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Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
Morstan General Agency seeks an Entry Level Insurance Assistant to join our team in New Hyde Park, NY.
This position assists the processing group and the front desk by reviewing insurance applications, data entry, inspections, and other pertinent information to evaluate, classify, and rate submissions for insurance by performing the following duties.
WHAT YOU’LL DO:
Provide full assistance and support for the sales and production process as needed.
Work with Underwriter when reviewing risks submitted by Producers, rate submissions for premium and terms, issue written binders.
Become thoroughly familiar with the use of all agency management software systems and suggest labor saving uses to management.
Order and review inspections. This duty requires the ability to identify the different exposures of risks, verify information obtained on inspection with the information on policy for accuracy and verification of underwriting guidelines.
Issuance of Certificates of Insurance.
Greet clients and visitors when needed.
Operate agency telephone switchboard, route incoming calls to appropriate teammate, and take adequate and legible messages or transfer to the appropriate voice-mail box.
WHAT YOU’LL NEED:
High School Diploma or equivalent
Exceptional telephone demeanor
Ability to maintain a high level of confidentiality.
One (1) to two (2) years related experience.
WHAT WE OFFER:
• Excellent growth and advancement opportunities
• Competitive pay based on experience • Paid Time Off (PTO)
• Generous benefits package: health, dental, vision, 401(k), etc.
• Employee Stock Purchase Plan
WHO WE ARE:
Morstan General Agency, one of the largest members of Bridge Specialty Group, provides customized solutions for all our customers’ insurance needs.
Experience and relationships matter. Our highly trained professionals have built the reputation within the insurance marketplace as being able to find comprehensive coverage at competitive rates.
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.
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Finance Clerk Job Description
A master multi-tasker with excellent communication skills and an upbeat attitude. As a financial clerk, you will be required to update and maintain our financial database and records, perform regular audits and account reconciliations, and provide customer support.
To ensure success as a financial clerk, you should be mathematically and analytically minded and demonstrate accuracy in your work. A skilled financial clerk should demonstrate detailed knowledge of accounting and bookkeeping processes and be able to quickly identify financial discrepancies.
Responsibilities:
Requirements:
· Diploma, equivalent or higher with relevant experiences.
Interested applicants, kindly forward your detailed resume indicating earliest availability / notice period required, current and expected salary via email to: sghr@sgbom.com
We regret that only shortlisted candidates will be notified.
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Official account of Jobstore.
Our Client
Well establish international bank
Highlights
Responsibilities
Job Requirements
Interested Applicants, please click on Apply NOW or email your latest cv to joey.chan(at)paradigmrecruitment.com.sg.
We regret to inform you that only shortlisted applicants will be contacted.
EA Reg No: R22110985
EA License No: 21C0434
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Position Summary
The individual must have fundamental knowledge of investment data, expertise in data management, ability to work with technology tools for scrutinizing extensive datasets across diverse source systems, and proficiency in reporting applications (Oracle/Fusion Analytics a plus). Ability to effectively collaborate across finance, investments, risk, and all technology stakeholders is crucial for success in this role, as well as a genuine interest in building a career in investment operations and reporting analysis. This role reports to the Head of Investment Reporting and Forecasting within the Investment Accounting Department.
You will
Assist in producing Investment Reporting Decks for Senior Management.
Look for opportunities to automate Investment Footnotes, Regulatory Reporting and Agency Surveys.
Build and maintain investment dashboards within Fusion Analytics.
Recommend and develop new controls to improve data quality and minimize operational risk.
Take an ownership role in managing data capabilities and uphold a sound data governance and development framework
Execute and provide oversight of ad hoc data projects.
Assist with various Investment management reports and data analytic reporting initiatives.
Responsible for annual NII Forecast, owner of NII model, find ways to enhance.
