Product Analyst
Analyst Job 4 miles from Bellmawr
Upward Health is an in-home, multidisciplinary medical group providing 24/7 whole-person care. Our clinical team treats physical, behavioral, and social health needs when and where a patient needs help. Everyone on our team from our doctors, nurses, and Care Specialists to our HR, Technology, and Business Services staff are driven by a desire to improve the lives of our patients. We are able to treat a wide range of needs everything from addressing poorly controlled blood sugar to combatting anxiety to accessing medically tailored meals because we know that health requires care for the whole person. Its no wonder 98% of patients report being fully satisfied with Upward Health!
Job Title & Role Description:
The Product Analyst at Upward Health, you will be responsible for configuring, maintaining, and enhancing the use of our clinical applications, including the Care Management system (Salesforce Health Cloud) and Electronic Health Record (athena One). Working closely with clinical stakeholders, your role will involve solving real-world healthcare workflow problems, delivering actionable solutions, and communicating recommendations to improve system efficiency. You will help guide staff in the adoption of new workflows and system functionality, and ensure that systems are configured to support the front-line healthcare providers in delivering the best patient care.
As a Product Analyst, you will be responsible for monitoring and resolving daily issues in Jira Service Management, ensuring that system issues are communicated and resolved to maximize system potential. You will actively participate in workflow design, assessing the system's impact, and preparing demo materials while conducting training for new workflows and system functionalities. Additionally, you will assist providers in adopting new functionalities and optimizing workflows. You will also support efforts related to NCQA Accreditation, Meaningful Use, and other Quality Improvement goals, stay up to date with system updates, and maintain application certification. Leading and participating in research and analysis across multiple departments will be a key part of your role, while maintaining confidentiality regarding sensitive healthcare data. You will also perform other duties as needed.
Skills Required:
Experience configuring and building flowsheets, templates, macros, and forms in EHR/EMR and Care Management applications (athena One and Salesforce Health Cloud preferred).
Ability to identify, troubleshoot, and resolve system issues, ensuring the highest customer satisfaction.
Strong communication, analytical, and time management skills.
Understanding of how to configure and manage clinical applications in healthcare environments.
Experience working with various stakeholders to understand needs and deliver effective solutions.
Ability to work independently and in a group setting, and flexibility in managing a dynamic workload.
2+ years configuring and supporting athena One EHR (or similar).
2+ years working in a healthcare environment.
Proven experience supporting technology products and developing functional requirements.
Experience in working with internal teams to understand needs and implement solutions.
Bachelors or advanced degree in health informatics, computer science, or a related field.
Experience with athena One EHR suite and Salesforce Health Cloud.
Key Behaviors:
Collaboration:
Works effectively across departments, engaging with clinical, technical, and operational teams to ensure systems support clinical needs.
Customer Focus:
Prioritizes internal customer needs, ensuring that system configurations and workflows are optimized to improve user experience and clinical outcomes.
Attention to Detail:
Ensures accurate system configurations and documentation, with a focus on quality and compliance.
Proactive Problem Solving:
Takes initiative in identifying and resolving system-related issues, ensuring the seamless operation of clinical applications.
Continuous Improvement:
Demonstrates a commitment to learning, staying updated on new system functionalities, and applying enhancements to improve the system's capabilities.
Competencies:
Healthcare Systems Expertise:
Understanding of healthcare workflows, and experience with clinical applications such as athena One and Salesforce Health Cloud.
Project Management:
Ability to manage and implement workflow changes and new functionalities within systems.
Analytical Thinking:
Capability to analyze complex workflows, identify inefficiencies, and recommend actionable solutions to improve system functionality.
User Support:
Ability to support end users through training and troubleshooting, ensuring successful adoption of system changes and new functionalities.
Regulatory Knowledge:
Familiarity with healthcare regulations such as NCQA Accreditation, Meaningful Use, and medical coding best practices.
Upward Health is proud to be an equal opportunity employer. We are committed to attracting, retaining, and maximizing the performance of a diverse and inclusive workforce. This job description is a general outline of duties performed and is not to be misconstrued as encompassing all duties performed within the position.
Compensation details: 70000-80000 Yearly Salary
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RequiredPreferredJob Industries
Other
Business Controls Analyst II
Analyst Job 25 miles from Bellmawr
BUSINESS CONTROLS ANALYST IIWHAT IS THE OPPORTUNITY?This position will work directly with the City National Bank's ("CNB") Business Control Managers ("BCM"s) and Business Control Senior Analyst and or Lead for Commercial Banking and will partner with the Risk Framework leadership team. Responsibilities will encompass understanding controls required for compliance with applicable regulations, identification of relevant issues, solution design, design of required controls and monitoring, leveraging industry practices and coordination with colleagues across the organization.This role is expected to contribute constructively and balance challenges, supporting alignment of business objectives with CNB's risk appetite and established limits.What you will do
Responsible for the support in development and implementation of compliance-related assessments, programs, development of controls to aid in implementation of regulation, rules, and risk management requirements.
Analyze, evaluate and periodically review relevant compliance and risk management practices across the organization, including activities at network affiliates. Collaborate closely with colleagues across the 2nd and 3rd lines to strengthen the control environment and enhance risk management practices.
Analyze and evaluate data that effects the technical, operational, and business functions and provide insight to the practical impacts/implications to the business line.
Support on Control Standards to ensure compliance-related controls are documented in line with the standards
Participate in execution of essential risk program functions, including Compliance Risk Assessments, Key Risk Indicators (KRI) review, Issue Management, Operational Losses, and more. Provide informed and valuable risk and control perspectives other members of the Business Control team and Business Units.
Coordinate 2LOD Review & Challenge interactions with LOB, engage with 2LOD Compliance Testing (including RBC) to provide sufficient guidance and support during the testing period
Assist with the development of a robust risk culture, risk conduct, and risk literacy within the first line of defense, including design and implementation of preventive and detective controls relating to Entertainment Banking activities (focus on Compliance-related controls)
Coordinate with 1st LOD Testing team to understand observations related to compliance controls and ensure appropriate actions are documented to remediate gaps
Act as the business teams' liaison for business line risk management, compliance activities, legal engagement, and internal or external audits.
