other tasks as needed. **Salary Range:** $52,000 - $94,120 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. _Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans._ _For a full overview, visit_[ __https://hrportal.ehr.com/statestreet/Home__](https://hrportal.ehr.com/statestreet/Home) _._ # **About State Street** Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at [StateStreet.com/careers](http://statestreet.com/careers) Read our [CEO Statement](https://pp-cdn.phenompeople.com/CareerConnectResources/prod/STSTGLOBAL/documents/New-1744919504565.pdf) **Job Application Disclosure: ** It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.", "summaryDescription" : "Alternative Investment Services Bank Loans Operations, Senior Associate at Us If Making Your Mark In The Financial Services. Skills: Bank loans operations, Custody operations, Process management, Client service. Support and assist Client Operations. Monitor custody related events", "postedDate" : "2026-06-03T18:27:36.390", "createdAt" : "2026-06-04T18:27:36.196", "lastUpdated" : "2026-06-05T05:25:16.728", "ingestTimestamp" : "2026-06-04T18:27:36.196", "mongoId" : "6a21849074d8ee00a0c4327a", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "sourceUrl" : "https://statestreet.wd1.myworkdayjobs.com/Global/job/Boston-Massachusetts/Alternative-Ops-Fund-Accounting--Senior-Associate_R-791542-1", "salaryAnnualMin" : 52000, "salaryAnnualMax" : 94120, "salaryBand" : "50k-75k", "hasSalary" : true, "allSkills" : [ "Process management", "Record keeping", "Trade processing", "Cash reconciliation", "Reporting", "Customer query resolution", "Exception resolution", "Issue resolution", "Workflow management", "Bank loans operations", "Custody operations", "Client service", "Fund administration", "Operations solutions", "Alternative assets", "Bank loans", "Syndicated loans", "Portfolio holdings", "Accrual information", "NAV calculation", "Alternative investments", "Mutual funds", "Structured portfolios", "Over The Counter derivatives", "Private equity", "Real estate" ], "skillCount" : 26, "jobCategory" : "operations", "seniorityLevel" : "senior", "dataQualityScore" : 1.0, "daysOld" : 1, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services" }, { "id" : "6a305148f292fd229cefdcdd", "title" : "Senior Business Finance Specialist (Medical Loans)", "company" : "Tide", "industry" : "FinTech", "salary" : { "min" : 1500000.0, "max" : 2500000.0, "currency" : "INR", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Senior Business Finance Specialist in FinTech in Delhi, India, adjusted for seniority and company size." }, "location" : "Delhi", "locations" : [ "Delhi" ], "timestamp" : "2026-06-16T08:00:52.951", "fingerprint" : "95ea53dba474fb61c883d0247caa9a260c7f980d9dd14a0881fc84c17c829ce9", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/tide/jobs/7739127003", "externalId" : "7739127003", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Delhi", "country" : "India", "continent" : "as", "source" : "llm", "workMode" : "onsite", "geo" : "28.6138954,77.2090057" } ], "locationText" : "Delhi, India", "experienceMinYears" : 5, "experienceMaxYears" : 10, "experienceLevel" : "Senior", "coreResponsibilities" : "Drive revenue growth, Manage sales pipeline, Develop client relationships, Close deals, Achieve sales targets, Analyze sales data, Provide market feedback, Collaborate with marketing", "teamCollaboration" : "Cross-functional teams; Sales and marketing", "domainKnowledge" : "Medical loans; Financial services", "domainList" : [ "medical-loans", "financial-services" ], "domainSpecificKnowledge" : [ "Medical loans", "Financial services" ], "communicationSkills" : "Client presentations; Sales reporting", "problemSolvingSkills" : "Sales strategy", "outcomesObjectives" : "Achieve revenue targets; Expand market share", "remoteFriendly" : false, "workSiteFlexibility" : "Remote", "rawDescription" : "ABOUT TIDE At Tide, we help SMEs save time and money in the running of their businesses by not only offering business accounts and related banking services, but also a comprehensive set of highly usable and connected administrative solutions, from invoicing to accounting. Tide is transforming the small business banking market and now supports over 2 million members globally across the UK, India, Germany and France. Using advanced technology, all solutions are designed with SMEs in mind. With quick onboarding, low fees and innovative features, we thrive on making data driven decisions to serve our mission: to help SMEs save time and money so they can get back to doing what they love. Tide facts: Tide is available for UK, Indian, German and French SMEs Over 2 million members: 900,000 UK and 1,100,000 in India and growing rapidly Over $300 million raised in funding Over 2,800 Tideans globally Recognised with Great Place to Work certification three years in a row, and among India’s Top 50 Best Workplaces in Banking, Financial Services, and Insurance in 2026 We have offices in Central London, with a member support and technology centre in Sofia, Bulgaria, technology centres in Serbia, Romania, Lithuania and Hyderabad and offices in Gurugram, New Delhi, Berlin, Paris and Luxembourg ABOUT THE TEAM The Member Accession Marketing Team (India) plays a critical role in driving Tide’s growth in the Indian market by acquiring and onboarding new SME members. The team builds targeted marketing strategies, ensures smooth onboarding journeys, and equips members to make the most of Tide’s financial and administrative tools. Through localized campaigns, strong stakeholder relationships, and data-led optimisation, the team ensures sustained member engagement and positions Tide as the preferred platform for Indian businesses. ABOUT THE ROLE We are seeking a Senior Area Sales Specialist to drive the growth of our Medical Loans offering. The primary responsibility of this role is to identify, develop, and manage strategic partnerships with healthcare providers, insurance companies, financial institutions, brokers, and other relevant stakeholders to expand and promote medical loan offerings. The Partnerships Manager will be focused on driving sales and revenue generation by offering medical loans, ensuring seamless integration with partners, and building long-term relationships to foster business growth. This role requires a blend of business development, relationship management, and financial expertise. The ideal candidate will have a deep understanding of the healthcare & finance sector and experience in partnership development, especially within the medical loans space & Hospital. Key Responsibilities: Identify, onboard, and maintain strategic partnerships with hospitals, healthcare providers, insurance companies, brokers, financial advisors, and other key stakeholders to promote medical loan offerings and drive business growth. Drive sales by generating leads through healthcare providers, DSAs, FOS teams, and financial institutions. Develop targeted strategies to convert leads into loans, ensuring a consistent and growing pipeline of clients. Onboard large hospital chains, clinics, and healthcare institutions to Tide's platform, ensuring they are actively engaged in lead generation for medical loans. Work closely with these institutions to develop tailored solutions for their patients, driving lead conversion into sales. Create new revenue streams by leveraging partnerships. Develop campaigns with DSAs, FOS, and calling teams to promote medical loan products, ensuring effective conversion and closing of deals. Lead negotiations with partners, structure deals, and collaborate with legal teams to finalize agreements that align with business objectives and regulatory requirements. Educate partners on medical loan products, ensuring they understand the features, benefits, and terms. Provide ongoing support to resolve issues and ensure smooth operations. Ensure that all partnerships and medical loan offerings comply with relevant financial, healthcare, and data privacy regulations. WHAT WE ARE LOOKING FOR 4 to 8 years of experience in partnership management, business development, or sales, preferably in the healthcare finance, fintech, or financial services industries. Experience in managing relationships with hospitals, Health care insurance companies is highly desirable. Strong track record in building and maintaining strategic partnerships. Excellent negotiation, relationship management, and communication skills. A deep understanding of medical loan products, the healthcare finance sector, and market dynamics. Proven experience in generating revenue through partnerships and lead generation initiatives. Strong business development focus with the ability to convert leads into revenue A Bachelors degree in Finance, Business, Economics, or a related field is required. An MBA or relevant advanced degree is a plus. Ability to work independently and collaboratively within a team. Comfortable managing multiple stakeholders and competing priorities. A genuine passion for healthcare access and driving innovation in medical finance solutions for patients and healthcare providers. Experience working with financial institutions, healthcare providers, DSAs, or fintech companies is a plus. Previous team management experience is advantageous. Additional Requirements: Travel may be required to meet with partners and clients. Ability to work independently as well as part of a team. Previous experience working with a bank, fintech, or digital bank will be a plus. Previous team handling experience will be a plus. WHAT YOU'LL GET IN RETURN: Competitive salary Self & Family Health Insurance Term & Life Insurance OPD Benefits Mental wellbeing through Plumm Learning & Development Budget 15 days of Privilege leaves 12 days of Casual leaves 12 days of Sick leaves 3 paid days off for volunteering or L&D activities TIDE IS A PLACE FOR EVERYONE At Tide, we believe that we can only succeed if we let our differences enrich our culture. Our Tideans come from a variety of backgrounds and experience levels. We consider everyone irrespective of their ethnicity, religion, sexual orientation, gender identity, family or parental status, national origin, veteran, neurodiversity or differently-abled status. We celebrate diversity in our workforce as a cornerstone of our success. Our commitment to a broad spectrum of ideas and backgrounds is what enables us to build products that resonate with our members’ diverse needs and lives. We are One Team and foster a transparent and inclusive environment, where everyone’s voice is heard. At Tide, we thrive on diversity, embracing various backgrounds and experiences. We welcome all individuals regardless of ethnicity, religion, sexual orientation, gender identity, or disability. Our inclusive culture is key to our success, helping us build products that meet our members' diverse needs. We are One Team, committed to transparency and ensuring everyone’s voice is heard. Disclaimer It has come to our attention that individuals or agencies are falsely claiming to represent Tide and are reaching out to candidates regarding job opportunities. Please be aware that: Tide does not charge any fees at any stage of the recruitment process. All official Tide job opportunities are listed exclusively on our Careers Page and applications should be submitted through this channel. Communication from Tide will only come from an official @tide.co email address. Tide does not work with agencies or recruiters without prior formal engagement, and we do not authorize third parties to make job offers on our behalf. If you are contacted by anyone misrepresenting Tide or requesting payment, please treat it as fraudulent and report it to us immediately at talent@tide.co Your safety and trust are important to us, and we are committed to ensuring a fair and transparent recruitment process. Tide leverages AI to enhance our hiring experience. You can read more about how we use AI in our recruitment process in our AI Policy. Your personal data will be processed by Tide for recruitment purposes and in accordance with Tide's Recruitment Privacy Notice.", "summaryDescription" : "Senior Business Finance Specialist (Medical Loans) at Tide. Drive revenue growth. Manage sales pipeline", "postedDate" : "2026-06-15T23:16:43.397", "createdAt" : "2026-06-15T23:16:43.397", "lastUpdated" : "2026-06-16T08:00:52.951", "ingestTimestamp" : "2026-06-15T23:16:43.397", "mongoId" : "6a305148f292fd229cefdcdd", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryBand" : "200k+", "hasSalary" : false, "allSkills" : [ "Medical loans", "Financial services" ], "skillCount" : 2, "jobCategory" : "sales", "jobSubcategory" : "revenue", "seniorityLevel" : "Senior", "dataQualityScore" : 0.8888889, "daysOld" : 0, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "FinTech", "llmIndustryConfidence" : 0.95 }, { "id" : "6a3067aef292fd229cfc082a", "title" : "Program Associate, Investment Analytics", "company" : "Global Atlantic Financial Company", "industry" : "Insurance", "salary" : { "min" : 160000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : false }, "location" : "New York, New York, United States", "locations" : [ "New York", "New York", "United States" ], "timestamp" : "2026-06-16T08:02:49.832", "fingerprint" : "66582acd5e30e8b7720c7f38b106230bb2cb3ef12535f230a68fd47b5b5cb03c", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://www.kkr.com/careers/career-opportunities/post?gh_jid=6026836004", "externalId" : "6026836004", "industryFunction" : { }, "structuredLocations" : [ { "city" : "New York", "state" : "New York", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "40.7127281,-74.0060152" } ], "locationText" : "New York, New York, United States", "employmentType" : "FULL_TIME", "minimumEducation" : "Master's", "remoteFriendly" : false, "rawDescription" : "COMPANY OVERVIEW KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR’s insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR’s investments may include the activities of its sponsored funds and insurance subsidiaries. Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S., Bermuda, and Japan. As a wholly-owned subsidiary of KKR (NYSE: KKR), a leading global investment firm, Global Atlantic combines deep insurance expertise with KKR’s powerful investment capabilities to deliver long-term financial security for millions of individuals worldwide. With a broad suite of annuity, preneed life insurance, reinsurance, and investment solutions, Global Atlantic, through its issuing companies, helps people achieve their financial goals with confidence. For more information, please visit www.globalatlantic.com. EMPLOYER: Global Atlantic Financial Company (a KKR company) RESPONSIBILITIES • Member of the Sector Analytics team, which is responsible for working with different portfolio management teams to provide analytical and quantitative solutions to investment and asset management. • Build, enhance and support the next generation of asset modeling and analytics platforms built on AWS. • Work with senior team members to address various requests from portfolio management teams and other internal stakeholders. • Collaborate with portfolio teams to provide cash flows and analytics for commercial assets, including commercial mortgage loans, CMBS, and other related assets. • Analyze asset historic performance data, identify key drivers and create business intelligence reports. • Contribute to the development and testing of the new asset modeling and analytics platform. • Work with other team members to build investment-oriented applications to improve the efficiency of investment management. QUALIFICATIONS Master’s degree (U. S. or foreign equivalent) in Finance, Financial Engineering, Statistics, Computer Science or a related quantitative field plus one (1) year of experience in the job offered or one (1) year of experience in investment analytics or related role. The employer will alternatively accept a Bachelor’s degree (U. S. or foreign equivalent) in Finance, Financial Engineering, Statistics, Computer Science or a related quantitative field plus three (3) years of experience in the job offered or three (3) years of experience in investment analytics or related role. One (1) year of experience: working with Python and Python data analysis packages (e. g. pandas, numpy, and scipy); understanding of database and handling complex query to large data tables; experience with Tableau; working with financial instruments; excel Proficiency in Pivot tables, and complex financial functions to calculate cashflows and yields; and building and maintaining investment-oriented applications on the Beacon platform. Location: 30 Hudson Yards, New York, NY 10001 Job Type: Full-time, 40 Hours a week, Monday-Friday Salary: $160,000 - $160,000 per year. #LI-DNI KKR is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law. KKR will provide reasonable accommodations as required by applicable federal, state, and/or local laws. Individuals seeking an accommodation for the application or interview process should email Benefits@kkr.com. Emails sent for unrelated issues, such as following up on an application, will not receive a response. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access https://www.kkr.com/careers because of your disability. You can request reasonable accommodations by sending an email to Benefits@kkr.com. Only emails left for this purpose will be returned. Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. This notice applies only to applicants and employees who work or will work in Massachusetts, in accordance with applicable state law.", "summaryDescription" : "Program Associate, Investment Analytics at Global Atlantic Financial Company", "postedDate" : "2026-06-15T23:26:53.850", "createdAt" : "2026-06-15T23:26:53.850", "lastUpdated" : "2026-06-16T08:02:49.832", "ingestTimestamp" : "2026-06-15T23:26:53.850", "mongoId" : "6a3067aef292fd229cfc082a", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 160000, "salaryBand" : "150k-200k", "hasSalary" : true, "allSkills" : [ ], "skillCount" : 0, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Junior", "dataQualityScore" : 0.7777778, "daysOld" : 0, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services", "llmIndustryConfidence" : 0.95 }, { "id" : "6a30673cf292fd229cfbac3d", "title" : "Associate, Investment Adviser Compliance", "company" : "PINE Advisor Solutions", "industry" : "FinTech", "salary" : { "min" : 65000.0, "max" : 85000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Junior Investment Adviser Compliance Associate in Denver, United States, adjusted for the financial services industry." }, "location" : "Denver", "locations" : [ "Denver" ], "timestamp" : "2026-06-16T09:20:22.526", "fingerprint" : "5fc3ff56a80f64825fc1b67a2cdc0d47919b0db6f4496c1fa2270c78684a2c32", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/pineadvisorsolutions/jobs/4275016009", "externalId" : "4275016009", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Denver", "state" : "Colorado", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "hybrid", "geo" : "39.7392364,-104.9848620" } ], "locationText" : "Denver, Colorado, United States", "employmentType" : "FULL_TIME", "remoteFriendly" : true, "workSiteFlexibility" : "Remote", "rawDescription" : "Position Overview PINE Advisor Solutions is seeking a Compliance Consultant to join our Adviser Compliance Support Services (ACSS) team. This individual will provide regulatory and compliance support to PINE’s registered investment adviser clients in a fast-paced, team-oriented environment. In this role, you will assist clients in meeting regulatory requirements, performing annual reviews, and maintaining compliance programs that align with SEC and state regulations. You will also support the development and maintenance of compliance policies, perform periodic testing, and assist with regulatory filings and examinations. This is an excellent opportunity for a motivated compliance professional to deepen their expertise in investment adviser regulation and gain hands-on exposure to compliance operations. About PINE PINE Advisor Solutions (\"PINE\") is a dynamic and growing organization that provides institutional-quality outsourced solutions for funds and investment managers. Our team is driven by the belief that we are contributing to something remarkable. At PINE, we prioritize client service and a collaborative culture. The ideal candidate will be motivated, detail-oriented, eager to learn, and thrive in a high-performing and supportive environment. Our culture is built around an “all for one and one for all” philosophy. Your contributions matter, and we are a team that embraces challenges and believes in growing through doing. Responsibilities Support and assist PINE’s registered investment adviser clients by providing regulatory and compliance support Provide oversight of registered investment adviser compliance matters Assist in the development of registered investment adviser risk assessment and risk analysis programs Complete annual reviews in accordance with Rule 206(4)-7 of the Investment Advisers Act of 1940 Establish and/or update all required items for a registered investment adviser including an ongoing compliance calendar, compliance manual and code of ethics Assist with the preparation and filing of periodic, annual, and ongoing regulatory filings (Form ADV, Form PF, 13F, 13D/G, 13H, etc.) Conduct periodic and annual employee compliance training Conduct annual reviews of key vendors including administrators, transfer agents, fund distributors, auditors, prime brokers, etc. Conduct quarterly forensic compliance program testing, including performing ongoing reviews based on the clients’ written policies and procedures Assist with regulatory examinations of clients’ compliance programs conducted by regulatory authorities, including SEC, NFA and state securities boards Assist in the development/maintenance of compliance policies and procedures as well as the design/maintenance of the compliance program Maintain awareness of industry regulatory developments and assist in developing updated policies for registered investment advisers Provide support to Registered Fund CCO Support services as needed Qualifications Bachelor’s degree required, preferably in finance, business, economics, or a related field 1-5 years of experience in a regulatory and compliance field, preferably within the investment management industry Proficiency in MS Office, with advanced knowledge of Excel, PowerPoint, and Word Excellent written and verbal communication skills, with the ability to clearly convey complex information Collaborative team member with strong interpersonal skills and a positive, solution-oriented approach Demonstrated ability to build and maintain effective relationships with colleagues and clients Knowledge of the Investment Advisers Act of 1940, Investment Company Act of 1940, Regulation D, and other SEC, FINRA and NFA laws and regulations that affect asset managers is preferred Demonstrated experience with compliance and regulatory matters affecting the operations and governance of investment advisers, pooled investment vehicles and registered mutual funds is a plus Work Model (Hybrid) This position follows a hybrid work schedule, working from our Denver office 2-5 days/week Salary: $60,000 - $75,000 Actual compensation will be determined based on experience, qualifications, and other job-related factors. This position may also be eligible for discretionary bonus compensation. Employee Benefits Health Insurance – we cover 100% of the cost for employees A comprehensive selection of medical, dental, and vision health plans Life and disability insurance 401(k) savings plan Unlimited vacation policy Paid maternity and paternity leave What You Can Expect From PINE Work-life Balance We trust you to be the expert on creating an environment that allows you to bring your best self to work. With unlimited vacation and flexible work-from-home options, we encourage a work-life balance that brings out the best in our team. Be a Leader At PINE, we prioritize ensuring that each team member has the chance to emerge as a leader and make substantial contributions to our company. Experience an Environment of Learning We place an emphasis on learning from each other and celebrating our unique expertise. There are abundant opportunities to learn and hone new skills. PINE Advisor Solutions provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, sex (including pregnancy), age, national origin, disability status, genetic information, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by applicable federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. This position is expected to remain open for approximately two weeks. The posting may close sooner if the position is filled or if a sufficient number of qualified applicants are received.", "summaryDescription" : "Associate, Investment Adviser Compliance at PINE Advisor Solutions", "postedDate" : "2026-06-15T23:26:22.626", "createdAt" : "2026-06-15T23:26:22.626", "lastUpdated" : "2026-06-16T09:20:22.526", "ingestTimestamp" : "2026-06-15T23:26:22.626", "mongoId" : "6a30673cf292fd229cfbac3d", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 65000, "salaryAnnualMax" : 85000, "salaryBand" : "50k-75k", "hasSalary" : true, "allSkills" : [ ], "skillCount" : 0, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Junior", "dataQualityScore" : 0.7777778, "daysOld" : 0, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services", "llmIndustryConfidence" : 0.95 }, { "id" : "6a3056cdf292fd229cf2f00d", "title" : "Senior Business Finance Specialist (Medical Loans)", "company" : "Tide", "salary" : { "min" : 1500000.0, "max" : 2500000.0, "currency" : "INR", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Senior Business Finance Specialist in FinTech in Delhi, India, adjusted for seniority and company size." }, "location" : "Delhi", "locations" : [ "Delhi" ], "timestamp" : "2026-06-16T08:04:26.315", "fingerprint" : "9f6260ae1ccf99c314e5281e4551d523dae6a139d0a5e30bc950e348b5ba3f11", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/tide/jobs/7739127003", "externalId" : "7739127003", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Delhi", "country" : "India", "continent" : "as", "source" : "llm", "workMode" : "onsite", "geo" : "28.6138954,77.2090057" } ], "locationText" : "Delhi, India", "experienceMinYears" : 5, "experienceMaxYears" : 10, "experienceLevel" : "Senior", "remoteFriendly" : false, "rawDescription" : "ABOUT TIDE At Tide, we help SMEs save time and money in the running of their businesses by not only offering business accounts and related banking services, but also a comprehensive set of highly usable and connected administrative solutions, from invoicing to accounting. Tide is transforming the small business banking market and now supports over 2 million members globally across the UK, India, Germany and France. Using advanced technology, all solutions are designed with SMEs in mind. With quick onboarding, low fees and innovative features, we thrive on making data driven decisions to serve our mission: to help SMEs save time and money so they can get back to doing what they love. Tide facts: Tide is available for UK, Indian, German and French SMEs Over 2 million members: 900,000 UK and 1,100,000 in India and growing rapidly Over $300 million raised in funding Over 2,800 Tideans globally Recognised with Great Place to Work certification three years in a row, and among India’s Top 50 Best Workplaces in Banking, Financial Services, and Insurance in 2026 We have offices in Central London, with a member support and technology centre in Sofia, Bulgaria, technology centres in Serbia, Romania, Lithuania and Hyderabad and offices in Gurugram, New Delhi, Berlin, Paris and Luxembourg ABOUT THE TEAM The Member Accession Marketing Team (India) plays a critical role in driving Tide’s growth in the Indian market by acquiring and onboarding new SME members. The team builds targeted marketing strategies, ensures smooth onboarding journeys, and equips members to make the most of Tide’s financial and administrative tools. Through localized campaigns, strong stakeholder relationships, and data-led optimisation, the team ensures sustained member engagement and positions Tide as the preferred platform for Indian businesses. ABOUT THE ROLE We are seeking a Senior Area Sales Specialist to drive the growth of our Medical Loans offering. The primary responsibility of this role is to identify, develop, and manage strategic partnerships with healthcare providers, insurance companies, financial institutions, brokers, and other relevant stakeholders to expand and promote medical loan offerings. The Partnerships Manager will be focused on driving sales and revenue generation by offering medical loans, ensuring seamless integration with partners, and building long-term relationships to foster business growth. This role requires a blend of business development, relationship management, and financial expertise. The ideal candidate will have a deep understanding of the healthcare & finance sector and experience in partnership development, especially within the medical loans space & Hospital. Key Responsibilities: Identify, onboard, and maintain strategic partnerships with hospitals, healthcare providers, insurance companies, brokers, financial advisors, and other key stakeholders to promote medical loan offerings and drive business growth. Drive sales by generating leads through healthcare providers, DSAs, FOS teams, and financial institutions. Develop targeted strategies to convert leads into loans, ensuring a consistent and growing pipeline of clients. Onboard large hospital chains, clinics, and healthcare institutions to Tide's platform, ensuring they are actively engaged in lead generation for medical loans. Work closely with these institutions to develop tailored solutions for their patients, driving lead conversion into sales. Create new revenue streams by leveraging partnerships. Develop campaigns with DSAs, FOS, and calling teams to promote medical loan products, ensuring effective conversion and closing of deals. Lead negotiations with partners, structure deals, and collaborate with legal teams to finalize agreements that align with business objectives and regulatory requirements. Educate partners on medical loan products, ensuring they understand the features, benefits, and terms. Provide ongoing support to resolve issues and ensure smooth operations. Ensure that all partnerships and medical loan offerings comply with relevant financial, healthcare, and data privacy regulations. WHAT WE ARE LOOKING FOR 4 to 8 years of experience in partnership management, business development, or sales, preferably in the healthcare finance, fintech, or financial services industries. Experience in managing relationships with hospitals, Health care insurance companies is highly desirable. Strong track record in building and maintaining strategic partnerships. Excellent negotiation, relationship management, and communication skills. A deep understanding of medical loan products, the healthcare finance sector, and market dynamics. Proven experience in generating revenue through partnerships and lead generation initiatives. Strong business development focus with the ability to convert leads into revenue A Bachelors degree in Finance, Business, Economics, or a related field is required. An MBA or relevant advanced degree is a plus. Ability to work independently and collaboratively within a team. Comfortable managing multiple stakeholders and competing priorities. A genuine passion for healthcare access and driving innovation in medical finance solutions for patients and healthcare providers. Experience working with financial institutions, healthcare providers, DSAs, or fintech companies is a plus. Previous team management experience is advantageous. Additional Requirements: Travel may be required to meet with partners and clients. Ability to work independently as well as part of a team. Previous experience working with a bank, fintech, or digital bank will be a plus. Previous team handling experience will be a plus. WHAT YOU'LL GET IN RETURN: Competitive salary Self & Family Health Insurance Term & Life Insurance OPD Benefits Mental wellbeing through Plumm Learning & Development Budget 15 days of Privilege leaves 12 days of Casual leaves 12 days of Sick leaves 3 paid days off for volunteering or L&D activities TIDE IS A PLACE FOR EVERYONE At Tide, we believe that we can only succeed if we let our differences enrich our culture. Our Tideans come from a variety of backgrounds and experience levels. We consider everyone irrespective of their ethnicity, religion, sexual orientation, gender identity, family or parental status, national origin, veteran, neurodiversity or differently-abled status. We celebrate diversity in our workforce as a cornerstone of our success. Our commitment to a broad spectrum of ideas and backgrounds is what enables us to build products that resonate with our members’ diverse needs and lives. We are One Team and foster a transparent and inclusive environment, where everyone’s voice is heard. At Tide, we thrive on diversity, embracing various backgrounds and experiences. We welcome all individuals regardless of ethnicity, religion, sexual orientation, gender identity, or disability. Our inclusive culture is key to our success, helping us build products that meet our members' diverse needs. We are One Team, committed to transparency and ensuring everyone’s voice is heard. Disclaimer It has come to our attention that individuals or agencies are falsely claiming to represent Tide and are reaching out to candidates regarding job opportunities. Please be aware that: Tide does not charge any fees at any stage of the recruitment process. All official Tide job opportunities are listed exclusively on our Careers Page and applications should be submitted through this channel. Communication from Tide will only come from an official @tide.co email address. Tide does not work with agencies or recruiters without prior formal engagement, and we do not authorize third parties to make job offers on our behalf. If you are contacted by anyone misrepresenting Tide or requesting payment, please treat it as fraudulent and report it to us immediately at talent@tide.co Your safety and trust are important to us, and we are committed to ensuring a fair and transparent recruitment process. Tide leverages AI to enhance our hiring experience. You can read more about how we use AI in our recruitment process in our AI Policy. Your personal data will be processed by Tide for recruitment purposes and in accordance with Tide's Recruitment Privacy Notice.", "summaryDescription" : "Senior Business Finance Specialist (Medical Loans) at Tide", "postedDate" : "2026-06-15T23:19:13.156", "createdAt" : "2026-06-15T23:19:13.156", "lastUpdated" : "2026-06-16T08:04:26.315", "ingestTimestamp" : "2026-06-15T23:19:13.156", "mongoId" : "6a3056cdf292fd229cf2f00d", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryBand" : "200k+", "hasSalary" : false, "allSkills" : [ ], "skillCount" : 0, "jobCategory" : "sales", "jobSubcategory" : "revenue", "seniorityLevel" : "Senior", "dataQualityScore" : 0.7777778, "daysOld" : 0, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "FinTech", "llmIndustryConfidence" : 0.95 }, { "id" : "6a308500f292fd229c0766bb", "title" : "Associate/Senior Associate, Settlement Services", "company" : "Altisource", "industry" : "Financial Services", "salary" : { "min" : 750000.0, "max" : 1250000.0, "currency" : "INR", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market data for a Junior/Mid-level Settlement Services Associate/Senior Associate in Bengaluru, India, adjusted for the Real Estate industry and company size." }, "location" : "Bengaluru, KA, IN", "locations" : [ "Bengaluru", "KA", "IN" ], "timestamp" : "2026-06-16T10:25:39.765", "fingerprint" : "7abf19b3418ddf0ffe5bf762474953420d8da297713b66173057730fb74d7371", "source" : "smartrecruiters", "language" : "en", "applyUrl" : "https://jobs.smartrecruiters.com/Altisource/744000132198382-associate-senior-associate-settlement-services", "externalId" : "744000132198382", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Bengaluru", "state" : "Karnataka", "country" : "India", "continent" : "as", "source" : "llm", "workMode" : "onsite", "geo" : "12.9767936,77.5900820" } ], "locationText" : "Bengaluru, Karnataka, India", "employmentType" : "FULL_TIME", "experienceMinYears" : 2, "experienceMaxYears" : 5, "experienceLevel" : "mid", "remoteFriendly" : true, "workSiteFlexibility" : "Remote", "rawDescription" : "Are you up to the challenge of working directly with the Executive leadership of a US NASDAQ company on developing and organizing the financial strategy for different lines of business? If yes, keep reading! At Altisource (NASDAQ: ASPS) we build world-class technologies and services for the mortgage and real estate industry and are well poised to help revolutionize how homes are bought, sold, and managed. In the US, we partner with 7 out of the top 10 mortgage servicers, operate one of the top three real estate auction websites, and manage a cooperative which represents a 15%+ market share of the $1.8tn US Originations market. Our Innovation Starts with YOU! Altisource’s Vision to drive innovation that powers the mortgage and real estate lifecycle is made possible by an inclusive culture that celebrates the diverse voices of our employees. We believe that diversity in gender, age, religion, ethnicity, sexual orientation, identity, physical ability, neurodiversity, socioeconomic background, and experience, fosters creativity, challenges groupthink, and makes our Company stronger. At Altisource, anyone can prosper and have a positive impact on our path toward success, irrespective of their background. We are committed to fair and impartial hiring, training, and growth opportunities. We also provide employee training to help foster their ability to work with one another in an inclusive manner. Altisource is an Equal Opportunity Employer, and our employment decisions are based on merit, qualifications, and business needs. FUNCTIONAL/OPERATIONAL: * Communicate effectively with external stakeholders like borrowers, selling agent, lenders, and attorneys. * Call and objection handling skills for both inbound and outbound calls. * Reviewing and clearing all pre-closing requirements in order to obtain clear to close * Schedule closings with buyers & lenders * Track closing deadlines and ensure timely completion. * Reviewing Title commitment and preparation of closing packages. * Reviewing tax statement and should understand how to prorate the taxes. * Reviewing HOA and lien payoffs. * Disbursements and funding knowledge. * Contribute to maintaining positive customer experience throughout the closing process. ## Qualifications QUALIFICATIONS: * This position requires a minimum of 2 years’ experience in the REO settlement or Originations process. * Detailed knowledge of REO and the settlement function with up-to-date information on state level requirements for closing the transactions in REO space * Ability to work on multiple files simultaneously and work closely to achieve SLA * Ability to work with cross-functional, multi-cultural teams ## Additional Information WORKING AT ALTISOURCE ADVANTAGES Prosperity * Competitive salary based on your experience and skills – we believe the top talent deserves the top rupee Good Health * Comprehensive insurance plans ;- Medical insurance for employees and family, Personal Accident Benefit and Life Insurance for employees * Wellness Programs – Onsite doctor support, Psychologist, Counselor , Onsite health checkup camps etc. And Happiness * 10 paid holidays, plus 26 paid days off per year * Opportunities to join our community service initiatives, including Habitat for Humanity Are you up to the challenge? What are you waiting for? Apply today! If you have any questions or concerns, feel free to reach out to us at [Careers@altisource.com](mailto:Careers@altisource.com) We are an equal opportunity employer and value diversity at our company. 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If yes, keep reading! At Altisource (NASDAQ: ASPS) we build world-class technologies and services for the mortgage and real estate industry and are well poised to help revolutionize how homes are bought, sold, and managed. In the US, we partner with 7 out of the top 10 mortgage servicers, operate one of the top three real estate auction websites, and manage a cooperative which represents a 15%+ market share of the $1.8tn US Originations market. Our Innovation Starts with YOU! Altisource’s Vision to drive innovation that powers the mortgage and real estate lifecycle is made possible by an inclusive culture that celebrates the diverse voices of our employees. We believe that diversity in gender, age, religion, ethnicity, sexual orientation, identity, physical ability, neurodiversity, socioeconomic background, and experience, fosters creativity, challenges groupthink, and makes our Company stronger. At Altisource, anyone can prosper and have a positive impact on our path toward success, irrespective of their background. We are committed to fair and impartial hiring, training, and growth opportunities. We also provide employee training to help foster their ability to work with one another in an inclusive manner. Altisource is an Equal Opportunity Employer, and our employment decisions are based on merit, qualifications, and business needs. FUNCTIONAL/OPERATIONAL: * Communicate effectively with external stakeholders like borrowers, selling agent, lenders, and attorneys. * Call and objection handling skills for both inbound and outbound calls. * Reviewing and clearing all pre-closing requirements in order to obtain clear to close * Schedule closings with buyers & lenders * Track closing deadlines and ensure timely completion. * Reviewing Title commitment and preparation of closing packages. * Reviewing tax statement and should understand how to prorate the taxes. * Reviewing HOA and lien payoffs. * Disbursements and funding knowledge. * Contribute to maintaining positive customer experience throughout the closing process. ## Qualifications QUALIFICATIONS: * This position requires a minimum of 2 years’ experience in the REO settlement or Originations process. * Detailed knowledge of REO and the settlement function with up-to-date information on state level requirements for closing the transactions in REO space * Ability to work on multiple files simultaneously and work closely to achieve SLA * Ability to work with cross-functional, multi-cultural teams ## Additional Information WORKING AT ALTISOURCE ADVANTAGES Prosperity * Competitive salary based on your experience and skills – we believe the top talent deserves the top rupee Good Health * Comprehensive insurance plans ;- Medical insurance for employees and family, Personal Accident Benefit and Life Insurance for employees * Wellness Programs – Onsite doctor support, Psychologist, Counselor , Onsite health checkup camps etc. And Happiness * 10 paid holidays, plus 26 paid days off per year * Opportunities to join our community service initiatives, including Habitat for Humanity Are you up to the challenge? What are you waiting for? Apply today! If you have any questions or concerns, feel free to reach out to us at [Careers@altisource.com](mailto:Careers@altisource.com) We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.", "summaryDescription" : "Associate/Senior Associate, Settlement Services at Altisource", "postedDate" : "2026-06-15T13:05:41.000", "createdAt" : "2026-06-15T23:41:50.300", "lastUpdated" : "2026-06-16T09:38:29.083", "ingestTimestamp" : "2026-06-15T23:41:50.300", "mongoId" : "6a30550cf292fd229cf1d9cb", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryBand" : "200k+", "hasSalary" : false, "allSkills" : [ ], "skillCount" : 0, "jobCategory" : "operations", "jobSubcategory" : "general", "seniorityLevel" : "Junior", "dataQualityScore" : 0.8888889, "daysOld" : 0, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Real Estate", "llmIndustryConfidence" : 0.95 }, { "id" : "6a2c7c2a74d8ee00a094c821", "title" : "Investment Operations Apprentice", "company" : "Man Group", "industry" : "Banking", "salary" : { "min" : 25000.0, "max" : 35000.0, "currency" : "GBP", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for an entry-level internship in London, adjusted for the financial services industry and a large company size." }, "location" : "London", "locations" : [ "London" ], "timestamp" : "2026-06-15T08:03:37.597", "fingerprint" : "2f4c5366a5e23e39439c2f6d5ab17b618e151db38a4bfa3d44a3dfc3667954e4", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.eu.greenhouse.io/mangroup/jobs/4799144101", "externalId" : "4799144101", "industryFunction" : { }, "structuredLocations" : [ { "city" : "London", "country" : "United Kingdom", "continent" : "eu", "source" : "llm", "workMode" : "onsite", "geo" : "51.5074456,-0.1277653" } ], "locationText" : "London, United Kingdom", "employmentType" : "INTERNSHIP", "experienceMinYears" : 0, "experienceMaxYears" : 2, "experienceLevel" : "Entry", "coreResponsibilities" : "Support day-to-day investment operations activities, Process trade confirmations, Process settlements", "rawDescription" : "About Man Group Man Group is a global alternative investment management firm focused on pursuing outperformance for sophisticated clients via our Systematic, Discretionary and Solutions offerings. 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Further information can be found at www.man.com * As at 31 December 2025 Job Profile Summary: Support day‑to‑day investment operations activities, including trade Confirmations, Settlements, processing if you require help or information on reasonable adjustments as you apply for roles with us, please contact TalentAcquisition@man.com.", "summaryDescription" : "Investment Operations Apprentice at Man Group. Support day-to-day investment operations activities. 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Powered by talent and advanced technology, our single and multi-manager investment strategies are underpinned by deep research and span public and private markets, across all major asset classes, with a significant focus on alternatives. Man Group takes a partnership approach to working with clients, establishing deep connections and creating tailored solutions to meet their investment goals and those of the millions of retirees and savers they represent. Headquartered in London, we manage $227.6 billion* and operate across multiple offices globally. Man Group plc is listed on the London Stock Exchange under the ticker EMG.LN and is a constituent of the FTSE 250 Index. Further information can be found at www.man.com * As at 31 December 2025 Position Summary: The Senior Investment Writer role is a position within the firm’s Global Marketing team, responsible for producing the Man Group's corporate, investment, marketing and branding content. The writer will work alongside the Head of Content to support and deliver the firm’s branding and sales objectives through the production of regular investment commentary across the firm's investment engines, as well as assisting in the generation and editing of select written content for distribution in traditional, digital and social media. The senior investment writer will work closely with multiple points of contact across the business, including portfolio managers, investment teams, Sales, Communications, Client Operations and Management, to develop and drive forward an ongoing pipeline of articles and publications. *This is a 12-month fixed term contract* Responsibilities: Edit, draft and produce thought leadership in long and short form, across multimedia (including articles, videos, infographics, market insights, press editorials and social-media posts) Manage the editing and publishing process: collaborate with business teams, including investments, compliance, design, digital and channel marketing colleagues Develop proficiency with Man Group’s content management, compliance and data visualisation/chart-design software Generate compelling ideas for content that highlights the value of our investment offering Ensure content reflects our brand voice and messaging Tailor content for our institutional, wealth and intermediary client segments, with a growing understanding of the sophistication level and nuances of each audience Provide insightful, data-informed recommendations to maximize impact of content across promotional channels Stay up to date on relevant financial news Technical Competencies: At least two years of experience in content marketing and investment thought leadership writing for an investment manager or hedge fund A university degree at BA/BSc level or higher Strong interpersonal skills and the ability to influence stakeholders. Experience collaborating across marketing, investments, sales and product teams A current knowledge of, and keen interest in, financial markets, investing and economics Exceptional attention to detail, as a copy editor and when reviewing charts/numerical analysis Intellectual curiosity and creativity, with the skill to transform technical concepts into simple, clear and concise messages to deploy across different media types Superlative editorial judgment, to ensure Man Group speaks to its different audiences in their voice. The ability to write to garner press interest A commercial mindset, with deep experience with marketing equity, fixed income and alternative asset classes Driven, self-motivated, growth mindset, with strong problem-solving skills and a collaborative approach. A demonstrated ability to multi-task, effectively managing multiple projects, stakeholders and competing objectives Data proficiency: ability to use data to create data visualisations as well as increase usage/effectiveness of content and suggest strategy shifts Understand and implement regulatory and compliance requirements/regulations Inclusion, Work-Life Balance and Benefits at Man Group You'll thrive in our working environment that champions equality of opportunity. Your unique perspective will contribute to our success, joining a workplace where inclusion is fundamental and deeply embedded in our culture and values. Through our external and internal initiatives, partnerships and programmes, you'll find opportunities to grow, develop your talents, and help foster an inclusive environment for all across our firm and industry. Learn more at www.man.com/diversity. You'll have opportunities to make a difference through our charitable and global initiatives, while advancing your career through professional development, and with flexible working arrangements available too. Like all our people, you'll receive two annual 'Mankind' days of paid leave for community volunteering. Our comprehensive benefits package includes competitive holiday entitlements, pension/401k, life and long-term disability coverage, group sick pay, enhanced parental leave and long-service leave. Depending on your location, you may also enjoy additional benefits such as private medical coverage, discounted gym membership options and pet insurance. Equal Employment Opportunity Policy Man Group provides equal employment opportunities to all applicants and all employees without regard to race, color, creed, national origin, ancestry, religion, disability, sex, gender identity and expression, marital status, sexual orientation, military or veteran status, age or any other legally protected category or status in accordance with applicable federal, state and local laws. 