You have
BS in Accounting, Finance or Management Information Systems
5-10 years financial services experience at an insurance company or investment management firm preferred
Knowledge of fixed income, equity, and derivatives required; familiarity with investment reporting and performance a plus
Understand Statutory accounting requirements related to Investments
Strong Analytical skills and ability to work effectively in a team setting required
Organized and disciplined; self-starter with ability to take ownership of responsibilities and execute to a high standard
Exceptional attention to detail with commitment to improving accuracy of data and preventing errors
Experience with Excel, EPAM, Investran, Precision, SQL, Oracle Analytics Cloud, Fusion Analytics and BI tools
Experience with Data Science or AI capabilities is a plus
Location
Hybrid role: 2 days in office; 3 days WFH at our Hudson Yards, NYC, or Stamford CT office.
#hybrid
The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.
At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.
As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues.
Choice of [high deductible/copay] medical plans* with prescription drugs, including coverage for fertility and transgender inclusive benefits
Dental plan
Vision plan
Health care accounts – flexible spending, health reimbursement, and health savings accounts
Critical illness insurance
Company-paid Life and Disability insurance plus voluntary supplemental coverage
Accident insurance
401(k) retirement plan with a company match, plus an annual age/service-based Company contribution and an annual profit-sharing contribution, if applicable
Complimentary 1:1 financial guidance with a licensed Fidelity representative
Flexible work arrangements (part in-person/part remote)
Unlimited paid time off for most roles plus time off for volunteering, jury duty, voting, and bereavement
Personal holidays for colleagues to use in recognition of religious, cultural, or civic days
Paid parental leave and paid family and medical leave policies
Emotional well-being, mental health, and work/life resources powered by Spring Health
Wellness programs, including fitness program and equipment reimbursement
Child, adult, and elder back-up care support through Bright Horizons
Adoption assistance
College planning
Tuition reimbursement
Student loan assistance
Commuter benefits in select metropolitan areas
Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.
Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact applicant_accommodation@glic.com.
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Application Deadline:
Address:
100 King Street WestJob Family Group:
Drives change management plans and activities from initiation to implementation & sustainment to achieve desired business results. Engages leaders, stakeholders and other impacted audiences in the change to create an engaged workforce who understands the change & what it means for customers and employees. Understands a variety of business dimensions that must be considered in the implementation of change (products, people, processes, channels), and associated risks that must be interpreted, evaluated and mitigated. Drives overall business results by ensuring that change is understood, accepted and sustained.
Analyzes the scope of change to determine people, process, financial, technology, risks & other impacts.
Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
Provides advice and guidance to assigned business/group on implementation of change; evaluates the change environment to understand complexity and impact of change to develop a program that meets required objectives.
Applies change management methodology and general management skills and knowledge to plan, organize and execute change management in a variety of project sizes.
Collaborates with internal/external stakeholders to provide business context in the design, development and implementation of change. Ensures alignment between stakeholders.
Develops change management solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
Develops change strategy that enables leaders to promote the change and execute the change; ensures stakeholders to want to make the change.
Builds and executes communications plans to drive awareness and understanding, including analyzing audiences, developing key messages and identifying the right channel, frequency and sender.
Identifies resistance to the change and builds required plans to overcome objectives through communications and training in order to implement and sustain the change.
Monitors and tracks adoption of the change, and addresses any issues. Implements any corrective actions required and celebrates successes
Qualifications:
Typically, between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Knowledge of business analysis, project delivery practices and standards across the project lifecycle - In-depth.
Deep knowledge and technical proficiency gained through extensive education and business experience.
Verbal & written communication skills – In depth.
Analytical and problem-solving skills – In depth.
Influence skills - In-depth.
Data driven decision making – In depth
Broader Responsibilities Include
Applies mathematical and statistical methods to financial and risk management problems (e.g. internal controls; enterprise-wide stress testing and scenario analysis; capital modelling; valuations). Through quantitative analytical modelling, identifies important factors to consider for financial disaster and recovery plans. Conducts research and creates tools that use data to develop scenario-based planning and implements complex mathematical models to help the business make better financial and financial decisions (e.g. investments, pricing, etc.), drive innovation and minimize the impact of uncertainty.