Act as a liaison representing Business Control Office at internal meetings; establishing and cultivating strong working relationships with all stakeholders. Attend meetings with and/or in place of SVP BCO, provide feedback and escalate decision.
Build and sustain effective relationships and alliances both internally and across all lines of business and staff areas to help deliver results and to ensure opportunities are identified, analyzed and managed appropriately. Understand interdependencies to achieve success.
Partner with team members to contribute concise communication materials for senior management. Develop presentations for internal and external meeting that are compelling, concise, and graphical to convey message.
Prioritize organizational risk management objectives.
Participate in special projects as necessary.
Facilitate audit and examination activities.
Must-Have*
Bachelor's Degree
3+ years within or related to financial services
Skills and Knowledge
3 years in a role requiring complex problem solving
Strong interpersonal and influencing skills - and ability to interact with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources
Strong emerging end-to-end generalist problem solving skills, e.g.,
Defining and deconstructing problems
Prioritizing issues and analysis
Structuring and building quantitative and qualitative/conceptual analyses
Knowledge in Financial Services, Project Management
Demonstrated ability to Influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results.
Proficiency with MS Excel and PowerPoint
Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities.
Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional
Operate well under stress, even faced with tight timelines for ambitious deliverables Significant experience in driving operational change with front line to senior leadership personnel
Excellent relationship and stakeholder management skills
Be able to handle uncertainty well, and are able to simplify complexity
CompensationStarting base salary: $37.96 - $60.64 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*To be considered for this position you must meet at least these basic qualifications
The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.Benefits and PerksAt City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our Benefits and Perks.ABOUT CITY NATIONAL
City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves.
*City National Bank does business in Miami and the state of Florida as CN Bank.
For more information about City National, visit cnb.com.EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION
City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct. READ MORE
If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via email or leave a message at **************. These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days.
M&A Analyst or Associate
Analyst Job 10 miles from Bellmawr
JTW Advisors LLC
JTW Advisors LLC is a boutique investment banking firm focused exclusively on the homebuilding, building products, and home services industry.
Opportunity
We are looking to hire a highly motivated investment banking professional with experience ranging from Analyst to Associate to support our principals in the execution of M&A transactions. The firm and position offer an excellent opportunity to gain expansive hands-on experience leading both sell-side and buy-side M&A deals. As a boutique firm, we provide our junior bankers exposure and responsibility for all steps in the M&A process.
Responsibilities
The selected candidate will be given as much responsibility as his/her experience and capabilities allow. Responsibilities will include:
Supporting principals throughout all phases of the transaction process.
Preparing financial models and valuation analyses.
Drafting pitch materials, offering documents, and PowerPoint presentations.
Curating and managing online data rooms.
Managing due diligence processes.
Assisting with marketing and prospecting initiatives.
Interacting with clients and prospects on the phone, in writing, and at onsite meetings.
Requirements
Minimum 2 years M&A investment banking experience.
Strong financial modeling skills.
Experience drafting CIMs, management presentations, and pitch books.
Advanced Excel and PowerPoint skills.
Experience with financial databases such as S&P Capital IQ.
High level of motivation and individual initiative.
Flexibility to work with short deadlines requiring evenings and weekends as needed.
Attention to detail.
Series 63, 7, 82, and/or 79 licenses preferred.
Good sense of humor is a must.
Compensation
JTW is a meritocracy. We don't track face time or subjective metrics. Instead, we are focused on outcomes. When our clients succeed our firm is rewarded financially. And when the firm succeeds our employees are rewarded financially.
Base Salary = Market rate and is based on experience and capabilities.
Revenue Participation = Every one of our employees receives a percentage of the firm's, or their vertical's, success fee revenue. This aligns employees' interests with our clients and firm ownership. As our clients achieve success, our employees are paid a portion of that revenue. Revenue participation varies by employee and is based on capabilities. And we don't make you wait until the end of the year, we pay you the next pay period after a transaction closes.
Bonus = None. We don't pay a subjective annual bonus. We pay for outcomes. Our employees' potential income is much higher this way. When our clients succeed, we all make money. [See: "Revenue Participation" above.]
This job is based out of our Wayne, PA office which is a suburb of Philadelphia, PA. This is not a work from home or "hybrid" position. We do serious work and expect our employees to be in the office five days per week.
This is an adult job so slackers, skaters, and coasters should not apply. Likewise, college students and people with no investment banking experience should not apply
Employment Type = Full-time.
Interested candidates should reply to this job posting or email their resume to ********************.
Wealth Management Analyst
Analyst Job 18 miles from Bellmawr
Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service team, in supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools, financial planning, reporting and analysis
DUTIES and RESPONSIBILITIES:
Client Support:
As a key member of the service team, provide coverage for an FA/PWA/team including:
Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings and tracking follow-ups
Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning client accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity - - Remaining current on all policies, procedures and new platforms
Business Development & Operational Support:
Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management
At the direction of FA/PWA/team, executing against all administrative elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity
At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients
At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems
At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens
Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
Qualifications - External
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
2+ years of work experience in a field relevant to the position required
Four-year college degree or professional certification preferred
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
Additional product licenses may be required
Knowledge/Skills
Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Technically proficient and quick learner of new and updated platforms
Detail oriented with superior organizational skills and ability to prioritize
Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications
Exceptional writing, interpersonal and client service skills
Strong time management skills
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Adaptable and ability to multi-task
Goal oriented, self-motivated and results driven
REPORTS TO:
Business Service Officer
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry.
We're committed to bringing passion and customer focus to the business.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Portfolio Management Analyst
Analyst Job 25 miles from Bellmawr
Pacer Advisors is looking to fill the role of
Portfolio Management Analyst
.
Pacer Advisors is the investment advisor to Pacer ETFs. Pacer ETFs is one of the fastest growing ETF companies, with over $45 Billion in AUM and 50+ funds.
Portfolio Management Analysts will have the opportunity to be involved in all stages of the investment management process impacting all segments of the firm. Working with the investment team will develop both the quantitative and qualitative skills of the candidate.
Required Skills and Background:
Candidates for the position should possess knowledge of the asset management industry.
Must have 5+ years prior experience in the industry.
Job requires to work in-office M-F
The job requires management of multiple projects often under time constraints, constant communication with various teams, a willingness to get the job done to meet various deadlines and have extreme attention to detail.