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We’re Fever, the world’s leading tech platform for culture and live entertainment. Our mission? To democratize access to culture and entertainment. With our proprietary cutting-edge technology and data-driven approach, we’re revolutionizing the way people engage with live entertainment. Every month, our platform inspires over 300 million people in +55 countries (and counting) to discover unforgettable experiences while also empowering event creators with our data and technology, helping them scale, innovate, and enhance their events to reach new audiences. Our results? We’ve teamed up with major industry leaders like Netflix, F. C. Barcelona, and Primavera Sound, presented international award-winning experiences, and are backed by several leading global investors! Impressive, right? To achieve our mission, we are looking for bar-raisers with a hands-on mindset who are eager to help shape the future of entertainment! Ready to be part of the experience? Now, let’s discuss this role and what you will do to help achieve Fever’s mission. Meet the Team: At Fever, the Revenue Operations team drives marketplace growth by shaping sales strategy, optimizing content and categories, and ensuring top-quality standards across every listing. We analyze performance, refine processes, and empower sales teams to reach their goals. By curating marketplace content and enhancing setup and copy, we maximize visibility and conversion. Working closely with QA and Sales, we identify issues early, streamline workflows, and create solutions that keep our marketplace running smoothly and efficiently. Join us if you have a sharp eye for detail, a strategic mindset, and a passion for curating the high-quality content that makes our marketplace a global leader. The Role: Act as the operational owner of one of our business lines, ensuring processes and systems run efficiently and scale effectively. Define, develop, and implement end-to-end commercial operations. Identify bottlenecks, inefficiencies, and improvement opportunities across commercial and cross-functional teams. Build tools, automations, and dashboards to optimize performance and decision-making. Collaborate closely with executives and multiple business units, gaining high exposure across the organization. Who You Are: Bachelor’s degree in Engineering. 5+ years of experience in Revenue Operations, Strategy, Growth or Analytics roles. Strong analytical skills, with proficiency in Excel and SQL. Hands-on, proactive problem solver who takes ownership from diagnosis to solution. Detail-oriented, with a structured and solution-driven mindset. Experience with coding or automation tools (e.g., Python, JavaScript, Google Cloud environment, Make, n8n, etc.). Familiarity with CRM systems such as Salesforce is a plus. Why You´ll Love it Here: Attractive compensation package consisting of base salary and the potential to earn a significant bonus for top performance. Opportunity to have a real impact in a high-growth global category leader 40% discount on all Fever events and experiences Work in a location in the heart of Madrid, with possible travel across our markets Home-office friendly Responsibility from day one and professional and personal growth Great work environment with a young, international team of talented people to work with! Health insurance and other benefits such as Flexible remuneration with a 100% tax exemption through Cobee English Lessons We have free food, drinks and fruit at the office! Possibility to receive in advance part of your salary by Payflow Gympass membership #LI-hybrid #LI-fulltime Thank you for considering joining Fever. We cannot wait to learn more about you! If you want to learn more about us: Fever's Blog | Tech.Eu |TechCrunch Fever is committed to creating an inclusive and diverse workspace where everyone's background and ideas count. Our main goal is to find the best possible talent regardless of place of birth, racial or ethnic origin, gender, gender identity, religion, opinion, sexual orientation, disability, pregnancy, marital status, age or caring responsibilities. We encourage everyone to apply! If you require any kind of accommodation during the selection process please contact our Talent team so we can help you by providing a welcoming and seamless journey. If you want to know more about how Fever processes your personal data, click here Fever - Candidate Privacy Notice", "summaryDescription" : "Revenue Operations Senior Associate at Fever. Skills: Revenue Operations, Process optimization, Data analysis. Act as operational owner of business lines. 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Skills exercises judgment within defined procedures and contributes to process analysis and investigation Complete understanding of investment account structures, operational processes, and professional discipline principles, with capacity to advise others on complex matters Familiarity with donor-advised funds or willingness to learn DAF concepts preferred Ren is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.", "summaryDescription" : "Investment Relationship Associate at Ren. Contribute analysis. Recommend process improvements", "postedDate" : "2026-06-14T04:17:17.574", "createdAt" : "2026-06-14T04:17:17.574", "lastUpdated" : "2026-06-15T09:18:11.703", "ingestTimestamp" : "2026-06-14T04:17:17.574", "mongoId" : "6a2c93d274d8ee00a0989173", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 55000, "salaryAnnualMax" : 75000, "salaryBand" : "50k-75k", "hasSalary" : true, "allSkills" : [ "Process analysis", "Process improvement", "Investment account structures" ], "skillCount" : 3, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Entry", "dataQualityScore" : 0.7777778, "daysOld" : 1, "hasLocation" : true, "hasGeo" : false, "llmIndustry" : "Financial Services", "llmIndustryConfidence" : 0.92 }, { "id" : "6a3066eaf292fd229cfb6ece", "title" : "Associate, Investments", "company" : "Brookfield Energy", "industry" : "Climate Tech", "salary" : { "min" : 1.0, "max" : 1.0, "currency" : "USD", "frequency" : "yearly" }, "location" : "Toronto, Ontario", "locations" : [ "Toronto, Ontario", "Canada" ], "timestamp" : "2026-06-16T13:04:23.712", "fingerprint" : "c4281c25a74a3fd64c5b8fb0263017aa7133494778f73a42aefc9dad9987c89f", "source" : "workday", "language" : "en", "applyUrl" : "https://brookfield.wd5.myworkdayjobs.com/brookfield/job/Toronto-Ontario/Associate--Investments_R2050993", "externalId" : "R2050993", "industryFunction" : { }, "locationPoint" : "-33.01357,151.59373", "structuredLocations" : [ { "city" : "Toronto", "state" : "Ontario", "country" : "Canada", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "43.6534817,-79.3839347" } ], "locationText" : "Toronto, Ontario, Canada", "employmentType" : "FULL_TIME", "technicalSkills" : "Excel, PowerPoint", "professionalSkills" : [ "Financial modeling", "Valuation analysis", "Return assessment", "Company research", "Sector research", "Market research", "Value driver assessment", "Risk assessment", "Financing structure assessment", "Transaction outcome assessment", "Investment evaluation", "Infrastructure investment", "Sustainable solutions investment", "Partnership opportunity evaluation", "Decarbonization impact evaluation", "Commercial diligence", "Operational diligence", "Technical diligence", "Transaction documentation preparation", "Post-investment development support", "Emissions reduction support", "Operational improvement support", "Value creation support" ], "hardSkillsList" : [ "Financial modeling", "Valuation analysis", "Return assessment", "Company research", "Sector research", "Market research", "Value driver assessment", "Risk assessment", "Financing structure assessment", "Transaction outcome assessment", "Investment evaluation", "Infrastructure investment", "Sustainable solutions investment", "Partnership opportunity evaluation", "Decarbonization impact evaluation", "Commercial diligence", "Operational diligence", "Technical diligence", "Transaction documentation preparation", "Post-investment development support", "Emissions reduction support", "Operational improvement support", "Value creation support" ], "hardSkills" : [ { "name" : "Financial modeling", "level" : "intermediate" }, { "name" : "Valuation analysis", "level" : "intermediate" }, { "name" : "Return assessment", "level" : "intermediate" }, { "name" : "Company research", "level" : "intermediate" }, { "name" : "Sector research", "level" : "intermediate" }, { "name" : "Market research", "level" : "intermediate" }, { "name" : "Value driver assessment", "level" : "intermediate" }, { "name" : "Risk assessment", "level" : "intermediate" }, { "name" : "Financing structure assessment", "level" : "intermediate" }, { "name" : "Transaction outcome assessment", "level" : "intermediate" }, { "name" : "Investment evaluation", "level" : "intermediate" }, { "name" : "Infrastructure investment", "level" : "intermediate" }, { "name" : "Sustainable solutions investment", "level" : "intermediate" }, { "name" : "Partnership opportunity evaluation", "level" : "intermediate" }, { "name" : "Decarbonization impact evaluation", "level" : "intermediate" }, { "name" : "Commercial diligence", "level" : "intermediate" }, { "name" : "Operational diligence", "level" : "intermediate" }, { "name" : "Technical diligence", "level" : "intermediate" }, { "name" : "Transaction documentation preparation", "level" : "intermediate" }, { "name" : "Post-investment development support", "level" : "intermediate" }, { "name" : "Emissions reduction support", "level" : "intermediate" }, { "name" : "Operational improvement support", "level" : "intermediate" }, { "name" : "Value creation support", "level" : "intermediate" } ], "majorSkills" : "Financial modeling, Valuation analysis, Investment evaluation", "majorSkillsList" : [ "Financial modeling", "Valuation analysis", "Investment evaluation" ], "coreResponsibilities" : "Build financial models, Conduct valuation analyses, Perform return assessments, Conduct company research, Conduct sector research, Conduct market research, Assess key value drivers, Assess risks, Assess financing structures, Assess potential transaction outcomes, Support investment sourcing, Support investment evaluation, Support investment execution, Evaluate decarbonization impact, Support commercial diligence, Support operational diligence, Support technical diligence, Prepare investment committee materials, Prepare transaction documentation, Support post-investment development, Support emissions reduction, Support operational improvement, Support value creation", "teamCollaboration" : "Disciplined team culture; Collaborative team culture; Performance-oriented team culture", "domainKnowledge" : "Renewable power; Transition infrastructure; Hard-to-abate sectors; Sustainable solutions; Energy transition; Brookfield transition investment framework", "domainList" : [ "renewable-power", "transition-infrastructure", "hard-to-abate-sectors", "sustainable-solutions", "energy-transition", "brookfield-transition-investment-framework" ], "domainSpecificKnowledge" : [ "Renewable power", "Transition infrastructure", "Hard-to-abate sectors", "Sustainable solutions", "Energy transition", "Brookfield transition investment framework" ], "toolProficiency" : [ "Excel", "PowerPoint" ], "documentationSkills" : "Transaction documentation", "qualificationsBasic" : "1-3 years relevant experience, Financial modeling, Valuation analysis, Return assessment, Company research, Sector research, Market research, Value driver assessment, Risk assessment, Financing structure assessment, Transaction outcome assessment, Investment evaluation, Infrastructure investment, Sustainable solutions investment, Business transformation opportunity evaluation, Partnership opportunity evaluation, Decarbonization impact evaluation, Commercial diligence, Operational diligence, Technical diligence, Investment committee material preparation, Transaction documentation preparation, Post-investment development support, Emissions reduction support, Operational improvement support, Value creation support, Excel proficiency, PowerPoint proficiency", "qualificationsPreferred" : "Energy experience, Power experience, Infrastructure experience, Industrials experience", "remoteFriendly" : false, "workSiteFlexibility" : "Onsite", "rawDescription" : "**Location** Brookfield Place - 181 Bay Street **Business - Energy** Brookfield Energy operates one of the world’s largest publicly traded platforms for sustainable energy. Our energy portfolio consists of hydroelectric, wind, utility-scale solar, distributed generation and storage facilities in North America, South America, Europe and Asia. Our operating capacity totals over 35,000 megawatts and our development pipeline stands at approximately 200,000 megawatts. Our portfolio of sustainable solutions assets includes our investments in Westinghouse (a leading global nuclear services business) and a utility and independent power producer with operations in the Caribbean and Latin America, as well as both operating assets and a development pipeline of carbon capture and storage capacity, agricultural renewable natural gas and materials recycling. Brookfield Energy is the flagship listed energy company of Brookfield Asset Management, a leading global alternative asset manager with over $1 trillion of assets under management. To learn more about the Brookfield Energy group, visit [ _https://www.brookfield.com/about-us/capabilities/energy_](https://www.brookfield.com/about-us/capabilities/energy). **Brookfield Culture** Brookfield has a unique and dynamic culture. We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader: Entrepreneurial, Collaborative and Disciplined. Brookfield is committed to the development of our people through challenging work assignments and exposure to diverse businesses. **Job Description** Reporting to the Managing Director, Investments, Brookfield is seeking an **Associate** to join the Brookfield Energy investments team in Toronto. Brookfield Energy invests in and operates one of the world’s largest renewable power and sustainable solutions platforms, with assets across hydro, wind, solar, storage, nuclear services, carbon capture, renewable natural gas, recycling and other transition-related businesses. The team is focused on investing behind long-term structural trends, including growing demand for power, electrification, energy security, industrial decarbonization and the build-out of digital infrastructure. The Associate will support the evaluation and execution of investments across renewable power, transition infrastructure and hard-to-abate sectors, focused on North America, including opportunities for the Brookfield Global Transition Fund (BGTF) and other Brookfield strategies. **Responsibilities** * Build financial models, valuation analyses and return assessments for new investment opportunities. * Conduct company, sector and market research to support investment theses and diligence. * Assess key value drivers, risks, financing structures and potential transaction outcomes. * Support the sourcing, evaluation and execution of investments across renewable power, infrastructure, sustainable solutions, and business transformation and partnership opportunities. * Evaluate decarbonization impact in line with Brookfield’s transition investment framework. * Work with Brookfield operating teams to support commercial, operational and technical diligence. * Prepare investment committee materials and transaction documentation. * Support workstreams related to post-investment development opportunities, emissions reduction, operational improvement and value creation. * Contribute to a disciplined, collaborative and performance-oriented team culture. **Key Qualifications** * 1-3 years of relevant experience in investment banking or a related field. * Strong financial modeling, valuation and analytical skills. * Strong communication skills and ability to independently manage multiple priorities. * Sound commercial judgment and attention to detail. * Interest in energy, infrastructure, industrials, and the energy transition; experience in energy, power, infrastructure, or industrials considered an asset. * Advanced proficiency in Excel and PowerPoint. **Candidate Profile** The successful candidate will be analytical, commercially minded and highly motivated, with a strong interest in investing and the global energy transition. They will bring a disciplined approach to underwriting, a collaborative working style and the ability to contribute effectively in a transaction-oriented environment. Brookfield has a unique and dynamic culture. We seek individuals with a long-term focus whose values align with the Attributes of a Brookfield Leader: Entrepreneurial, Collaborative and Disciplined. **Position Opening Reason:** New Position Brookfield is committed to maintaining a Positive Work Environment that is safe and respectful; our shared success depends on it. Accordingly, we do not tolerate workplace discrimination, violence or harassment. Brookfield is committed to creating an accessible and inclusive organization. We are committed to providing barrier-free and accessible employment practices in compliance with the Accessibility for Ontarians with Disabilities Act. Should you require a Human Rights Code-protected accommodation through any stage of the recruitment process, please make them known when contacted and we will work with you to meet your needs.", "summaryDescription" : "Associate, Investments at Brookfield Energy. Skills: Financial modeling, Valuation analysis, Investment evaluation. Build financial models. 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"Technical diligence", "Transaction documentation preparation", "Post-investment development support", "Emissions reduction support", "Operational improvement support", "Value creation support", "Renewable power", "Transition infrastructure", "Hard-to-abate sectors", "Sustainable solutions", "Energy transition", "Brookfield transition investment framework", "Excel", "PowerPoint" ], "skillCount" : 31, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "mid", "dataQualityScore" : 0.8888889, "daysOld" : 0, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services", "llmIndustryConfidence" : 0.98 }, { "id" : "6a26419b74d8ee00a0213ed9", "title" : "Alternative Investment Services Financial Reporting – Managing Director", "company" : "State Street", "industry" : "Financial Services", "salary" : { "min" : 2000000.0, "max" : 4500000.0, "currency" : "CNY", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline 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"experienceLevel" : "Director", "technicalSkills" : "Python, R, MATLAB, SQL", "professionalSkills" : [ "Financial Reporting", "Fund Accounting", "Middle Office Operations", "Risk Oversight", "Client Delivery", "Operational Excellence", "Process Management", "Quality Improvement", "Service Delivery", "Business Acumen", "Change Management", "Talent Management", "Operational Risk" ], "hardSkillsList" : [ "Financial Reporting", "Fund Accounting", "Risk Oversight", "Operational Excellence", "Process Management", "Quality Improvement", "Service Delivery", "Talent Management", "Operational Risk" ], "softSkillsList" : [ "Leadership", "Mentoring", "Critical thinking", "Problem solving", "Ethical decision-making", "Flexibility" ], "hardSkills" : [ { "name" : "Financial Reporting", "level" : "intermediate" }, { "name" : "Fund Accounting", "level" : "intermediate" }, { "name" : "Risk Oversight", "level" : "intermediate" }, { "name" : "Operational Excellence", "level" : "intermediate" }, { "name" : "Process Management", "level" : "intermediate" }, { "name" : "Quality Improvement", "level" : "intermediate" }, { "name" : "Service Delivery", "level" : "intermediate" }, { "name" : "Talent Management", "level" : "intermediate" }, { "name" : "Operational Risk", "level" : "intermediate" } ], "softSkills" : [ { "name" : "Leadership" }, { "name" : "Mentoring" }, { "name" : "Critical thinking" }, { "name" : "Problem solving" }, { "name" : "Ethical decision-making" }, { "name" : "Flexibility" } ], "majorSkills" : "Financial Reporting, Operations Management, Client Service Delivery, Leadership", "majorSkillsList" : [ "Financial Reporting", "Operations Management", "Client Service Delivery", "Leadership" ], "coreResponsibilities" : "Provide leadership expertise and oversight, Oversee Financial Reporting operations, Drive operational excellence, Ensure consistency across policy, Ensure consistency across standards, Ensure consistency across process, Ensure consistency across procedure, Provide partnership with stakeholders, Support stakeholders, Assure stakeholders, Improve quality of service delivery, Improve control environment, Improve productivity, Drive continuous improvement, Ensure compliance, Evolve operating model, Drive scalability, Drive client centricity, Partner with IT, Partner with Client side, Interact with senior business stakeholders, Offer creative solutions, Manage client delivery, Oversee complex client requirements, Manage financials, Manage peak cycles, Drive productivity, Drive quality, Drive Risk Excellence, Act as leadership level escalation point, Identify opportunities for transformation, Identify opportunities for capacity creation, Drive operational effectiveness, Manage senior leadership team, Oversee all operational resolutions, Strive for cutting-edge solutions, Address custom client requests, Manage production activities", "teamCollaboration" : "Partner with IT; Partner with Client side; Interact with senior stakeholders; Manage multiple stakeholders; Manage virtual team members; Connect with colleagues globally", "projectManagementSkills" : [ "Agile", "Scrum", "Kanban" ], "domainKnowledge" : "Financial Reporting; Fund Accounting; Middle Office Operations; Risk Oversight; Alternative Investments; Investment Management; Asset Management; Asset Owners; Insurance; Official Institutions; Regulatory Reporting", "domainList" : [ "financial-reporting", "fund-accounting", "middle-office-operations", "risk-oversight", "alternative-investments", "investment-management", "asset-management", "asset-owners", "insurance", "official-institutions", "regulatory-reporting" ], "domainSpecificKnowledge" : [ "Financial Reporting", "Fund Accounting", "Middle Office Operations", "Risk Oversight", "Alternative Investments", "Investment Management", "Asset Management", "Asset Owners", "Insurance", "Official Institutions", "Regulatory Reporting" ], "toolProficiency" : [ "Bloomberg Terminal", "Reuters Eikon", "FactSet", "Murex", "Calypso" ], "communicationSkills" : "Presentation skills; Communication skills", "problemSolvingSkills" : "Problem solving; Critical thinking", "outcomesObjectives" : "Exceeding financial goals; Deliver targeted outcomes", "qualificationsBasic" : "Over 15 years' experience running operations, Deeper expertise on Financial Reporting, Enterprise leadership skills managing client service delivery, Enterprise leadership skills managing business growth, Experience interfacing at senior level with clients, Experience interfacing at senior level with service providers, Experience interfacing at senior level with regulators, Team leadership skills, Coaching skills, Mentoring skills, Communication skills, Presentation skills, Critical thinking skills, Problem solving skills, Ethical decision-making skills, Focus on talent management, Focus on optimizing technology, Focus on managing operational risk, Ability to think strategically, Ability to manage complexity, Ability to manage multiple priorities, Successful association in major operational model improvements, Successful association in major platform improvements, Relevant graduate degree, Masters qualification", "qualificationsPreferred" : "CFA charterholder preferred, CPA preferred, FRM preferred, Series 7 preferred, Series 63 preferred, Series 65 preferred, CAIA preferred, Python proficiency preferred, R proficiency preferred, MATLAB proficiency preferred, SQL proficiency preferred, Bloomberg Terminal proficiency preferred, Reuters Eikon proficiency preferred, FactSet proficiency preferred, Murex proficiency preferred, Calypso proficiency preferred", "remoteFriendly" : true, "workSiteFlexibility" : "Remote", "rawDescription" : "**Who we are looking for** Global Delivery is a critical part of the business operations at State Street. We have around 29,000 staff across various locations around the world including our key hubs in EMEA, APAC and North America and our global hubs in Hangzhou, China, Krakow and Gdansk in Poland and Bangalore, Hyderabad, Chennai, Coimbatore, Pune and Mumbai in India. Functionally, we are the backbone and nerve center supporting the entire investment servicing lifecycle across our key asset classes - Asset Management, Asset Owners, Insurance, Alternatives and Official Institutions and a wide spectrum of investment servicing products. We are looking to hire for Global Delivery **Alternative Investment Services Financial Reporting – Managing Director** , a part of the Global Delivery management team and the Global Alternative Investment Services leadership team. **What you will be responsible for** **Critical business priorities:** * Providing leadership expertise and oversight of the operations of Financial Reporting in India * Proven track record in leading a diverse group of resources and driving operational excellence * Ensure consistency across policy, standards, process and procedure * Provide partnership with our stakeholders, support and assurance to enable effective delivery * Improve quality of service delivery within the business, control environment and productivity**** * Drive continuous improvement through innovation / best practices and ensure compliance * Evolve the operating model to drive scalability & client centricity, best in class operations with leading industry standards * Effectively partner with IT and Client side of the organization * Change agent mentality with the business acumen to interact with senior business stakeholders across the global organization possessing the ability to offer creative solutions to meet all party requirements **Role Definition:** * Good understanding of Financial & Reg reporting requirements and the multiple internal and external dependencies required to successfully manage the client delivery * Exposure to end-to-end Fund Accounting & Admin, Custody and Middle Office Operations, Risk Oversight and acumen to transform * Responsible for oversight of complex client requirements around financials, peak cycles * Drive continuous improvement: productivity, quality, and Risk Excellence * Act as leadership level escalation point for operational issues * Identify and develop opportunities for transformation and capacity creation. Drive productivity and operational effectiveness * Manage the senior leadership team and oversee all operational resolutions * Strive for cutting-edge solutions, that are resilient and scalable * Address custom client requests, manage production activities - VPs, AVPs and officer teams **What we value** At Managing Director (MD) level we require senior leadership and advanced skills in areas such as: * Navigate a large, global organization. Build meaningful relationships and develop an effective network. * Work successfully in a matrixed environment. Effectively manage multiple stakeholders, determine highest priorities for the organization, identify and resolve contention between directives. * Proven leadership skills as well as managing and developing a high performing operations team. * Excellent time management, presentation skills and communication to multiple levels (clients, other 3rd parties, executives, peers, subordinates). Flexibility across multiple communication formats * Proven track record of achieving/exceeding financial goals through expense discipline and headcount management * Demonstrated ability to execute under challenging circumstances and deliver targeted outcomes. * Demonstrated ability to manage, coach and influence colleagues and virtual team members. * Cross-cultural awareness and the ability to connect with colleagues globally in a collaborative, open work environment. To serve as a role model of acceptance and flexibility in dealing with colleagues with varying backgrounds. The candidate for the role will possess and/or be able to demonstrate: * Over 15 years' of experience running operations within financial services and deeper expertise on Financial Reporting. * Enterprise leadership skills managing client service delivery and business growth. * Experience interfacing at a senior level with clients, service providers and regulators. * Strong team leadership, coaching, mentoring, communication and presentation skills * Strong critical thinking, problem solving, and ethical decision-making skills * Focus on talent management, optimizing technology and managing operational risk * Energy, enthusiasm and an obsession with service quality and delivery to our clients * An ability to think strategically, managing complexity, change and multiple priorities * A successful association in major operational model or platform improvements * A relevant graduate degree or masters qualification that can be leveraged in this role # **About State Street** Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at [StateStreet.com/careers](http://statestreet.com/careers) Read our [CEO Statement](https://pp-cdn.phenompeople.com/CareerConnectResources/prod/STSTGLOBAL/documents/New-1744919504565.pdf)", "summaryDescription" : "Alternative Investment Services Financial Reporting – Managing Director at State Street. Skills: Financial Reporting, Operations Management, Client Service Delivery, Leadership. Provide leadership expertise and oversight. 