Job Description:

• Support and execute all syndicated loan transactions, including the preparation of term-sheets and information memorandums, etc.
• Management of the primary distribution process, including roadshows, documentation and investor clarifications.
• Prepare institutional marketing materials, including pitch-books and ad-hoc reports.
• Build close relationships with key lenders and maintain an updated investor database.
• Work closely with the coverage team to structure and provide viable financial solutions to the bank’s clients under the steering of the Team Lead.
• Close monitoring of key market deals and news and provide timely updates.

Job Requirement:

• Minimum 5-years experience in the syndicated loans / corporate banking market.
• Possess strong business acumen and experience in dealing with internal and external stakeholders.
• Acute awareness of loan market trends and investor credit appetite.
• Proven ability in executing end-to-end processes of syndicated transactions and secondary trades.
• Excellent written, communication, and presentation skills.
• Robust financial analysis and modelling skills with intermediate proficiency in MS Excel and MS Powerpoint.
• Able to communicate with headquarter counterparties in mandarin

Challenge yourself to drive positive commercial outcomes and tailored reporting Partner with Customer’s Product & Service business unit to provide effective planning, analysis and advice Full time permanent position based at Mascot HQAt Qantas, we represent Australia to the world. Our diverse country is known for our spirit, mateship, and a can-do attitude. We’re resilient and strong, and work hard to make sure we’ll be right.As Finance Business Partner – Product & Service, you will provide effective partnering, planning, analysis and advice on all financial aspects for the Customer Product & Service division ensuring sound financial management. With a commercial leadership focus this role will ensure the appropriate structures, initiatives and processes are in place to meet targets and drive continuous improvement.You’ll be accountable for:Managing the business unit budget, plan and forecastSupporting the development of business cases and providing critical input and commercial analysis for strategic decision makingPerformance reporting, linking financial and non-financial key performance…

Click here to view more detail / apply for Finance Business Partner – Product & Service

You’re an experienced Trade Finance Product specialist  We are building innovative & sustainable Trade & Working Capital solutions for our clients Full time, permanent Sydney based roleSee yourself in our team:Commodities, Trade and Carbon (CTC) is a department of CBA’s Institutional Banking & Markets (IB&M) division and is responsible for the Group’s commodity, trade finance and carbon related activities. This covers physical trading, derivative markets and the full suite of trade finance products.Within the Trade Finance business, the product management team is responsible for the execution of a range of operational, strategic and business transformation initiatives. Working closely with Group and IB&M stakeholders, the team supports the growth of the CTC business by delivering; managing and supporting a range of innovative, trade finance and carbon products to meet the needs of our Institutional, Corporate and Business Bank customers.Do work that matters:Reporting to the Director Trade Product Management, this highly visible Product Management Associate Director role…

Click here to view more detail / apply for Associate Director Trade Finance Product

Closes: 03 May 2024
Classification: Senior Officer Grade C Salary: $119,595 - $128,465 plus superannuation Position No: 64032 Directorate: Chief Minister, Treasury and Economic Development Advertised (Gazettal date): 19 April 2024 Contact Officer: Alan Ross on or (02) 6205 1239

Details: Shared Services Finance has an exciting opportunity for a banking product and services/relationship professional to join our team.  If you are capable of juggling product and service offerings, governance, compliance, planning and risk, and are comfortable with the ebb-and-flow of a high-tempo finance operations area, with sufficient motivation not to accept the present state of the world, then you just might be the person we are looking for. You will need to demonstrate an understanding of customer experience in the context of delivering banking products and services needed by our directorate/ACT entity partners to support them in
... Click here to view more detail / apply for Assistant Director, Banking Initiatives (Product Engagement) | Full-time Temporary with a Possibility of Permanency

DESCRIPTION/RESPONSIBILITIES:

If you are an energetic and self-motivated individual with strong business acumen and has the capability to manage multiple commercialization and client use case campaigns and lead strong cross-sell opportunities to drive multi-product revenue initiatives, you have found the right team.