Experience with FactSet and Bloomberg is a must.
Experience with Portfolio Order Management Systems a plus.
Excellent Excel skills a must
CFA, CAIA or other designations are not required, but would be encouraged to pursue.
Responsibilities:
Plan, coordinate, communicate, and conduct rebalances across all funds, utilizing various tools and methodologies, including the custom-in-kind basketing process.
Communicate with all brokers on any necessary trading functions on behalf of the funds and understand all tax scenarios and implications as it relates to trading the funds.
Communicate with the AP community and be able to negotiate necessary capital requirements for the funds during rebalance periods.
Evaluate and review existing and potential indexes through solid understanding of economic, financial, fundamental, and technical aspects of the investing lifecycle, including the development and proofing of back tests.
Provide regular communications, analysis, and insights to our Sales team for use with financial professionals and the investing public.
Have experience in doing
Comparisons
that differentiate products, Indexes and competitors ETFS.
Provides daily reporting to ETF Portfolio Managers and Pacer Management and all of our Sales staff, both Retail and Institutional.
Closely follow and understand the Capital Markets, Federal Reserve activity, and drivers of performance on a macroeconomic and security-specific level and be able to communicate these insights through ideas and provide our sales team with support.
Strong understanding of ETF market - structure, creation/redemption process and market participants.
Must have strong communication skills, attention to detail, and ability to multi-task and be a critical thinker.
Must work well in a collaborative team environment with occasional time sensitive/high speed requirements.
Utilize FactSet, Bloomberg, Morningstar, and the Order Management System and other various systems to oversee the funds and provide support to various teams throughout the organization.
Works closely with Marketing and Distribution teams to ensure updated and impactful data.
Position is in-office M-F.
Industry
Financial Services
Employment Type
Full-time
Anti-Money Laundering Analyst
Analyst Job 29 miles from Bellmawr
Job Title: AML SAR Analyst
Duration: 9/30/2025 (Possible extension or Conversion)
Responsibilities:
Review system-generated and manual cases for suspicious activity.
Perform investigations from start to finish, following Citi AML policies.
Document findings, prepare case files, and conduct research using Bank systems and databases.
Analyze financial statements and transaction data for unusual patterns.
Follow-up with contacts to gather additional case information.
Create and file Suspicious Activity Reports (SARs) and recommend relationship actions.
Coordinate with internal units (e.g., ACRM, CSIS, Legal) as needed.
Qualifications:
Bachelor's Degree or equivalent experience.
1-5 years of AML or financial investigation experience.
SAR writing experience required.
CAMS Certification is a plus.
Knowledge of AML laws, BSA, USA PATRIOT Act, OFAC, and related regulations.
Strong organizational, research, analytical, and communication skills.
Advanced proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook).
Attention to detail, self-starter, and ability to work independently.
Fixed Income Quant Risk Analyst
Analyst Job 10 miles from Bellmawr
A Global Asset Manager is hiring a Quant Risk Analyst to join the Active Fixed Income team in the Philadelphia area.
This is a trade floor-based risk role, sitting with the PMs/Traders and discussing performance and risk analytics on a daily basis. For this role, the team wants a quantitative specialist to support the active fixed income investment business with a focus on their corporate, government, municipal bond strategies.
The group has been developing in-house risk + pricing models for investments across the fixed income universe. This hire will support the front office by performing custom factor research, risk model enhancement, bond + derivative pricing modelling, and portfolio construction research.
As the active fixed business evolves, so will this role - you're partnering with ALL fixed income PMs on portfolio construction and risk decisions.
Requirements:
6+ years of experience in a quantitative risk function
Expertise developing risk models and pricing analytics for fixed income trading
Product knowledge: HY/IG corporate bonds, bond ETFs, municipal bonds, MBS and securitized products, Treasuries and UST futures, US rates derivatives, FX options
Experience at an asset/investment manager or the asset and wealth management division of a major investment bank
Familiarity with MSCI RiskMetrics, Aladdin, and other vendor models
Proficiency in Python + SQL
Portfolio Risk Analyst
Analyst Job 25 miles from Bellmawr
Portfolio Risk Analyst
Duration: 6 months (Potential for extension/conversion)
We are seeking a Portfolio Risk Analyst to join a fast-paced team focused on building and executing a performance analysis and attribution program. This role is ideal for a detail-oriented professional with 3-5 years of experience in portfolio analysis, risk management, or financial modeling. You will play a key role in developing policies, conducting daily portfolio reviews, and ensuring client portfolios align with strategic goals (e.g., 60/40 allocations).
Key Responsibilities
Performance Analysis & Attribution: Develop and refine models to analyze portfolio performance using tools like Morningstar Desktop, FactSet, and Python/Jupyter notebooks.
Daily Portfolio Reviews: Troubleshoot discrepancies, validate asset allocations, and ensure portfolios meet client objectives.
Program Development: Establish processes/policies for portfolio analysis, working closely with stakeholders to drive efficiency.
Stakeholder Collaboration: Partner with portfolio managers and oversight teams to communicate findings and recommendations.
Data-Driven Insights: Leverage big data and regression modeling to identify trends and improve decision-making.
Required Qualifications
Experience: 3-5 years in portfolio risk, financial analysis, or asset management.
Technical Skills:
Proficiency in Morningstar Desktop, FactSet, and regression modeling.
Experience with large datasets and analytical tools (Python/Jupyter is a plus).
Education/Certifications:
Bachelor's degree in finance, Economics, Business, or Actuarial Science.
CFA Level 1 (or progress toward CFA) preferred.
Soft Skills:
Strong communication skills with a fiduciary mindset.
Team player with an altruistic, client-first attitude.
Middle Office Operations Analyst
Analyst Job 10 miles from Bellmawr
LL Funds is hiring a Middle Office Operations Analyst. The Operations Analyst will be responsible for supporting the daily operations of the Firm's lending activities and securities portfolios. Working with the Financial Control, Trading, Compliance and Investor Relations teams, the role is integral to maintaining a robust operational, financial control and risk mitigation environment. The ideal candidate will have relentless attention to quantitative detail and an ability to craft, adapt, manage and implement operational processes. The is an in-office position in our Philadelphia, PA office.