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For over 55 years ASM has been ahead of what’s next, at the forefront of innovation and what’s technologically possible. With more than 4,500 ASMers representing 70 nationalities, our people and our advanced semiconductor devices are playing a crucial role in trends such as 5G, cloud computing, AI, and autonomous driving.  But we’re more than just a tech company. We value diversity, inclusion and sustainability as we strive to make a positive impact on the world. Our development programs help support your growth, shaping your future and pushing the boundaries of innovation to unleash potential. Role Summary This role is responsible for supporting commercial operations, including quotation management, billing, procurement coordination, vendor management, and customer-related system operations. The position ensures accurate transaction processing, timely customer support, and efficient coordination across internal teams and external partners. Key Responsibilities Manage customer quotation processes, including preparation and follow-up of E-quotations Support service request (SR) uploads and system operations for customer platforms (e.g., TSMC system) Prepare business unit (BU) meeting materials and support regular reporting needs Handle customer billing activities, ensuring accuracy and timely execution Process invoice goods receipt (GR) for normal and CKM transactions on a daily basis Maintain and update pay service lists and new purchase orders (POs) Support vendor onboarding, including vendor code application and data setup Review and maintain vendor information accuracy on a regular or case-by-case basis Manage expense-related activities, including taxi, delivery, and CTSI-related costs Conduct NDA review and tracking to ensure compliance with internal and external requirements Support procurement-related activities, including participation in annual procurement audits Handle TSMC profile management and related administrative updates Provide general operational support, including finance-related coordination (e.g., invoice scanning) and logistics handling (e.g., receiving goods at office) Qualifications Strong organizational and coordination skills with the ability to handle high-volume transactional tasks Detail-oriented with strong accuracy in data and financial processing Familiarity with procurement, billing, or order management processes Good communication skills for working with customers, vendors, and internal stakeholders Ability to manage multiple tasks in a fast-paced operational environment Preferred Qualifications Experience in order management, billing, or commercial operations support Familiarity with customer systems (e.g., TSMC platforms) Experience in vendor management or procurement processes Basic understanding of audit and compliance requirements Apply today to be part of what’s next. We make the tech that enables the chips in devices which improve lives around the world. We do this with an eye to the future, pushing the boundaries of what’s possible through cutting-edge innovation, and driving the next wave of technological breakthroughs that shape how we live, work, and connect. To learn more about ASM, find us at asm.com and on LinkedIn, Facebook, Instagram, X and YouTube. 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For over 55 years ASM has been ahead of what’s next, at the forefront of innovation and what’s technologically possible. With more than 4,500 ASMers representing 70 nationalities, our people and our advanced semiconductor devices are playing a crucial role in trends such as 5G, cloud computing, AI, and autonomous driving.  But we’re more than just a tech company. We value diversity, inclusion and sustainability as we strive to make a positive impact on the world. Our development programs help support your growth, shaping your future and pushing the boundaries of innovation to unleash potential. Role Summary This role is responsible for supporting service operations through data analysis, compliance monitoring, procurement coordination, and administrative management. The position ensures data accuracy, operational efficiency, and effective cross-functional and supplier collaboration. Key Responsibilities Perform regular data analysis and monitoring, including NC, IQ, and PSAT data, to ensure operational accuracy and identify improvement opportunities Review and validate timesheet and overtime data, ensuring compliance with internal policies and EICC requirements Conduct periodic data re-checks to maintain data integrity and consistency Support procurement processes, including PR/PA creation and tracking Coordinate with suppliers to obtain quotations and necessary information Ensure timely execution of purchasing-related activities Manage internal systems and access, including Supply 360, badge, and mVPN accounts Support user access control and account administration Provide workplace and administrative support, including locker management, uniform coordination, and general office arrangements Assist in PPE management, including tracking and distribution Support recycling initiatives such as soft packing material management Contribute to workplace health reporting and communication activities Qualifications Strong proficiency in data analysis tools (Excel or equivalent) High attention to detail with strong data accuracy awareness Basic understanding of compliance and operational processes Strong organizational and multi-tasking abilities Good communication skills and ability to coordinate with internal teams and external suppliers Preferred Qualifications Experience in service operations, procurement, or administrative coordination Familiarity with EICC or labor compliance requirements Experience supporting semiconductor or high-tech industry operations is a plus Apply today to be part of what’s next. We make the tech that enables the chips in devices which improve lives around the world. We do this with an eye to the future, pushing the boundaries of what’s possible through cutting-edge innovation, and driving the next wave of technological breakthroughs that shape how we live, work, and connect. To learn more about ASM, find us at asm.com and on LinkedIn, Facebook, Instagram, X and YouTube. 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The team is responsible for the Investment book of records, trade execution, settlements, lifecycle events, corporate action processing, cash and position reconciliation. Many teams have direct contact with clients and act on their behalf while interacting with internal and external parties. The Successful candidate will be responsible for managing day to day delivery of services to several large fund managers. Position includes significant managerial responsibilities, oversight as well as some hands-on delivery of services. This managerial position is within the Private Markets Fund Administration Department of State Street Alternative Investment Services Group. The Officer interacts with all levels of professionals both internally and externally. Therefore, exceptional communication and interpersonal skills are essential. The AIS Loans Unit is a growing, dynamic business unit within the Alternative Investment division. Candidates must demonstrate strong technical investment processing and reconciliation knowledge, initiative, be able to perform well under pressure and simultaneously direct multiple tasks. The position is responsible for maintaining components of the client relationships and the day-to-day servicing and administration for several client sponsored investment funds. Join us if making your mark in the financial services industry from day one is a challenge you are up for. **What you will be responsible for** As an AIS Loans Unit Officer, you will * Deliver high quality service delivery to clients across all Regions/Service functions, working closely with Senior management in your department & other client Service Teams * Manage internal workflow and client deadlines. * Assist Senior mgmt in the implementation of a new Global Operating Model within the product line of Private Credit. * Relationship Building – Manage and develop relationships with clients, Vendors and internal development teams. * Time management – Ensure the team are meeting deadlines and delivering on processes daily. * Client focus – Consistent and active awareness of the client’s needs. Proactively escalating and working with management on sourcing ways to improve and promote quality. Displays a commitment to excellence. Ability to manage client’s expectations. * Policies and Procedures – Development and upholding of company policies and procedures. * Communication with other areas of the business at a high level – NAV, QA, Development, etc. * Create and Maintain cash and Position reconciliations, delivering complete recon to the internal Fund accounting teams and clients where necessary. * Create efficiencies through technological enhancements and development. * Review and/or preparation of various client related correspondence. * Participate in adhoc projects based on client needs or internal process changes. * During the course of normal day-to-day operation, responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures. **What we value** These skills will help you succeed in this role. * In depth knowledge of the operational management of the following products: Private and Syndicated Loans, Notes, Private Bonds * In depth knowledge of processing functions: Trade intake, Settlements, Lifecycle Events, complex restructures * IT Literate * Strong knowledge of Geneva for the product set in scope * Strong verbal and written communication skills * Strong analytical skills **Education & Preferred Qualifications** * Degree in Accounting or Finance or Business-related area (minimum 2.2 honors degree) * ACCA/CIMA/ACA/CPA qualified, or part qualified an advantage. * A minimum of 2+ years’ experience at management level. **Salary Range:** $70,000 - $122,500 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. _Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans._ _For a full overview, visit_[ __https://hrportal.ehr.com/statestreet/Home__](https://hrportal.ehr.com/statestreet/Home) _._ # **About State Street** Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at [StateStreet.com/careers](http://statestreet.com/careers) Read our [CEO Statement](https://pp-cdn.phenompeople.com/CareerConnectResources/prod/STSTGLOBAL/documents/New-1744919504565.pdf) **Job Application Disclosure: ** It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.", "summaryDescription" : "Alternative Investment Solutions Loans Unit, Officer at Us. Skills: Private Markets, Fund Administration, Investment Operations. Deliver high quality service delivery. Manage internal workflow", "postedDate" : "2026-06-09T09:28:16.559", "createdAt" : "2026-06-11T09:28:16.352", "lastUpdated" : "2026-06-12T05:26:44.801", "ingestTimestamp" : "2026-06-11T09:28:16.352", "mongoId" : "6a25c5a674d8ee00a01cc53c", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "sourceUrl" : "https://statestreet.wd1.myworkdayjobs.com/Global/job/Clifton-New-Jersey/Alternative-Investment-Solutions-Loans-Unit--Officer_R-781400", "salaryAnnualMin" : 70000, "salaryAnnualMax" : 122500, "salaryBand" : "50k-75k", "hasSalary" : true, "allSkills" : [ "Analytical skills", "Private Markets", "Fund Administration", "Investment Operations", "Investment processing", "Reconciliation knowledge", "Operational management", "Trade intake", "Settlements", "Lifecycle events", "Restructures", "Private Loans", "Syndicated Loans", "Notes", "Private Bonds", "Private Credit", "ACCA", "CIMA", "ACA", "CPA", "Geneva" ], "skillCount" : 21, "jobCategory" : "engineering", "seniorityLevel" : "mid", "dataQualityScore" : 1.0, "daysOld" : 2, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services" }, { "id" : "6a3079d6f292fd229c0357e2", "title" : "Senior Associate, Transaction Advisory Services", "company" : "Aprio", "industry" : "Finance Advisory", "salary" : { "min" : 95000.0, "max" : 135000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for Transaction Advisory Services in Atlanta, adjusted for a Senior Associate role at a mid-sized firm in the Financial Services industry." }, "location" : "Atlanta, GA", "locations" : [ "Atlanta, GA" ], "certifications" : [ "CFA", "CPA", "MBA" ], "timestamp" : "2026-06-16T10:48:12.401", "fingerprint" : "e610cca78e15a7fb625adeadc424c8ac386f86d9f7875dd33862d542c85116be", "source" : "lever", "language" : "en", "applyUrl" : "https://jobs.lever.co/Aprio/7e18fdff-9213-4ef4-9824-7abfdb1b89a9/apply", "externalId" : "7e18fdff-9213-4ef4-9824-7abfdb1b89a9", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Atlanta", "state" : "Georgia", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "33.7544657,-84.3898151" } ], "locationText" : "Atlanta, Georgia, United States", "employmentType" : "FULL_TIME", "minimumEducation" : "Bachelor's", "experienceMinYears" : 2, "experienceMaxYears" : 3, "experienceLevel" : "Senior", "technicalSkills" : "Excel, PowerPoint, Word", "professionalSkills" : [ "Financial modeling", "Valuation", "Transaction advisory" ], "hardSkillsList" : [ "Financial analysis", "Accounting principles" ], "hardSkills" : [ { "name" : "Financial analysis", "level" : "intermediate" }, { "name" : "Accounting principles", "level" : "intermediate" } ], "majorSkills" : "Transaction advisory, Financial modeling, Valuation", "majorSkillsList" : [ "Transaction advisory", "Financial modeling", "Valuation" ], "coreResponsibilities" : "Assist with financial due diligence, Perform valuation analyses, Prepare client deliverables, Support deal execution, Conduct market research, Analyze financial statements, Develop financial models, Communicate findings to clients", "teamCollaboration" : "Cross-functional teams; Client engagement teams", "domainKnowledge" : "Mergers and acquisitions; Financial reporting; Accounting standards", "domainList" : [ "mergers-and-acquisitions", "financial-reporting", "accounting-standards" ], "domainSpecificKnowledge" : [ "Mergers and acquisitions", "Financial reporting", "Accounting standards" ], "toolProficiency" : [ "Bloomberg Terminal", "Capital IQ" ], "communicationSkills" : "Client presentations; Written reports", "documentationSkills" : "Financial reports", "problemSolvingSkills" : "Analytical skills", "qualificationsBasic" : "2-3 years experience", "qualificationsPreferred" : "CFA charterholder preferred, CPA license preferred, MBA preferred, Master's degree preferred", "remoteFriendly" : true, "workSiteFlexibility" : "Remote", "rawDescription" : "## Description Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio. Join Aprio's (Insert Team) team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a (Title) to join their dynamic team. ## Responsibilities Compiling and analyzing historical financial data/financial statements provided by the buyer and/or seller. Commenting on client sellers and client targets’ financial operating results and financial position by highlighting significant business profitability trends and overly aggressive accounting policies. Understanding customer and vendor trends and other key transaction risk considerations. Proactively participating in meetings with Aprio client service team and management of client. Analyzing the cash flow impact of capital expenditures and working capital trends and changes. Creating and designing tailored transaction advisory reports addressing significant transaction consideration matters and issues. Continuously fostering relationships with coworkers (through all services lines and industry groups of Aprio) and clients (both strategics and private equity). Participating in a work environment that values and promotes camaraderie, collaboration and giving back to the community. Traveling approximately up to 15% of the time while upholding Aprio’s values and reputation. ## Qualifications Bachelor’s degree in accounting or finance Licensed CPA is a plus Understanding and applying Excel, PowerPoint and Word skills Demonstrating poise working with private equity and corporate executives Positive attitude, strong work ethic and excellent interpersonal and relationship building skills Working effectively and personably with a diverse group Strong written and verbal communication and presentation skills 2 – 3-year experience in Audit, Finance or Transaction Advisory Services Displaying adequate knowledge of US GAAP ## Additional Information Why work for Aprio: Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm. Perks/Benefits we offer for full-time team members: - Medical, Dental, and Vision Insurance on the first day of employment - Flexible Spending Account and Dependent Care Account - 401k with Profit Sharing - 9+ holidays and discretionary time off structure - Parental Leave – coverage for both primary and secondary caregivers - Tuition Assistance Program and CPA support program with cash incentive upon completion - Discretionary incentive compensation based on firm, group and individual performance - Incentive compensation related to origination of new client sales - Top rated wellness program - Flexible working environment including remote and hybrid options What’s in it for you: - Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next. - An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients. - A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture. - Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally. - Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement. - Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance. EQUAL OPPORTUNITY EMPLOYER Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law. Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.", "summaryDescription" : "Senior Associate, Transaction Advisory Services at Aprio. Skills: Transaction advisory, Financial modeling, Valuation. Assist with financial due diligence. Perform valuation analyses", "postedDate" : "2026-06-15T19:36:24.667", "createdAt" : "2026-06-15T19:36:24.667", "lastUpdated" : "2026-06-16T10:48:12.401", "ingestTimestamp" : "2026-06-16T03:25:30.153", "mongoId" : "6a3079d6f292fd229c0357e2", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 95000, "salaryAnnualMax" : 135000, "salaryBand" : "75k-100k", "hasSalary" : true, "allSkills" : [ "Financial analysis", "Accounting principles", "Transaction advisory", "Financial modeling", "Valuation", "Mergers and acquisitions", "Financial reporting", "Accounting standards", "CFA", "CPA", "MBA", "Bloomberg Terminal", "Capital IQ" ], "skillCount" : 13, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Junior", "dataQualityScore" : 1.0, "daysOld" : 0, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services", "llmIndustryConfidence" : 0.95 }, { "id" : "6a2eb32b74d8ee00a0e7decd", "title" : "Investment Bank Senior Analyst", "company" : "Citi", "industry" : "Banking", "salary" : { "min" : 85000.0, "max" : 130000.0, "currency" : "EUR", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for Investment Bank Senior Analyst in Netherlands, adjusted for seniority and industry." }, "location" : "Netherlands", "locations" : [ "Netherlands" ], "timestamp" : "2026-06-16T02:25:10.437", "fingerprint" : "a5d66a6dd703d4de2f6693d4446937a9724ef038a9fe2a4fe406fe2e44a8b439", "source" : "workday", "language" : "en", "applyUrl" : "https://citi.wd5.myworkdayjobs.com/2/job/Amsterdam--Netherlands/Investment-Bank-Senior-Analyst_26971200", "externalId" : "26971200", "industryFunction" : { }, "structuredLocations" : [ { "country" : "Netherlands", "continent" : "eu", "workMode" : "hybrid" } ], "locationText" : "Netherlands", "employmentType" : "FULL_TIME", "minimumEducation" : "Bachelor's", "experienceMinYears" : 2, "experienceMaxYears" : 5, "experienceLevel" : "Senior", "remoteFriendly" : true, "workSiteFlexibility" : "Remote", "rawDescription" : "Citi is looking for an Investment Banking Senior Analyst to join our Benelux Investment Banking team, playing a key role in advising clients on mergers, acquisitions, and capital markets transactions. In this position, you will work directly alongside senior bankers on live deals and strategic client mandates, contributing analytical rigour and financial insight that shapes real outcomes for our clients. This is an opportunity to build deep transaction experience at a global financial institution with a broad and active deal pipeline. ## Responsibilities * Support clients on M&A and equity capital markets transactions by preparing financial analyses, valuation materials, and written recommendations used in pitches and live deal execution. * Build complex financial models to support corporate valuations, transaction structuring, and strategic planning for client engagements. * Analyse company financial performance against industry benchmarks and broader market trends to deliver informed, evidence-based recommendations. * Conduct economic and financial research to support client proposals, strategic plans, and senior banker presentations. * Prepare clear, well-structured statistical exhibits and supporting materials for both pitch activity and active mandates. * Collaborate with senior Banking, Capital Markets and Advisory professionals as a core junior team member across assigned client transactions and projects. * Organise and synthesise sophisticated financial data sets to inform client strategy and support decision-making across multiple concurrent workstreams. ## Required qualifications & skills * Ideally 2 to 5 years or more, of relevant experience in investment banking, capital markets, or a related financial advisory role. * Demonstrated ability to build and interrogate complex financial models for valuation and transaction analysis purposes. * Clear and concise written and verbal communication skills, with the ability to present financial findings to senior stakeholders. * Ability to manage competing priorities and deliver high-quality work under pressure in a fast-moving environment. * Bachelor's degree or equivalent experience in finance, economics, or a related discipline. ## Beneficial skills & qualifications * Ideally a Master's degree in Finance, Business Administration, Econometrics, or a related field. * Experience managing multiple projects simultaneously, with strong organisational and problem-solving skills. * Prior exposure to client-facing work within an investment banking or financial advisory setting. * Familiarity with corporate valuation methodologies and financial statement analysis across sectors. **Languages:** * Fluent in Dutch and English preferred ## What we offer At Citi, you will work within a high-performing team on transactions that matter to some of the world's leading corporates and financial sponsors. We offer an environment where strong analytical work is recognised, careers are actively developed, and collaboration across global teams is part of how we deliver for clients. * A hybrid working model with 3 days in the office and 2 days working remotely, giving you flexibility alongside meaningful in-person collaboration. * Direct exposure to live M&A and capital markets transactions, accelerating your development as a well-rounded investment banking professional. * Access to structured learning and development programmes designed to support your progression within the firm. * The opportunity to work alongside experienced senior bankers across a globally connected platform, building skills and relationships that span markets and sectors. * Wellbeing and financial support resources designed to help you perform at your best inside and outside of work. This Role is a “Controlled Function” Role as defined by the Central Bank of Ireland Reform Act 2010 and Principal Regulations 2011, and amending Regulations 2014, 2015. \\------------------------------------------------------ ## **Job Family Group:** Institutional Banking \\------------------------------------------------------ ## **Job Family:** Investment Banking \\------------------------------------------------------ ## **Time Type:** Full time \\------------------------------------------------------ ## **Primary Location Full Time Salary Range:** €90,000.00 - €115,000.00 \\------------------------------------------------------ ## **Most Relevant Skills** Please see the requirements listed above. \\------------------------------------------------------ ## **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. \\------------------------------------------------------ ## **Automated Processing and AI** We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi. Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details. \\------------------------------------------------------ _This job opening is for an existing job vacancy._ \\------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ __ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _[Accessibility at Citi](https://www.citigroup.com/citi/accessibility/application-accessibility.htm)._ _View Citi’s[EEO Policy Statement](https://www.citigroup.com/global/eeo-aa-policy) and the [Know Your Rights](https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf) poster._", "summaryDescription" : "Investment Bank Senior Analyst at Citi", "postedDate" : "2026-06-10T21:29:11.595", "createdAt" : "2026-06-14T21:29:11.532", "lastUpdated" : "2026-06-16T02:25:10.437", "ingestTimestamp" : "2026-06-14T21:29:11.532", "mongoId" : "6a2eb32b74d8ee00a0e7decd", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "sourceUrl" : "https://citi.wd5.myworkdayjobs.com/2/job/Amsterdam--Netherlands/Investment-Bank-Senior-Analyst_26971200", "salaryBand" : "75k-100k", "hasSalary" : false, "allSkills" : [ ], "skillCount" : 0, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "senior", "dataQualityScore" : 0.8888889, "daysOld" : 5, "hasLocation" : true, "hasGeo" : false, "llmIndustry" : "Banking", "llmIndustryConfidence" : 0.98 }, { "id" : "6a2a6b6474d8ee00a063e49e", "title" : "Associate Director, Alternative Investor Services", "company" : "Ss&c", "industry" : "Financial Services", "salary" : { "min" : 91000.0, "max" : 91000.0, "currency" : "USD", "frequency" : "yearly" }, "location" : "New York, NY", "locations" : [ "New York, NY", "United States of America" ], "timestamp" : "2026-06-12T19:51:14.038", "fingerprint" : "4ecaf60d060b0beb729003e1b65acb1b2e5d7ea9e9d33293b90a3c2ee71e671b", "source" : "workday", "language" : "en", "applyUrl" : "https://wd1.myworkdaysite.com/recruiting/ssctech/SSCTechnologies/job/New-York-NY/Associate-Director--Alternative-Investor-Services_R44175", "externalId" : "R44175", "industryFunction" : { }, "locationPoint" : "43.10535,-75.29128", "structuredLocations" : [ { "city" : "New York", "state" : "New York", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "hybrid", "geo" : "40.7127281,-74.0060152" }, { "city" : "Union", "state" : "New Jersey", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "hybrid", "geo" : "40.6652251,-74.3045277" } ], "locationText" : "New York, New York, United States; Union, New Jersey, United States", "employmentType" : "FULL_TIME", "minimumEducation" : "Bachelor's", "experienceMinYears" : 8, "experienceLevel" : "Director", "professionalSkills" : [ "Investor Services", "Fund administration", "Corporate communications", "Portfolio management", "Securities analysis" ], "hardSkillsList" : [ "Client launches", "Due diligence requests", "Investor reporting validation" ], "softSkillsList" : [ "Leadership", "Mentorship" ], "hardSkills" : [ { "name" : "Client launches", "level" : "intermediate" }, { "name" : "Due diligence requests", "level" : "intermediate" }, { "name" : "Investor reporting validation", "level" : "intermediate" } ], "softSkills" : [ { "name" : "Leadership" }, { "name" : "Mentorship" } ], "majorSkills" : "Investor Services, Client relationships, Team guidance", "majorSkillsList" : [ "Investor Services", "Client relationships", "Team guidance" ], "coreResponsibilities" : "Coordinate new client business meetings, Communicate launch requirements, Communicate conversion requirements, Analyze new client launches, Establish new client launches, Review new client launches, Analyze conversion fund data, Establish conversion fund data, Review conversion fund data, Work with external auditors, Work with accounting, Complete confirmation requests, Complete due diligence requests, Assist departmental initiatives, Lead departmental initiatives, Attend operational meetings, Attend client meetings, Attend regulatory meetings, Provide coaching to team, Provide training to team, Provide leadership to team, Act as escalation point, Act as problem solver, Implement action plans, Review investor reporting, Validate investor reporting, Distribute investor reporting, Develop culture of efficiency, Improve efficiency", "teamCollaboration" : "Client service delivery; Investor Services team", "domainKnowledge" : "Financial services; Mutual funds; Hedge funds; Private equity funds", "domainList" : [ "financial-services", "mutual-funds", "hedge-funds", "private-equity-funds" ], "domainSpecificKnowledge" : [ "Financial services", "Mutual funds", "Hedge funds", "Private equity funds" ], "communicationSkills" : "Written communication; Listening skills; Presentation abilities", "continuousLearning" : "Professional development reimbursement", "problemSolvingSkills" : "Problem solver", "outcomesObjectives" : "Increased capacity", "qualificationsBasic" : "Bachelor's degree in Finance, 8+ years experience in Investor Services, Previous management experience, Strong knowledge of financial services, Strong knowledge of mutual funds, Strong knowledge of hedge funds, Strong knowledge of private equity funds, Excellent communication skills, Proven ability to work under pressure, Proven ability to meet deadlines, Strong organizational skills, Strong relationship building skills", "remoteFriendly" : true, "workSiteFlexibility" : "Hybrid", "rawDescription" : "As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. **_Job Description_** **Job Title: Associate Director, Alternative Investor Services** **Locations:** New York City, NY; Union, NJ - Hybrid **About the Role** _As the backbone of the investment world, SS &C is committed to excellent client service and our Investor Services teams are fundamental to the delivery of that service. Associate Directors coordinate new client launches, build and maintain strong client relationships and provide guidance and mentorship to their teams. _ **Why Join SS &C ** SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence. You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments. **How You Will Make an Impact** * _Coordinate new client business meetings, clear communication of launch or conversion requirements_ * _Analyze, establish and review new client launches and conversion fund data in database_ * _Work with external auditors and accounting to complete confirmation and due diligence requests_ * _Assist and lead departmental initiatives_ * _Attend and contribute to operational, client and regulatory meetings in order to maintain and improve client service_ * _Provide coaching, training and leadership as necessary to the Investor Services team_ * _Act as an escalation point and problem solver for the team, ensuring action plans are implemented in case of any service issues_ * _Review and validate investor reporting to distribute to investors_ * _Develop culture of continuous efficiency improvements resulting in increased capacity_ **Required Experience** * _Bachelor’s degree in Finance or related field_ * _8 + years’ experience in Investor Services or related field (financial services/**fund administration,** corporate communications, portfolio management or securities analysis) _ * _Previous management experience is required_ * ** _Strong knowledge of financial services/mutual funds/hedge funds/private equity funds required_ ** * _Excellent communication skills, including written, listening and presentation abilities_ * _Proven ability to work under pressure and meet deadlines_ * _Strong organizational and relationship building skills_ Join SS&C, where innovation meets global opportunities. [Click here](http://www.ssctech.com/careers) to apply. _#LI-JS1_ _#LI-Hybrid_ Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity. Actual base salary will vary based on several factors, including but not limited to relevant skills, prior experience, education, demonstrated performance, and geographic location. ### ### New Jersey: The expected base salary for the position is between $91,000 USD to $190,000 USD. New York: The expected base salary for the position is between $91,000 USD to $190,000 USD. In addition, employees in this role may be eligible for consideration on an annual basis for a discretionary bonus and/or equity awards, such as restricted stock units or stock options, based upon individual and business performance at the company’s discretion. ### Applications will be accepted on an ongoing basis until the position is filled. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.", "summaryDescription" : "Associate Director, Alternative Investor Services at Ss&c. Skills: Investor Services, Client relationships, Team guidance. Coordinate new client business meetings. Communicate launch requirements", "postedDate" : "2026-06-11T15:32:18.109", "createdAt" : "2026-06-11T15:32:18.065", "lastUpdated" : "2026-06-12T19:51:14.038", "ingestTimestamp" : "2026-06-11T15:32:18.065", "mongoId" : "6a2a6b6474d8ee00a063e49e", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "sourceUrl" : "https://wd1.myworkdaysite.com/recruiting/ssctech/SSCTechnologies/job/New-York-NY/Associate-Director--Alternative-Investor-Services_R44175", "salaryAnnualMin" : 91000, "salaryAnnualMax" : 91000, "salaryBand" : "75k-100k", "hasSalary" : true, "allSkills" : [ "Client launches", "Due diligence requests", "Investor reporting validation", "Leadership", "Mentorship", "Investor Services", "Client relationships", "Team guidance", "Fund administration", "Corporate communications", "Portfolio management", "Securities analysis", "Financial services", "Mutual funds", "Hedge funds", "Private equity funds" ], "skillCount" : 16, "jobCategory" : "customer-service", "seniorityLevel" : "executive", "dataQualityScore" : 1.0, "daysOld" : 1, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services" }, { "id" : "6a2c6a6474d8ee00a090ba32", "title" : "Finance & Investment Operations Analyst", "company" : "Yale Investments", "industry" : "Education", "salary" : { "min" : 75000.0, "max" : 95000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for an entry-level Finance & Investment Operations Analyst in New Haven, CT, adjusted for the financial services industry." }, "location" : "New Haven, Connecticut, United States", "locations" : [ "New Haven", "Connecticut", "United States" ], "timestamp" : "2026-06-15T09:30:46.115", "fingerprint" : "22e21cc9d33ef43cb4defcc0ce510da8f774a9e985c98dd36a17807d6588d7de", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/yaleinvestmentsoffice/jobs/7732570003", "externalId" : "7732570003", "industryFunction" : { }, "structuredLocations" : [ { "city" : "New Haven", "state" : "Connecticut", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "hybrid", "geo" : "41.3082138,-72.9250518" } ], "locationText" : "New Haven, Connecticut, United States", "professionalSkills" : [ "Portfolio management", "Accounting systems" ], "softSkillsList" : [ "Self-motivation" ], "softSkills" : [ { "name" : "Self-motivation" } ], "teamCollaboration" : "Work independently; Work collaboratively; Build relationships across teams; Build relationships with external partners", "domainKnowledge" : "Investment management industry", "domainList" : [ "investment-management-industry" ], "domainSpecificKnowledge" : [ "Investment management industry" ], "communicationSkills" : "Written communication; Verbal communication", "specialRequirements" : "Handle confidential information, Handle sensitive information", "qualificationsPreferred" : "Finance familiarity a plus, Interest in investment management a plus, Exposure to private markets a plus, Interest in AI tools a plus, Interest in emerging data tools a plus", "workSiteFlexibility" : "Onsite", "rawDescription" : "Introduction to Yale Investments Yale Investments is widely regarded as one of the top institutional investors in the world, achieving market-leading returns over the past 30 years and enabling the education, research, and innovation that Yale contributes to humanity. Under the leadership of our Chief Investment Officer Matthew Mendelsohn, Yale Investments implements the Yale Model, an investment framework that has been influential in reshaping how university endowments and other large institutional investors manage their funds. Today, the Endowment invests in a diversity of asset classes, including U. S. and foreign equities, hedge funds, leveraged buyouts, venture capital, real estate, and natural resources. It is valued at $44.1 billion as of June 30, 2025. Finance familiarity with portfolio management or accounting systems is a plus. Effective written and verbal communication skills. Ability to handle confidential and sensitive information with discretion. Eagerness to learn and ability to work both independently and collaboratively in a team environment. Familiarity with or interest in the investment management industry, including exposure to private markets, is a plus. Interest in leveraging AI and emerging data tools to improve workflows and enhance operational efficiency is a plus. Demonstrated integrity, self-motivation, and a commitment to taking ownership of tasks and following through with high-quality output. Ability to build effective working relationships across teams and with external partners. Location New Haven, CT (with travel and some remote days) We encourage all potential candidates to visit the Yale Investments website Yale does not discriminate in admissions, educational programs, or employment against any individual on account of that individual’s sex, race, color, religion, age, disability, status as a protected veteran, or national or ethnic origin; nor does Yale discriminate on the basis of sexual orientation or gender.", "summaryDescription" : "Finance & Investment Operations Analyst at Yale Investments", "postedDate" : "2026-06-14T07:54:46.352", "createdAt" : "2026-06-14T07:54:46.352", "lastUpdated" : "2026-06-15T09:30:46.115", "ingestTimestamp" : "2026-06-14T07:54:46.352", "mongoId" : "6a2c6a6474d8ee00a090ba32", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 75000, "salaryAnnualMax" : 95000, "salaryBand" : "75k-100k", "hasSalary" : true, "allSkills" : [ "Self-motivation", "Portfolio management", "Accounting systems", "Investment management industry" ], "skillCount" : 4, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "Entry", "dataQualityScore" : 0.7777778, "daysOld" : 1, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services", "llmIndustryConfidence" : 0.95 }, { "id" : "6a2ea50374d8ee00a0e5428a", "title" : "Investment Operations Analyst", "company" : "Brown Advisory", "industry" : "Banking", "salary" : { "min" : 66.0, "max" : 80.0, "currency" : "USD", "frequency" : "yearly" }, "location" : "United States of America", "locations" : [ "United States of America" ], "timestamp" : "2026-06-16T03:44:43.102", "fingerprint" : "9eb193aa8bebfd790cf49e224b17054a85ec1c8601fbed48853eb40214bca409", "source" : "workday", "language" : "en", "applyUrl" : "https://brownadvisory.wd1.myworkdayjobs.com/Brown/job/Washington-DC/Investment-Operations-Analyst_JR1698-1", "externalId" : "JR1698", "industryFunction" : { }, "locationPoint" : "51.43667,5.97917", "structuredLocations" : [ { "city" : "Washington", "state" : "District of Columbia", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "38.8950982,-77.0363849" } ], "locationText" : "Washington, District of Columbia, United States", "employmentType" : "FULL_TIME", "minimumEducation" : "Bachelor's", "experienceMinYears" : 0, "experienceMaxYears" : 2, "experienceLevel" : "Entry", "technicalSkills" : "Microsoft Office Suite, Excel", "professionalSkills" : [ "Technology expertise", "Data administration" ], "hardSkillsList" : [ "Transaction review", "Data verification", "Cash availability review", "Portal access maintenance", "Document facilitation" ], "hardSkills" : [ { "name" : "Transaction review", "level" : "intermediate" }, { "name" : "Data verification", "level" : "intermediate" }, { "name" : "Cash availability review", "level" : "intermediate" }, { "name" : "Portal access maintenance", "level" : "intermediate" }, { "name" : "Document facilitation", "level" : "intermediate" } ], "majorSkills" : "Investment operations, Client support, Technology solutions", "majorSkillsList" : [ "Investment operations", "Client support", "Technology solutions" ], "coreResponsibilities" : "Provide operational support, Support investment team, Process client transactions, Administer technology, Administer data, Review completed transactions report, Cross reference expected transactions, Verify transaction completion, Detect transaction anomalies, Triage statement inboxes, Identify actionable communications, Task appropriate team members, Review cash availability, Maintain portal access, Facilitate document delivery, Support team workflows, Maintain capital activity, Maintain valuations, Provide coverage for team members, Contribute to ad hoc projects", "teamCollaboration" : "Work with Investment team; Work with internal teams", "domainKnowledge" : "Investment management; Financial instruments; Client transactions", "domainList" : [ "investment-management", "financial-instruments", "client-transactions" ], "domainSpecificKnowledge" : [ "Investment management", "Financial instruments", "Client transactions" ], "toolProficiency" : [ "Microsoft Office", "Excel" ], "problemSolvingSkills" : "Critical thinking; Analytical approach", "qualificationsBasic" : "0-2 years relevant experience, Bachelor's degree, Master Microsoft Office Suite, Master Excel, Computer savvy, Ability to embrace new technology, Ability to take direction, Ability to work independently, Flexibility to take on new responsibilities, Keen judgement, Handle confidential information, Ability to work in Washington office", "qualificationsPreferred" : "Intellectual curiosity, Critical thinking skills, Analytical approach to solving problems, Extraordinary attention to detail", "remoteFriendly" : false, "workSiteFlexibility" : "Onsite", "rawDescription" : "**Company Overview** Every firm has a culture – the values, beliefs, methodology, attitudes and standards that reflect an organization’s DNA. But the truly inspiring firms – the game-changers, the industry leaders and the disruptors – have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture. Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm’s clients—including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries—are served by over 1,000 colleagues worldwide, all of whom are equity owners of the firm. Brown Advisory is currently seeking a proactive and professional individual to fill our Investment Operations Analyst position. The primary responsibility of this position will be to provide operational support to the Investment team through client transactions, technology expertise and data administration. A successful candidate will be a proven self-starter who brings strong accountability, knowledge and detail-orientation to the organization. **The primary duties and responsibilities include but are not limited to:** * Work closely with the Investment team and internal teams to provide superior service and support to our clients * Daily review of completed transactions report and cross reference of all expected transactions (capital activity, client cash requests, etc.) to verify completion and detect anomalies * Daily triage of the “statement inboxes” to identify actionable communications from fund managers and task appropriate team members * Daily review of cash availability for upcoming money movement transactions * Maintain portal access for investments, facilitate delivery of related documents to interested parties as needed, and support the team’s workflows maintaining capital activity and valuations across required platforms * Provide coverage for other team members as needed * Contribute to ad hoc client-related and team projects as needed **Desired Qualifications** * 0-2 years of relevant experience * A bachelor’s degree with a record of academic achievement * Mastery of the Microsoft Office Suite, especially Excel * Computer savvy and the ability to easily embrace and master new technology solutions * Intellectual curiosity, critical thinking skills, and an analytical approach to solving problems * Extraordinary attention to detail * Ability to take direction and work independently to complete tasks * Flexibility to take on new responsibilities in a rapidly growing business * Keen judgement and the ability to handle confidential information with discretion * Ability to work in Washington office location DC Salary: $66-80k. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable). _Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship)._ **Benefits** At Brown Advisory we offer a competitive compensation package, including full benefits. • Medical • Dental • Vision • Wellness program participation incentive • Financial wellness program • Fitness event fee reimbursement • Gym membership discounts • Colleague Assistance Program • Telemedicine Program (for those enrolled in Medical) • Adoption Benefits • Daycare late pick-up fee reimbursement • Basic Life & Accidental Death & Dismemberment Insurance • Voluntary Life & Accidental Death & Dismemberment Insurance • Short Term Disability • Paid parental leave • Group Long Term Disability • Pet Insurance • 401(k) (50% employer match up to IRS limit, 4 year vesting) _Brown Advisory is an Equal Employment Opportunity Employer._", "summaryDescription" : "Investment Operations Analyst at Brown Advisory. Skills: Investment operations, Client support, Technology solutions. Provide operational support. Support investment team", "postedDate" : "2026-06-12T21:13:57.545", "createdAt" : "2026-06-14T21:13:57.527", "lastUpdated" : "2026-06-16T03:44:43.102", "ingestTimestamp" : "2026-06-14T21:13:57.527", "mongoId" : "6a2ea50374d8ee00a0e5428a", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "sourceUrl" : "https://brownadvisory.wd1.myworkdayjobs.com/Brown/job/Washington-DC/Investment-Operations-Analyst_JR1698-1", "salaryAnnualMin" : 137280, "salaryAnnualMax" : 166400, "salaryBand" : "100k-150k", "hasSalary" : true, "allSkills" : [ "Transaction review", "Data verification", "Cash availability review", "Portal access maintenance", "Document facilitation", "Investment operations", "Client support", "Technology solutions", "Technology expertise", "Data administration", "Investment management", "Financial instruments", "Client transactions", "Microsoft Office", "Excel" ], "skillCount" : 15, "jobCategory" : "finance", "jobSubcategory" : "accounting", "seniorityLevel" : "mid", "dataQualityScore" : 1.0, "daysOld" : 3, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services", "llmIndustryConfidence" : 0.95 }, { "id" : "69e235e62beec4dd3d349973", "title" : "Alternative Investment Services Bank Loans Operations, Senior Associate", "company" : "State Street Global Services", "industry" : "Financial Services", "salary" : { "min" : 52000.0, "max" : 94120.0, "currency" : "USD", "frequency" : "yearly" }, "location" : "Clifton, New Jersey", "locations" : [ "Clifton, New Jersey", "United States of America" ], "timestamp" : "2026-05-19T03:59:27.291", "fingerprint" : "575c46f5ff37f2280b3768f25054ea730749090f0afd5712f2939609e991bfaa", "source" : "workday", "language" : "en", "applyUrl" : "https://statestreet.wd1.myworkdayjobs.com/Global/job/Clifton-New-Jersey/Alternative-Investment-Services-Bank-Loans-Operations--Senior-Associate_R-788579-4", "externalId" : "R-788579", "industryFunction" : { }, "locationPoint" : "-27.93374,151.9066", "structuredLocations" : [ { "city" : "Clifton", "state" : "New Jersey", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite" } ], "locationText" : "Clifton, New Jersey, United States", "employmentType" : "FULL_TIME", "experienceMinYears" : 5, "experienceMaxYears" : 10, "experienceLevel" : "Senior", "professionalSkills" : [ "process management", "cross-functional coordination", "vendor/stakeholder management", "operational metrics", "resource planning", "continuous improvement" ], "hardSkillsList" : [ "record keeping", "trade processing", "reconciliation", "reporting", "inquiry resolution", "workflow management" ], "softSkillsList" : [ "problem resolution", "customer service", "communication" ], "hardSkills" : [ { "name" : "record keeping", "level" : "intermediate" }, { "name" : "trade processing", "level" : "intermediate" }, { "name" : "reconciliation", "level" : "intermediate" }, { "name" : "reporting", "level" : "intermediate" }, { "name" : "inquiry resolution", "level" : "intermediate" }, { "name" : "workflow management", "level" : "intermediate" } ], "softSkills" : [ { "name" : "problem resolution" }, { "name" : "customer service" }, { "name" : "communication" } ], "majorSkills" : "process