Develops pricing and quantitative risk models for an assigned portfolio e.g. fixed income, corporate credit and loans.
Monitors risk in strategies and portfolios alongside project managers or functional leads.
Conducts research and develops tools that use data to make better financial decisions; such as: investments, pricing, etc.
Applies knowledge of risk assessment and controls along with extensive understanding of industry compliance standards and regulations.
Identifies ways of mitigating potential risks; recommends and implements solutions based on analysis of issues and implications for the business.
Documents data flow, systems and processes to improve the design, implementation and management of business/group processes.
Conducts quantitative research in risks across strategies and portfolios.
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
Provides specialized consulting, analytical and technical support.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works independently and regularly handles non-routine situations.
Broader work or accountabilities may be assigned as needed.
Foundational level of proficiency:
Regulatory capital and stress testing.
Compliance and regulation.
Machine learning.
Learning Agility.
Systems Thinking.
Intermediate level of proficiency:
Model risk management.
Data visualization.
Data wrangling.
Data preprocessing.
Critical thinking.
Driving Results.
Verbal & written communication skills.
Collaboration & team skills.
Analytical and problem solving skills.
Data driven decision making.
Advanced level of proficiency:
Quantitative financial modeling.
Computational thinking and programming.
Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Deep knowledge and technical proficiency gained through extensive education and business experience.
Compensation and Benefits:
Pay Type:
The above represents BMO Financial Group’s pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
We’re here to help
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at https://jobs.bmo.com/ca/en.
BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
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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!
GMC Overview
Global Markets Credit (GMC) is responsible for ensuring a comprehensive and consistent credit underwriting and monitoring process for Global Markets lending and trading activities. GMC partners directly with the Global Markets front line unit for client selection, underwriting and monitoring activities to drive revenue growth while maintaining appropriate risk disciplines. GMC also coordinates engagement with key control partners including Global Risk, Finance, Credit Review and Audit in accordance with our Risk Framework.
The GMC Portfolio Management Team is responsible for reporting, data analysis, and portfolio management of the GMC lending and trading portfolios. The Data Support Manager will be responsible for the creation, maintenance, and improvements of reports and data analysis across the GMC businesses.
Job Description:
As a Data Support Manager, Director, you will be integral in delivering dashboards and data analysis on a timely basis, as well as contribute and provide support to counterparty portfolio review reports. The Data Support Manager will contribute to a robust monitoring environment while working closely with Credit Officers and Portfolio Managers. You will develop an understanding of Global Markets Credit as you analyze our Lending and Trading businesses. The experience level of individuals in this role typically is 10 years or more.
Responsibilities:
Required Qualifications
Skills:
Bachelor’s degree or equivalent work experience preferred
Shift:
1st shift (United States of America)Hours Per Week:
40Official account of Jobstore.
Who We Are Looking For
We are looking for a bright, enthusiastic and hard-working individual with a keen interest in learning accounting for complex investment transactions and structures in a dynamic, challenging and fast-paced work environment. Your success will be facilitated by the leading-edge technology infrastructure supported by well-developed procedures and controls. We offer you a challenging career in a rapidly expanding international company with a professional, yet casual, work environment.
Why this role is important to us
The team you will be joining is a part of State Street Global Delivery. Global Delivery helps our clients achieve better investment outcomes by serving as the foundation of our organization. We perform all operational functions required to produce the back and middle office products and services that clients have contracted with State Street to provide. Our services include custody, accounting, fund administration, transfer agency, middle office and cash processing services for asset managers, asset owners, alternative investors and insurance companies across the full range of asset classes.