Specific Responsibilities Include:
Lending Operations
Facilitate the flow of funds to and from lending facilities, including review and approval of funding requests, maintenance of borrowing bases and collateral verification/monitoring.
Participate in the review of new facilities/transactions and coordinate with colleagues in the analysis, design and execution of the operational processes.
Support on-going efforts to systematize lending and middle office operations via internal and external technology platforms.
Securities Operations
Perform trade order management and allocation, cash and position reconciliation, trade settlements and fund distributions in coordination with portfolio management and financial control/administrator teams.
Review principal and interest payments on asset-backed securities portfolios and review trustee deal reporting.
Manage and review cash and position reconciliations prepared by external middle office teams.
General
Liaise with internal and external accounting and custody teams as part of ongoing operational support.
Prepare and review portfolio monitoring and performance metrics for internal and external clients.
Participate in ongoing reviews of controls and processes to ensure that oversight, risk monitoring, risk mitigation and financial control are achieved daily.
Automate manual workflows using VBA and SQL and other systems/platforms as needed.
Assist in the design and implementation of processes and controls.
Assist in on-site due diligence reviews from clients and consultants.
Perform related duties as assigned.
Skills & Experience Required:
Bachelor's degree or equivalent in Accounting, Finance, Math, Computer Science or related field with a strong record of academic success is required.
1 to 2 years of relevant industry experience, including private lending, fixed income or credit investment operations/middle office. Experience working with asset-backed securities preferred.
Advanced Excel skills with strong data management skills and the ability to perform complex data analysis and reporting using tools like SQL/VBA required. Proficiency in Python highly desired.
Familiarity with Order Management and Portfolio Management systems preferred; direct knowledge of Enfusion is a plus.
Results-orientation with an ability to take initiative, execute and complete multiple projects and daily deliverables in a detail-oriented, accurate and timely manner utilizing exceptional organizational skills and the ability to prioritize tasks, balancing both immediate and long-term assignments to meet team deadlines.
Outstanding initiative, work ethic and integrity.
Excellent interpersonal, communication, and project management skills. Ability to collaborate in team setting as well as work independently. Willingness to ask questions and challenge status quo.
Desire to work hard in a dynamic, entrepreneurial organization and enjoy the fast pace of a fast-growing investment management firm.
· Passion for financial markets with desire to develop research, trading, analysis and portfolio management skillsets.
About LL Funds
Founded in 2009, LL Funds (LL) is an independent investment manager with approximately $3B AUM. LL makes opportunistic investments in asset-backed securities (ABS) and the companies that originate them. We look for deep value situations to concentrate our analytical, actuarial-based, contrarian approach. Our team combines the equity skills of sourcing, diligence, management and operating with the credit expertise of origination, asset-backed lending, underwriting, securitization and trading.
LL has a highly collaborative, creative, team-based environment that rewards initiative, productivity and independent thinking with exposure to senior leadership for coaching, mentoring and development. Successful candidates will be motivated self-starters and strive for results, have the highest ethical standards and the ability think creatively to help achieve optimal outcomes for investors. He or she will be a team player, a natural collaborator and enjoy interacting with individuals at all levels.
LL offers competitive compensation, excellent employer-paid benefits, paid time off and in-office lunches. LL is an Equal Opportunity Employer.
Application Process
Please email your resume and cover letter to *******************. Please mention “Operations Analyst” in the subject line of your email. Principals only-no search firms.
Investment Analyst
Analyst Job 18 miles from Bellmawr
We are possibility engineers.
As Chief Investment Officers, we partner with our clients to help them achieve missions and build legacies that endure for generations to come. We set out over 35 years ago to transform the investment management industry for the benefit of our clients and that is exactly what we are still doing today. We are dedicated to serving as our clients' outsourced investment office, reducing the time and resources required internally to achieve world-class investment results. We take an approach that is completely personalized, building custom-designed investment solutions to meet our clients' unique goals. Our solutions open possibilities for greater cures, more education, smoother retirement and future generations. Learn more about us at our website: ************************
As an Investment Analyst, you will work as a key partner with middle office and our Portfolio Managers to help deliver the highest level of service to our clients. You will be responsible for:
Maintaining thorough knowledge of each client and account
Understanding complex investment concepts and translating them into clear, actionable insights for clients
Articulating our investment philosophy and process to clients and Centers of Influence
Demonstrating interest in and knowledge of capital markets, including a strong understanding of financial instruments, investment strategies, and market trends
Collaborating with Portfolio Managers and providing trade recommendations for client accounts through deep understanding of client portfolios and investment strategy
Attending client meetings and building relationships with the clients we serve
Working in Bloomberg to curate custom client portfolio information and projections
Working with in-house wealth management software to keep updated and accurate client financial information
Producing and maintaining custom client reporting materials and documents that support account maintenance
Learning and developing proficiency in various technology resources that will be vital for success within the firm (Bloomberg, Black Diamond, Red Black, Tableau)
Updating and maintaining tools and dashboards to provide transparency and metrics on client development
Partnering with our Client Engagement team to design prospect presentations
Monitoring client portfolios to ensure alignment with asset allocation objectives
Assisting with developing asset allocation recommendations
Competencies for success:
You have excellent written and oral communication skills that you use to communicate internally and externally.
You have a client-first mindset and the ability to understand and act upon the needs of the firm, clients and internal partners.
You are enthusiastic and responsive with excellent follow-through to ensure all issues are brought to resolution.
You possess a strong understanding of capital markets and stay current on trends and developments to inform decision-making and strategy.
You are well-organized and can complete projects in a dynamic work environment. This includes a strong ability to multitask.
You are dedicated to excellence. You dot the I's and cross the T's and exhibit attention to detail in every aspect of your work.
You have an outstanding work ethic and are willing to jump in to help with tasks outside of your direct role to accomplish what our clients need.
You have a desire for continued professional development through participation in firm-sponsored training programs and the pursuit of advanced professional designations (CFA, CFP, CIPM).
Qualifications:
Bachelor's Degree
At least 2 years of experience in financial services
Advanced Excel and PowerPoint skills
At Hirtle, Callaghan & Co., we don't just accept difference - we celebrate it, we support it, and we thrive on it for the benefit of our clients and our employees. Hirtle, Callaghan & Co. is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability status, gender identity or orientation, Veteran Status, or any other characteristic protected by federal, state or local laws. If you have a disability or special need that requires accommodation, please let us know.
