Total 353 Product Consultant job vacancies in Finance / Banking / Insurance category in The United States of America

Job Family:

Management Consulting

Travel Required:

Up to 50%

Clearance Required:

None

What You Will Do:
Senior Consultants have responsibility for client management, solution implementation and generation of project results. You will own project workstreams and interact with the client daily to ensure engagement success. This includes supporting day-to-day operational meetings with client sponsors and consulting leaders. Senior Consultants are expected to prepare and communicate well-organized, effective reports and presentations to client and internal executives. You will lead, coach and mentor consultants and ensure quality deliverables.

We encourage career development and hiring for the long term.  As a Senior Consultant, you will follow a clearly defined career path and continue to deepen your specialized industry knowledge and consulting skills. As you hone your project management skills, leadership abilities and the aptitude for managing multiple workstreams, you will have the opportunity to progress to the Managing Consultant level. 

What You Will Need:

• Ability to thrive in a fast-paced challenging client focused environment where priorities and scope may change quickly
• Bachelor’s degree
• CPA license or current CPA license candidate who possesses the educational requirements to obtain a CPA license in the State of their home office
• 3 or more years of experience in banking, insurance or capital markets as a consultant or in the industry
• Knowledge and experience with one or more of the following areas:
  • Technical knowledge, and prior application, of Generally Accepted Accounting Principles in the U.S. (U.S. GAAP)
  • Technical knowledge, and prior application, of Generally Accepted Auditing Standards (GAAS)
  • Technical knowledge, and prior application, of internal control guidance (COSO Framework)
  • Technical knowledge, and prior application, of financial reporting related requirements
  • Demonstrates thorough abilities and/or a proven record of success in the common business and accounting issues facing companies in the banking and financial services industry
  • Experience with auditing banking and financial services institutions
  • Experience with the financial statements of a financial services institution including the preparation of general ledger reconciliations
  • Operational improvement and effectiveness
  • Technology strategy, governance and effectiveness
  • Business architecture and operating models
  • Business process improvement and robotics
  • Change management
• Excellent presentation, facilitation, verbal and written communication skills, including development of technical accounting policy / procedure memoranda and expert reports
• Creative problem-solving ability and a collaborative, consultancy mindset
• Focus on exceptional quality in all deliverables
• Proven ability to successfully lead client service delivery teams that deliver the highest quality work
• Demonstrated positive and productive client relationship skills
• Proficient in all Microsoft Office products
• Ability to generate a quality work product in a timely manner while maintaining a strong attention to detail
• Experience working on discrete, time sensitive projects
• Highly motivated, driven, and dynamic attitude towards work and career
• High-energy, positive, persuasive, and aptitude to lead by example
• Ability to travel up to 100% for client engagements as required

What Would Be Nice To Have:

Prior management consulting experience

Lean Six Sigma, PMP, CFA, CFE  or other relevant certifications

MBA or MA/MS degree in a related field a plus

The annual salary range for this position is $94,900.00-$142,300.00. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs.

What We Offer:

Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace.

Benefits include:

• Medical, Rx, Dental & Vision Insurance

• Personal and Family Sick Time & Company Paid Holidays

• Position may be eligible for a discretionary variable incentive bonus

• Parental Leave and Adoption Assistance

• 401(k) Retirement Plan

• Basic Life & Supplemental Life

• Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts

• Short-Term & Long-Term Disability

• Student Loan PayDown

• Tuition Reimbursement, Personal Development & Learning Opportunities

• Skills Development & Certifications

• Employee Referral Program

• Corporate Sponsored Events & Community Outreach

• Emergency Back-Up Childcare Program

• Mobility Stipend

About Guidehouse
Guidehouse is an Equal Employment Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, national origin, ancestry, citizenship status, military status, protected veteran status, religion, creed, physical or mental disability, medical condition, marital status, sex, sexual orientation, gender, gender identity or expression, age, genetic information, or any other basis protected by law, ordinance, or regulation.

Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco.

If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at 1-571-633-1711 or via email at RecruitingAccommodation@guidehouse.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation.

Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.

Credit Risk Consultant

Global risk consultancy firm is expanding to meet client demand. As part of that growth, they are hiring credit risk consultants to deliver projects to their banking and financial services clients.

Working in this collaborative global team, you will provide credit risk analytics solutions to enable a variety of country and regional banks meet their regulatory obligations for risk management. You will be involved in building and validating credit risk models for retail/unsecured portfolios, SME lending and corporate lending, and help create and implement risk dashboards and MI tools.

Profile:

3 - 5 years of credit risk analytics experience either from a ‘Big 4’ / risk consulting environment or gained in-house in banking.