Areas of Opportunities:
· Alternative Investment Solutions (AIS)
· Client Services
· Bank Loans Services
· Middle Office Operations
· Business Onboarding & Transitions (BOaT)
· Transfer Agency
· Custody
· Corporate Actions
· Transaction Processing & Settlement
· Security Valuations
· Derivatives Services
· Financial & Regulatory Reporting
· Fund Accounting
· Performance & Analytics
· Fund Tax
What you will be responsible for
Processing the administrative instructions received
Following up with client for instructions authorization and ensuring processes are made timely
Maintaining standard filing of instructions package and reports
Filling in the daily checklist accordingly with the activities performed
Maintaining the daily mandate management package
Preparing standard audit package
Ensuring that the instructions received are compliant with State Street policy
Analyzing the instructions exceptions and act accordingly to resolve with the responsible parties in a timely manner
Monitoring exceptions resolutions and solicit resolutions details to the responsible parties
What we value
These skills will help you succeed in this role
Ability to work with high attention to detail, proactively in a team and within a dynamic environment
Establish and maintain good working relationships with internal clients and colleagues
Ability to communicate effectively and timely with external counterparties
Supporting senior colleague’s and following/completing their requests
Excellent organization and time management skills with the flexibility to multitask prescheduled activities and meet deadlines
Education & Preferred Qualifications
Ideally successfully completed degree in Finance/Accounting, Business or similar
Strong MS Office skills, especially with Excel and Word
About State Street
What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.
Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.
State Street is an equal opportunity and affirmative action employer.
Discover more at StateStreet.com/careers
Salary Range:
$43,680 - $62,400 AnnualThe range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Official account of Jobstore.
Who We Are Looking For
We are looking for a bright, enthusiastic and hard-working individual with a keen interest in learning accounting for complex investment transactions and structures in a dynamic, challenging and fast-paced work environment. Your success will be facilitated by the leading-edge technology infrastructure supported by well-developed procedures and controls. We offer you a challenging career in a rapidly expanding international company with a professional, yet casual, work environment.
Why this role is important to us
The team you will be joining is a part of State Street Global Delivery. Global Delivery helps our clients achieve better investment outcomes by serving as the foundation of our organization. We perform all operational functions required to produce the back and middle office products and services that clients have contracted with State Street to provide. Our services include custody, accounting, fund administration, transfer agency, middle office and cash processing services for asset managers, asset owners, alternative investors and insurance companies across the full range of asset classes.
Areas of Opportunities:
· Alternative Investment Solutions (AIS)
· Client Services
· Bank Loans Services
· Middle Office Operations
· Business Onboarding & Transitions (BOaT)
· Transfer Agency
· Custody
· Corporate Actions
· Transaction Processing & Settlement
· Security Valuations
· Derivatives Services
· Financial & Regulatory Reporting
· Fund Accounting
· Performance & Analytics
· Fund Tax
What you will be responsible for
Processing the administrative instructions received
Following up with client for instructions authorization and ensuring processes are made timely
Maintaining standard filing of instructions package and reports
Filling in the daily checklist accordingly with the activities performed
Maintaining the daily mandate management package
Preparing standard audit package
Ensuring that the instructions received are compliant with State Street policy
Analyzing the instructions exceptions and act accordingly to resolve with the responsible parties in a timely manner
Monitoring exceptions resolutions and solicit resolutions details to the responsible parties
What we value
These skills will help you succeed in this role
Ability to work with high attention to detail, proactively in a team and within a dynamic environment
Establish and maintain good working relationships with internal clients and colleagues
Ability to communicate effectively and timely with external counterparties
Supporting senior colleague’s and following/completing their requests
Excellent organization and time management skills with the flexibility to multitask prescheduled activities and meet deadlines
Education & Preferred Qualifications
Ideally successfully completed degree in Finance/Accounting, Business or similar
Strong MS Office skills, especially with Excel and Word
About State Street
What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.
Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.
State Street is an equal opportunity and affirmative action employer.
Discover more at StateStreet.com/careers
Salary Range:
$43,680 - $62,400 AnnualThe range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Official account of Jobstore.