No agencies please.
Data Analyst | Psychometrics
Analyst Job 10 miles from Bellmawr
The American Board of Internal Medicine (ABIM) is currently seeking a Data Analyst to join our Psychometrics team. In this role, the Data Analyst provides analytic/research support to Psychometricians and Assessment & Research staff through data management, data dissemination, and statistical analysis.
Reporting to the Manager, Psychometric Data Analysis, the Data Analyst has the following responsibilities:
Perform routine processing for Item Response Theory and Classical Test Theory exams.
Perform statistical analyses for quantitative/qualitative research projects.
Design, develop, test, implement, and document statistical/analytical computer algorithms in high-level software packages.
Generate and check various psychometric reports, tables, and graphs for internal and external stakeholders.
Run Automated Test Assembly software for use in Standard Setting meetings.
Assure data accuracy and completeness in reports, files, and database.
Develop, document, update, and maintain analytical data files and databases.
Participate in and contribute ideas for project management, quality improvement, and user acceptance testing.
The ideal candidate has an undergraduate degree in a related field of study with at least three years of relevant experience in data analysis and management. A graduate degree in Health Services Research, Biostatistics, Applied Statistics, Public Health, Psychology, Measurement, or related field is highly desirable.
The proven ability to extract data from large databases and files for statistical analysis and report generation and interpretation, along with strong working experience with basic statistical packages and experience with the MS suite of programs are essential to this role. A detail-oriented individual with the capacity to master database query language (SQL, PL/SQL, PROC SQL), strong quantitative analytical and research skills, and an understanding of basic research methodology and survey instrument design will thrive in this role. They must also have the ability to work independently with limited supervision, as well as demonstrate a consistent commitment to working effectively across the organization. The ability to assess priorities, and adjust work schedules appropriately in order to meet deadlines is a must. In addition, experience with item response theory scoring and calibrations is highly desired.
This role requires an on-site office presence at least two days per week. ABIM offices are located in the historic section of Philadelphia, 510 Walnut Street. Our technology and workplace operations teams provide for and support a seamless hybrid work environment for all ABIM employees.
* * *
At the American Board of Internal Medicine (ABIM), our team of unique and talented professionals, and the inspiring work they do, are essential to meeting the needs and expectations of ABIM's diverse community of physicians.
ABIM is like no other workplace, and we are proud of it. We are committed to recognizing the importance of our people by investing in their lives through ongoing learning opportunities and exceptional total compensation & benefit offerings.
We look forward to learning more about your interest in joining our team. EOE
Quality & Data Coordinator RN (HemOnc/Transplant & Cellular Therapy)
Analyst Job 25 miles from Bellmawr
Nemours is seeking a Quality and Data Coordinator RN (HemOnc/Transplant & Cellular Therapy) to join our Nemours Children's Health team in Wilmington, DE. This position is responsible for management and oversight of quality projects and data critical to advancement of quality and service for the Lisa Dean Moseley Foundation Institute for Cancer and Blood Disorders (LDMFI-CBD). Provides data assembly and appropriate management of respective databases. Synthesizes and interprets clinical data and identifies appropriate action items to improve clinical outcomes.
Develop, implement, manage, and evaluate all aspects of the Lisa Dean Moseley Foundation Institute for Cancer and Blood Disorders accreditation programs, including but not limited to the Foundation for the Accreditation of Cellular Therapy (FACT) and the American College of Surgeons (ACOS) Commission on Cancer.
Lead preparation activities for internal and third-party clinical audits to ensure the program and staff are compliant with regulatory requirements.
Collaborates with Transplant and Cellular Therapy Program Manager and multiple disciplines throughout the institution to achieve the strategic and clinical goals of the Moseley Institute.
Manages all phases of accreditation/regulatory readiness for the LDMFI-CBD. This includes creation and revision of policies and procedures, submission of necessary information prior to inspections, preparation of involved staff members, provision of answers and documentation requested during an inspection, coordination of the correction of all deficiencies within the program, and coordination of all communication between accrediting bodies and the program. Serves as a resource for the organization for the interpretation of accreditation and regulatory standards.
Responsible for all Quality Management and accreditation activities within the LDMFI-CBD. Leads the Transplant and Cellular Therapy Quality Management Committee and Cancer Committee meetings to develop goals, achieve improved clinical outcomes, and ensure positive patient experiences. This includes creating the agenda, gathering reports, and preparing/presenting data as it pertains to the strategic plan.
Acts as the Nemours Authorized Representative to oversee implementation and compliance with the Food and Drug Administration (FDA) REMS Program requirements for KYMRIAH Chimeric Antigen Receptor (CAR) T-cell Therapy. Ensures NCH, DE adheres to Novartis mandated requirements of a certified site.
Collaborates with various internal and external entities such as the American Red Cross, Registry Partners, the NCH, DE Stem Cell Laboratory team, operating room staff, infection prevention team, nursing leadership, and Novartis Kymriah CAR-T-cell contacts, to track quality measures and regulatory compliance as it pertains to the Transplant and Cellular Therapy (TCT) Program.
Implements and audits the quality management plans of applicable programs within the LDMFI-CBD. Prepares reports, minutes, suggestions for process improvements, and the facilitation of corrective action plans, as needed. This includes but is not limited to the creation of annual quality management reports, policy/procedure creation and evaluation, chart reviews, and auditing clinical outcomes.
Tracks and reports data for US News and World Report and Managed Care Requests for Information (RFIs).
Maintains all Teams pages for programs within the LDMFI-CBD. Ensures policies, reports, minutes, guidelines, and additional documentation are current.
Attends Policy Education meetings and Forms Committee meetings to ensure all LDMFI-CBD programs are in alignment with enterprise policies. This position will also be required to attend annual quality workshops as they pertain to the NCCBD Quality and Accreditation initiatives.
Acts as the Transplant and Cellular Therapy (TCT) back-up for coordination of TCT care. This includes assisting the TCT Program Manager with data management, as needed. This position is required to attend the National Marrow Donor Program Transplant Coordinator training.
Oversee development of details of quality improvement initiatives
Requirements
Bachelor's degree
Minimum of 3-5 years experience in pediatric hematology/oncology nursing. Licensed Registered Nurse, Delaware.
