Investment Fund Managers

Description

Pearson VUE (www.pearsonvue.com) is the global leader in computer-based testing for information technology, academic, government and professional testing programs around the world. Pearson VUE provides a full suite of services from test development to data management, and delivers exams through the world’s most comprehensive and secure network of test centers in more than 180 countries, where we validate the skills and knowledge of millions of individuals every year.

Pearson VUE is a business of Pearson, the world's leading learning company with global-reach and market-leading businesses. Pearson is listed on both the London and New York stock exchanges (UK: PSON; NYSE: PSO).

Pearson is an Equal Opportunity and Affirmative Action Employer and a member of E-verify.

This position will be working collaboratively with Development ,Advanced Technical Solutions, Global Business Solutions, Business Development, Global Business Assurance and Program Management, the Sr. Security Analyst provides internal subject matter expertise with regard to Pearson VUE security services and supports the operational execution of departmental strategies

PRIMARY RESPONSIBILITIES (Listed in order of importance with estimated amount of time spent on each task)

60% Web Monitoring and Data Forensics

+ Serve as the first level escalation point for security related issues with assigned client.

+ Liaise with program management, other functional areas within Pearson, clients, external security consultants and investigative firms as needed.

+ Conduct web monitoring services for assigned client including online investigation and cyber intelligence gathering.

+ Produce/provide reporting to assigned client for web monitoring and data forensics.

+ Perform data forensics services for assigned client and conduct investigations related to data forensics.

+ Provide internal and external consulting with regard to our information security policies, standards and procedures.

30% Responding to client requests, video reviews, and candidate misconduct investigations

+ Respond to ad hoc client security requests in desired timeframes.

+ Conduct investigations related to candidate misconduct incidents.

+ Review testing session videos in relation to candidate misconduct incident and produce reporting related to review.

+ Manages boilerplate library and ensures all security templates reflect Pearson VUE’s current practices and technology.

10% Other duties as assigned

Qualifications

Education and Experience:

+ Bachelor Degree or equivalent experience in related fields

+ 5 years Investigations or data analysis experience

+ Consulting, Big 4 or Public Accounting experience preferred

+ Experience in a Computer-Based Testing industry preferred Skills, Knowledge, and Abilities:

+ Excellent written and verbal communication skills.

+ Ability to work independently.

+ Ability to provide effective training and education to others.

+ Ability to systematically and creatively solve problems.

+ Results-oriented with strong commitment to tasks.

+ Excellent time management and priority setting skills.

+ Attention to detail and quality oriented.

+ Ability to handle stressful situations.

+ Knowledgeable of practices and standards applied in the Computer-Based Testing

**Who we are:**

At Pearson, our purpose is simple: to help people realize the life they imagine through learning. We believe that every learning opportunity is a chance for a personal breakthrough. We are the world's lifelong learning company. For us, learning isn't just what we do. It's who we are. To learn more: We are Pearson.

Pearson is an Affirmative Action and Equal Opportunity Employer and a member of E-Verify. We want a team that represents a variety of backgrounds, perspectives and skills. The more inclusive we are, the better our work will be. All employment decisions are based on qualifications, merit and business need. All qualified applicants will receive consideration for employment without regard to race, ethnicity, color, religion, sex, sexual orientation, gender identity, gender expression, age, national origin, protected veteran status, disability status or any other group protected by law. We strive for a workforce that reflects the diversity of our communities.

If you are an individual with a disability and are unable or limited in your ability to use or access our career site as a result of your disability, you may request reasonable accommodations by emailing [email protected].

Note that the information you provide will stay confidential and will be stored securely. It will not be seen by those involved in making decisions as part of the recruitment process.

**Job:** TECHNOLOGY

**Organization:** Assessment & Qualifications

**Schedule:** FULL\_TIME

**Workplace Type:**

**Req ID:** 18065

\#location

**POSITION SUMMARY:** The Financial Analyst supports their department by providing reporting, assistance on project management, and other analysis for both internal and external customers. This role will measure, manage and analyze metrics related to the business and related initiatives and make recommendations where appropriate to increase the effectiveness of processes and policies, based on in-depth analysis and thorough understanding of existing processes. The Financial Analyst must also generate complete, accurate, timely, and transparent financial analysis/reporting as required by management.

**PRINCIPLE RESPONSIBILITIES:**

+ Provides financial analysis and helps support ongoing operational initiatives.