Job Description:
Who We Are Looking For
We are looking for a bright, enthusiastic and hard-working individual with a keen interest in learning accounting for complex investment transactions and structures in a dynamic, challenging and fast-paced work environment. Your success will be facilitated by the leading-edge technology infrastructure supported by well-developed procedures and controls. We offer you a challenging career in a rapidly expanding international company with a professional, yet casual, work environment.
Why this role is important to us
The team you will be joining is a part of State Street Global Delivery. Global Delivery helps our clients achieve better investment outcomes by serving as the foundation of our organization. We perform all operational functions required to produce the back and middle office products and services that clients have contracted with State Street to provide. Our services include custody, accounting, fund administration, transfer agency, middle office and cash processing services for asset managers, asset owners, alternative investors and insurance companies across the full range of asset classes.
Areas of Opportunities:
· Alternative Investment Solutions (AIS)
· Client Services
· Bank Loans Services
· Middle Office Operations
· Business Onboarding & Transitions (BOaT)
· Transfer Agency
· Custody
· Corporate Actions
· Transaction Processing & Settlement
· Security Valuations
· Derivatives Services
· Financial & Regulatory Reporting
· Fund Accounting
· Performance & Analytics
· Fund Tax
What you will be responsible for
Processing the administrative instructions received
Following up with client for instructions authorization and ensuring processes are made timely
Maintaining standard filing of instructions package and reports
Filling in the daily checklist accordingly with the activities performed
Maintaining the daily mandate management package
Preparing standard audit package
Ensuring that the instructions received are compliant with State Street policy
Analyzing the instructions exceptions and act accordingly to resolve with the responsible parties in a timely manner
Monitoring exceptions resolutions and solicit resolutions details to the responsible parties
What we value
These skills will help you succeed in this role
Ability to work with high attention to detail, proactively in a team and within a dynamic environment
Establish and maintain good working relationships with internal clients and colleagues
Ability to communicate effectively and timely with external counterparties
Supporting senior colleague’s and following/completing their requests
Excellent organization and time management skills with the flexibility to multitask prescheduled activities and meet deadlines
Education & Preferred Qualifications
Ideally successfully completed degree in Finance/Accounting, Business or similar
Strong MS Office skills, especially with Excel and Word
About State Street
What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.
Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.
State Street is an equal opportunity and affirmative action employer.
Discover more at StateStreet.com/careers
Salary Range:
The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Official account of Jobstore.
Job Description
Summary:
The Data Associate will report directly to the AVP of Investment Operations.
This position will be responsible for data management and securities valuation process through an outsource provider.
Shift time: 3 PM to 12 AM IST
Primary responsibilities:
Work with key partners in all business lines to assist with data management including but not limited to security reference, credit data, investor data, portfolio setup and pricing data
Manage reference data and pricing for 5000+ assets daily.
Ensure that Public Ratings are feeding in daily.
Work with Structure Surveillance team to get Private Rating and Credit Estimates
Monitor and resolve recon issues with Fund Admin applications.
Set up assets for corporate actions/restructures.
Set up Asset during London hours.
Help with Benchmark Data Enhancement
Address EOD exception emails for data warehouse load processes
Help resolve daily pricing issues (i.e., Price Variance, Price Challenges, Back testing, missing vendor prices, stale prices, and significant market events) before NAV deadlines.
Interact with all market data vendors including but not limited to: IDC, Markit, JPM Pricing Direct, Bloomberg, Intex & LPC
Reconcile open loan trades between internal systems and Clearpar; work with outsourced settlements team to address breaks.
Experience and qualification required:
Bachelor’s Degree from and accredited University
4 - 6 years of experience in high-quality, global capital markets or investment management firms, with expertise in security valuations
Direct experience partnering with the business units to ensure operational efficiency.