As the Liquidity Product Expansion and Solutions Manager for Asia Pacific, you will report to the Commercial Banking Asia Pacific Liquidity and Account Solutions Manager, within the CB Asia Pacific Payments Solutions team; your position is based in Singapore and is part of the Global Liquidity Solutions and Revenue Management organization. Your team will align with the CB International Liquidity Solutions team, and work with the Payments global and Asia Pacific regional liquidity product groups and in-location product managers, as needed. Your position includes a client-facing element, and where required will be accountable to work with Sales and Bankers to design customized multi-location, cross regional sophisticated liquidity product and account solutions based on customer’s requirements, taking into consideration the Asia Pacific regulatory and market practices, as well as location operational considerations to achieve the best client experience outcomes and CB liquidity revenue goals.

This team provides robust execution and delivery of CB cash pooling solutions strategy in Asia Pacific including the commercialization of key differentiator multicurrency liquidity client solution features and functionalities, Sales and field team enablement, and is responsible for the growth of CB notional pooling product line both in Asia Pacific, as well as internationally that meets our different global client segment needs.

Job Responsibilities:

• Lead the maintenance, risk and control governance of our fast-growing CB international pooling product portfolio including client segment-based commercialization, and development oversight of the liquidity cash pooling product set internationally.

• Become the point person responsible for the Asia Pacific market growth of our cash pooling product line and ensure individual market locations as well as client segment offerings have obtained the required operational controls and compliance signoff prior to client sell.

• Drive the suitability assessment of new cash pooling product features and functionalities to continue refining the CB Asia Pacific liquidity product sell box and improve product setup processes and workflow procedures.

• Set pricing strategy for CB Asia Pacific cash pooling solutions product suite, ensuring alignment with CB global pricing philosophy and CB rate policy guidelines, partnering closely with our International Deposit Management team.

• Be the Champion client liquidity product and account solutioning for client-facing pitches, as well as design the positioning and the marketing/sales training materials for our suite of multicurrency cash pooling client offerings that is aligned across regions to achieve client wins, and liquidity revenue growth.

• Partner with regional and location Sales and coverage teams to gather and gain insights into the Asia Pacific and international buying behaviours of cash pooling solutions specific to Commercial Banking client segments.

• Align the Commercial Banking client selection framework across international regions and upkeep appropriate cash pooling solution guardrails and thresholds in conjunction with the International Deal Approval Framework.

• Collaborate with a wide array of internal stakeholders e.g. Bankers, Sales, Product Solution Specialists, Implementation, Client Service, Operations, Controllers, Legal, Compliance, Tax, Treasury, Credit Risk, Technology, both locally, regionally and internationally to industrialize the broader sales process and deliver the right client adoption experience associated with Commercial Banking cash pooling product solution offerings.

• Be in line with CB Asia Pacific Payments Solutions team priorities and ensure good understanding across the CB client facing organization and participate in evening calls when necessary.

Required Qualifications, Capabilities, and Skills:

• Bachelor Degree in Accounting, Banking & Finance, Engineering or other relevant fields.

• 7 or more years of demonstrated relevant experience in cash management and/or with distributing globally sophisticated multi-region liquidity pooling products and cross border corporate treasury solutions.

• Good knowledge of treasury related risk including foreign exchange, financial control and taxation environment is a plus.

• Practical knowledge on company balance sheet, intercompany accounting and financial regulations and international policies regarding balance sheet treatment.

• Proven generator of ideas and history of bringing product solutions to market including the ability to describe and develop standard product setup process and procedures in written form.

• Possess an acute ability to understand the client buying decision levers, and train sales/bankers.

• Execution-oriented self-starter who likes to take initiative; excellent problem solving and critical thinking skills to identify, understand and address client experience and operational issues.

• History and reputation for strong compliance with all established risk and control product portfolio governance.

Preferred Qualifications, Capabilities, and Skills:

• Excellent communication and presentation skills, both written and verbal, including the ability to develop winning relationships across the various stakeholders and cross-functional partners.