Quantitative education to at least Master’s level (ideally MFE)

Professional risk qualification (CFA, FRM, CQF)

Well versed in credit risk model building and/or validation for IRB and IFRS9

Expert in SAS, Python, R, MATLAB

Apply now to find out more.

Sloane | Shorey

Sloane Shorey Consulting is a Singapore-based executive search firm founded in 2016. We specialize in risk management recruitment for the banking & financial services sector across Asia and the Middle East. Our coverage includes financial risk management, operational and enterprise risk, and regulatory risk and compliance.

Sloane Shorey is a Ministry of Manpower Licensed Employment Agency: EA License 20S0307

Blackstone is the world’s largest alternative asset manager. We seek to create positive economic impact and long-term value for our investors, the companies we invest in, and the communities in which we work. We do this by using extraordinary people and flexible capital to help companies solve problems. Our $1 trillion in assets under management include investment vehicles focused on private equity, real estate, public debt and equity, infrastructure, life sciences, growth equity, opportunistic, non-investment grade credit, real assets and secondary funds, all on a global basis. Further information is available at www.blackstone.com. Follow @blackstone on LinkedIn, Twitter, and Instagram.
 

Blackstone Credit & Insurance (“BXCI”)– Institutional Client Solutions (“ICS”) Product, Principal

Business Unit:

Blackstone Credit & Insurance (“BXCI”)

Job Title:

Principal

Location:               

New York

Job Description:              

The Candidate will join BXCI’s Product Specialist team and will support the ongoing fundraising, marketing and client relations efforts for the business. The Candidate will lead product development, strategy, and management for a subset of credit and/or insurance strategies, and spearhead multiple projects at one time spending significant time with senior leaders across Blackstone and BXCI in the U.S., Europe and Asia, including the investment, ICS client coverage, portfolio management, legal & compliance, and finance & operations teams.

The main areas of responsibility include:

• Leading product development and new product launches including the planning, process, and implementation of business development and structuring initiatives for new funds, separately managed accounts (SMA), and co-investments
• Developing and executing go-to-market and sales strategy through collaboration with ICS client coverage team, identifying key markets, channels, and investors
• Evaluating and analyzing revenue targets and costs for existing products
• Driving messaging, product positioning and content creation for internal and external communications, working collaboratively with business leaders and various teams within Blackstone including public affairs and BXCI leadership (content includes marketing materials, webinars, press releases, talking points, video content, Private Placement Memoranda, investor conference, and other investor memoranda)
• Overseeing, prioritizing and responding to investor diligence requests coordinating with product specialist team and other stakeholders
• Leading and implementing proactive client service initiatives for the business
• Defining and documenting the competitive landscape, including investment mandates, terms, performance, reporting, and investor base, informing product development
• Overseeing Fund, SMA, and co-investment processes and closings and participate in investor negotiations, working closely with ICS, COO, CFO, investment team, ESG, legal & compliance, finance & operations, and tax
• Leading, originating, and executing strategic projects including business development initiatives, process improvements, team optimization and development, and events
• Effectively communicating with ICS client coverage teams and investors to provide updates on investments, pipeline, and market conditions as well as current strategy and future initiatives
• Responsibility for day-to-day management, training and mentorship of product specialist team members

Qualifications:                                 

Blackstone seeks to hire individuals who are highly motivated, have sound judgment, and have demonstrated excellence in prior endeavors. In addition to strong analytical and time management skills, the successful candidate must have:

• 12+ years of professional experience
• FINRA licenses required include Series 7, 63, 79, 24
• Highly motivated (a self-starter), intelligent and demonstrated excellence in prior endeavors
• Ability to multi-task and execute a wide range of assignments, often under pressure to meet demanding deadlines                                                    
• Ability to produce creative, compelling, detailed marketing materials with the ability to interpret and present complex investment concepts in a simplistic manner
• Client-focused with experience aligning processes, procedures, systems and personnel to meet the needs of clients
• Excellent attention to detail
• Strong verbal communication skills and a demonstrated ability to write effectively
• Leadership skills with experience managing a team and enthusiasm to provide hands-on training
• Strong project management capabilities
• Strong proficiency in PowerPoint, Word and Excel
• Candidate should be a team-oriented individual who thrives on challenge in a dynamic environment and is able to effectively prioritize
• A demonstrated strong work ethic and a desire to effectively both independently and in a collaborative team environment
• Operate with the highest degree of integrity, motivation, and intellectual curiosity
• Prior work experience in investor relations, credit, and/or finance is required

The duties and responsibilities described here are not exhaustive and additional assignments, duties, or responsibilities may be required of this position.  Assignments, duties, and responsibilities may be changed at any time, with or without notice, by Blackstone in its sole discretion.