Experience successfully developing an operations platform that is scalable and agile to accelerated growth and ever-changing needs
Knowledge required:
Strong knowledge of various investment types such as fixed income, convertible bonds, bank debt, derivatives (i.e. CDS, IRS, PAS, Currency Options) and equities
Strong written and verbal communications skills
Proficient in Microsoft Office
Knowledge of complex fund structures a plus
Skills / abilities:
Proficient in Bloomberg
Genuine passion for customer service and quality with a highly collaborative approach
Ability and desire to work in a fast pace and dynamic environment.
Display outstanding written and oral communication and interpersonal skills.
Ability to get to the heart of issues rapidly and to act decisively while seeing the “bigger picture” and communicating this to the business as a whole
Execute and remain appropriately hands-on with a track record of “rolling up their sleeves.”
Communicate opinions, facts, and thoughts with clarity, transparency and honesty. Seeks multiple perspectives and listens openly to others’ points of view.
Consistently deliver on commitments. Demonstrates ownership of constituencies and persuading senior professionals at all levels
Display superior intellect, with the ability to think critically and make clear and well-reasoned decisions.
Confident and self-aware with excellent interpersonal and communication skills, both written and verbal
Personal and professional integrity of the highest order
Reporting Relationships
There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.
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Location(s)
Alpharetta, Georgia, Chicago, Illinois, Jacksonville, FloridaDetails
Kemper is one of the nation’s leading specialized insurers. Our success is a direct reflection of the talented and diverse people who make a positive difference in the lives of our customers every day. We believe a high-performing culture, valuable opportunities for personal development and professional challenge, and a healthy work-life balance can be highly motivating and productive. Kemper’s products and services are making a real difference to our customers, who have unique and evolving needs. By joining our team, you are helping to provide an experience to our stakeholders that delivers on our promises.
Position Summary:
Interface with the business to provide strategic consulting and guidance throughout key strategic initiatives. Facilitate and lead the planning of strategic initiatives to achieve objectives. Proactively serve as a trusted advisor for both business and IT stakeholders. Work closely on intangible issues across organizational and business-entity boundaries. Drive the design and implementation of funding and Agile delivery model
Position Responsibilities:
Position Qualifications:
Kemper is proud to be an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, disability status or any other status protected by the laws or regulations in the locations where we operate. We are committed to supporting diversity and equality across our organization and we work diligently to maintain a workplace free from discrimination. Kemper is focused on expanding our Diversity, Equity and Inclusion efforts to align with our vision, mission, and guiding principles. Kemper does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Kemper and Kemper will not be obligated to pay a placement fee.
Kemper will never request personal information, such as your social security number or banking information, via text or email. Additionally, Kemper does not use external messaging applications like WireApp or Skype to communicate with candidates. If you receive such a message, delete it.
#LI-GR1
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A. EastSpring Investments (Singapore) Limited is developing user centric and finance focused data platforms (ERP, EPM and Data Lake) to support the firm’s strategic initiatives and global growth opportunities.
B. These platforms will assist the Finance function in the execution of its business-critical control responsibilities as well as supporting business decision making with modern finance analytics and insights.
C. This project will deliver end to end data capabilities for the Finance function and other relevant stakeholders covering data modelling, reporting, dashboarding and the development of any tooling requirements to support business growth.
· Financial Reporting Quality Control:
Be responsible for exploring and implementing improvements to ensure top-notch quality in Financial Reporting. Leverage innovative systems, streamline workflows, and provide comprehensive training to maintain the integrity and accuracy of Financial Reports and Management Information.
· Advisory and Decision Support:
Rapidly respond to the financial requirements of our Business Units (BU) by analyzing complex accounting matters and providing astute professional judgments. Collaborate with the international finance team to oversee and manage group-wide accounting reporting issues, demonstrating a holistic approach to financial governance.
· Information Integration and Analysis:
Drive the establishment and maintenance of effective information-sharing mechanisms between BU finance and the broader Group finance function. Conduct thorough analysis on Business Group fFnancial Reports and present findings to senior management. Contribute significantly to the group's Financial Planning & Analysis (FP&A), working closely with the international finance team to ensure accurate financial disclosures, forecasting, and budgeting, thereby providing robust financial insights for strategic decision-making.