Oncology Nursing Certification Corporation (ONCC) Certification in Pediatric Hematology Oncology Nursing (CPON, CPHON, BMTCN)
Association of Pediatric Hematology/Oncology Nurses (APHON) Chemotherapy Biotherapy Provider
Data Analyst
Analyst Job 29 miles from Bellmawr
Reference Data Management (RDM):
o Design , analyze & reference data structures to support organizational data needs.
o Maintain and govern high-quality reference data, ensuring accuracy, consistency, and compliance.
o Collaborate with teams to align reference and master data strategies, focusing on enhanced data integration and governance.
Semantic and Ontology Expertise:
o Analyze , Develop and implement ontology-driven solutions to enhance data integration and semantic interoperability across systems.
o Semantic techniques to enrich reference data with contextual knowledge relevant to the life sciences and pharma industry.
o Ensure adherence to industry standards for ontologies and semantic frameworks.
o Expertise in ontology modeling, including classes, properties, axioms & instances.
Tool Proficiency:
o Leverage tools like Ataccama, SciBite, TIBCO EBX, or similar to design and manage reference data solutions.
o Evaluate and recommend tools and technologies to advance RDM and semantic capabilities
Collaboration and Agile Execution:
o Work in a cross-functional Agile team to deliver iterative solutions aligned with organizational goals.(SAFe knowledge preferred)
o Contribute to the creation of data governance roadmaps and influence long-term data strategy.
o Collaborate with business stakeholders to gather requirements and translate them into scalable solutions.
Roadmap Development and Solutioning:
o Assist in defining the strategic roadmap for reference data and semantic solutions.
o Propose innovative approaches to data management challenges, driving efficiency and value generation.
Junior Portfolio Analyst
Analyst Job 10 miles from Bellmawr
NexWealth, a registered investment advisor and multi-family office, is offering an exciting and challenging opportunity for a junior analyst to work alongside with firm executives to provide all aspects of client servicing to our high-net-worth clients. This individual will gain exposure to areas including asset allocation, portfolio analytics, reporting, trust and estate planning and compliance. This individual must possess the following traits: strong eye for detail, professional demeanor, quick learner, adaptive, team player, can multitask, strong work ethic, excellent oral and written communication skills, and comfort with client interaction.
Qualifications
- Bachelor's degree in finance, economics, or a related field with high GPA
- Interest in finance, portfolio analysis, statistics and technology
- Minimum 2-year experience in financial services industry
- Strong attention to detail while working at a fast pace
- Strong fluency with Excel formulas, PowerQuery and functions
- Proficiency with Microsoft Office suite including Excel, PowerPoint, Word
- Ability to analyze and do computations on financial data
- Learn and adapt to new software systems quickly
Desired Qualifications
-CPA candidacy
-Experience with implementation of reporting platforms; (PowerBi/Tableau)
-Experience with Addepar reporting software
Responsibilities
- Work closely with the team to provide service and support functions such as portfolio analysis, trading, money movement, account creation and maintenance, and client/prospect meeting preparation
- Work closely with team on portfolio reporting and lead creating investor reports
- Participate in client meetings when necessary
- Provide client relationship support, assist in client conversations, and provide analytic and account-related financial information
- Identify and drive process improvements, including the creation of standard and ad-hoc reports
- Assist in daily/monthly/quarterly maintenance of custodial, reporting and CRM systems
NexWealth is committed to a diverse and inclusive workplace. NexWealth is an equal opportunity employer and does not discriminate on the basis of race, national origin, ethnicity, gender, gender identity, sexual orientation, veteran status, disability, age, or any other category protected by applicable federal, state or local law.
No recruiters for this search, please.
Financial Analyst
Analyst Job 14 miles from Bellmawr
We are seeking a dynamic and ambitious Financial Analyst familiar with Big Data, who will support the Finance Team with analyzing data across all facets of our business operations. You'll work closely with management to help model financial decision-making tools and maximize profitability for our food manufacturing and fulfillment operations.
You will report to the CFO and will assist the Financial Planning & Analysis (FP&A) Manager and Pricing Manager on a day-to-day basis.
Our growing FP&A team is developing a business intelligence tool, and this position will contribute to this development in various capacities from conceptualization to implementation.
The ideal candidate will have experience in roles such as but not limited to Financial Analyst, Controller, Risk Analyst in industries such as but not limited to Manufacturing, Foodservice, Public Accounting or Banking.
Qualifications
Bachelor's degree in Accounting, Finance, Business Information Systems, or a similar field
2-5 years of progressing experience in accounting, financial planning, analysis, or similar roles. Experience in manufacturing or food industry is a bonus.
3 Years of Advanced to Expert level use of Microsoft Excel or other database systems
Key Responsibilities
Support FP&A Manager and Finance Leadership with financial planning processes (annual budgets, forecasts, long-term planning) and ensure alignment with business objectives.
Maintain, develop and improve existing high-dimensional financial models to support decision-making and business strategy.
Collaborate with cross-functional teams to gather and validate financial information, ensuring accuracy and completeness.
Maintenance of data models for price books across a diverse set of customer and product lines.
Support the preparation of financial reports, including variance analysis, cost of goods sold (COGS), and profitability analysis.
Annual Forecast & Budgeting Support
Assist in analyzing financial data, trends, and forecasts to support cost control initiatives and enhance financial performance.
Contribute to continuous process improvement initiatives to enhance reporting accuracy, timeliness, and business decision-making.
Aid Accounting & Finance Leadership with ad-hoc financial analysis projects as needed.
Skills and Competencies:
Masterful proficiency in Microsoft Excel (Advanced to Expert Level preferred - Data Models, PowerQuery, PowerBI, Macros)
Understanding of Microsoft Access or other Database Warehouse Software
Experience with at least 2 accounting or ERP Software
-Involvement with FP&A Software Tools is an advantage
Strong understanding of financial modeling, forecasting, and budgeting.
Problem-Solving and curious, critical thinking skills
Effectively manage multiple projects concurrently and meet deadlines
Strong communication skills with the ability to simplify complex financial data for non-financial teams.
Certifications (Preferred)
MBA or Professional Business Certifications a plus, but not required
Benefits Offered
A dynamic, team-oriented culture that values creativity and innovation.