• Highly collaborative approach. Able to work across global matrices.

• Able to work independently with ability to multi-task and meet tight deadlines.

• Strong PC skills - Power point, Excel, SharePoint.

To apply for this position, please use the following URL:

https://ars2.equest.com/?response_id=c4fee91287b52130a897260fa46db225

Our client is a global private bank in the banking industry and currently they are looking for a Product Control (12-months).

Department/Job Overview:

• This is a Singapore based role with responsibilities and oversight for Product Control Analytical functions performed in Asia.
• Product Control Analytical (PCA) sits within Product Control. The responsibility of PCA is to ensure complete, accurate and timely P+L and Balance Sheets by executing on the Daily, Monthly and Quarterly analytical aspects of Product Control's primary role as the financial guardians of the Bank's sales and trading activities.

Key Responsibilities:

PCA are responsible for ensuring complete, accurate and timely P+L and Balance Sheets by reconciling daily Front Office produced US GAAP P&L to the Firm’s Books & Records and executing on the Daily, Monthly and Quarterly analytical aspects of Product Control's primary role as the financial guardians of the Bank's sales and trading activities. PCA provide 5 core Product Control services:

• Front office P&L reconciliation to Books & Records
• Act as the primary Front-To-Back PC relationship managers
• Perform analytical reviews of the Trading P&L and Balance Sheets
• Valuation Governance and Accounting Consultation
• Perform analytical reviews of New Business P&L and trade bookings

PCA need to understand significant P&L items including: Production Issues, Red Flags, Significant & Aged Adjustments, Exceptions breaching pre-determined thresholds, Unauthorised Trading and Cancel and Correct Escalation.

PCA need to understand the handoff processes received from Independent Price verification team to ensure independent price verification and other valuation matters are taken into consideration

Qualifications

• Work experience of 10+ years in Financial industry
• Good understanding of financial products and core Product Control processes
• Must be highly attentive to risk and the importance of a strong control environment and show a high attention to detail in all aspects of their work.
• Require highly developed analytic, interpersonal and communication skills to enable them to develop relationships with their key clients and to understand and address their issues.

Responsibilities

• Support product creation and due diligence
• Conduct ongoing product monitoring and reviews
• Maintain and ensure completeness of product review documentation and records
• Manage product set-up and maintenance processes
• Assist to ensure full compliance with regulations, policies and procedures across Singapore and Hong Kong.

Requirements

• Possess 1-2 years of relevant experience in a private bank
• Strong knowledge of private banking products
• Good knowedge of relavant regulatory requirements
• Able to start at short notice

Overview:

Provides strategic direction for multiple product lines and/or services for major existing or new market segment(s) of a larger and/or more complex nature.  Manages product design and development of market strategies (i.e. advertising, pricing, expense planning, profit plans, packaging, future products etc.) and goals to support successful implementation; monitors achievement of the goals.  Manages the development and implementation of supporting policy and procedures.   May have profit/loss responsibility for the product.

Primary Responsibilities:

• Set strategic direction for multiple product lines and/or services for major existing and new market segment(s) of a larger and/or more complex nature, and present supporting business plans to senior management and employees.  
• Directly responsible for product pricing, cost structure as well as product risk for products and/or services managed.  Responsible for all supporting product financials including revenue planning and product profitability.  
• Manage sales channel strategy for assigned products and/or services.  Maintain a current awareness of new competitive developments in company markets, and in response evaluate and recommend new services, new products or geographies, or modify existing services or products.  Evaluate new product/services success to make adjustments as required; implement and manage changes in service or marketing strategy as required. 
• Manage all aspects of new product implementation and existing product modification for assigned products and/or services, including, but not limited to, design and development of services, portfolio acquisition and process improvements; serve in a liaison capacity with other areas of the Company to ensure the requisite support for products and/or services managed.
• Establish marketing objectives for assigned products and/or service; work with other Bank departments to develop effective programs to sell these products and/or services.
• Ensure product/services are marketable, profitable and comply with legal and regulatory requirements, while minimizing risk to the Bank.
• Maintain an awareness of new trends and developments in marketing and Company products and services to ensure alignment. 
• Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.
• Promote an environment that supports diversity and reflects the M&T Bank brand.
• Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
• Complete other related duties as assigned.
• Exercise usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, performance management and terminations.