management, cross-functional coordination, vendor/stakeholder management, operational metrics, resource planning, continuous improvement, record keeping, trade processing, reconciliation, reporting, inquiry resolution", "majorSkillsList" : [ "process management", "cross-functional coordination", "vendor/stakeholder management", "operational metrics", "resource planning", "continuous improvement", "record keeping", "trade processing", "reconciliation", "reporting", "inquiry resolution" ], "coreResponsibilities" : "monitoring and processing custody related events to the fund’s records accurately and timely, prompt follow up on exception situations, facilitate timely problem resolution to mitigate risk to the corporation and deliver excellent service to clients, Performs daily maintenance and record keeping for Syndicated Bank Loans held in various Mutual Fund and other Structured portfolios for various SSC clients, Processing trades, booking receipts and disbursements, Daily reconciliation of cash balances, Producing daily roll-forward proof of portfolio holdings and accrual information, Preparing standard and ad hoc reporting for both internal and external customers, Responding to customer queries on a daily basis, Daily processing of bank loan notices as received from agent banks, Interact with the Investment Manager on their assigned portfolios, inputting/settling trades, performing ad hoc requests and providing daily reporting per client specific guidelines, work closely with their mutual fund counterpart, providing Loan related reports to be incorporated into the final NAV Calculation, responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures, Research and resolve exceptions and issues, Receive and resolve inquiries in a timely and accurate manner and communicates effectively with client when necessary, Define and ensure successful completion of ad-hoc requests, Escalate unresolved issues to management as required, Perform daily or weekly reporting functions for the team’s activities, Ensure adherence to Standard Operating Procedures, Keep up to date on broader internal/external business applies knowledge across team, Assist management in the implementation of new policies and procedures, participates in projects, Assist with workflow management and technology enhancements, Maintain knowledge of current alternative procedures and processes, Support training of new hires as necessary, Other tasks as needed", "teamCollaboration" : "support and assist Client Operations and other operational Shared Service teams/ Center of Excellence (COE’s); Interact with the Investment Manager on their assigned portfolios; work closely with their mutual fund counterpart; Assist management in the implementation of new policies and procedures; Assist with workflow management and technology enhancements; Support training of new hires as necessary", "domainKnowledge" : "Alternative Investment Services Bank Loans Operations; Syndicated Bank Loans; Mutual Fund; Structured portfolios; NAV Calculation; alternative procedures and processes", "domainList" : [ "alternative-investment-services-bank-loans-operations", "syndicated-bank-loans", "mutual-fund", "structured-portfolios", "nav-calculation", "alternative-procedures-and-processes" ], "domainSpecificKnowledge" : [ "Alternative Investment Services Bank Loans Operations", "Syndicated Bank Loans", "Mutual Fund", "Structured portfolios", "NAV Calculation", "alternative procedures and processes" ], "communicationSkills" : "communicates effectively with client when necessary", "continuousLearning" : "Keep up to date on broader internal/external business applies knowledge across team; Assist management in the implementation of new policies and procedures; Assist with workflow management and technology enhancements; Maintain knowledge of current alternative procedures and processes; Support training of new hires as necessary", "innovationCreativity" : "suggestions to streamline operations", "problemSolvingSkills" : "prompt follow up on exception situations; facilitate timely problem resolution; Research and resolve exceptions and issues; Receive and resolve inquiries in a timely and accurate manner", "outcomesObjectives" : "monitoring and processing custody related events to the fund’s records accurately and timely; mitigate risk to the corporation; deliver excellent service to clients; Ensure prompt follow up on exception situations; facilitate timely problem resolution; Ensure adherence to Standard Operating Procedures", "qualificationsBasic" : "monitoring and processing custody related events to the fund’s records accurately and timely, prompt follow up on exception situations, facilitate timely problem resolution to mitigate risk to the corporation and deliver excellent service to clients, Performs daily maintenance and record keeping for Syndicated Bank Loans held in various Mutual Fund and other Structured portfolios for various SSC clients, Processing trades, booking receipts and disbursements, Daily reconciliation of cash balances, Producing daily roll-forward proof of portfolio holdings and accrual information, Preparing standard and ad hoc reporting for both internal and external customers, Responding to customer queries on a daily basis, Daily processing of bank loan notices as received from agent banks, Interact with the Investment Manager on their assigned portfolios, inputting/settling trades, performing ad hoc requests and providing daily reporting per client specific guidelines, work closely with their mutual fund counterpart, providing Loan related reports to be incorporated into the final NAV Calculation, responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures, Research and resolve exceptions and issues, Receive and resolve inquiries in a timely and accurate manner and communicates effectively with client when necessary, Define and ensure successful completion of ad-hoc requests, Escalate unresolved issues to management as required, Perform daily or weekly reporting functions for the team’s activities, Ensure adherence to Standard Operating Procedures, Keep up to date on broader internal/external business applies knowledge across team, Assist management in the implementation of new policies and procedures, participates in projects, Assist with workflow management and technology enhancements, Maintain knowledge of current alternative procedures and processes, Support training of new hires as necessary, Other tasks as needed", "qualificationsPreferred" : "suggestions to streamline operations", "remoteFriendly" : false, "workSiteFlexibility" : "No", "rawDescription" : "**Why this role is important to us** The team you will be joining is a part of State Street Global Services. Global Services gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like Over The Counter derivatives, private equity and real estate, Global Servies tools help our clients make better investment choices and act on growth opportunities. Join us if making your mark in the financial services industry from day one is a challenge you are up for. **What you will be responsible for** As an Alternative Investment Services Bank Loans Operations , Senior Associate, the ideal candidate will support and assist Client Operations and other operational Shared Service teams/ Center of Excellence (COE’s) by monitoring and processing custody related events to the fund’s records accurately and timely. Ensure prompt follow up on exception situations and facilitate timely problem resolution to mitigate risk to the corporation and deliver excellent service to clients. * Performs daily maintenance and record keeping for Syndicated Bank Loans held in various Mutual Fund and other Structured portfolios for various SSC clients * Processing trades, booking receipts and disbursements * Daily reconciliation of cash balances * Producing daily roll-forward proof of portfolio holdings and accrual information * Preparing standard and ad hoc reporting for both internal and external customers * Responding to customer queries on a daily basis * Daily processing of bank loan notices as received from agent banks, * Interact with the Investment Manager on their assigned portfolios, inputting/settling trades, performing ad hoc requests and providing daily reporting per client specific guidelines * The individual will work closely with their mutual fund counterpart, providing Loan related reports to be incorporated into the final NAV Calculation. * During the course of normal day to day operation, be responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures * Research and resolve exceptions and issues * Receive and resolve inquiries in a timely and accurate manner and communicates effectively with client when necessary * Define and ensure successful completion of ad-hoc requests * Escalate unresolved issues to management as required * Perform daily or weekly reporting functions for the team’s activities * Ensure adherence to Standard Operating Procedures * Keep up to date on broader internal/external business issues; applies knowledge across team * Assist management in the implementation of new policies and procedures, participates in projects * Assist with workflow management and technology enhancements., make suggestions to streamline operations * Maintain knowledge of current alternative procedures and processes * Support training of new hires as necessary * Other tasks as needed. **Salary Range:** $52,000 - $94,120 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. _Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans._ _For a full overview, visit_[ __https://hrportal.ehr.com/statestreet/Home__](https://hrportal.ehr.com/statestreet/Home) _._ # **About State Street** Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at [StateStreet.com/careers](http://statestreet.com/careers) Read our [CEO Statement](https://pp-cdn.phenompeople.com/CareerConnectResources/prod/STSTGLOBAL/documents/New-1744919504565.pdf) **Job Application Disclosure: ** It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.", "summaryDescription" : "Alternative Investment Services Bank Loans Operations, Senior Associate at State Street Global Services. Skills: process management, cross-functional coordination, vendor/stakeholder management, operational metrics, resource planning, continuous improvement, record keeping, trade processing, reconciliation, reporting, inquiry resolution. monitoring and processing custody related events to the fund’s records accurately and timely. prompt follow up on exception situations", "postedDate" : "2026-05-05T03:46:13.955", "createdAt" : "2026-05-19T03:46:13.938", "lastUpdated" : "2026-05-19T03:59:27.291", "ingestTimestamp" : "2026-05-19T03:46:13.938", "mongoId" : "69e235e62beec4dd3d349973", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "sourceUrl" : "https://statestreet.wd1.myworkdayjobs.com/Global/job/Clifton-New-Jersey/Alternative-Investment-Services-Bank-Loans-Operations--Senior-Associate_R-788579-4", "salaryAnnualMin" : 52000, "salaryAnnualMax" : 94120, "salaryBand" : "50k-75k", "hasSalary" : true, "allSkills" : [ "record keeping", "trade processing", "reconciliation", "reporting", "inquiry resolution", "workflow management", "problem resolution", "customer service", "communication", "process management", "cross-functional coordination", "vendor/stakeholder management", "operational metrics", "resource planning", "continuous improvement", "Alternative Investment Services Bank Loans Operations", "Syndicated Bank Loans", "Mutual Fund", "Structured portfolios", "NAV Calculation", "alternative procedures and processes" ], "skillCount" : 21, "jobCategory" : "operations", "seniorityLevel" : "senior", "dataQualityScore" : 1.0, "daysOld" : 14, "hasLocation" : true, "hasGeo" : false, "llmIndustry" : "Financial Services" }, { "id" : "6a305fd4f292fd229cf814c7", "title" : "Operations Associate", "company" : "Core One", "salary" : { "min" : 48000.0, "max" : 62000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Junior Operations Associate in Sterling, United States, adjusted for the government industry and company size." }, "location" : "Sterling, VA", "locations" : [ "Sterling", "VA" ], "timestamp" : "2026-06-16T07:28:27.333", "fingerprint" : "a1dc1c25e991dae8bf4ccbcaf2cb182fbfe33d60960b590ba79a818a5203d775", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.greenhouse.io/coreone/jobs/8593041002", "externalId" : "8593041002", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Sterling", "state" : "Virginia", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "39.0036850,-77.4083096" } ], "locationText" : "Sterling, Virginia, United States", "employmentType" : "FULL_TIME", "minimumEducation" : "Bachelor's", "experienceMinYears" : 0, "experienceMaxYears" : 2, "experienceLevel" : "Entry", "rawDescription" : "Core One seeks a Operations Associate who will provide administrative, analytical, and operational support across various the Company functions, including Contracts, Financial Planning & Analysis, Security, and Information Technology. This position supports the execution of departmental priorities, assists with process improvement initiatives, maintains operational records and reporting, and performs a variety of activities that contribute to the efficient operation of the business. The Operations Associate is expected to demonstrate strong attention to detail, a willingness to learn, sound judgment, and the ability to manage multiple priorities in a fast-paced environment. The role is designed to provide broad exposure to operational functions while developing expertise in one or more disciplines over time PRIMARY RESPONSIBILITIES Support operational activities across Contracts, Financial Planning & Analysis, Security, and Information Technology functions as assigned. Assist with the preparation, maintenance, and organization of operational records, reports, trackers, and documentation. Support onboarding, offboarding, personnel actions, visitor requests, access requests, and other administrative processes. Assist with contract administration activities, including maintaining contract files, tracking deliverables, monitoring reporting requirements, and supporting document preparation. Support Financial Planning & Analysis activities through data collection, report preparation, labor tracking, staffing analysis, and other administrative or analytical tasks. Assist Security personnel with clearance administration, visit requests, training records, compliance documentation, inspections, and other security-related activities. Support Information Technology operations through asset tracking, account administration activities, inventory management, documentation maintenance, and coordination with internal and external support providers. Maintain confidentiality of sensitive company, personnel, contractual, financial, and security-related information. Perform other duties as assigned in support of Operations objectives. MINIMUM REQUIREMENTS: Bachelor's degree in Business Administration, Finance, Accounting, Information Systems, Contract Management, Security Studies, or a related field preferred. 0-2 years of professional experience in administrative, operational, analytical, or business support functions. Strong organizational skills and attention to detail. Ability to manage multiple assignments and competing priorities. Strong written and verbal communication skills. Proficiency with Microsoft Office applications, particularly Excel, Word, PowerPoint, and Outlook. Demonstrated ability to learn new systems, processes, and business concepts quickly. Ability to work independently while collaborating effectively with cross-functional teams. Active Secret clearance preferred or ability to obtain and maintain a Secret clearance. About Core One Our mission is to be at the forefront of devising analytical, operational and technical solutions to our Nation's most complex national security challenges. In order to achieve our mission, Core One values people first and is comprised of outstanding professionals from the national security community. Because Core One is committed to seeking top talent, we offer competitive compensation and benefits packages. In addition, Core One is a team-oriented, dynamic and growing company that values exceptional performance. Core One is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, or protected veteran status and will not be discriminated against on the basis of disability. __PRESENT __PRESENT", "summaryDescription" : "Operations Associate at Core One", "postedDate" : "2026-06-15T23:23:31.102", "createdAt" : "2026-06-15T23:23:31.102", "lastUpdated" : "2026-06-16T07:28:27.333", "ingestTimestamp" : "2026-06-15T23:23:31.102", "mongoId" : "6a305fd4f292fd229cf814c7", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 48000, "salaryAnnualMax" : 62000, "salaryBand" : "30k-50k", "hasSalary" : true, "allSkills" : [ ], "skillCount" : 0, "jobCategory" : "operations", "jobSubcategory" : "general", "seniorityLevel" : "Junior", "dataQualityScore" : 0.8888889, "daysOld" : 0, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Government", "llmIndustryConfidence" : 0.95 }, { "id" : "6a2ca52d74d8ee00a09b50d5", "title" : "Senior Associate, Client Services", "company" : "Third Bridge", "industry" : "Consulting", "salary" : { "min" : 275000.0, "max" : 450000.0, "currency" : "CNY", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Junior-level Senior Associate in Consulting in Shanghai, China, adjusted for company size and industry." }, "location" : "Bohua Plaza 655临 Xin Zha Lu, 655, Jing An Qu, China, 200071", "locations" : [ "Bohua Plaza 655临 Xin Zha Lu", "655", "Jing An Qu", "China", "200071" ], "timestamp" : "2026-06-15T10:40:26.710", "fingerprint" : "e3fcda50a8812bbff3da71c95f7d3a3b8bebaaa4bbdb421820b7a291b0ef1796", "source" : "greenhouse", "language" : "en", "applyUrl" : "https://job-boards.eu.greenhouse.io/thirdbridge/jobs/4879968101?gh_jid=4879968101", "externalId" : "4879968101", "industryFunction" : { }, "structuredLocations" : [ { "country" : "China", "continent" : "as", "workMode" : "onsite" } ], "locationText" : "China", "experienceMinYears" : 5, "experienceMaxYears" : 10, "experienceLevel" : "Senior", "professionalSkills" : [ "Sales", "Negotiation", "Relationship-building" ], "hardSkillsList" : [ "Revenue generation", "Deal closure" ], "softSkillsList" : [ "Competitive", "Confident communicator", "Curious", "Resilient" ], "hardSkills" : [ { "name" : "Revenue generation", "level" : "intermediate" }, { "name" : "Deal closure", "level" : "intermediate" } ], "softSkills" : [ { "name" : "Competitive" }, { "name" : "Confident communicator" }, { "name" : "Curious" }, { "name" : "Resilient" } ], "majorSkills" : "Client Services, Sales, Expert insights", "majorSkillsList" : [ "Client Services", "Sales", "Expert insights" ], "coreResponsibilities" : "Find experts, Call experts, Engage experts, Deliver insights, Own projects end-to-end, Understand client needs, Schedule expert calls, Cold call experts, Overcome objections, Win buy-in, Work at speed, Manage multiple projects, Manage multiple clients, Gain broad knowledge, Cross-sell services", "teamCollaboration" : "Engaging culture; Dynamic team", "domainKnowledge" : "Markets; Business models; Regulations", "domainList" : [ "markets", "business-models", "regulations" ], "domainSpecificKnowledge" : [ "Markets", "Business models", "Regulations" ], "communicationSkills" : "Phone communication; In-person communication", "continuousLearning" : "Annual Personal Development Allowance; Professional development", "problemSolvingSkills" : "Solve complex problems", "outcomesObjectives" : "Exceed goals", "qualificationsBasic" : "Intellectually strong, Ambitious, Leadership experience, Extracurricular experience, Grit through internships, Work experience grit, Other achievements grit", "qualificationsPreferred" : "Top performers move into management", "remoteFriendly" : true, "workSiteFlexibility" : "Flexible", "rawDescription" : "Third Bridge is a leading global research firm established in 2007, with a team of over 1,500 employees worldwide dedicated to fueling decisions with expert insights. We accelerate and enhance decision-making for investors and business leaders by unearthing unique expert insights across multiple sectors, geographies, and topics. For nearly 20 years, we’ve helped clients access knowledge on demand from experts, in-person and through our Library covering over 65,000 companies. Want to accelerate your career in a high-energy, commercial role? If you’re competitive, a confident communicator, both on the phone and in person, and hungry to grow fast, our Associate role at Third Bridge could be your next big move. About Third Bridge We connect the world’s top investors and business leaders to the insights that shape investment decisions. From private equity firms and hedge funds to leading consultancies, our clients count on us to find the exact expert they need - fast. Since 2007, we’ve grown to 1,500+ people across global financial hubs, becoming a trusted research partner to thousands of decision-makers. This is where ambitious people come to accelerate their careers. Why Join Us? We’re offering more than a role - we’re offering a career launchpad. As a Client Services Associate, you’ll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership, research and so much more. We promote from within, and our top performers move into management in as little as two years. You’ll thrive if you: Love a fast-paced, target-driven environment Have the confidence to pick up the phone and start conversations with anyone Are naturally curious, quick to learn and love to solve complex problems Build rapport fast and think on your feet Are resilient and motivated to exceed goals What You’ll Do You’ll be at the heart of our business - finding, calling, and engaging industry experts to deliver the insights our clients need, often under extremely tight deadlines. Expect to spend much of your day on the phone, persuading specialists to share their expertise and securing their time for client calls. Day to day, you’ll: Own projects end-to-end, truly understanding the specific client needs and scheduling high-calibre expert calls. Cold call and engage experts across industries, overcoming objections and winning buy-in Work at speed, managing multiple projects and clients at once Learn fast, gaining broad knowledge of markets, business models, and regulations Cross-Sell the full range of Third Bridge services including content library, surveys, advisory, as well as 1-1 calls. What You’ll Gain Commercial edge: Sales, negotiation, relationship-building skills and the opportunity to develop leadership skills very early in your career Client exposure: Work with leading private equity firms, hedge funds, and consultancies Clear progression: Every manager started in the Associate role; promotion possible within 2 years Annual Personal Development Allowance to invest in your growth What We’re Looking For You’re intellectually strong, you’re ambitious, have leadership or extracurricular experience, and have shown grit through internships, work experience, or other achievements. Salary and Benefits: Total first-year salary is expected to be $77,000-$102,000 (based on average-high performance). This is inclusive of a $60,000 base salary plus an uncapped performance bonus accessible after your first month. Enjoy comprehensive benefits including health, dental, vision, 401K matching, and more. Appreciate good work-life balance with 15+ vacation days, flex days, and work from anywhere for one month per year. Be part of our engaging culture with social events, professional development, and a dynamic, supportive team. Would you like to learn more about our Associate position? Take our free virtual job simulation and learn what it is like to work in this role. Third Bridge values your trust and is committed to the responsible management, use, and protection of personal information. By submitting a Third Bridge job application, I hereby provide Third Bridge (including Third Bridge's affiliates and relevant third-party suppliers) with my consent to collect, store and process my personal information for the purpose of recruitment administration, as well as to share such personal information with third parties for the same purpose, in accordance with the Candidate Privacy Notice. We know that to be truly innovative, we need to have a diverse team around us. That is why Third Bridge is committed to creating an inclusive environment and is proud to be an equal opportunity employer. If you are not 100% sure if you are right for the role, please apply anyway, and we will be happy to consider your application.", "summaryDescription" : "Senior Associate, Client Services at Third Bridge. Skills: Client Services, Sales, Expert insights. Find experts. Call experts", "postedDate" : "2026-06-14T04:40:02.380", "createdAt" : "2026-06-14T04:40:02.380", "lastUpdated" : "2026-06-15T10:40:26.710", "ingestTimestamp" : "2026-06-14T04:40:02.380", "mongoId" : "6a2ca52d74d8ee00a09b50d5", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryBand" : "200k+", "hasSalary" : false, "allSkills" : [ "Revenue generation", "Deal closure", "Competitive", "Confident communicator", "Curious", "Resilient", "Client Services", "Sales", "Expert insights", "Negotiation", "Relationship-building", "Markets", "Business models", "Regulations" ], "skillCount" : 14, "jobCategory" : "sales", "jobSubcategory" : "revenue", "seniorityLevel" : "Junior", "dataQualityScore" : 0.8888889, "daysOld" : 1, "hasLocation" : true, "hasGeo" : false, "llmIndustry" : "Consulting", "llmIndustryConfidence" : 0.95 }, { "id" : "6a2c68ab74d8ee00a0904396", "title" : "People Operations Senior Associate", "company" : "Pleo", "industry" : "People", "salary" : { "min" : 35000.0, "max" : 50000.0, "currency" : "EUR", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market data for a Mid-level People Operations Senior Associate in the FinTech industry in Lisbon, Portugal, adjusted for seniority and company size." }, "location" : "Lisbon", "locations" : [ "Lisbon" ], "timestamp" : "2026-06-16T01:22:40.674", "fingerprint" : "8f11d288a5d06d06177e0abedac795801e5504779ddda4d053a579e5ac641b09", "source" : "ashby", "language" : "en", "applyUrl" : "https://jobs.ashbyhq.com/pleo/a4c754e1-749b-4b25-b9ac-1076119599b1/application", "externalId" : "a4c754e1-749b-4b25-b9ac-1076119599b1", "industryFunction" : { }, "structuredLocations" : [ { "city" : "Lisbon", "country" : "Portugal", "continent" : "eu", "source" : "llm", "workMode" : "onsite", "geo" : "38.7077507,-9.1365919" } ], "locationText" : "Lisbon, Portugal", "employmentType" : "FULL_TIME", "experienceMinYears" : 5, "experienceMaxYears" : 10, "experienceLevel" : "Senior", "professionalSkills" : [ "People Operations", "HR Operations", "Employee relations", "Organizational development", "Talent management", "Process improvement", "System administration" ], "hardSkillsList" : [ "HRIS", "Ticketing systems" ], "hardSkills" : [ { "name" : "HRIS", "level" : "intermediate" }, { "name" : "Ticketing systems", "level" : "intermediate" } ], "majorSkills" : "People Operations, HRIS, Employee support", "majorSkillsList" : [ "People Operations", "HRIS", "Employee support" ], "coreResponsibilities" : "Respond to tickets, Process employment verification letters, Process contract changes, Process data updates, Process access issues, Manage HRIS/Payroll sync issues, Manage relocation complexities, Handle policy exceptions, Coordinate with People Partners, Coordinate with Payroll, Coordinate with Talent, Initiate employment changes via HiBob, Initiate onboarding via HiBob, Quality-check automation, Maintain documentation, Provide personalized support", "teamCollaboration" : "People Partners; Payroll; People Tech; Talent", "domainKnowledge" : "Multi-country employment", "domainList" : [ "multi-country-employment" ], "domainSpecificKnowledge" : [ "Multi-country employment" ], "toolProficiency" : [ "HiBob", "Slack" ], "communicationSkills" : "Policy explanation", "documentationSkills" : "Improve documentation; Improve knowledge base", "continuousLearning" : "Master complex workflows; Master integrated systems; Acquire new skills", "problemSolvingSkills" : "Solving problems; Pattern-spotting initiatives", "outcomesObjectives" : "Drive impact in efficiency; Ensure success", "qualificationsBasic" : "2+ years People Operations experience, HRIS and Ticketing experience, Multi-country employment knowledge, Experience with HiBob or AI ticketing tools", "qualificationsPreferred" : "Experience in startups/scale-ups", "workSiteFlexibility" : "Flexible", "rawDescription" : "ABOUT PLEO Messy spend management is tricky business. And tedious processes are a lose-lose situation for all involved, not just finance. At Pleo, we're changing that. We build spend solutions that make managing money seamless, empowering, and surprisingly effective for finance teams and employees alike - with a vision to help all businesses ‘go beyond’. The word ‘Pleo’ actually means ‘more than you’d expect’, and living by that mantra has been the secret to our success over the last 10 years. Now, we’re at a pivotal moment in our journey; every move we make has a direct impact on our 40,000+ customers, our business, and our collective success. We need people who take pride in uncovering customer needs, who turn complex problems into simple solutions, challenge the way things are done (respectfully), and always aim high. With great ambitions driving us forward, we can’t say we’ve got this whole thing figured out. And frankly, that’s half the fun! What we can say is that we’re a driven, progressive, and, importantly, a kind bunch of 850+ people from over 100 nationalities, all committed to delivering the future of business spending, together. ABOUT THE ROLE We're looking for a People Operations Senior Associate to join our People team at Pleo. In this role, you'll help keep everything running day-to-day and be part of the engine room of the People function as we scale our global operations. If you're excited about the right balance of people skills and smart systems and are passionate about building a tech-enabled employee experience, then this is the opportunity for you! WHAT YOU’LL BE DOING As a People Operations Senior Associate you will: - Ticket resolution & employee support – Respond to tickets via Slack regarding employment questions, policy clarifications, and process guidance. - Processing requests – Handle employment verification letters, contract changes, data updates, and access issues. - Solving problems – Manage complex situations when HRIS and Payroll systems don't sync, when relocations get complicated, or when policies don't fit a specific situation. - Coordinating across teams – Work with People Partners on sensitive cases, sync with Payroll on contract changes, and collaborate with Talent regarding onboarding. - System-supported operations – Initiate employment changes and onboarding through HiBob workflows, quality-check automation, and maintain documentation. - Being the human – Provide empathetic, personalised support when employees are stressed, confused, or dealing with sensitive situations. WHAT YOU BRING You’ll thrive in this role if you have: - 2+ years in People Operations – Experience in HR Operations or similar in a multi-country environment. - HRIS and Ticketing experience – Confidence navigating systems like HiBob, BambooHR, or Workday, and the ability to prioritise and triage tickets efficiently. - Multi-country employment knowledge – An understanding that Spain does things differently than Denmark. - A tech-enabled mindset – You're not intimidated by AI tools, workflows, or integrations—you see them as helpful and like having good systems to work from. - Strong communication skills – The ability to write clear, empathetic responses and explain policies to non-HR people while staying calm under volume. - Experience with HiBob or AI ticketing tools – Specifically exposure to knowledge base platforms or startups/scale-ups (800-1000 people). WHO YOU’LL BE WORKING WITH AND REPORTING TO You’ll report to our People Operations Manager and work closely with teams in Payroll and People Tech. Our team is highly collaborative and dedicated to making sure employees and managers get what they need when they need it. You’ll also have the chance to partner with teams across People Partners and Talent to ensure success and make sure nothing falls through the cracks. HOW YOU’LL DEVELOP IN THIS ROLE In your first six months at Pleo, you’ll: - Lead pattern-spotting initiatives – Identify repeat tickets and flag them for process improvement to drive impact in efficiency. - Collaborate with the People team – Improve documentation and the knowledge base so self-serve actually works for our global workforce. - Grow your skills in People Operations – Master complex multi-country workflows and integrated systems, taking on new challenges as the company continues to scale. - We’re committed to helping you develop your career – Whether that means taking on bigger projects, stepping into leadership, or acquiring new skills in People Systems and global employment law. SHOW ME THE BENEFITS! - Your own Pleo card (no more out-of-pocket spending!) - Lunch is on us for your work days - enjoy catered meals or receive a lunch allowance based on your local office - Comprehensive private healthcare - depending on your location, coverage options include Vitality, Alan or Médis - We offer 25 days of holiday + your public holidays - For our Team, we offer both hybrid and fully onsite working options - We use MyndUp to give our employees access to free mental health and well-being support with great success so far - Paid parental leave - we want to make sure that we're supportive of families and help you feel that you don't have to compromise your family due to work THE INTERVIEW PROCESS We want to ensure you are set-up for success and understand what will be expected of you. If your application is successful, our interview process is as follows: 1. Intro call: A 30-minute chat with our Talent Partner to discuss the role and your background. 2. Hiring Manager: 45-minute chat with the People Operations and Payroll Manager 3. Pleo Challenge - 45-minute Peer interview with our Director, People Platforms with a challenge on the spot. 4. Final Interview - 30-minute with our CPeO Transparency is important to us so we also wanted to share some insights about what we’re looking for in applications to ensure you can set yourself up for success! Last time we hired a People Operations Senior Associate, we received a total of 279 applications but only 23 were selected for an intro call. Some of the key reasons why previous candidates didn’t make it past the application screening stage include: - CV writing and content: we receive a lot of CVs, and many of them are AI-generated. We love seeing people leverage AI—it’s a big focus for us internally too—but without human intervention, these CVs can sometimes become generic and fail to show a candidate in the best light. What we're really looking for is the specific details of real impact that only you know from your previous experience. A top tip from us is to use the “Achieved X, as measured by Y, by doing Z” formula (credit: Laszlo Bock, ~2014) to give a really clear picture of what you’ve worked on. A final note: including links to your previous companies' websites is a huge help and allows us to truly understand your background! - Application care: every single application we receive is reviewed by a human (yes, hundreds of them) because we believe that candidates' efforts should be matched by an equal level of human care. This means that we expect a similar level of attention put into your application. Read and answer the application questions carefully, they make a huge difference in our decision-making process. - Profile to role fit: highlight most important aspects of the role, points that might get misunderstood, any specific industry requirements etc. ABOUT YOUR APPLICATION - English first. Since it's our company language, please submit your application in English. You’ll be using it a lot if you join us. - A fair look for everyone. Our talent team reads every single application to ensure the process is fair. To keep things running smoothly, we only accept applications through our system—our support team can’t pass on calls or emails. - Diversity drives us. We can only reach our goals if our team reflects the world around us. That starts with you hitting apply, even if you don't tick every single box. We encourage people from all backgrounds and experiences to join us. - Interview at your best. We want you to feel comfortable throughout the process. If you have any accessibility requirements or need a specific format, email belonging@pleo.io. We’ll design a process that works for you. - Your data is safe. When you apply, we process your personal data as a data processor. For more information on how Pleo processes personal data, read our Privacy Policy here https://www.pleo.io/en/legal. - Applying for multiple roles? Nothing is stopping you, and we assess every role independently. However, we do look for alignment, so make sure you can explain why your interest and experience are right for each specific role. - Reapplying. If you’re applying for the same role again, please wait six months from your last decision before hitting submit.", "summaryDescription" : "People Operations Senior Associate at Pleo. Skills: People Operations, HRIS, Employee support. Respond to tickets. 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For over 55 years ASM has been ahead of what’s next, at the forefront of innovation and what’s technologically possible. With more than 4,500 ASMers representing 70 nationalities, our people and our advanced semiconductor devices are playing a crucial role in trends such as 5G, cloud computing, AI, and autonomous driving.  But we’re more than just a tech company. We value diversity, inclusion and sustainability as we strive to make a positive impact on the world. Our development programs help support your growth, shaping your future and pushing the boundaries of innovation to unleash potential. Job’s mission As a Senior Associate, Service Operations CKM, you’ll play a key role in supporting the service operations and lifecycle. From ensuring preventive maintenance (PM) activities are completed and documented accurately, to coordinating spare parts and logistics, you’ll help the team deliver smooth and timely service administration execution. This is a hands-on service administration support role where precision, coordination, and proactive communication all help keep our customers’ fabs running at peak performance. What you will be working on Coordinate and follow up on the completeness of CKM (clean kit management) activities and related checklists within deadlines Ensure accurate PM (preventive maintenance) activity reporting and data sharing with internal teams and external vendors Submit purchase requests (PR), manage pricing revisions, and track PO issuance to avoid delays in clean starts and shipments Monitor PM activity closure and time charging once parts are picked up Report and follow up on recycling and IQC feedback, including anomaly handling and data reporting Manage on-hold kits by coordinating disposition with VE, Service, and Sales teams Handle process constraints and cherry parts control, including W order compensation tracking Confirm spare part availability and escalate to planning in case of shortages or forecast gaps Support customer PM forecasting, part consumption backfill, and coordination with clean vendors during peak demand Review and reconcile vendor stock reporting; correct inaccuracies and provide updates on abnormal stock status Follow through on assigned tasks, executing on time and proactively reporting improvement activities What we are looking for Minimum a Bachelor’s degree in Business, Supply chain, or related field Strong organizational and coordination skills, with attention to detail Basic understanding of service administration operations or logistics in a manufacturing or semiconductor environment Proficiency in Microsoft Office (especially Excel); comfortable handling reporting and data Strong sense of ownership and accountability in task follow-up and reporting Business-level English communication skills for workplace interactions and written correspondence What sets you apart Prior experience in an administrative support, logistics or supply chain coordination role within the semiconductor environment Experience using SAP ERP system Ability to multitask and work under pressure in a fast-paced, customer-focused environment Apply today to be part of what’s next. We make the tech that enables the chips in devices which improve lives around the world. We do this with an eye to the future, pushing the boundaries of what’s possible through cutting-edge innovation, and driving the next wave of technological breakthroughs that shape how we live, work, and connect. To learn more about ASM, find us at asm.com and on LinkedIn, Facebook, Instagram, X and YouTube. ASM is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, religion, age, nationality, social or ethnic origin, sexual orientation, gender, gender identify or expression, marital status, pregnancy, political affiliation, disability, genetic information, veteran status, or any other characteristic protected by law.", "summaryDescription" : "Senior Associate, Service Operations CKM at ASM", "postedDate" : "2026-06-15T23:24:27.802", "createdAt" : "2026-06-15T23:24:27.802", "lastUpdated" : "2026-06-16T11:13:33.662", "ingestTimestamp" : "2026-06-15T23:24:27.802", "mongoId" : "6a3067a5f292fd229cfc0107", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryBand" : "200k+", "hasSalary" : false, "allSkills" : [ ], "skillCount" : 0, "jobCategory" : "operations", "jobSubcategory" : "general", "seniorityLevel" : "Mid", "dataQualityScore" : 0.7777778, "daysOld" : 0, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Manufacturing", "llmIndustryConfidence" : 0.95 }, { "id" : "6a2eb32774d8ee00a0e7dcd0", "title" : "Investment Banking Senior Analyst", "company" : "Citi", "industry" : "Banking", "salary" : { "min" : 110000.0, "max" : 135000.0, "currency" : "USD", "frequency" : "yearly" }, "location" : "United States of America", "locations" : [ "United States of America" ], "certifications" : [ "CFA", "FRM", "Series 7", "Series 63", "Series 65" ], "timestamp" : "2026-06-15T21:50:08.988", "fingerprint" : "fffaa1df404c429f748955aedf5731bd0fdf2bc69d74bfa73fbe4f01262213a4", "source" : "workday", "language" : "en", "applyUrl" : "https://citi.wd5.myworkdayjobs.com/2/job/New-York-New-York-United-States/Investment-Banking-Senior-Analyst---Technology_26970435", "externalId" : "26970435", "industryFunction" : { }, "locationPoint" : "51.43667,5.97917", "structuredLocations" : [ { "city" : "New York", "state" : "New York", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "onsite", "geo" : "40.7127281,-74.0060152" } ], "locationText" : "New York, New York, United States", "employmentType" : "FULL_TIME", "minimumEducation" : "Bachelor's", "experienceMinYears" : 2, "experienceMaxYears" : 5, "experienceLevel" : "Senior", "technicalSkills" : "Python, R, MATLAB, SQL, Bloomberg Terminal, Reuters Eikon, FactSet, Murex, Calypso", "professionalSkills" : [ "Financial modeling", "Valuation", "Due diligence", "Client relationship management" ], "hardSkillsList" : [ "Financial analysis", "Market research", "Financial statement analysis", "Mergers and acquisitions", "Capital markets" ], "hardSkills" : [ { "name" : "Financial analysis", "level" : "intermediate" }, { "name" : "Market research", "level" : "intermediate" }, { "name" : "Financial statement analysis", "level" : "intermediate" }, { "name" : "Mergers and acquisitions", "level" : "intermediate" }, { "name" : "Capital markets", "level" : "intermediate" } ], "majorSkills" : "Investment banking, Financial analysis, Valuation", "majorSkillsList" : [ "Investment banking", "Financial analysis", "Valuation" ], "coreResponsibilities" : "Assist with deal execution, Perform financial analysis, Conduct market research, Prepare client presentations, Support senior bankers, Manage deal process, Develop financial models, Perform valuation analysis, Conduct due diligence, Build client relationships", "teamCollaboration" : "Deal teams; Senior bankers; Client stakeholders", "domainKnowledge" : "Financial instruments; Regulatory frameworks; Risk methodologies; Quantitative skills; Equities; Fixed income; Derivatives; Options; Futures; Swaps; FX; Structured products; Private credit; VaR; CVaR; Stress testing; Monte Carlo; Factor models; Credit scoring; SOX; Basel III/IV; MiFID II; Dodd-Frank; FINRA; SEC; FCA; GDPR; AML/KYC", "domainList" : [ "financial-instruments", "regulatory-frameworks", "risk-methodologies", "quantitative-skills", "equities", "fixed-income", "derivatives", "options", "futures", "swaps", "fx", "structured-products", "private-credit", "var", "cvar", "stress-testing", "monte-carlo", "factor-models", "credit-scoring", "sox", "basel-iii-iv", "mifid-ii", "dodd-frank", "finra", "sec", "fca", "gdpr", "aml-kyc" ], "domainSpecificKnowledge" : [ "Financial instruments", "Regulatory frameworks", "Risk methodologies", "Quantitative skills", "Equities", "Fixed income", "Derivatives", "Options", "Futures", "Swaps", "FX", "Structured products", "Private credit", "VaR", "CVaR", "Stress testing", "Monte Carlo", "Factor models", "Credit scoring", "SOX", "Basel III/IV", "MiFID II", "Dodd-Frank", "FINRA", "SEC", "FCA", "GDPR", "AML/KYC" ], "toolProficiency" : [ "Bloomberg Terminal", "FactSet", "CapIQ" ], "communicationSkills" : "Client presentations; Verbal communication; Written communication", "documentationSkills" : "Pitch books; Confidential information memorandums", "problemSolvingSkills" : "Analytical skills", "qualificationsBasic" : "2+ years IB experience", "qualificationsPreferred" : "CFA charterholder preferred, Series 7/63/65 licenses preferred", "remoteFriendly" : false, "rawDescription" : "The Investment Banking Senior Analyst is an intermediate level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Investment Banking Senior Analyst also serves as an intermediary in trading for clients. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients. **Responsibilities:** * Work with senior Banking, Capital Markets and Advisory (BCMA) officers and professionals and participate in particular client transactions projects or assignments as the junior member of the Investment Banking te/am * Responsible for organizing and analyzing sophisticated financial data used in client proposals and strategic plans * Prepare written recommendations, valuation materials and statistical exhibits for pitches and live deals * Conduct economic/financial research * Evaluate company’s financial performance compared to overall industry and market trends * Build complex financial models for valuation purposes **Recommended Qualifications:** * 2-5 years of relevant experience * Series 79 and 63 licenses * Consistently demonstrates clear and concise written and verbal communication skills * Ability to work under pressure in a rapidly changing environment in order to meet deadlines **Education:** * Bachelor's degree/University degree or equivalent experience This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. \\------------------------------------------------------ ## **Job Family Group:** Institutional Banking \\------------------------------------------------------ ## **Job Family:** Investment Banking \\------------------------------------------------------ ## **Time Type:** Full time \\------------------------------------------------------ ## **Primary Location:** New York New York United States \\------------------------------------------------------ ## **Primary Location Full Time Salary Range:** $110,000.00 - $135,000.00 In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. \\------------------------------------------------------ ## **Most Relevant Skills** Please see the requirements listed above. \\------------------------------------------------------ ## **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. \\------------------------------------------------------ ## **Anticipated Posting Close Date:** \\------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ __ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review[Accessibility at Citi](https://www.citigroup.com/citi/accessibility/application-accessibility.htm). View Citi’s [EEO Policy Statement](https://www.citigroup.com/global/eeo-aa-policy) and the [Know Your Rights](https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf) poster._", "summaryDescription" : "Investment Banking Senior Analyst at Citi. Skills: Investment banking, Financial analysis, Valuation. Assist with deal execution. 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Look no further! With the option to work from home and enjoy a flexible schedule, you can balance your personal and professional life seamlessly while advancing your career. Perks Include: 1. Work-Life Balance: Embrace the freedom to work from home and tailor your schedule to fit your lifestyle, ensuring you have time for what matters most to you. 2. Supportive Environment: Join a nurturing community that values work-life harmony and provides the support and flexibility you need to thrive in your career. 3. Mentorship & Growth: Access mentorship opportunities from experienced leaders who are dedicated to helping you succeed, empowering you to grow and excel in your role. Qualifications: • Dedication to delivering exceptional customer service experiences. • Strong communication and interpersonal skills. • Ability to lead and inspire teams to achieve outstanding results. • Desire to pursue professional growth and development while maintaining a healthy work-life balance. 