Expected annual base salary range:

$200,000 - $250,000

Actual base salary within that range will be determined by several components including but not limited to the individual's experience, skills, qualifications and job location. For roles located outside of the US, please disregard the posted salary bands as these roles will follow a separate compensation process based on local market comparables.

Additional compensation: Base salary does not include other forms of compensation or benefits offered in connection with the advertised role.

Blackstone is committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other class or status in accordance with applicable federal, state and local laws. This policy applies to all terms and conditions of employment, including but not limited to hiring, placement, promotion, termination, transfer, leave of absence, compensation, and training.  All Blackstone employees, including but not limited to recruiting personnel and hiring managers, are required to abide by this policy.

If you need a reasonable accommodation to complete your application, please email Human Resources at HR-Recruiting-Americas@Blackstone.com.

Depending on the position, you may be required to obtain certain securities licenses if you are in a client facing role and/or if you are engaged in the following:

• Attending client meetings where you are discussing Blackstone products and/or and client questions;

• Marketing Blackstone funds to new or existing clients;

• Supervising or training securities licensed employees;

• Structuring or creating Blackstone funds/products; and

• Advising on marketing plans prepared by a sales team or developing and/or contributing information for marketing materials.

Note: The above list is not the exhaustive list of activities requiring securities licenses and there may be roles that require review on a case-by-case basis.  Please speak with your Blackstone Recruiting contact with any questions.

To submit your application please complete the form below. Fields marked with a red asterisk * must be completed to be considered for employment (although some can be answered "prefer not to say"). Failure to provide this information may compromise the follow-up of your application. When you have finished click Submit at the bottom of this form.

The post holder will be responsible for the medical care non-NOF patients over the age of 60 years old who needs to be reviewed by a Geriatrician within 72 hours of admission as per recommended best practice fractures and will work alongside the existing Orthogeriatrician. There is also scope within the job plan for further service development. This will be agreed with the successful candidate though it is anticipated this will involve improving patient care within the surgical directorate.

The post is based at Northwick Park Hospital and the post holder is expected to assist in the development of innovative Orthogeriatrics service. The aim is to develop the existing Orthogeriatric service and in particular support the care of elderly patients admitted to the hospital with fragility fractures. The appointee will play a key role in the development of the services and contribute to acute care of the Orthogeriatric patients and provide medical support to the treatment plan and discharge planning.

The post holder will have shared clinical activities of 75% in Orthopaedics and 25% in care of the elderly services.
• The post holder will be based on the Ortho ward (Evelyn Ward) at Northwick Park Hospital and be medically responsible for Orthopaedics patients on that ward alongside the existing Orthopaedics Consultants and Orthogeriatrician (approximately 10-15 patients each). On occasion there may be medical outliers on Evelyn ward who will also be looked after by the 2 medical Consultants based there. When bed pressures are extreme, there are Orthopaedics patients on other surgical wards and the post-holder will also be expected to review those patients. This post holder should be able to give routine advice on younger people under the Orthopaedics teams and then if needed signpost them to more specialist medical teams.
• Deliver care alongside the existing orthogeriatrics team to develop the orthogeriatrics service, ensuring our elderly trauma patients receive the best possible treatment to optimise patient outcome.
• Provide oversite and clinical supervision for junior doctors attached to your team, alongside the Physician Associate Clinical Nurse Specialist. The post holder will be the educational supervisor for up to 3 trainees per year.
• Carry out a follow up clinic from Orthopaedics discharges clinic. There will be opportunity to develop an area of sub-speciality (e.g., bone health, continence, ‘hot’ clinics). Typical clinic numbers are 5 new and 4 follow up patients
• The post holder will participate in general medical on-call Rota 1:13 Friday-Sunday (for which 1 PA is allocated).

London North West University Healthcare NHS Trust (LNWH) cares for the people of Brent, Ealing, Harrow and beyond.

Our team of more than 8,200 clinical and support staff serve a diverse population of almost one million people.

We run major acute services at:
• Northwick Park Hospital: home to one of the busiest emergency departments (A&E) in the country. The hospital provides a full range of services including the country’s top-rated hyper-acute stroke unit and one of only three hyper-acute rehabilitation units in the UK
• St Mark’s Hospital: an internationally renowned specialist centre for bowel disease
• Ealing Hospital: a busy district general hospital providing a range of clinical services, as well as 24/7 emergency department and urgent care centre, and specialist care at Meadow House Hospice
• Central Middlesex Hospital: our planned care site, hosting a range of surgical and outpatient services and collocated with an urgent care centre.

We are a university teaching NHS trust, in recognition of the important role we play in training clinicians of the future and bringing the benefits of research to the public.

To view the main responsibility, please see the attached the Job Description and Person Specification.