Scope of Responsibilities:

As a senior level Product Manager the position’s results and/or actions impact the Bank’s long-term operations, revenues or profitability.  As a result, the position has extensive contact with other Bank departments for the effective and profitable marketing of new products and the enhancement of existing products for which the position is responsible. 

The position champions strategies and development of new and improved processes that support business growth, organizational efficiencies and customer service objectives through assigned products and/or services.

In addition, the position oversees and evaluates high-level processing key performance indicator models and develops reporting to manage business function processes effectively.

Supervisory/ Managerial Responsibilities:

Manages a team of professionals (includes people, budget and planning).

Education and Experience Required:

Bachelor’s degree, and a minimum of 12 years’ experience in Marketing, Bank Operations, Credit Analysis and/or relevant product line(s), or in lieu of a degree a combined minimum of 16 years’ higher education and/or work experience, including a minimum of 12 years’ experience in Marketing, Bank Operations, Credit Analysis and/or relevant product line(s).

7 years’managerial and/or project management experience in relevant product line(s).

Strong financial analysis skills, including cash flow and components of product profitability.

Excellent developmental, analytical and research skills. 

Extensive network of industry and client contacts on a national scale and extensive market intelligence.

Industry-specific knowledge. 

Excellent verbal and written communication and interpersonal skills.

Strong presentation skills.

Demonstrated principled leadership skills with sound business ethics. 

Dedicated customer service focus. Ability to use expert resources when necessary.

Education and Experience Preferred:

Master’s degree.

Extensive knowledge of Bank/personal computer software programs utilized by the Division.

Ability to interact professionally with all levels of personnel, including senior management.

Self-motivated, well-organized individual.

Action-oriented individual.

Ability to work under critical time constraints.

#LI-LA1

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $140,621.49 - $234,369.15 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location

Buffalo, New York, United States of America

Plant investment coordinator for Site budget and Product budget, Planning & tracking overall plant investment budget and regular communication and report to Business Unit and Global Business Unit Manufacturing Controller

• Manage, planning and prepare budget plan and investment plan sheet for business plan, current business forecast of Site budget & Product budget
• Report Business unit manufacturing controller, Investment measure according to requirement from manufacturing controller
• Investment Follow up each Business Unit for investment progress MAE/BAU/Int,Tooling,
• Investment budget tracking between budget plan sheet & investment element sheet commitment and actual cost, Manage SAP investment
• SAP Key user, problem solving and work with SAP Expert for other measure, create work instruction or Investment standard and provide training to end-user
• Tracking & monitoring investment Plant & Business Unit budget KPI/KPR report/ Steering committee report to management
• Consolidate & confirmed investment spending status with controller, Free cash flow forecast, support year end closing process, coordinate with controller according to investment topic
• Lead of development of investment excellence project/ CIP related with investment topic and support internal/external audit
• Management support on additional assignment

Company:

ICAT

Description:

At ICAT we believe our people are our most important asset.  We offer a dynamic & challenging work environment, training and development opportunities, a competitive total rewards package and believe in work/life balance. 
 
We currently looking for a Product Analyst/Specialist in our Broomfield, Colorado office.

What can you expect?

• You will support the product pipeline, strategy, and build out of ICAT’s property products
• You will utilize your analytical and communication skills to enable sound decision making and influence others
• You’ll be challenged to change the way we do business by using your skillset to disrupt norms and implement solutions
• Your career will be supported with a hands-on training and development plan that encourages you to own your career and better yourself

What’s in it for you?