Medical
Dental
Vision
Supplemental Benefits
401(K) with Company Match
PTO
Sick Time
Profit Sharing
Referral Bonus
Conflicts Analyst
Analyst Job 10 miles from Bellmawr
Stradley Ronon Stevens & Young, LLP is a national, full-service law firm founded in Philadelphia, Pennsylvania, with marquee practices in investment management, litigation, and business. We are committed to smart growth, innovative thinking, excellence and integrity. With 225 attorneys and 180 business professionals, we proudly serve a diverse base of household-name clients, many of whom help shape the world of financial services and products, working together to produce achievements greater than the sum of our parts.
Stradley Ronon is seeking a detail-oriented and proactive Conflicts Analyst. The Conflicts Analyst will be responsible for identifying, evaluating, and assisting with resolving potential conflicts of interest for new and existing clients, as well as managing the Firm's conflicts database. The ideal candidate will have a strong understanding of legal ethics, excellent analytical skills, and a commitment to supporting the firm's business operations while ensuring compliance with professional standards.
Key Responsibilities:
Perform research regarding potential new clients, consistent with firm policy; conduct thorough and efficient conflicts checks for new client matters and new business opportunities, ensuring compliance with firm policies and ethical guidelines.
Accountable for accurate conflicts analyses, completed in a timely fashion with sufficient care to detail and thoroughness so as to minimize risk to the Firm.
Collaborate with attorneys and other departments to gather necessary information for the conflicts process, including assisting with resolving conflicts issues, ensuring all data is accurate and complete for thorough analysis.
Identify potential conflicts of interest by analyzing client and matter data, advising attorneys on potential issues, and working to resolve conflicts in compliance with firm policies and ethical obligations.
Maintain and update the firm's conflicts database, ensuring accurate and timely documentation of conflict searches, resolutions, and decisions.
Perform conflicts searches and analysis associated with new attorney hires.
Stay informed on changes in regulations and industry best practices related to conflicts of interest, ensuring the Firm's compliance with all relevant ethical guidelines and standards.
Qualifications:
Bachelor's degree or equivalent experience in a legal or business-related field.
Minimum of 2-3 years of experience in a conflicts or legal support role within a law firm or similar professional services environment.
Strong knowledge of legal ethics, conflict of interest rules, and professional responsibility guidelines (e.g., ABA Model Rules of Professional Conduct).
Experience using conflicts management software or databases (e.g., Intapp, 3E, or other legal technology platforms).
Familiarity with Dun & Bradstreet Family Tree Portal or other corporate-family or legal research tools.
Demonstrated proficiency with Microsoft Outlook, Word, and Excel.
Strong attention to detail, excellent organizational skills, and the ability to handle multiple tasks and deadlines in a fast-paced environment.
Excellent written and verbal communication skills, with the ability to clearly explain complex conflicts issues to attorneys and staff.
Strong problem-solving skills, with the ability to independently research and resolve conflicts of interest.
Demonstrate familiarity with law firm engagement letters, outside counsel guidelines, conflict waiver agreements, and basic elements of law firm structure and administration
Demonstrate ability to run conflicts searches with Boolean logic and review conflicts reports for potential conflicts of interest, take steps to resolve potential conflicts, and appropriately escalate issues if needed.
Business System Analyst - Guidewire Policy Center
Analyst Job 22 miles from Bellmawr
A Guidewire Policy Center Business Systems Analyst (BSA) plays a pivotal role in configuring, managing, and optimizing the Policy Center module of Guidewire, focusing on insurance policy creation, rating, and forms generation.
This role ensures that insurance policies are accurately created, priced, and compliant with the organization's guidelines, all while ensuring smooth integration between these processes and other systems like claims and billing.
The BSA is integral to gathering requirements, designing business processes, and ensuring the system's functionality aligns with both business needs and regulatory standards.
Responsibilities
Document and translate business needs into functional specifications. This can include use cases, user stories, and acceptance criteria that align with Guidewire Policy Center's capabilities.
Work with technical teams to ensure that the platform is configured to meet the requirements of the business. This can involve setting up product models, policy administration workflows, and underwriting rules.
Assist in configuring the system to manage the full lifecycle of policies, including quoting, binding, endorsements, renewals, and cancellations
Ensure that Policy Center integrates smoothly with other systems, like claims management (Claim Center), billing systems (Billing Center), or external services (rating engines, document generation tools, etc.)
Analyze current business processes and identify opportunities for process improvements
Facilitate discussions, manage expectations, and communicate complex technical concept in a clear and understandable manner
Ensure smooth collaboration between business and technical teams
Work with Quality Assurance team to ensure the test strategy & test plans are aligned with the business requirements and adheres to quality standards. Coordinate User Acceptance Testing (UAT) and post implementation validation
Provide post-implementation support including troubleshooting issues, communicate the impact to business users (also work on finding solutions or workarounds), managing enhancements, and driving continuous improvements to ensure optimal system performance
Lead initiatives to upgrade or enhance the Guidewire Insurance Suite functionality as new versions or features become available
Support the management of business changes, ensuring that any process or system change is well-communicated and adopted by end-users.
Qualification
At least 7-10 years of experience working as a senior IT business system analyst for Guidewire Policy Center Cloud implementations
Strong background in P&C insurance processes, Guidewire products and their implementation, configuration, and customization
Ability to lead strategy and requirement discussions and create precise requirement document
Ability to influence decision making with focus on business outcomes
Strong communication, negotiation, documentation, organizational, and planning skills
Ability to create strong relationships and work collaboratively with multiple stakeholders and technical teams
Strong problem-solving skills with a strong sense of individual ownership and accountability.
Experience with MS Office Suite and Agile Scrum methodology using Agile Management tools such as JIRA/DevOps
Must have bachelor's degree or higher
Preferred Qualification
Current Certification in Guidewire Cloud for Analysts (Certified Ace preferred)
Experience in leading Large-Scale Guidewire implementations, including the ability to manage multi-phased projects
Knowledge of regulatory frameworks and compliance standards within the P&C insurance industry
Thank You
Financial Analyst
Analyst Job 10 miles from Bellmawr
first PRO is partnering with a prominent organization located in Center City, Philadelphia, to recruit a skilled Financial Analyst. This is an excellent opportunity for a professional with 2+ years of FP&A experience to make a significant impact within a dynamic team. The successful candidate will play a crucial role in supporting the development of financial models, assisting with budgeting and forecasting processes, and contributing to the pricing and budgeting of contracts.