This advert closes on Monday 1 Apr 2024

Blackstone is the world’s largest alternative asset manager. We seek to create positive economic impact and long-term value for our investors, the companies we invest in, and the communities in which we work. We do this by using extraordinary people and flexible capital to help companies solve problems. Our $1 trillion in assets under management include investment vehicles focused on private equity, real estate, public debt and equity, infrastructure, life sciences, growth equity, opportunistic, non-investment grade credit, real assets and secondary funds, all on a global basis. Further information is available at www.blackstone.com. Follow @blackstone on LinkedIn, Twitter, and Instagram.
 

Job Description:             

The Associate will join BXCI’s Product Specialist team and will support the ongoing fundraising, marketing and client relations efforts for the business. The Product Specialist team is responsible for product development and the execution of all investor communications for Blackstone’s credit and insurance strategies. The Associate will spearhead multiple projects at one time employing a range of skillsets and will spend significant time with members of BXCI across the U.S., Europe and Asia, including the investment, sales, portfolio management, legal & compliance, and finance & operations teams.

The main areas of responsibility include:

• New Product Launches: Assist with the planning and implementation of business development and structuring initiatives for new funds, separately managed accounts, and co-investments
• Marketing Materials & Investor Communications: Work collaboratively with business leaders and various teams within BXCI to drive content creation and create and maintain presentation materials and other investor communications (e.g., webinars, video content, Private Placement Memoranda, investor conference, other investor memoranda)
• Investor Due Diligence: Respond to investor queries and complete due diligence questionnaires
• Competitor Analysis: Conduct market research and competitive analysis to identify trends, market opportunities, and potential product enhancements
• Investor Closing Process: Assist during investor closing process, working collaboratively with leadership and partner teams on project management associated with legal documentation
• Support Fundraising Team and Senior Leadership: Assist with the production of talking points, fundraising projections, and strategic projects
• Product Knowledge: Develop a deep understanding of our credit investment products, including their investment objectives and performance characteristics

Qualifications:                              

Blackstone seeks to hire individuals who are highly motivated, intelligent, have sound judgment, and have demonstrated excellence in prior endeavors. In addition to strong analytical and time management skills, the successful candidate must have:

• 3+ years of professional experience
• FINRA licenses required include Series 7, 63, 79
• Highly motivated (a self-starter), intelligent and demonstrated excellence in prior endeavors
• Ability to multi-task and execute a wide range of assignments, to meet demanding deadlines                                                    
• Ability to produce creative, compelling, detailed marketing materials with the ability to interpret and present complex investment concepts in a simplistic manner
• Strong proficiency in PowerPoint, Word and Excel
• Excellent attention to detail
• Strong verbal communication skills and a demonstrated ability to write effectively
• Leadership skills and strong project management capabilities
• Candidate should be a team-oriented individual who thrives on challenge in a dynamic environment
• A demonstrated strong work ethic and a desire to effectively both independently and in a collaborative team environment
• Operate with  integrity, motivation, and intellectual curiosity
• Prior work experience in investor relations, credit, and/or finance is preferred

The duties and responsibilities described here are not exhaustive and additional assignments, duties, or responsibilities may be required of this position.  Assignments, duties, and responsibilities may be changed at any time, with or without notice, by Blackstone in its sole discretion.

Expected annual base salary range:

$140,000 - $150,000

Actual base salary within that range will be determined by several components including but not limited to the individual's experience, skills, qualifications and job location. For roles located outside of the US, please disregard the posted salary bands as these roles will follow a separate compensation process based on local market comparables.

Additional compensation: Base salary does not include other forms of compensation or benefits offered in connection with the advertised role.

Blackstone is committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other class or status in accordance with applicable federal, state and local laws. This policy applies to all terms and conditions of employment, including but not limited to hiring, placement, promotion, termination, transfer, leave of absence, compensation, and training.  All Blackstone employees, including but not limited to recruiting personnel and hiring managers, are required to abide by this policy.

If you need a reasonable accommodation to complete your application, please email Human Resources at HR-Recruiting-Americas@Blackstone.com.

Depending on the position, you may be required to obtain certain securities licenses if you are in a client facing role and/or if you are engaged in the following:

• Attending client meetings where you are discussing Blackstone products and/or and client questions;

• Marketing Blackstone funds to new or existing clients;

• Supervising or training securities licensed employees;

• Structuring or creating Blackstone funds/products; and

• Advising on marketing plans prepared by a sales team or developing and/or contributing information for marketing materials.

Note: The above list is not the exhaustive list of activities requiring securities licenses and there may be roles that require review on a case-by-case basis.  Please speak with your Blackstone Recruiting contact with any questions.