• Flexible, hybrid work schedule
• Culture of collaboration, internal mobility, and valued relationships with internal and external partners.
• Competitive pay with bonus potential, full benefits package, generous 401k match and contribution and vacation days commensurate with experience level.
• Tuition reimbursement and participation in our Employee Stock Purchase plan.

We will count on you to:

• Complete product reviews and propose product changes that require an in depth understanding and analysis of market trends, market needs, and competitive position.
• Become a subject matter expert on your assigned lines of business
• Develop key internal and external relationships that allow you to identify and propose solutions for customer’s top pain points and needs.
• Develop knowledge of key data sources and processes to identify product/pricing problems to solve by collecting and analyzing internal and external intel/insights.

What you need to have:

• Bachelors Degree in a business discipline
• Strong analytical skills with proficiency in MS Office
• Strong communication/relationship building skills
• High attention to detail, creativity, intellectual curiosity, strong time management skills, and a strategic mindset

What makes you stand out?

• 3-5 years of insurance experience
• 1+ years using data visualization tools creating compelling, professional dashboards (i.e. Tableau)
• Demonstrating initiative and a strong work ethic; resourceful and self-motivated

Marsh is the world’s leading insurance broker and risk adviser. With more than 45,000 colleagues operating in more than 130 countries, Marsh serves commercial and individual clients with data driven risk solutions and advisory services. Marsh is a business of Marsh McLennan (NYSE: MMC), the leading global professional services firm in the areas of risk, strategy and people. With annual revenue of over $20 billion, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses: Marsh, Guy Carpenter, Mercer, and Oliver Wyman. For more information, visit marshmclennan.com, follow us on LinkedIn and Twitter.

Founded in 1998 and based in Broomfield, Colorado, ICAT is a leading provider of property insurance protection to homeowners and businesses located in hurricane- and earthquake-exposed regions of the United States. ICAT draws from highly specialized underwriting expertise and advanced technology tools to offer brokers and their clients market-leading catastrophe coverage. Along with its subsidiary, Boulder Claims, ICAT’s inherent promise to policyholders is to assist people and businesses as they recover from disasters. ICAT programs currently protect over 85,000 homeowners and business owners in catastrophe-exposed regions of the US.

Marsh McLennan is committed to embracing 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, veteran status (including protected veterans), or any other characteristic protected by applicable law.

 If you have a need that requires accommodation, please let us know by contacting TANA@mmc.com

Marsh McLennan 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 McLennan 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.

Application Deadline: 03/26/2024

#LI-AT5

#ICAT

The applicable base salary range for this role is $49,400 to $105,400.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Applications will be accepted until:

March 27, 2024

Become a part of our caring community and help us put health first
 

The Insurance Product Manager 2 develops and maintains our new and renewing Medicare Advantage insurance plans and the medical, prescription and supplemental benefits within each plan design. This role will collaborate with key stakeholders to ensure each benefit design is implemented across a variety of systems, reports, and plan documents with accuracy.

Location: remote

The Insurance Product Manager 2 ensures alignment with business partners including market and regional leadership, product development and product actuaries to capture and implement benefit decisions. Actively recommends changes according to the Centers of Medicare and Medicaid (CMS) regulations and corporate initiatives. Audits with strong attention to detail and brings forth deficiencies in systems, reports, and plan documents. Provides timely and accurate information and status updates to functional leaders. Understands department, segment, and organizational strategy and operating objectives, including their impacts to operational partners.

• Develop and maintain market/business partner relationships.

• Grow knowledge of the product life cycle; including strategy, bid development, filing, implementation, accurate member materials.

• Meet all deadlines (including audit and approvals)

• Attend and be engaged in all required meetings.

• Representing Product Development/Design on multi-functional groups with business partners

• Championing the member experience and driving New Promoter Score (NPS)

• Some travel and weekend work during peak season (May). 

Use your skills to make an impact
 

Scheduled Weekly Hours

40

Pay Range

The compensation range below reflects a good faith estimate of starting base pay for full time (40 hours per week) employment at the time of posting. The pay range may be higher or lower based on geographic location and individual pay decisions will vary based on demonstrated job related skills, knowledge, experience, education, certifications, etc.