+ Generates standard and ad hoc reports, applying skill, judgment, understanding and explanation of operational information.

+ Demonstrates strong understanding of business metrics and data points in order to perform meaningful analysis.

+ Supports ongoing initiatives and helps develop metrics and tools to facilitate accountability.

+ Presents and interprets various analyses related to the impact of improvement opportunities.

+ Using data, identifies prevalent issues and root causes and makes recommendations to management for resolution, as appropriate.

+ Coordinates and interfaces with management and field divisions regarding process improvements or other related ad hoc analysis.

+ Translates system data into scalable and easily understood solutions for internal/external customers and vendors.

+ Participates and leads team projects as needed Manages special projects requiring financial knowledge to ensure projects achieve overall objectives and meet expectations in terms of cost, scope and schedule.

+ Assists in creating, documenting, optimizing and implementing durable processes to fit with business objectives.

+ Contributes to the design, creation and implementation of best practices and training materials for team and departmental processes.

+ Regularly interacts with the field controllership group and various Corporate departments on a variety of tasks in order to accomplish goals in an effective manner.

+ Performs other job-related duties as assigned or apparent.

**QUALIFICATIONS:**

+ Experience with analyzing data from various source systems.

+ Experience with systems such as Oracle, Tango, Arriba, and LQ

+ Ability to generate macros using Excel and/or SQL in order to streamline repetitive tasks or reporting as requested by management.

+ Ability to effectively and coherently convey financial information to senior leadership in order to assist with decision making.

+ Demonstrates analytical/problem-solving solutions and ability to generate and offer solutions independently.

+ Ability to effectively manage multiple activities or sources of information.

+ Understanding of SOX requirements.

+ Intermediate or expert level knowledge of MS Excel.

**MINIMUM QUALIFICATIONS:**

+ Minimum of 1 year of financial analysis, accounting or business analysis experience.

**Rewarding Compensation and Benefits**

Eligible employees can elect to participate in:

• Comprehensive medical benefits coverage, dental plans and vision coverage.

• Health care and dependent care spending accounts.

• Short- and long-term disability.

• Life insurance and accidental death & dismemberment insurance.

• Employee and Family Assistance Program (EAP).

• Employee discount programs.

• Retirement plan with a generous company match.

• Employee Stock Purchase Plan (ESPP).

_The statements used herein are intended to describe the general nature and level of the work being performed by an employee in this position, and are not intended to be construed as an exhaustive list of responsibilities, duties and skills required by an incumbent so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the Company._

EEO STATEMENT:Republic Services is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, protected veteran status, relationship or association with a protected veteran (spouses or other family members), genetic information, or any other characteristic protected by applicable law.

**ABOUT THE COMPANY**

Republic Services, Inc. (NYSE: RSG) is a leader in the environmental services industry. We provide customers with the most complete set of products and services, including recycling, waste, special waste, hazardous waste and field services. Our industry-leading commitments to advance circularity and support decarbonization are helping deliver on our vision to partner with customers to create a more sustainable world.

In 2023, Republic’s total company revenue was $14.9 billion, and adjusted EBITDA was $4.4 billion. We serve 13 million customers and operate more than 1,000 locations, including collection and transfer stations, recycling and polymer centers, treatment facilities, and landfills.

Although we operate across North America, the collection, recycling, treatment, or disposal of materials is a local business, and the dynamics and opportunities differ in each market we serve. By combining local operational management with standardized business practices, we drive greater operating efficiencies across the company while maintaining day-to-day operational decisions at the local level, closest to the customer.

Our customers, including small businesses, major corporations and municipalities, want a partner with the expertise and capabilities to effectively manage their multiple recycling and waste streams. They choose Republic Services because we are committed to exceeding their expectations and helping them achieve their sustainability goals. Our 41,000 team members understand that it's not just what we do that matters, but how we do it.

Our company values guide our daily actions:

+ **Safe** : We protect the livelihoods of our colleagues and communities.

+ **Committed to Serve** : We go above and beyond to exceed our customers’ expectations.

+ **Environmentally Responsible:** We take action to improve our environment.

+ **Driven** : We deliver results in the right way.

+ **Human-Centered:** We respect the dignity and unique potential of every person.