To submit your application please complete the form below. Fields marked with a red asterisk * must be completed to be considered for employment (although some can be answered "prefer not to say"). Failure to provide this information may compromise the follow-up of your application. When you have finished click Submit at the bottom of this form.

Citi’s Institutional Credit Management (ICM) group is looking for a full-time VP to join its product development team.

In line with its focus on risk & controls, Citi has created a new first-line risk function, Institutional Credit Management (ICM). 

ICM aims to provide integrated “end-to-end” credit underwriting, and management of risks for wholesale credit businesses across the enterprise.

Within ICM, the Portfolio Management team focuses on monitoring and management of portfolio level risks in connection with Cit’s trading and banking book activities.

This data and product development role will help shape the portfolio management target state process, data & capabilities across business lines, through engagement with 1st line teams, technology & individual business product teams.

The Product Developer is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.

Responsibilities:

• The Product Developer is responsible for activities related to the development or new products and/or features and functionality of products including developing business cases, requirements definition (BRDs), product enhancements innovation, feature and functionality definition based on market and industry research and trends and client needs
• This role manages the end-to-end product development lifecycle and will also scope product releases, agreeing to and tracking business priorities, incorporating regulatory and compliance requirements and investment tracking
• Creates a product vision aligned to business priorities and corresponding road-map to delivery
• Follows market, industry and client trends to own field and adapts them for application Citi’s products and solutions platforms
• Develops plans, prioritizes, coordinates design and delivery of products or features to product release, and serves as product ambassador within user community
• Works in close co-ordination with Technology, Business Managers and other stakeholders to fulfill the delivery objectives
• Manages and implements a wide variety of products and solutions
• Identifies solutions ranging across data analytics, reporting, CRM, Trade Workflows and trade processing
• Has responsibility to deliver direct business results and advice regarding product development that necessitates a degree of responsibility over technical strategy
• Partners with senior team members and leaders and a widely distributed global user community to define and implement solutions
• Creates clear and specific project plans, business and technical requirements documents for product execution
• Interacts with business managers, technology, and sales to understand their long term vision, discuss industry trends, and incorporate them into the product & solutions strategy
• Focuses on controls and governance, including performing Need-to-Know based security and access reviews, Access Approvals, controls testing and documentation
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• Relevant years of experience
• Intellectual curiosity, analytical and conceptual thinker
• Proactively seeks and develops new opportunities
• Attention to detail and process/analytic mindset
• Ability to build networks and relationships internally and externally
• Familiarity with product development methodologies
• Direct experience in end-to-end project delivery, preferably in product development, and knowledge of various analytical tools including Qlikview, Tableau, Access
• Comfortable with performing data investigations that require a high degree of accuracy with tight timescales
• Ability to create business analysis, troubleshoot data quality issues, and conduct exploratory and descriptive analysis of business datasets
• Ability to structure and break down problems, develop solutions, and to drive to results
• Process Management knowledge with a propensity for detail and comprehensiveness of content
• Ability to collaborate and clearly communicate with team members of an organization
• Project Management skills with experience leading large cross functional initiatives
• Generation of reports and presentations for management
• Experience with Tableau / other data visualisation tools
• Experience with SQL, Python
   

Education:

• Bachelor’s/University degree, Master’s degree preferred

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:

Product Management and Development

-------------------------------------------------

Job Family:

Product Development

------------------------------------------------------

Time Type:

Full time

------------------------------------------------------

Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting

Citi’s Institutional Credit Management (ICM) group is looking for a full-time SVP to join its product development team.

In line with its focus on risk & controls, Citi has created a new first-line risk function, Institutional Credit Management (ICM). 

ICM aims to provide integrated “end-to-end” credit underwriting, and management of risks for wholesale credit businesses across the enterprise.

Within ICM, the Portfolio Management team focuses on monitoring and management of portfolio level risks in connection with Cit’s trading and banking book activities.

This data and product development role will help shape the portfolio management target state process, data & capabilities across business lines, through engagement with 1st line teams, technology & individual business product teams.

The Product Developer is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Accountable for significant direct business results or authoritative advice regarding the operations of the business. Necessitates a degree of responsibility over technical strategy. Primarily affects a sub-function. Responsible for handling staff management issues, including resource management and allocation of work within the team/project.