· Process Optimization and Risk Management:
Spearhead the design and implementation of process improvements across the entire finance organization, identifying potential risk areas and ensuring effective control measures are in place. Your efforts will result in enhanced operational efficiency while mitigating risks within the financial reporting structure.
· Finance Data Analytics:
Become a data subject matter expert (SME) across platforms, finance and business topics, helping to build data pipelines, delivering financial insights to drive forward our businesses and embedding these as self-serve capabilities within our platforms, where appropriate.
Responsible for driving forward the development of data models for new products, business lines and platforms capabilities to support data flows from Finance operations to FP&A Functions.
Collaborate closely and partner with data scientists, engineers, analysts and Business Intelligence analysts across the region and platforms, at the business group, enterprise and global level to deliver moderately complex analytical solutions to address business needs.
Job Responsibilities:
· Develop data pipelines to deliver commercially focused financial insights and analysis, both at Project Delivery level and subsequent enhancements
· Own the design of finance data schemas, partnering closely with finance stakeholders and data engineers
· Identifies requirements for onboarding of additional data sources into our data lake and various data requirements underpinning the platforms (including but not limited to ERP and EPM)
· Supports finance in ad-hoc data analytics or deep dive analysis, working alongside data engineers and BI analysts to develop long term solutions as appropriate
· Partner with product developers on the more complex data aspects of their feature delivery
· Ensures appropriate documentation, controls and testing are in place to support your features at all times, working alongside our controls manager on these aspects (including but not limited to End-to-End Data handshakes and integrations)
· Collaborate and work with EastSpring’s parent company Prudential on all Master Data Management related matters, including Enterprise-wide applications. Enable the broader organizations focus on insights by maximizing the value of our data and digital core investment
· Be the GO-TO person for all Finance Data related matters and Subject Matter Expert (SME)
Key Accountabilities
· Gather functional requirements and develop user stories working directly with business stakeholders to enable business insights.
· Filter, clean and prepare data to support data reporting and analysis.
· Gather requirements, create user stories, resolve solution gaps, architect and model dashboards and build standardized data visualization models to deliver sustainable, effective and efficient reporting and analytical solutions.
· Partner with leadership and the team to identify and manage the core set of metrics needed to measure performance.
· Evaluate the performance of processes, services and outcomes and drive performance improvement.
· Partner with teams to develop a detailed understanding of the business and offer collaborative and technical solutions to solve business problems.
· Independently solve moderately complex issues with minimal supervision, while escalating more complex issues to appropriate staff.
· Other duties as assigned
Required qualifications, capabilities, and skills:
· Bachelor’s degree or equivalent in accounting, finance, data analytics, computer science or related fields. Numerical with good understanding of accounting and finance domain requirements, basic finance concepts and business insights is a MUST;
· Prior relevant Finance experience in asset management companies, FP&A, Data Analytics and demonstrated knowledge on fund related matters preferred;
· Demonstrated knowledge on business and regulatory matters relating to fund management Industry;
· Minimally 3 years’ experience in data analysis, business intelligence or data modelling. Ability to master massive amounts of data through various integrated platforms, preferably with data lakes, is a MUST;
· Excellent and good practical experience in Advance Excel and / or SQL coding capabilities. Preferably, with experience in RPA and Power Query; PBF tool Knowledge eg. Hyperion Finance Management / OneStream systems and Oracle ERP will be an added advantage;
· Ability to work in collaborative, cross-functional, agile teams as well as independently, including experience in managing stakeholders in different regions and across functions
· Self-starter and highly self-motivated, ability to lead discussions with clarity of thoughts and able to handle ambiguities, strong analytical and problem-solving skills, ability to meet tight deadlines, hands-on approach, independent and resourceful in solution delivery;
· Strong communication skills, both written and verbal, ability to write business requirements and drive execution of solutions
· Detail-oriented with a strong commitment to accuracy and quality
· Ability to understand project complexities and lifecycle to break it down into smaller, attainable tasks, including collaboration with stakeholders to investigate, triage, and solution data
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Ankura is a team of excellence founded on innovation and growth.