We are proud of our high employee engagement score of 86. We have an inclusive and diverse culture where every voice counts. In addition, our team positively impacted 4.6 million people in 2023 through the Republic Services Charitable Foundation and local community grants. These projects are designed to meet the specific needs of the communities we serve, with a focus on building sustainable neighborhoods.

**STRATEGY**

Republic Services’ strategy is designed to generate profitable growth. Through acquisitions and industry advancements, we safely and sustainably manage our customers’ multiple waste streams through a North American footprint of vertically integrated assets.

We focus on three areas of growth to meet the increasing needs of our customers: recycling and waste, environmental solutions and sustainability innovation.

With our integrated approach, strengthening our position in one area advances other areas of our business. For example, as we grow volume in recycling and waste, we collect additional material to bolster our circularity capabilities. And as we expand environmental solutions, we drive additional opportunities to provide these services to our existing recycling and waste customers.

**Recycling and Waste**

We continue to expand our recycling and waste business footprint throughout North America through organic growth and targeted acquisitions. The 13 million customers we serve and our more than 5 million pick-ups per day provide us with a distinct advantage. We aggregate materials at scale, unlocking new opportunities for advanced recycling. In addition, we are cross-selling new products and services to better meet our customers’ specific needs.

**Environmental Solutions**

Our comprehensive environmental solutions capabilities help customers safely manage their most technical waste streams. We are expanding both our capabilities and our geographic footprint. We see strong growth opportunities for our offerings, including PFAS remediation, an increasing customer need.

**SUSTAINABILITY INNOVATION**

Republic’s recent innovations to advance circularity and decarbonization demonstrate our unique ability to leverage sustainability as a platform for growth.

The Republic Services Polymer Center is the nation’s first integrated plastics recycling facility. This innovative site processes rigid plastics from our recycling centers, producing recycled materials that promote true bottle-to-bottle circularity. We also formed Blue Polymers, a joint venture with Ravago, to develop facilities that will further process plastic material from our Polymer Centers to help meet the growing demand for sustainable packaging. We are building a network of Polymer Centers and Blue Polymer facilities across North America.

We continue to advance decarbonization at our landfills. As demand for renewable energy continues to grow, we have 70 landfill gas-to-energy projects in operation and plan to expand our portfolio to 115 projects by 2028.

**RECENT RECOGNITION**

+ Barron’s 100 Most Sustainable Companies

+ CDP Discloser

+ Dow Jones Sustainability Indices

+ Ethisphere’s World’s Most Ethical Companies

+ Fortune World’s Most Admired Companies

+ Great Place to Work

+ Sustainability Yearbook S&P Global

**About this role:**

Wells Fargo is seeking a Senior Information Security Analyst on our Data Loss Prevention (DLP) team. This Senior Information Security Analyst is a key role supporting our mission to prevent inappropriate external sharing and distribution of sensitive company, customer, and employee information.

**In this role, you will:**

+ Design, implement, and tune rules and techniques to prevent risky user behaviors in partnership with security, investigative partners, business groups and other stakeholders

+ Support enterprise transition to next-generation cloud-based DLP solutions

+ Support ongoing rule/technique change management on prem and associated controls execution.

+ Assist with inquiries from risk partners, Internal Audit and regulatory bodies on EDLP controls and procedures

+ Provide information security consultation for all aspects of information security compliance policy, risk management, and remediation

+ Direct information security risk assessment and research, and recommend remediation plans and strategies

+ Influence stakeholders on net new or on material changes to an asset to influence control decisions

+ Provide consulting on security risk assessment and research, and recommend remediation plans and strategies

+ Identify security risks and mitigating actions as related to Data Loss prevention

+ Consult with the organization on complex security issues and findings

+ Manage complex and critical information assets

+ Evaluate and interpret internal and companywide information security policies, processes, standards, and participate with more experienced leaders in decision making on information security

+ Creation of test cases for new policies

+ Serve as information security senior developer to advise on the development and delivery of Information Security Education and Awareness

+ Work with DLP developers on Agile team

+ Coordinate with vendor manager on third party assets to manage information security risks

**Required Qualifications:**

+ 4+ years of Information Security Analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

+ 3+ years of Data Loss Prevention rule-writing experience in any DLP tool.