Responsibilities:

• The Product Developer is responsible for all activities related to the development of new products and/or features and functionality of products including developing business cases, requirements definition (BRDs), product enhancements innovation, feature and functionality definition based on market and industry research and trends and client needs. This role manages the end-to-end product development lifecycle and will also scope product releases, agreeing to and tracking business priorities, incorporating regulatory and compliance requirements and investment tracking
• Creates a product vision aligned to business priorities and corresponding road-map to delivery
• Follows market, industry and client trends to own field and adapts them for application Citi’s products and solutions platforms
• Conceptualizes, plans, prioritizes, coordinates design and delivery of products or features to product release, and serves as product ambassador within user community
• Works in close co-ordination with Sales, Technology, Business Managers and senior stakeholders to fulfill the delivery objectives
• Manages and implements a wide variety of products and solutions to meet client needs
• Has responsibility to deliver significant direct business results and authoritative advice regarding product development that necessitates a degree of responsibility over technical strategy
• Partners with senior business leaders and a widely distributed global user community to define and implement solutions
• Creates clear and specific project plans, business and technical requirements documents for product execution
• Has direct interaction with business managers, technology, and sales to understand their long term vision, discuss industry trends, and incorporate them into the product & solutions strategy
• Focuses on controls and governance, including performing Need-to-Know based security and access reviews, Access Approvals, controls testing and documentation
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• Relevant years of experience for an SVP role
• Proven track record of successfully managing in a large and complex business
• Intellectual curiosity, analytical and conceptual thinker
• Proactively seeks and develops new opportunities
• Thorough financial acumen and P&L management experience
• Excellent analytical, interpretive and problem solving skills
• Proven track record of bringing diverse groups and perspectives to work against a common goal
• Ability to maintain momentum and minimize client and employee attrition
• Ability to establish and maintain senior client relationships and to work across multiple facets of Citi businesses
• Process Management knowledge with a propensity for detail and comprehensiveness of content
• Ability to collaborate and clearly communicate with senior members of an organization
• Project Management skills with experience leading large cross functional initiatives
• Proven track record as change agent, with ability to encourage and embrace innovative ideas and solutions
• Self-aware with ability to adapt to various situations, rapidly assimilate and report on complex information while creating a future vision

Education:

• Bachelor’s/University degree, Master’s degree preferred

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

• Experience with Tableau, QlikView, Cognos or other BI/data visualization tools.
• Experience with SQL, Excel. Python & r (equivalents) preferred.
• Experience in ETL and low-code development

-------------------------------------------------

Job Family Group:

Product Management and Development

-------------------------------------------------

Job Family:

Product Development

------------------------------------------------------

Time Type:

Full time

------------------------------------------------------

Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting

Job Profile Summary:

You will provide sound insurance and reliable financial advice to bank customers by analyzing their financial needs and exceeding their service expectations. FSCs are also to maintain a strong rapport with the bank partners and grow and strengthen relationship with bank customers.

Job Description:

Provide sound & reliable financial advice to bank customers:

• Stationed in bank branch to provide financial solutions to customers
• Establish customers' financial goals
• Determine their current financial situations to identify any shortfalls
• Develop wealth management strategies to plan for their future
• Customize solutions for individual needs and regularly review financial plans
• Be a financial solutions provider who provides affordable solutions and options to help customers achieve their financial goals
• Act as financial coach to provide guidance on saving

Maintain strong rapport with bank partner:

• Work closely with branch staff to provide innovative product solutions to address customers’ health protection and long-term savings and investment needs
• Develop & grow the business portfolio with bank partner to achieve premium growth & underwriting profit objectives

Grow & strengthen relationship with customers:

• Foster and enhance relationships with partners’ customers, with special focus on Prudential range of insurance products to complement the customers' existing financial and investment portfolio
• Provide quality, efficient after sales services

Who we are looking for:

Competencies & Personal Traits

• Exhibit ability to deliver effective communication and excellent interpersonal skills
• Possess strong leadership qualities and a mind towards excellence
• Analytical and strong problem solving abilities
• Dynamic individual who strives in fast moving environment

Working Experience

• Minimum 1 year of relevant working experience in insurance

Education

• Degree in Business relevant fields of studies

bTranz is hiring for Oracle Finance Functional Consultant – Fresher

Full Time with benefits

Work from office – Hyderabad.

 

• As an Oracle Finance Functional Consultant, your role involves analyzing clients’ needs and business processes related to Oracle Fusion Finance. Here are some typical responsibilities for this position:
• Business Solution Development: You’ll work closely with clients to understand their requirements and propose effective solutions within the Oracle Fusion SCM framework.
• Consulting and Impact Analysis: Your expertise will be crucial in configuring and testing applications based on business needs. You’ll consult with clients, handle incremental setup, and perform impact analysis.
• Integration and Localization Solutions: As the primary point of contact and subject matter expert, you’ll be responsible for integrating various payroll systems. Collaborating with cross-functional teams, including IT, HR, and external vendors, is essential.
• Independent Execution: Accomplishing standard assignments independently, exercising your knowledge of Oracle Fusion Finance, is part of your role.
• Finance Modules include – General Ledger (GL), Accounts Payable (AP), Accounts Receivable (AR), Cash Management (CM), and Fixed Assets (FA)