Ankura Disputes & Economics (Trust & Mass Torts) Overview:
The Ankura Disputes & Economics, Trust & Mass Torts practice is commonly engaged to assist financial investigations, litigations and disputes, turnaround and process improvement engagements, and other critical business issues. The Data Analytics team specializes in the efficient identification of relevant and responsive data across clients’ vast internal systems and repositories and works with clients to efficiently extract and effectively analyze client data. The team’s consulting experience involves large, diverse, and often incomplete data sets across client enterprises including financial, accounting, human resources, payroll, and a variety of other business systems. The team collaborates with computer forensics and investigatory experts to assess and respond to both the quantitative and qualitative aspects of problems. A Senior Associate in the Data Analytics practice is responsible for utilizing data analytics and technology skills to provide accounting and finance related consulting services to clients.
The Senior Associate will work with clients – businesses, government entities, and/or law firms – to address their most complex and pressing concerns. The Senior Associate must be capable of applying advanced, strategic approaches to assist clients with complex information management and analysis challenges by combining data analytics techniques, sophisticated technology tools, and information management principles to help clients make well-informed decisions. Ankura provides Associates with the opportunity to work collaboratively on diverse teams with skilled, intelligent, driven, and successful individuals. Ankura is focused on hiring Associates who will serve as the foundation of a growing firm dedicated to its people, culture, and delivering high quality service to clients.
*This is a hybrid role with 1-2 days in the DC office.
ESSENTIAL DUTIES & RESPONSIBILITIES:
As a Senior Associate, you will be intimately familiar with the clients' big-picture objectives and challenges as well as ingrained in the smallest details of their organization’s data and IT infrastructure. With this knowledge you will be responsible for designing and executing efficient, innovative analytical solutions to address their issues. Responsibilities will include, but will not be limited to, the following:
Coordinating with client contacts to identify, acquire, synthesize, and analyze relevant data
Identifying the relationships among multiple sources and types of data, and organizing this information to facilitate effective data analysis
Designing and implementing complex financial models to generate meaningful metrics and/or visual demonstratives
Analyzing and interpreting historical financial, operational, and transactional data
Performing the day-to-day client engagement activities, including interaction with client personnel, internal Ankura team members, and other stakeholders involved in the engagement
Contributing to the overall success of the firm by participating in pitches, developing internal training, and marketing the firm externally to prospective clients
Required Skills & Qualifications:
Minimum of a Bachelor’s Degree in finance, accounting, economics, statistics, data analytics
Minimum of 3 years of work experience in a related field
Experience with Python and/or R in addition to other data analytics languages
Experience with SAS preferred
Familiarity with database management and querying tools (e.g., SQL, VBA)
Familiarity with data visualization tools such as Tableau
Able to demonstrate excellent communication (written and verbal), mathematical, and organizational skills
Able to adapt quickly in handling multiple/evolving tasks as a result of new engagements and/or re-prioritized deadlines
Highly motivated, eager to learn, and able to motivate others
Able to utilize technology to solve complex problems
Able to produce high quality and/or final work product under strict deadlines
Possess strong quantitative and qualitative research and analytical skills
Possess strong team-oriented personality characteristics: hard-working, thoughtful, and collaborative, with a positive outlook and confidence
Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.
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Ankura is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against based on disability. Equal Employment Opportunity Posters, if you have a disability and believe you need a reasonable accommodation to search for a job opening, submit an online application, or participate in an interview/assessment, please email accommodations@ankura.com or call toll-free +1.312-583-2122. This email and phone number are created exclusively to assist disabled job seekers whose disability prevents them from being able to apply online. Only messages left for this purpose will be returned. Messages left for other purposes, such as following up on an application or technical issues unrelated to a disability, will not receive a response.
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