 

$63,400 - $87,400 per year

 

This job is eligible for a bonus incentive plan. This incentive opportunity is based upon company and/or individual performance.

Description of Benefits

Humana, Inc. and its affiliated subsidiaries (collectively, “Humana”) offers competitive benefits that support whole-person well-being. Associate benefits are designed to encourage personal wellness and smart healthcare decisions for you and your family while also knowing your life extends outside of work. Among our benefits, Humana provides medical, dental and vision benefits, 401(k) retirement savings plan, time off (including paid time off, company and personal holidays, volunteer time off, paid parental and caregiver leave), short-term and long-term disability, life insurance and many other opportunities.

About us
 

Humana Inc. (NYSE: HUM) is committed to putting health first – for our teammates, our customers and our company. Through our Humana insurance services and CenterWell healthcare services, we make it easier for the millions of people we serve to achieve their best health – delivering the care and service they need, when they need it. These efforts are leading to a better quality of life for people with Medicare, Medicaid, families, individuals, military service personnel, and communities at large.

Equal Opportunity Employer

It is the policy of  Humana not to discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or because he or she is a protected veteran. It is also the policy of  Humana to take affirmative action to employ and to advance in employment, all persons regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or protected veteran status, and to base all employment decisions only on valid job requirements. This policy shall apply to all employment actions, including but not limited to recruitment, hiring, upgrading, promotion, transfer, demotion, layoff, recall, termination, rates of pay or other forms of compensation and selection for training, including apprenticeship, at all levels of employment.

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:
 

Responsibilities:

• Deliver on the distribution, syndication, and insurance of Trade assets for Latam and Global obligors; and Lead and contribute to Global syndication, distribution, and defeasance strategies / projects
• Provide leadership of, focus on and be responsible for the distribution, syndication, and insurance of Trade assets (“Trade Assets”) for obligors in the Latam region.
• Recommend, support, and proactively identify initiatives to increase the liquidity of Trade Assets for the Latam region
• Agree to and deliver on Quarterly and Annual targets re the syndication and distribution of Trade Assets for the Latam region
• Ability to influence numerous stakeholders and partners to ensure alignment around goals and targets for increasing the liquidity of Trade Assets
• Provide feedback on distribution capability to Trade Sales and other Trade team members when appropriate
• Actively be involved with other Trade Sales team-members to ensure transactions are structured correctly to meet local financial and regulatory conditions
• Be responsible for Trade Distribution standard documentations and other trade-related documents including assignment agreements, participation agreements, syndicated loan agreements and policies

Additional responsibilities may also include:

Required Skills: "Must" have these skills to be minimally qualified

• Excellent knowledge of Trade business and in particular issues, the nuances, and dynamics of trade finance.

• Excellent knowledge of investor base for trade assets amongst banks, institutional investors, and Multi-Lateral Agencies

• Strong knowledge of the key markets in the Latam region

• Good knowledge of risk and regulatory capital issues as they apply to Trade Assets

• Excellent interpersonal, facilitation, and communication skills with key stakeholders and senior

• Strong team player with the ability to take the lead on major deliverables

• A demonstrated history of delivering on initiatives

• Ability to coordinate processes and work as part of multiple teams across a firm

• Ability to work under pressure in a highly professional environment

• Passion, integrity, positive attitude, mission-driven, and self-directed
• Bachelor's degree or relevant work experience

• Fluency in Spanish and/or Portuguese

Shift:

1st shift (United States of America)

Hours Per Week: 

40

• Salary: $4K - $4.5K
• Job type: 6-mth contract (renewable/convertible)
• Industry: Private Banking

JOB DUTIES:

Product Management

• Support product creation and due diligence - maintaining high standards of compliance across FX, Equities, Fixed Income, Structured Products, Derivatives and Mutual Funds.
• To ensure high quality of control and quality by conductubg ongoing product monitoring and reviews
• Maintain and ensure completeness of product review documentation and records
• Manage product set-up and maintenance processes

Compliance and Audit

• Support an effective, efficient and robust product management platform, ensuring full compliance with regulations, policies and procedures across Singapore and Hong Kong.