 

Minimum Qualifications:

1. B. Com – Commerce or equivalent
2. M. Com - Commerce or equivalent
3. CA Final or CA Qualified - Fresher
4. MBA or Postgraduate Degree in Finance or equivalent.              
5. Passed in 2022 or 2023
6. Excellent Communication Skills

 

Thanks,

HR Department

bTranz s Software Solutions Pvt Ltd

www.btranz.com

Bank Loan Specialist x 4 (1 Year Contract Renewable)

Location: Bank Branches

Working hours:

• Monday to Friday: 10am - 6pm
• Sat: Branch Opening hours

Responsibilities

• To acquire Personal Loan, Credit Card and Current Account / Saving Account (CASA) sales via walk in customer through bank branche
• To follow up with relevant documents required for application submission

Requirements

• Minimum 'N' level holders and above
• Able to perform multiple tasks in a fast-paced environment
• Able to work 6 working days in a week with one-day off
• Highly sales driven to achieve Sales targets
• Highly motivated to have a career in Banking Sales

Interested candidates, kindly email your updated resume to irene.lim@achievegroup.asia or contact me via whatsapp at +65 8832 5996. Thank you.

EA Personnel: Irene Lim Choo Eng
EA Personnel No: R1110784
EA License No: 05C3451

• Global MNC (Oil & Gas)
• 6 months Contract Position (Possibility of convertion)
• Completion Bonus
• CBD area

We are seeking a highly motivated and detail-oriented individual to join an oil & gas MNC as an Assistant Manager, Finance. Responsibilities include financial management, transaction oversight and ensuring compliance with industry standards.

Key Responsibilities:

• Full set of accounts
• Perform month end closing + prepare monthly and quarterly management reporting
• Review daily financial operations done by team – invoicing, payments etc
• Trade finance – liaise with counterparties and banks on import and export LC matters, discounting matters
• Quarterly reviews and annual audit
• Prepare corporate tax data and liaise with tax agent
• Banking matters – prepare for annual reviews and respond to bank requests
• Prepare quarterly GST submission
• Accounts of 2 subsidiaries

Requirements:

• Degree in finance/accounting or related.
• Have more than 5 years of experience in finance, taxation, and accounting general ledger, and be proficient in completing consolidated statements
• Analytical thinker with strong conceptual and problem-solving skills.
• Meticulous attention to detail with superb organizational skills.
• Ability to work independently and as part of a team.
• Excellent report-writing and communication skills.
• Solid proficiency in Microsoft Office, SAP.

How to apply:

Submit your application by emailing a detailed copy of your updated Resume in MS Word Format to YAN JIANKAI (EA Personnel Reg. No. R22104741, Achieve Career Consultant Pte Ltd EA Licence No. 05C3451) by clicking the “Apply Now” contact at 9758 2986 for a confidential discussion.

Please indicate the below information in your resume:

• Current & Expected Salary
• Reason(s) for leaving
• Notice Period / Availability to commence work

YOUR SUCCESS IS OUR ACHIEVEMENT

We regret only short-listed candidate will be notified. All applications will be treated with the strictest confidence.

By submitting any application or résumé to us, you will be deemed to have agreed and consented to us collecting, using, retaining and disclosing your personal information to prospective employers for their consideration.

Cessation of Collection of full NRIC Numbers:

In compliance with the Personal Data Protection Act and commitment to protect candidates’ personal data, Achieve Group will cease to collect, process or use full NRIC numbers during our screening and job application process. Kindly ensure your resumes provided to us does not contain your full NRIC number and full home address during your job application.

Looking for a Banking Career?

We are looking for a passionate and energetic sales person like you!

Immediate Positions!

Responsibilities:

• Meet targeted sales objectives
• Promoting of bank products at roadshows/events
• Career progression opportunities
• Travel opportunities

Job Requirements:

• Able to communicate efficiently
• Minimum GCE "N" or "O" level
• No experience needed (Training provided)
• Must be able to work on weekends and public holidays

Job Details:

• Basic + Commission (Uncapped)
• Full Time/Permanent (Basic $2500 and above)
• With Sales Experience (Basic $3500 and above)
• Location: Islandwide
• 5-6 days work week
• Friendly and vibrant working environment

Job description

Expectations and Tasks:

• Take responsibility for the business process and functional design in SAP projects for Finance & Controlling.
• Conduct workshops to advise and guide our clients on S/4HANA feasibility.
• Drive end-to-end project activities within the Asia-Pacific region.
• Support pre-sales activities in the Asia-Pacific Region.