**Desired Qualifications:**

+ Data Loss Prevention tool/system experience. Symantec DLP, Cloud SOC, ICA Risk Fabric, preferred, but any DLP policy experience with other vendors acceptable

+ RegEx rule writing capability

+ Documentation skills including design diagrams, process flows and content writing

+ Thorough understanding of Splunk and how to correlate incidents from Broadcom DLP to SharePoint Incidents to Splunk

+ Ability to write MS SQL queries and any other programming languages

**Job Expectations:**

+ Ability to work in hybrid environment with an expectation of being on-site in a listed location three times per week.

+ Ability to work weekends and holidays as needed (3-4 times/year)

**Posting End Date:**

7 Feb 2025

**_*Job posting may come down early due to volume of applicants._**

**We Value Diversity**

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

**Applicants with Disabilities**

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

**Drug and Alcohol Policy**

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.

**Wells Fargo Recruitment and Hiring Requirements:**

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

**Req Number:** R-417469

**Wealth Client Relationship Manager**

The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes supporting the implementation of financial plan recommendations and the coordination of asset consolidation.

All licenses must be obtained within 120 days from start date.

**Key Responsibilities and Duties**

+ Manages individual relationships with high-net worth clients across all products and services, focusing on building book of businesses, strengthening relationships, and growing and retaining assets.

+ Leads advisory team practice management meetings to promote efficient and effective practices and supports advisory team in overall book management strategy.

+ Provides client service and sales support as a part of the Wealth Management advisory team, focusing primarily on advice implementation and asset consolidation coordination.

+ Guides client on income execution, including assisting clients in completing forms and reviewing forms for accuracy.

+ Performs registered and non-registered activities related to identifying client needs and identifying potential issues with current financial plans (estate planning, beneficiaries, etc.).

+ Identifies client concerns and gathers additional information regarding clients’ current financial situation and potential future needs.

+ Identifies sales and asset retention opportunities.

+ Coordinates sales cycle management activities, including follow-through on asset growth opportunities to ensure timely sales execution.

+ Supervises client outreach and marketing campaigns as determined by the advisory team to educate clients on additional WM products and services.

**Educational Requirements**

+ University (Degree) Preferred

**Work Experience**

+ 2+ Years Required; 3+ Years Preferred

**FINRA Registrations**

+ SRC Indicator: Series 7; Series 63; Series 65; Series 66

**Licenses and Certifications**

+ Life and Health Insurance License (Resident State) - Multiple Issuers required

**Physical Requirements**

+ Physical Requirements: Sedentary Work

**Career Level**

6IC

**Required:**

+ 2+ years financial services experience

+ Series 7, 63, and 65 (or 66) completed

**Preferred:**

+ 3+ years financial services experience

+ Series 7, 63, and 65 (or 66) completed within 120 days of start date

Related Skills

Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management

**Anticipated Posting End Date:**

2025-01-31

Base Pay Range: $61,740/yr. - $85,000/yr.

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

_____________________________________________________________________________________________________

**Company Overview**

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.

**Benefits and Total Rewards**

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) .

**Equal Opportunity**

We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Read more about the Equal Opportunity Law here (https://www.dol.gov/general/topics/posters) .

**Accessibility Support**

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:

Phone: (800) 842-2755

Email: [email protected]

**Privacy Notices**

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) .

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .

For Applicants of TIAA Global Capabilities, click here (https://www.tiaa.org/public/support/privacy/tiaa-global-capabilities-privacy-notice) .

For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .

TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.

**Privacy Notices**

+ For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) .

+ For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .

+ For Applicants of TIAA Global Capabilities, click here (https://www.tiaa.org/public/support/privacy/tiaa-global-capabilities-privacy-notice) .

+ For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .

**Nondiscrimination & Equal Opportunity Employment**

TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.

EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-1688394514088.pdf)

Pay Transparency

Philadelphia Ban the Box (https://www.phila.gov/media/20210423160847/Fair-Chance-Hiring-law-poster.pdf)

**Job Description**

At Boeing, we innovate and collaborate to make the world a better place. From the seabed to outer space, you can contribute to work that matters with a company where diversity, equity and inclusion are shared values. We’re committed to fostering an environment for every teammate that’s welcoming, respectful and inclusive, with great opportunity for professional growth. Find your future with us.

Boeing Finance Shared Services (FSS) is seeking a **Senior Financial Analyst** to join Finance Analysis COE team on the Direct Non-Labor Vertical in either **Hazelwood, MO; Berkeley, MO** or **Mesa, AZ** .