REQUIREMENTS:

• Some knowledge and experience of investment products across asset classes
• Process orientated, with a keen eye for details.
• Good communication skills

EA License Number: 23C1935 | EA Personnel Number: R23118439

Job Title

Editor, Insurance Product Reviews - Investopedia

Job Description

As Editor of Insurance Product Reviews, you will work with the research team to come up with methodologies for determining the best insurance companies, as well as assign and edit product reviews, comparisons, and “best of” lists of consumer and small business insurance products. You will be responsible for making sure we have the most thorough, well-researched, reliable, and insightful insurance content to educate and empower readers so they can take the next step, whatever it is.

The ideal candidate will have a deep understanding of insurance products—especially life insurance and Medicare—and have demonstrated experience creating reviews of insurance companies, as well as of comparative ratings and “top” lists of various insurance products. Such products include life, health, Medicare, travel, car, home, and commercial insurance.

We are willing to flex the title and compensation for a candidate with more experience.

About Your Contributions

• Work with the Associate Editorial Director in the category, other product-review editors, and in-house research leads to develop rating methodologies and editorial guidelines designed to deliver the highest quality and most actionable advice in the category.

• Function as subject-matter expert for insurance.

• Work with SEO team members and tools to identify new content opportunities and improvements for existing content in our insurance-reviews corpus.

• Source and on-board high-quality new freelance writers as needed, sending out paperwork and approving monthly invoices.

• Assign, edit, and publish new reviews and top lists of financial institutions and products.

About You 

•  3+ years of experience editing personal finance content.

• 1+ years of experience writing or editing insurance content, in particular, editing life insurance content.

• 1+ years of experience publishing financial product reviews and recommendations, ideally on insurance products.

• Experience developing and executing methodologies for evaluating financial products.

• Strong editorial skills and keen sense of how to develop content that serves a targeted reader needs.

• Demonstrated experience working with staff and freelance editors and writers to create great content at scale.

• Excellent project management skills, attention to detail, ability to multitask, and verbal/written communication skills.

• Self-starter who can develop scrappy solutions to solve challenges impeding your roadmap.  

• Strong desire to help make people smarter in their financial lives. 

It is the policy of Dotdash Meredith to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, the Company will provide reasonable accommodations for qualified individuals with disabilities. Accommodation requests can be made by emailing ddm.hr@dotdashmdp.com.

The Company participates in the federal E-Verify program to confirm the identity and employment authorization of all newly hired employees. For further information about the E-Verify program, please click here: https://www.e-verify.gov/employees

Pay Range

Salary: $62,400 - $85,000

The pay range above represents the anticipated low and high end of the pay range for this position and may change in the future. Actual pay may vary and may be above or below the range based on various factors including but not limited to work location, experience, and performance. The range listed is just one component of Dotdash Meredith’s total compensation package for employees. Other compensation may include annual bonuses, and short- and long-term incentives. In addition, Dotdash Meredith provides to employees (and their eligible family members) a variety of benefits, including medical, dental, vision, prescription drug coverage, unlimited paid time off (PTO), adoption or surrogate assistance, donation matching, tuition reimbursement, basic life insurance, basic accidental death & dismemberment, supplemental life insurance, supplemental accident insurance, commuter benefits, short term and long term disability, health savings and flexible spending accounts, family care benefits, a generous 401K savings plan with a company match program, 10-12 paid holidays annually, and generous paid parental leave (birthing and non-birthing parents), all of which may vary depending on the specific nature of your employment with Dotdash Meredith and your work location. We also offer voluntary benefits such as pet insurance, accident, critical and hospital indemnity health insurance coverage, life and disability insurance.

#NMG#

Company:

Victor Insurance Managers Inc.