Job requirements

Qualifications and Skills:

• A degree in account or business preferable, alternatively any other science topic.
• At least 3-8 years of professional experience in the area of Finance and Controlling and understanding integration topics to other modules.
• Hands-on project experience in S/4HANA is an advantage.
• Knowledge in programming languages such as ABAP is an advantage.
• Fluent in English (verbal and written).

ME: This is you

• An analytical and problem-solving consultant with the desire to develop your own skills and talents.
• An eloquent and extroverted person happy to support our pre-sales cycle.
• Passionate and determined while appreciating teamwork.
• Willing to take over responsibility and to make decisions.
• Able to lead a small team, with strong social and communication skills.

WE: That's us

• A great team of passionate consultants.
• Strong personalities that are fair, open, and respectful to each other.
• Attractive and competitive salary and package.
• A company that continuously spends more than 6% of its revenue in the education of its employees.

Job Description:

The Job/What You’ll Do:

The Senior Manager, Investment Product Development and Management will work as a member of the Investment Solutions team of AssetMark, Inc. In this capacity, the Senior Manager will partner with the team and work with senior management to define vision, scope, and roadmap for AssetMark’s suite of investment products and solutions.

The Senior Manager will drive product development through strategy/ideation, research and design, and the final implementation that includes product positioning, distribution strategy, and campaign management. Products and solutions will span all asset classes, goal orientations, and vehicle structures. In this role, the Senior Manager will leverage their solid understanding of investment products and industry dynamics to drive new product development that helps financial advisors address their client’s investment needs. 

Our ideal candidate is intellectually curious, loves to work with data and conduct research, has a business-owners mindset, strives for constant improvement, and excels in a highly collaborative culture. This position will require you to develop compelling business cases to help inform business decisions for high-priority projects and new product initiatives.

This is a full-time position in our Concord, CA office with a hybrid work schedule.

Responsibilities:

• Drive business case development with supporting analytics, competitive research, market opportunity sizing, and conduct financial modeling and assessments of other key quantitative or qualitative attributes for new product development
• Develop subject matter expertise in competitive intelligence in the advisory business, understand the competitive landscape in TAMP and BDs in terms of investment product trends, usage, and pricing
• Create and maintain a forward-looking product and services roadmap, drive new initiatives, and support product launch activities including positioning and distribution strategy
• Own the complete product life cycle, ensuring it remains competitive and meets long-term strategic direction as well as operational and financial objectives while always emphasizing the overall client experience
• Manage the product pipeline and support planning including, but not limited to, product rationalization and enhancements, product pricing, and profitability analysis
• Collaborate with cross-functional business partners to support new launches and platform functionalities associated with our suite of investment products
• Educate and engage with AssetMark’s sales team and financial advisors on new investment solutions, structure, and use cases to drive adoption

Knowledge, Skills, and Abilities:

• Excellent analytical and financial modeling skills with the ability to leverage quantitative and qualitative approaches to develop actionable recommendations
• Strong Excel skills are a must
• Understanding of the financial services industry, particularly with ETF, mutual fund, fixed income and equity investment products and wealth management solutions; experience in supporting financial advisors is highly desired
• Proven aptitude to conduct competitive market and product research, including market sizing and product pricing
• Experience in leading and implementing major initiatives and the ability to manage multiple projects simultaneously is required
• Self-motivated, biased toward action, comfortable with operating in a fast-paced, changing environment
• Excellent written and interpersonal communication skills and ability to present effectively to senior management and internal stakeholders
• Strong PowerPoint skills are a must
• Ability to understand operational and technical complexity, think creatively and strategically to problem solve in order to meet business objectives and client needs
• Partners well with colleagues and outside business partners to get work completed
• A positive, team-oriented, can-do attitude

Education & Experience:

• Bachelor’s Degree is required
• MBA or CFA preferred, not required
• Relevant experience in product management, research, or analytic roles within financial services, asset management, banking, Broker-Dealer, TAMP, or RIA preferred

Compensation: The Base Salary range for this position is between $130,000-$160,000.

 

This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

#LI-CR1

#LI-Hybrid

Who We Are & What We Offer:

AssetMark’s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors’ businesses are running at their best and a comprehensive suite of investment solutions. AssetMark’s platform empowers advisors to provide the highest level of service possible to their clients.

AssetMark’s culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do  and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families.

• Flex Time Off or Paid Time/Sick Time Off
• 401K – 6% Employer Match
• Medical, Dental, Vision – HDHP or PPO
• HSA – Employer contribution (HDHP only)
• Volunteer Time Off
• Career Development / Recognition
• Fitness Reimbursement
• Hybrid Work Schedule

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.

Job Description:

Shift:

1st shift (United States of America)

Hours Per Week: 

40