This Senior Financial Analysts – Defense Development will be responsible for leading analyst(s) and directly support Developmental Program. This entails analyzing contract Bills of Material, supporting procurement, budgeting, earned value management and material integration processes, developing estimates to complete (ETCs) and estimates at completion (EACs), and cost reporting.

This analyst will be working across functions, including Program Finance, Engineering, Supply Chain, Program Management to integrate the data and report up and outward.

Join us to make a difference for yourself, our customers, and the world. If you want to be part of a world class finance team that works alongside amazing products and supports key operations, your future is built here at Boeing! Our finance professionals play a key role in guiding critical business decisions and cutting-edge solutions for the world’s leading aerospace company. Each project contributes to aviation and aerospace products, technologies and services that make a difference in the lives of people around the world

(Connecting/Protecting/Exploring). Contribute to work that makes a difference while engaging in our friendly, collaborative culture with a company that thrives on intellectual curiosity. Become part of our diverse team, which is committed to innovating for the future, and fostering an environment for every teammate that’s welcoming, respectful and inclusive, with great opportunity for professional growth. Find your future with us!

**Position Responsibilities:**

+ Executes bottoms up financial Estimates at Completion (EACs) for contracts or programs

+ Develops, reviews, analyzes and maintains cost performance measurement baselines, earned value management (EVM), Materials Requirement Planning/ Enterprise Resource Planning (MRP/ERP) systems

+ Develops variance analyses and communicates cost and/or schedule trends

+ Makes recommendations to management on financial performance projections using financial and business knowledge and experience

+ Navigates ambiguity to identify opportunities, risks, and challenges the business to capture value

+ Ensures compliance with applicable Boeing and Governmental regulations concerning financial policies, procedures, processes, systems and tools

+ Trains, mentors, and reviews junior analysts work via peer reviews

+ Exhibits a positive attitude and willingness to serve as a change agent

**This position is hybrid. This means that the selected candidate will be required to perform some work onsite at one of the listed location options. This is at the hiring team’s discretion and could potentially change in the future.**

**This position must meet export control compliance requirements. To meet export control compliance requirements, a “U.S. Person” as defined by 22 C.F.R. §120.15 is required. “U.S. Person” includes U.S. Citizen, lawful permanent resident, refugee, or asylee.**

**Basic Qualifications (Required Skills/Experience):**

+ Bachelor’s degree or higher

+ 5+ years of experience in a business-related function (including but not limited to: Finance, Contracts, Estimating, Procurement Financial Analysis, Business Operations, Supply Chain)

+ Experience with Estimates at Completion, Data Analysis, Budgeting, and/or Cost Performance Reporting

+ Experience applying Earned Value Management (EVM) methodology and analysis

+ Experience analyzing MRP/ERP system data and analyzing part level details and financials

+ Ability to work across functions and represent finance effectively

+ Experience building positive relationships, collaborating effectively, and communicating clearly

**Preferred Qualifications (Desired Skills/Experience):**

+ Experience with financial analysis, financial modeling, financial or resource forecasts, and/or assessment of associated risks and opportunities

+ Experience working with large data sets (e.g. advanced Excel, Power Pivot, Tableau and/or Microsoft Power BI)

+ Experience using strong verbal and written communication skills both virtually and in-person, including ability to explain “why”

+ Adaptability to rapid changing environments and ability to meet deliverables

+ Experienced change agent; ability to communicate and drive change with multiple stakeholders

+ Material Cost Analysis, Procurement Financial Analysis, Supply Chain, or Materials Management Business Analyst experience

**Typical Education/Experience:**

Education/experience typically acquired through advanced education (e.g. Bachelor) and typically 10 or more years' related work experience or an equivalent combination of education and experience (e.g. Master+8 years' related work experience, 14 years' related work experience, etc.).

**Relocation:**

Relocation assistance is not a negotiable benefit for this position. Candidates must live in the immediate area or relocate at their own expense.

**Drug Free Workplace:**

Boeing is a Drug Free Workplace where post offer applicants and employees are subject to testing for marijuana, cocaine, opioids, amphetamines, PCP, and alcohol when criteria is met as outlined in our policies.

**Shift:**

This position is for 1st shift.

At Boeing, we strive to deliver a Total Rewards package that will attract, engage and retain the top talent. Elements of the Total Rewards package include competitive base pay and variable compensation opportunities.