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Lead and inspire teams", "postedDate" : "2026-06-15T21:07:53.767", "createdAt" : "2026-06-15T21:07:53.767", "lastUpdated" : "2026-06-16T11:48:17.517", "ingestTimestamp" : "2026-06-16T03:27:08.524", "mongoId" : "6a307f3bf292fd229c056bb3", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 78000, "salaryAnnualMax" : 115000, "salaryBand" : "75k-100k", "hasSalary" : true, "allSkills" : [ "Leadership" ], "skillCount" : 1, "jobCategory" : "sales", "jobSubcategory" : "customer_success", "seniorityLevel" : "Lead", "dataQualityScore" : 0.7777778, "daysOld" : 0, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Consulting", "llmIndustryConfidence" : 0.92 }, { "id" : "6a2adaa174d8ee00a071c4e7", "title" : "Senior Institutional Investment Operations Representative", "company" : "Wells Fargo", "industry" : "Financial Services", "salary" : { "min" : 1500000.0, "max" : 2500000.0, "currency" : "INR", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Senior Institutional Investment Operations Representative in Bengaluru, India, adjusted for seniority, company size, and banking industry." }, "location" : "Bengaluru, India", "locations" : [ "Bengaluru, India" ], "timestamp" : "2026-06-14T19:50:37.746", "fingerprint" : "91103cd0fb8cc8d1f98b70ad252f0b13271959dcbd13ded7c3aeece3d402380e", "source" : "workday", "language" : "en", "applyUrl" : "https://wd1.myworkdaysite.com/recruiting/wf/WellsFargoJobs/job/Bengaluru-India/Senior-Institutional-Investment-Operations-Representative_R-545345", "externalId" : "R-545345", "industryFunction" : { }, "locationPoint" : "12.97194,77.59369", "structuredLocations" : [ { "city" : "Bengaluru", "country" : "India", "continent" : "as", "source" : "llm", "workMode" : "onsite", "geo" : "12.9767936,77.5900820" } ], "locationText" : "Bengaluru, India", "employmentType" : "FULL_TIME", "experienceMinYears" : 2, "experienceMaxYears" : 10, "experienceLevel" : "Senior", "professionalSkills" : [ "Investment Operations", "Trade lifecycle", "Reconciliations", "Control frameworks" ], "hardSkillsList" : [ "Process re-engineering", "Process transformation" ], "hardSkills" : [ { "name" : "Process re-engineering", "level" : "intermediate" }, { "name" : "Process transformation", "level" : "intermediate" } ], "majorSkills" : "Investment Operations, Process improvement", "majorSkillsList" : [ "Investment Operations", "Process improvement" ], "coreResponsibilities" : "Perform operational tasks for complex institutional trades, Process extensive knowledge of systems, Provide ideas for improving processes, Implement processes, Perform processing duties, Research inquiries, Reconcile transactions, Review time sensitive documents, Provide training to staff, Provide work direction to staff, Support audit requirements, Address compliance issues, Address corporate governance issues, Lead projects, Participate in projects, Collaborate with peers, Consult with colleagues, Resolve issues, Achieve goals, Interact with internal customers, Interact with external customers, Identify process re-engineering opportunities, Drive process re-engineering opportunities, Identify process transformation opportunities, Drive process transformation opportunities, Receive direction from leaders, Exercise independent judgment, Develop knowledge of function, Develop knowledge of policies, Develop knowledge of procedures, Develop knowledge of compliance requirements, Deliver accurate processing, Deliver timely processing, Adhere to defined procedures, Adhere to controls, Adhere to compliance requirements, Mitigate risk, Demonstrate ownership in activities, Identify discrepancies, Escalate issues promptly, Support process improvements, Enhance efficiency, Enhance consistency", "teamCollaboration" : "Collaborate with peers; Consult with colleagues; Work with managers", "domainKnowledge" : "Institutional Investment Operations; Trade lifecycle; Reconciliations; Control frameworks; Compliance requirements; Corporate governance", "domainList" : [ "institutional-investment-operations", "trade-lifecycle", "reconciliations", "control-frameworks", "compliance-requirements", "corporate-governance" ], "domainSpecificKnowledge" : [ "Institutional Investment Operations", "Trade lifecycle", "Reconciliations", "Control frameworks", "Compliance requirements", "Corporate governance" ], "problemSolvingSkills" : "Problem-solving; Analytical", "outcomesObjectives" : "Deliver accurate processing; Deliver timely processing; Enhance efficiency; Enhance consistency", "qualificationsBasic" : "2+ years Institutional Investment Operations support experience", "qualificationsPreferred" : "Investment Banking Operations experience, Process improvements and automation experience, Analytical skills, Problem-solving skills, Stakeholder management skills", "remoteFriendly" : false, "workSiteFlexibility" : "Onsite", "rawDescription" : "**About this role:** Wells Fargo is seeking a Senior Institutional Investment Operations Representative **In this role, you will:** * Perform a variety of operational tasks for complex institutional trades or process extensive knowledge of systems * Provide ideas for improving or implementing processes * Perform moderately complex duties such as processing, researching inquires, and reconciling transactions * Review time sensitive documents * Provide training or work direction to less experienced staff * Support audit requirements within the process * Address compliance and corporate governance issues for the department * Lead or participate in projects * Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals * Interact with internal and external customers as per prescribed process or procedure * Identify and drive process re-engineering or transformation opportunities within the process * Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements **Required Qualifications:** * 2+ years of Institutional Investment Operations support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** * Strong experience in Investment Banking Operations with exposure to trade lifecycle, reconciliations, and control frameworks, along with the ability to drive process improvements and automation opportunities. * Demonstrated ability to work in a high-volume, time-sensitive environment with strong analytical, problem-solving, and stakeholder management skills. **Job Expectations:** * Deliver accurate and timely processing of operational tasks while adhering to defined procedures, controls, and compliance requirements, with a strong focus on quality and risk mitigation. * Demonstrate ownership in day-to-day activities by identifying discrepancies, escalating issues promptly, and supporting process improvements to enhance efficiency and consistency. **Posting End Date:** 17 Jun 2026 _***Job posting may come down early due to volume of applicants.**_ **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit [Disability Inclusion at Wells Fargo](https://www.wellsfargojobs.com/en/diversity/disability-inclusion/). **Drug and Alcohol Policy** **** Wells Fargo maintains a drug free workplace. Please see our [Drug and Alcohol Policy](https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.", "summaryDescription" : "Senior Institutional Investment Operations Representative at Wells Fargo. Skills: Investment Operations, Process improvement. Perform operational tasks for complex institutional trades. Process extensive knowledge of systems", "postedDate" : "2026-06-12T06:08:02.907", "createdAt" : "2026-06-12T06:08:02.757", "lastUpdated" : "2026-06-14T19:50:37.746", "ingestTimestamp" : "2026-06-12T06:08:02.757", "mongoId" : "6a2adaa174d8ee00a071c4e7", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "sourceUrl" : "https://wd1.myworkdaysite.com/recruiting/wf/WellsFargoJobs/job/Bengaluru-India/Senior-Institutional-Investment-Operations-Representative_R-545345", "salaryBand" : "200k+", "hasSalary" : false, "allSkills" : [ "Process re-engineering", "Process transformation", "Investment Operations", "Process improvement", "Trade lifecycle", "Reconciliations", "Control frameworks", "Institutional Investment Operations", "Compliance requirements", "Corporate governance" ], "skillCount" : 10, "jobCategory" : "engineering", "seniorityLevel" : "senior", "dataQualityScore" : 1.0, "daysOld" : 2, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Financial Services" }, { "id" : "69dde4492beec4dd3d9a32b5", "title" : "Alternative Delivery Project Manager- Alternative Delivery Division", "company" : "TxDOT", "industry" : "Government", "salary" : { "min" : 76530.0, "max" : 129430.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : false }, "location" : "UST-Texas-Austin-Stassney Hq - Main", "locations" : [ "UST-Texas-Austin-Stassney Hq - Main", "Yearly", "Exempt,
Stassney Hq - Main (SHQMAIN)
6230 East Stassney Lane
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This position is based out of TxDOT's Stassney Campus in Austin and performs advanced and complex transportation project management work in one or more functional areas to include program oversight, planning, project readiness, and project procurements for the Alternative Delivery Division's design-build program as part of the Procurement Section. You will join a highly motivated, talented, engaged, and dedicated team to help ensure oversight and compliance with applicable federal and state laws, policies, procedures, standards and guidelines. Work requires contact with District and Division personnel, governmental officials, and private entities. Employees at this level are virtually self-supervising and assume direct accountability for the work product. 76,530.00 129,430.00", "summaryDescription" : "Alternative Delivery Project Manager- Alternative Delivery Division at TxDOT. Skills: Project management, Design-build program. Identify projects. Develop projects", "createdAt" : "2026-06-14T06:53:14.751", "lastUpdated" : "2026-06-15T09:51:30.206", "ingestTimestamp" : "2026-06-14T06:53:14.751", "mongoId" : "69dde4492beec4dd3d9a32b5", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 76530, "salaryAnnualMax" : 129430, "salaryBand" : "75k-100k", "hasSalary" : true, "allSkills" : [ "Project management", "Design-build program", "Program oversight", "Project readiness", "Project procurements", "Alternative delivery", "Design-build" ], "skillCount" : 7, "jobCategory" : "engineering", "jobSubcategory" : "software", "seniorityLevel" : "Senior", "dataQualityScore" : 0.7777778, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Government", "llmIndustryConfidence" : 0.92 }, { "id" : "6a2d8c6574d8ee00a0c2d459", "title" : "Investment Implementation Services Specialist", "company" : "Mercer", "industry" : "Consulting", "salary" : { "min" : 27.0, "max" : 27.0, "currency" : "USD", "frequency" : "yearly" }, "location" : "Switzerland", "locations" : [ "Switzerland" ], "certifications" : [ "CFA", "CAIA" ], "timestamp" : "2026-06-15T21:35:31.305", "fingerprint" : "3cf1deff3a2d7e54f12c8d3915eefb594dada9b477843b3053b60d2928bd0296", "source" : "workday", "language" : "en", "applyUrl" : "https://mmc.wd1.myworkdayjobs.com/MMC/job/Zurich---Lowenstrasse/Investment-Implementation-Services-Specialist_R_350144", "externalId" : "R_350144", "industryFunction" : { }, "locationPoint" : "46.8182,8.2275", "structuredLocations" : [ { "city" : "Zurich", "country" : "Switzerland", "continent" : "eu", "source" : "llm", "workMode" : "hybrid", "geo" : "47.3744489,8.5410422" } ], "locationText" : "Zurich, Switzerland", "employmentType" : "FULL_TIME", "minimumEducation" : "Bachelor's", "experienceMinYears" : 2, "experienceMaxYears" : 4, "professionalSkills" : [ "Investment execution", "Due diligence", "Stakeholder communication", "Process development" ], "hardSkillsList" : [ "Investment implementation", "Documentation preparation", "Workflow development" ], "hardSkills" : [ { "name" : "Investment implementation", "level" : "intermediate" }, { "name" : "Documentation preparation", "level" : "intermediate" }, { "name" : "Workflow development", "level" : "intermediate" } ], "majorSkills" : "Investment execution, General Partner onboarding, Stakeholder coordination", "majorSkillsList" : [ "Investment execution", "General Partner onboarding", "Stakeholder coordination" ], "coreResponsibilities" : "Onboard new General Partners, Manage relationship throughout investment process, Coordinate investment execution process, Ensure timely execution, Liaise with internal stakeholders, Facilitate investment process, Monitor progress of LDD process, Address potential delays or issues, Prepare documentation, Maintain documentation, Assist in development of workflows, Assist in development of processes, Streamline investment implementation, Provide regular updates to stakeholders", "teamCollaboration" : "Work effectively with diverse teams; Liaise with investment teams; Liaise with compliance; Liaise with legal", "projectManagementSkills" : [ "Manage multiple projects", "Manage deadlines" ], "domainKnowledge" : "Private markets; Investment management; Private equity; Venture capital; Private market investment structures", "domainList" : [ "private-markets", "investment-management", "private-equity", "venture-capital", "private-market-investment-structures" ], "domainSpecificKnowledge" : [ "Private markets", "Investment management", "Private equity", "Venture capital", "Private market investment structures" ], "communicationSkills" : "Effective communication", "documentationSkills" : "Prepare documentation; Maintain documentation", "continuousLearning" : "Study Support", "problemSolvingSkills" : "Problem-solving abilities", "qualificationsBasic" : "Bachelors degree in Finance, 2-4 years of experience, Understanding of private equity, Understanding of venture capital, Understanding of private market investment structures, Excellent organizational skills, Communication skills, Interpersonal skills, Detail-oriented, Analytical abilities, Problem-solving abilities", "qualificationsPreferred" : "Masters degree, Professional certification (CFA, CAIA)", "remoteFriendly" : true, "workSiteFlexibility" : "Hybrid", "rawDescription" : "## Company: Mercer ## ## Description: **Mercer Alternatives is seeking candidates for the following position based in our Zurich office:** **Investment Implementation Service Specialist – (m/f/d)** The Specialist in Private Markets Investment Implementation will be responsible for onboarding new General Partners (GPs) and coordinating the entire investment execution process. This role will ensure that the investment execution occurs promptly following the investment decision-making process, facilitating effective communication with stakeholders and minimizing delays during the due diligence (LDD) process. **_Our employees enjoy excellent benefits such as:_** * Competitive benefits package with annual review * Additional healthcare cover * Study Support * Teleworking * 40 hour working week **We will count on you to:** * Onboard new General Partners (GPs) and manage the relationship throughout the investment process. * Coordinate the investment execution process from the point of investment decision-making, ensuring timely execution. * Liaise with internal stakeholders, including investment teams, compliance, and legal, to facilitate the investment process. * Monitor the progress of the LDD process, identifying and addressing any potential delays or issues. * Prepare and maintain documentation related to investment decisions, agreements, and compliance requirements. * Assist in the development of workflows and processes to streamline investment implementation. * Provide regular updates to stakeholders on the status of investments and any potential challenges. **What you need to have:** * Bachelors degree in Finance, Business, Economics, or a related field; Masters degree or professional certification (CFA, CAIA) preferred. * 2-4 years of experience in private markets, investment management, or related fields. * Strong understanding of private equity, venture capital, and other private market investment structures. * Excellent organizational skills with the ability to manage multiple projects and deadlines. * Strong communication and interpersonal skills, with the ability to work effectively with diverse teams. * Detail-oriented with strong analytical and problem-solving abilities. Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X. ### ### Marsh is committed to creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. ### Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person. ### ### ###", "summaryDescription" : "Investment Implementation Services Specialist at Mercer. 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Partner with Sales; Partner with Client Success; Partner with Legal; Partner with Finance; Partner with Sales Ops; Partner with RevOps; Partner with product teams; Partner with implementation teams", "domainKnowledge" : "MSK pain; Enterprise deals; Health plan deals; Quote-to-cash; B2B sales; Enterprise SaaS; Health tech; Payer services; Healthcare benefits", "domainList" : [ "msk-pain", "enterprise-deals", "health-plan-deals", "quote-to-cash", "b2b-sales", "enterprise-saas", "health-tech", "payer-services", "healthcare-benefits" ], "domainSpecificKnowledge" : [ "MSK pain", "Enterprise deals", "Health plan deals", "Quote-to-cash", "B2B sales", "Enterprise SaaS", "Health tech", "Payer services", "Healthcare benefits" ], "toolProficiency" : [ "Salesforce", "CPQ tools", "CLM tools" ], "communicationSkills" : "Communicate clearly; Communicate professionally", "documentationSkills" : "Documentation excellence; Prepare contracts; Audit contracts; Provide documentation", "problemSolvingSkills" : "Problem-solve independently; Identify root causes; Suggest improvements", "outcomesObjectives" : "Keep engine running smoothly; Keep engine compliantly; Reduce cycle time; Improve experience", "qualificationsBasic" : "2+ years experience, Deep Salesforce experience, Manage complex deals, Attention to detail, Cross-functional communication skills", "qualificationsPreferred" : "Experience with health plans, Experience with large employers, Experience with enterprise healthcare benefits buyers, Hands-on CPQ experience, Hands-on CLM experience, Prior quote-to-cash experience, Experience supporting Sales during month-end", "remoteFriendly" : true, "rawDescription" : "THE OPPORTUNITY Millions of people live with untreated or undertreated MSK pain, and our Commercial team is how we get them access to Hinge Health. As a Commercial Operations Associate on our Deal Desk, you’ll be the day-to-day partner for Sales and Client Success, owning the structuring and execution of our most complex enterprise and health plan deals from initial quote through contract signature. You’ll combine Salesforce expertise, meticulous attention to detail, and strong cross-functional collaboration to keep our “quote-to-cash” engine running smoothly and compliantly at scale. WHAT YOU’LL ACCOMPLISH In your first 3 months, you will: - Become a power user of our Salesforce and CPQ/contracting workflows, learning how we structure multi-product enterprise and health plan deals and maintain high standards for data hygiene and approvals. - Serve as a reliable day-to-day partner to Sales and CS reps on standard and moderately complex deals, ensuring quotes, order forms, and key data fields are accurate and compliant with existing policies. In your first 6 months, you will: - Take end-to-end ownership of high-priority enterprise and health plan transactions, from Deal Desk submission through contract execution, acting as the subject matter expert on deal structure, policy, and economics. - Drive documentation excellence by preparing and auditing BAFOs, Order Forms, and custom contracts so that pricing, incentives, and terms are reflected with “zero-error” quality in both Salesforce and our contracting systems. - Act as the “glue” between Sales, Legal, Finance, Sales Ops and RevOps to unblock redlines, approvals, and policy questions quickly, especially during month-end and quarter-end closes. In your first year, you will: - Become the “source of truth” for complex deal data and health of the deal pipeline, maintaining opportunities that feed dashboards and reports used for forecasting and strategic decision-making. - Identify recurring friction points in our contracting and approval workflows and propose process or systems improvements that reduce cycle time and improve the experience for both internal stakeholders and customers. - Help ensure a seamless handoff from Sales to Client Success and Implementation by providing clear, consistent documentation that supports a successful client launch and long-term relationship. WHO YOU ARE - Detail-obsessed operator: You bring a “zero-error” mentality to contract data, pricing, and documentation, and you’re comfortable handling complex, multi-line, multi-product deals without losing the thread. - Salesforce power user: You know how to navigate Salesforce deeply and understand how clean, structured data underpins reporting, approvals, and downstream billing and revenue processes. - Calm under pressure: You can juggle multiple high-stakes enterprise deals simultaneously and stay organized and proactive during month-end and quarter-end pushes. - Trusted cross-functional partner: You communicate clearly and professionally with Sales, Legal, Finance, RevOps, and product/implementation teams, knowing when to escalate, when to problem-solve independently, and how to keep deals moving. - Continuous improver: You don’t just fix one-off quote issues—you spot patterns, identify root causes, and suggest improvements to policies, templates, and workflows. BASIC REQUIREMENTS - 2+ years of experience in Sales Operations, Deal Desk, Revenue Operations, or a closely related role supporting B2B sales (e.g., enterprise SaaS, health tech, or payer/health plan services). - Deep Salesforce (CRM) experience, including building and maintaining accurate opportunities, products, and deal structures; experience with CPQ tools is a strong plus. - Proven ability to manage complex deals (multi-product, non-standard terms, or multiple business lines) from initial quote through contract execution within defined policy guardrails. - Demonstrated attention to detail and data accuracy for pricing, incentives, legal terms, and custom billing requirements. - Strong cross-functional communication skills and comfort partnering with Sales, CS, Legal, Finance, and RevOps to resolve issues and move deals forward. PREFERRED REQUIREMENTS - Experience working with health plans, large employers, or enterprise healthcare/benefits buyers, ideally in a HealthTech or enterprise SaaS environment. - Hands-on experience with CPQ and CLM tools (e.g., Salesforce CPQ, Ironclad) to configure complex pricing and manage contract workflows. - Prior exposure to quote-to-cash processes, including billing set-up and coordination with Finance and RevOps teams. - Experience supporting Sales organizations during month-end and quarter-end with tight SLAs and high deal volume. ABOUT HINGE HEALTH At Hinge Health, we’re using technology to scale and automate the delivery of healthcare – starting with musculoskeletal (MSK) conditions, which affect over 1.7 billion people worldwide. With an AI-powered human-centered care model, Hinge Health leverages cutting-edge technology to improve outcomes, experiences and costs to help people move beyond their pain. The platform addresses a broad spectrum of MSK care – from acute injury, to chronic pain, to post-surgical rehabilitation – through personalized, evidence-based care. As the preferred partner to 50+ health plans, PBMs and other ecosystem partners, Hinge Health is available to over 20 million people across more than 2,550 employers. The company is headquartered in San Francisco with additional offices in Montreal and Bangalore. Learn more at http://www.hingehealth.com/http://www.hingehealth.com WHAT YOU'LL LOVE ABOUT US - Inclusive healthcare and benefits: On top of comprehensive medical, dental, and vision coverage, we offer employees and their family members help with gender-affirming care, tools for family and fertility planning, and travel reimbursements if healthcare isn’t available where you live. - Planning for the future: Start saving for the future with our traditional or Roth 401k retirement plan options which include a 2% company match. - Modern life stipends: Manage your own learning and development CULTURE & ENGAGEMENT Hinge Health is an equal opportunity employer and prohibits discrimination and harassment of any kind. We make employment decisions without regards to race, color, religion, sex, sexual orientation, gender identity, national origin, age, veteran status, disability status, pregnancy, or any other basis protected by federal, state or local law. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. We provide reasonable accommodations for candidates with disabilities. If you feel you need assistance or an accommodation due to a disability, let us know by reaching out to your recruiter. By submitting your application you are acknowledging we are using your personal data as outlined in the personnel and candidate privacy policy. https://www.hingehealth.com/about/personnel-and-candidate-privacy-policy/ Beware of Phishing Attempts: We've noticed an increase in phishing where fraudsters impersonate employees and send fake job offers to steal sensitive information. We'll never ask for financial details during the hiring process and only use \"@hingehealth.com http://hingehealth.com\" emails. If you receive a suspicious offer, stop communication and report it to the US FBI Internet Crime Complaint Center. 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Apply today and take the next step towards a rewarding career! *All interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)", "summaryDescription" : "Client Services Associate at Global Elite Empire Consultants", "postedDate" : "2026-06-15T21:22:34.858", "createdAt" : "2026-06-15T21:22:34.858", "lastUpdated" : "2026-06-16T13:34:26.552", "ingestTimestamp" : "2026-06-16T03:25:46.204", "mongoId" : "6a307f3bf292fd229c056bea", "processingStatus" : "llm_updated", "llmProcessingStatus" : true, "salaryAnnualMin" : 105000, "salaryAnnualMax" : 145000, "salaryBand" : "100k-150k", "hasSalary" : true, "allSkills" : [ ], "skillCount" : 0, "jobCategory" : "sales", "jobSubcategory" : "customer_success", "seniorityLevel" : "Lead", "dataQualityScore" : 0.6666667, "daysOld" : 0, "hasLocation" : true, "hasGeo" : true, "llmIndustry" : "Consulting", "llmIndustryConfidence" : 0.92 }, { "id" : "6a307f3bf292fd229c056bd5", "title" : "Client Services Associate", "industry" : "Global Elite Empire Consultants", "salary" : { "min" : 75000.0, "max" : 110000.0, "currency" : "USD", "frequency" : "yearly", "is_estimated" : true, "estimation_basis" : "Market baseline for a Lead Client Services Associate in East Lansing, Michigan, adjusted for a full-time role." }, "location" : "East Lansing, Michigan", "locations" : [ "East Lansing, Michigan" ], "timestamp" : "2026-06-16T13:07:21.918", "fingerprint" : "455a48a080e782b001a99175a54e169b2335f946b2ab59e5731e54173ea9e38a", "source" : "lever", "language" : "en", "applyUrl" : "https://jobs.lever.co/globalelitecareers/869dd748-6558-4102-92c0-23593586cbd7/apply", "externalId" : "869dd748-6558-4102-92c0-23593586cbd7", "industryFunction" : { }, "structuredLocations" : [ { "city" : "East Lansing", "state" : "Michigan", "country" : "United States", "continent" : "na", "source" : "llm", "workMode" : "remote", "geo" : "42.7320307,-84.4721678" } ], "locationText" : "East Lansing, Michigan, United States", "softSkillsList" : [ "Leadership" ], "softSkills" : [ { "name" : "Leadership" } ], "coreResponsibilities" : "Deliver exceptional customer service experiences, Lead teams to achieve outstanding results, Pursue professional growth and development", "communicationSkills" : "Interpersonal skills", "continuousLearning" : "Mentorship opportunities; Professional growth and development", "outcomesObjectives" : "Achieve outstanding results", "qualificationsBasic" : "Dedication to delivering exceptional customer service experiences, Communication and interpersonal skills, Ability to lead and inspire teams, Desire to pursue professional growth and development", "remoteFriendly" : true, "workSiteFlexibility" : "Flexible", "rawDescription" : "## Description Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? 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