Key Responsibilities:
Financial Analysis & Reporting: Perform in-depth financial analysis, producing comprehensive and insightful reports that drive data-driven decision-making.
Strategic Planning Support: Prepare and present accurate forecasts, budgets, and financial models to support the organization's strategic initiatives and key project planning.
Data Interpretation: Analyze and interpret complex financial and power market data, identifying trends and potential risks, and recommending areas for further investigation.
Cross-functional Collaboration: Work closely with various departments to collect and verify financial data, ensuring accuracy and completeness in reporting and forecasting.
Performance Monitoring: Track and evaluate financial and operational performance against KPIs, providing actionable insights for continuous improvement.
Policy Development & Compliance: Contribute to the creation and execution of financial policies, procedures, and internal controls to safeguard the company's financial integrity.
Qualifications:
Education: Bachelor's degree in Finance, Accounting, Economics, or a related field.
Experience: At least 2+ years of experience in Financial Planning and Analysis (FP&A), with a strong understanding of financial modeling, budgeting, and forecasting.
Skills: Proficiency in Excel, financial modeling, and analytical tools. Excellent communication skills with the ability to present complex financial data clearly and concisely.
This is a fantastic opportunity to join a thriving organization in a key analytical role, offering growth potential and a collaborative work environment.
Anti-Money Laundering Analyst
Analyst Job 29 miles from Bellmawr
Job Title: AML Analyst
Duration: 6 - 12 months
Pay Range: $30/hr to $35/hr
Roles and Responsibilities:
Document and report case review/investigation findings and prepare case files for review (e.g. media search results, copies of statements/checks, results from internal system searches etc.)
Conduct research over available Bank systems, the Internet and Databases consistent with the resolution of investigations.
Collect and examine financial statements/transaction data and other documents to assist in identifying unusual transaction patterns
Follow-up with additional Point(s) of Contact (POC) as needed to identify additional information in support of the case.
Document all research and analysis conducted in the Case Management System
Create Suspicious Activity Reports (SARs); and recommend relationship retention or termination; and track account closures as required.
Qualifications:
1-5 years experience in reviewing customer transactions and information for potentially suspicious activity and performing AML or financial investigations
Experience in writing and preparing Suspicious Activity Reports (SARs) in accordance with applicable regulatory requirements preferred.
CAMS Certification is a plus
Knowledge of the laws applicable to money laundering, terrorist financing, and other applicable financial/securities related crimes (e.g., insider trading, market manipulation), including the Bank Secrecy Act (BSA), The USA PATRIOT Act, US Treasury AML guidelines, OFAC, SEC, FINRA, FRB, FinCEN requirements, and SAR requirements
General understanding of Senior Public Figures, Money Service Businesses, Wealth Management and Retail Banking preferred as well as compliance with those business segments.
Excellent organizational, time management, and project management skills.
Excellent research skills including experience with online search tools.
Advanced proficiency in Microsoft Office (i.e., MS-Word, MS-Excel, MS-Access, MS-PowerPoint and MS-Outlook)
Strong writing, analytical and communications skills. Must be able to multitask and complete projects on time.
Strong Attention to detail and follow-up skills
Should be a self-starter, and organized, and must have the ability to work independently, without supervision.
Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.
Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit ******************* to learn more. Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.
Sr. Analyst, Energy Purchasing
Analyst Job 25 miles from Bellmawr
What's the job?
This position will support implementation and functions as it relates to energy management, renewables, energy security, and energy decarbonization. Day-to-day enablement and business intelligence function for strategic Energy Purchasing scope including contracts, pricing, and decarbonization for energy, in compliance with corporate policies.
What will you do?
Energy Supply Management: Physical Supply Contracting, On-site Solar/Renewables/Distributed Generation Contracting (PPAs) & Deployment, Analysis & Sourcing of Emerging Energy Technology
Energy Derivatives & Financial Products: Energy Market Analysis & Financial Hedging, VPPAs Contracting & Management, REC Purchasing, Energy Budgets, and Energy Modeling & Analytics
MR4 Energy Model Management: Energy Usage and Price Reduction, Decarbonization, and Energy Security/Resiliency
Vendor & Change Management: Vendor Performance and Compliance, Vendor Energy Consulting & Project Oversight, Onboarding & Offboarding of Vendors, Purchasing Operations
What do you bring?
Bachelor's degree in Engineering, Data Science or related field required; Masters degree preferred.
Certifications preferred in: AEE Certified Energy Manager (CEM) and/or AEE Certified Energy Procurement Professional (CEP)
3-5+ years experience in energy or adjacent, data, computer science required
Energy Market Analysis, Modeling, & Techno-Economic Analysis (PowerBI a plus) experience required.
Energy Management & Decarbonization experience required.
Highly desired experience in:
Utility Data Energy Usage Analysis
Energy Supply Purchasing & Contracting
Solar/Renewables/Distributed Generation Contracting
Emerging Technology Analysis & Sourcing
Financial Hedging
VPPA Contracting & Economic Modeling
REC Purchasing
Energy Budgeting
What are our perks?
We provide unique options to fit your unique lives! Our Total Rewards Program is customizable to accommodate your needs.
Our menu of flexible options includes, but is not limited to:
Excellent healthcare options: Medical, vision, prescription & dental
Family Focus & Balance: Parental leave, paid time-off and Employee Assistance Program
Financial Security: Competitive 401(k), Company-funded Retirement Accumulation Plan and Employee Stock Purchase Program (PEG)
Tuition Reimbursement: Continuing education for every season of your career
Pet Insurance options: Insurance plan & prescription discount program for your furry friends
Employee Recognition Programs
PerkSpot: Our exclusive one-stop online discount marketplace
LiveWell: Rewarding you for living a healthy lifestyle
At Saint-Gobain, our employees have pride in belonging to an organization whose culture is made up of these core values: Trust, Empowerment, & Collaboration. Our company encourages diversity and inclusion in all its forms while making the world a more beautiful and sustainable home.
Saint-Gobain provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Saint-Gobain is an equal opportunity employer of individuals with disabilities and supports the hiring of veterans.