The Boeing Company also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health insurance, flexible spending accounts, health savings accounts, retirement savings plans, life and disability insurance programs, and a number of programs that provide for both paid and unpaid time away from work.

The specific programs and options available to any given employee may vary depending on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements.

Pay is based upon candidate experience and qualifications, as well as market and business considerations.

Summary pay range: $99,450 - $134,550

Applications for this position will be accepted until January 26, 2025.

**Export Control Requirements:** U.S. Government Export Control Status: This position must meet export control compliance requirements. To meet export control compliance requirements, a “U.S. Person” as defined by 22 C.F.R. §120.15 is required.

“U.S. Person” includes U.S. Citizen, lawful permanent resident, refugee, or asylee.

**Export Control Details:** US based job, US Person required

**Equal Opportunity Employer:**

Boeing is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, physical or mental disability, genetic factors, military/veteran status or other characteristics protected by law.

Boeing is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, physical or mental disability, genetic factors, military/veteran status or other characteristics protected by law.

At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion

As an Unlicensed Investment Professional in J.P. Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams. Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry.

**Job Responsibilities**

+ Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone

+ Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs

+ Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transaction

+ Document all client interactions and meeting all regulatory requirements around these activities

**Required qualifications, capabilities, and skills**

+ FINRA Securities Industry Essentials (SIE), Series 7 and 63 (or equivalent) must be obtained within 90 days of employment

+ Strong compliance record in prior position(s) and ability to hold a registration in all 50 states

+ Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment

+ Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change

+ Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships

**Preferred qualifications, capabilities, and skills**

+ Bachelor's degree preferred or equivalent experience

+ 2 years of relevant financial services or brokerage experience

+ Flexibility, self-motivation, coachability, and passionate for helping people

+ Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base

**Additional information:**

+ Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing. Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days.

+ Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM - 5 PM EST. The working hours for this role will be assigned and may fall into any of the department operating hours. Candidate may be required to work non-standard schedule (example: four 10 hour days vs. five 8 hour days).

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.

As a Licensed Investment Professional in J.P. Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams. Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry.

**Job Responsibilities**

+ Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone

+ Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs

+ Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transactions

+ Document all client interactions and meeting all regulatory requirements around these activities

**Required qualifications, capabilities, and skills**

+ A valid and active Series 7 and Series 63

+ Strong compliance record in prior position(s) and ability to hold a registration in all 50 states

+ Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment

+ Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change

+ Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships

**Preferred qualifications, capabilities, and skills**

+ Bachelor's degree preferred or equivalent experience

+ 2 years of relevant financial services or brokerage experience

+ Flexibility, self-motivation, coachability, and passionate for helping people

+ Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base

**Additional information**

+ Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing. Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days.

+ Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM - 5 PM EST. The working hours for this role will be assigned and may fall into any of the department operating hours. Candidate may be required to work non-standard schedule (example: four 10 hour days vs. five 8 hour days)

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

Job Description

Insight Global is seeking two Senior Operational Risk Analysts to join a Fortune 100 financial services and banking organization in Phoenix, AZ. One Sr. Analyst will be supporting the Operational Risk with issue management and the other will support a RCSA reporting and analytics focused program under the same leadership/team.

Responsibilities May Include:

Collaborate with ORM business partners to create ad-hoc analytics to identify trends, overall themes, perform root cause analysis, and challenge first line defense.

Work with leadership to develop reporting and analytics strategy.

Implement strategy to validate data accuracy and completeness, quality checks and address inconsistent reporting and analytics.

Work cross-departmentally with Product, Technology, and Data Governance teams to integrate data from multiple sources.

Scenario analyses and stress testing - evaluate potential operational risk impacts under various conditions.

Create reports and analytics for specific and varied needs across senior leadership and regulatory bodies.

Develop and monitor KRIs, KPIs, and operational risk metrics.

Monitor the execution of risk controls within processes. Review the control inventory to ensure they are effective and aligned company risk allowance.

Evaluate, through reporting/analytics, the risk governance frameworks effectiveness. Identify improvement opportunities and oversee implementation of enhancements.

Maintain sufficient knowledge of regulatory changes and industry standards. Lead regulatory engagement, oversee processes to monitor, integrate regulatory changes into 'OR' framework and trainings.

Manage ORM-related internal communications for enterprise and ORM reporting changes.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] .

To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .

Skills and Requirements

- Bachelors degree in Data Analytics, Accounting, Information Technology, Business, Risk Mgmt., or related field; advanced degrees

- 3- 5 Years experience in an operational risk management reporting and analytics function

- Experience in issue management, event management, and Risk and Control Self-Assessment null

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [email protected].

Research Analyst (Hybrid)

Job ID

197099

Posted

24-Jan-2025

Service line

Advisory Segment

Role type

Full-time

Areas of Interest

Research

Location(s)

Phoenix - Arizona - United States of America

CBRE is looking for a Research Analyst in our Phoenix office to support multiple countries across the globe. This is not a remote role and does require someone in Phoenix that can be in the office at least 2 days a week and work remotely 3 days.

About The Role

As a Research Analyst, you will be responsible for the management of global enterprise spatial data sets as well as research and analysis for a variety of commercial real estate data projects and initiatives. The role will encompass certain regular tasks around the management and analysis of core spatial data, as well as a range of activities that contribute to and support the team’s delivery of other projects.

What You'll Do

- Analyze, enrich, and create spatial data with a focus on establishing world-class global enterprise spatial data sets.

- Uses data platforms (Alteryx, ArcGIS Pro, Snowflake, Excel) to manage data and automate processes.

- Engages and supports local market research teams as needed for GIS projects.

- May assist with data intelligence research in a variety of support roles.

- Other duties as assigned.

- No formal supervisory responsibilities in this position. Provides informal assistance such as technical guidance, and/or training to coworkers. May lead project teams and/or plan, and supervise assignments of lower level employees.

What you'll need

- Bachelor's degree preferably in Geographic Information Systems, Real Estate, Economics, Finance, Business, and preferably at least one-year experience and/or training; or equivalent combination of education and experience.

- Strong organizational and analytical skills. Strong written and verbal communication skills. Ability to provide efficient, timely, reliable, and courteous service to customers. Ability to effectively present information.

- Ability to comprehend, analyze, and interpret spatial data sets. Ability to solve problems involving several multiple challenges when presented.

- Basic knowledge of Geographic Information Systems (GIS) required. Intermediate knowledge of GIS preferred.

- Intermediate knowledge of Microsoft Office required.

- Knowledge of ArcGIS and programming software (SQL, Alteryx, R, Python) preferred.

- Requires basic knowledge of real estate and data terms and principles.

- Possess a positive work attitude and ability to work in a team environment.

- Decisions made with thorough understanding of procedures, company policies, and business practices to achieve general results and deadlines. Responsible for setting work unit and/or project deadlines. Errors in judgment may cause short-term impact to department.

Why CBRE?

Get ready for an exciting career with CBRE! We offer a comprehensive benefits package, 401k, and other extraordinary perks such as career growth and longevity.

CBRE is the global leader in commercial real estate services. We have been ranked the industry’s top brand by the Lipsey Company for 15 consecutive years and one of Fortune’s “Most Admired Companies” in the sector four years running. Through our values of respect, integrity, service and excellence, we focus on crafting successful outcomes for our clients, employees and shareholders.

We offer a competitive compensation package, complete with benefits (Medical/Dental/Vision/401(k)/Disability/Paid holidays/vacation).

**Equal Employment Opportunity:** CBRE is an equal opportunity employer that values diversity. We have a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.

**Candidate Accommodations:** CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company’s success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at [email protected] or via telephone at +1 866 225 3099 (U.S.) and +1 866 388 4346 (Canada).

**NOTE:** Some, but not all, of our positions may have an additional requirement to comply with COVID-19 health and safety protocols, including COVID-19 vaccination proof and/or rigorous testing. If you have questions about the requirement(s) for this position, please inform your Recruiter.

CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)

Senior Financial Analyst (4088)at SMX(View all jobs) (https://www.smxtech.com/careers/)

United States

SMX is seeking a **Senior Financial Analyst** who demonstrates deep expertise in contract financial management in support of the TARCES program. This role will be remote, but local to the Hollywood, MD office is ideal. They will lead and administer overall budget preparation/estimating and tracking expenditures against large complex contracts and or programs. They will be key members of the program management team and works directly with the Program Manager in defining the Contracts goals and objectives; and leads recommended actions to improve financial progress and performance. They will have significant interface with the Program Manager, senior technical staff on the contract, as well as other functional organizations including Contracts, Subcontracts, Finance, Accounts Receivable, and Procurement. They may interface, provide direct analysis and or lead financial discussions with external clients.