Description:

Victor Small Business is a true digital MGA, offering multiple quotes for multiple products from multiple providers. Through its insurance-simplified approach, Victor Small Business leverages its platform, Victor for Agents, to bring insurance agents speed, agility and choice in the small commercial market. Formed in 2006, Victor Small Business, previously Dovetail, envisioned a better way to process insurance transactions, from start to finish, all in one place. With an experienced insurance operations team, Victor Small Business is improving the way small, commercial risks are matched and distributed through the use of advanced, technology-based solutions. Victor Small Business is based in Columbia, South Carolina and offers its services nationwide.

Victor Small Business is seeking candidates for the following position. This role is open to being remote.

Insurance Product Specialist

What can you expect?

• Analyze new and retained performance across all our carriers/products offered on our digital platform.

• Be a resource for insurance / product support to colleagues

• Work closely with our carrier relationship team to provide performance insights and our data analyst to ensure/maintain data accuracy

• Any additional product needs/special projects that arise to support the business

• Attend meetings and/or run meetings as needed

What is in it for you?

• A company with a strong brand, with experience developing solutions for today’s and tomorrow’s toughest challenges 

• A culture of internal mobility, diversity, inclusion, and collaboration

• Employee Resource Groups which provide access to leaders, relevant volunteer and mentoring opportunities, and interactions with counterparts in industry groups and client organizations

• Flexible work opportunities for work/life balance

• Competitive pay and a full benefits package, starting Day 1 (Medical, Dental, Vision, Short- and Long-Term Disability and Life Insurance, Employee Stock Purchase program, and a generous paid time-off allowance); plus, a fixed company contribution AND a company match on your 401k, after one year of service

We will count on you to:

• Understand key KPI’s for our business and how our performance is aligning to our overall business goals.

• Prepare summaries and participate in discussions to assist in evaluations of product needs, address issues with carriers / our platform and understand where/how to make an impact on overall growth.

• Field appetite / insurance questions

• Maintain product guides and content for our distribution team and internal colleagues servicing agents.

• Collaborate with the marketing team on new product content for our portal and newsletters

• Correspond effectively and efficiently between internal and external colleagues / partners

What you need to have: 

• 3-5 years of insurance experience

• High attention to detail, creativity, intellectual curiosity, strong time management skills, and a strategic mindset

What makes you stand out:

• Experience with multiple lines of insurance (either underwriting or agency)

• Insurance designations preferred (CPCU, ARM, CIC, RPLU etc.)

• Familiarity with digital submission platforms

Marsh McLennan (NYSE: MMC) is the world’s leading professional services firm in the areas of risk, strategy and people. The Company’s 85,000 colleagues advise clients in 130 countries.  With annual revenue of over $20 billion, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses. Marsh provides data-driven risk advisory services and insurance solutions to commercial and consumer clients. Guy Carpenter  develops advanced risk, reinsurance and capital strategies that help clients grow profitably and pursue emerging opportunities. Mercer  delivers advice and technology-driven solutions that help organizations redefine the world of work, reshape retirement and investment outcomes, and unlock health and well being for a changing workforce. Oliver Wyman serves as a critical strategic, economic and brand advisor to private sector and governmental clients. For more information, visit marshmclennan.com, or follow us on LinkedIn and Twitter.

Marsh McLennan is committed to embracing 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, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting TANA@mmc.com.

Marsh McLennan 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 McLennan colleagues are expected to be in their local based teams will identify at least one “anchor day” per week on which their full team will be together in person. 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.

Victor Small Business is a division of Victor Insurance Managers LLC, a leading global managing general underwriter (MGU) with locations in the US, Canada, UK, Netherlands, Germany, Italy, and Australia. With deep, specialized underwriting expertise, Victor provides a wide range of insurance solutions – from small commercial and professional liability insurance to group and retiree benefits. Victor is committed to building on 65-plus years of experience to develop products that address risk in new and evolving areas. For more information, visit www.victorinsurance.com

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