**Essential Duties & Responsibilities**

+ Lead the financial management of a large contract or multiple complex TDL(s) by providing cost, schedule and funding planning, reporting, monitoring and analysis support to the Program Manager. This includes developing Work Breakdown Structures (WBS), Basis of Estimates (BOEs) and development of time-phased budgets and schedules.

+ Lead contract set up in compliance with contractual terms, conditions, and requirements.

+ Prepare overall Contract financial Estimates at Complete (EAC) and meet deadlines for submission requirements.

+ Identify Contract risks, profit improvement opportunities and analytical analysis in working resolution with PM, Contracts, Procurement and Finance/Accounting.

+ Review and assess all contract modifications. Advise the program management team of impacts as necessary.

+ Monitor overall costs and manpower ensuring that actuals are within CLIN ceiling, CLIN budget and charged correctly.

+ Perform analytical review of contract level cost reporting documentation.

+ Prepare accurate and complete contract variance analysis and reporting.

+ Work closely with procurement and subcontracts department to provide funding input to multiple subcontractors and vendors.

+ Support the development of Program Management Review (PMR) presentations for management.

+ Prepare financial Contract Data Requirements (CDRL) for programs. Ensure contractual requirements are met and customer financial deliverables are accurate and on time.

+ Perform ad-hoc financial analysis on the contract as requested by PMO and others.

+ Monitor funding status, providing reliable and timely notification of funding status.

+ Support accounts receivable as required during the billing processing. Monitor billing status and unbilled issues, working with Finance, Contracts, Accounting and PMO to resolve issues in a timely manner.

+ Prepare subcontractor and vendor accruals as services/goods are received in accordance with GAAP and internal policies to ensure that the project’s cost/commitment is accurately captured and reported internally and externally.

+ Ensure program revenue and profit is recorded in compliance with the EAC.

+ Analyze profit risks and opportunities and advise management on the optimal path forward.

+ Ensure adherence to Generally Accepted Accounting Principles (GAAP), Sarbanes-Oxley, FAR and all company policies and procedures as they related to contract performance and financials.

**Required Skills/Experience**

+ BA/BS in Finance, Accounting and or Business and 8-10 years’ experience with project cost control, or financial management and contract interpretation, budget development, including financial data, analysis.

+ Deep knowledge and functional understanding of contract types, execution methods, CAS, FAR, and Joint Travel Regulations (JTR) rules and regulations

+ Ability to build relationships across functional teams and internal Business Partners.

+ Deep knowledge and experience with CostPoint, Microsoft Office Suite, including Excel, PowerPoint, Word and SharePoint.

+ Possession of excellent oral and written communication skills.

+ Possession of excellent data management, problem solving and critical thinking skills.

+ Possession excellent organizational skills.

+ Manage and direct work assignments of junior Financial Analysts.

+ Prioritize work in a fast-paced environment and handle a high volume of work.

+ Experience with Government contracts/vehicles is required.

**Desired Skills/Experience**

+ Must be able to obtain a security clearance, if required based on contractual requirement.

Application Deadline: Jan. 27, 2024

\#EW1

The SMX salary determination process takes into account a number of factors, including but not limited to, geographic location, Federal Government contract labor categories, relevant prior work experience, specific skills, education and certifications. At SMX, one of our Core Values is to Invest in Our People so we offer a competitive mix of compensation, learning & development opportunities, and benefits. Some key components of our robust benefits include health insurance, paid leave, and retirement.

The proposed salary for this position is:

$94,700—$157,700 USD

At SMX®, we are a team of technical and domain experts dedicated to enabling your mission. From priority national security initiatives for the DoD to highly assured and compliant solutions for healthcare, we understand that digital transformation is key to your future success.

We share your vision for the future and strive to accelerate your impact on the world. We bring both cutting edge technology and an expansive view of what’s possible to every engagement. Our delivery model and unique approaches harness our deep technical and domain knowledge, providing forward-looking insights and practical solutions to power secure mission acceleration.

SMX is committed to hiring and retaining a diverse workforce. All qualified candidates will receive consideration for employment without regard to disability status, protected veteran status, race, color, age, religion, national origin, citizenship, marital status, sex, sexual orientation, gender identity or expression, pregnancy or genetic information. SMX is an Equal Opportunity/Affirmative Action employer including disability and veterans.

Selected applicant may be subject to a background investigation and/or education verification.