Loan Accounting Manager
Remote Figure Job
Figure is maximizing the value of homeownership in ways that benefit consumers and the industry alike. We're helping homeowners tap their liquidity easily, efficiently and reasonably for purpose-driven, significant expenditures - everything from dream home renovations and debt consolidation to small business formation.
In seven years, we've become the country's #1 non-bank HELOC lender. As a financial technology firm operating at the intersection of regulation and transformation, we're a “unicorn” - a group of fewer than 1000 companies globally that is valued at $1B or more and has been in operation for less than ten years.
Our mission requires us to have a creative, team-oriented, and supportive environment where everyone can do their absolute best. We are motivated, innovative, collaborative, and curious. We value individuals who bring a problem-solving mindset to every task. Every day at Figure is a journey in continuous learning combined with a focus on getting work done that makes a difference. Join us!
Wealthfront Career-Launching Company
Figure Series D Announcement
About the Role
Figure is seeking a dynamic and experienced Loan Accounting Manager who is ready to make a powerful impact! In this role, you will lead critical financial operations related to loan transactions and servicing. You will also help with automations as well as play a key part in building and refining processes as we scale at lightning speed. We're a team of trailblazers transforming the financial services industry. This role offers a unique opportunity to shape the future of loan accounting by integrating traditional financial practices with innovative technologies. If you're passionate about transforming financial services and thrive in a fast-paced, collaborative environment, join our forward-thinking team.
What You'll Do
Take ownership of daily financial operations related to loan transactions, servicing, and sales activities.
Lead, mentor, and develop a team of loan accounting professionals, fostering a culture of collaboration and excellence, ensuring the team operates efficiently to meet deadlines and deliverables.
Manage the month-end close process, including preparing journal entries, accruals, and reconciling loan-related accounts with precision.
Develop and implement loan accounting policies and procedures, maintaining compliance with GAAP.
Partner with external auditors to provide documentation and support for a seamless audit process.
Collaborate with cross-functional teams, including engineering, to solve loan accounting challenges and identify process improvements.
Drive automation initiatives to streamline loan data reporting and enhance real-time decision-making capabilities.
Contribute to ad hoc projects and initiatives that support business growth and scalability, especially in loan origination and servicing.
What We Look For
Bachelor's degree in Accounting, Finance, or a related field. CPA or similar certification is a plus.
At least 5 years of accounting experience, with a focus on loan accounting. Fintech, public accounting, or startup experience is highly desirable.
Strong understanding of loan structures, servicing processes, and financial reporting for loan portfolios.
Exceptional attention to detail, ensuring accuracy and precision in all work and deliverables
Experience collaborating closely with product and engineering teams to drive automation initiatives and streamline processes.
Proficiency in financial systems and advanced Excel skills, with the ability to write clear and concise accounting documentation.
A proactive self-starter who can work independently, prioritize tasks effectively, and deliver results in a dynamic, fast-paced environment.
Collaborative mindset with the ability to work cross-functionally and contribute to a shared vision of excellence.
Salary
Compensation Range: $102,400 - $128,000
25% bonus target
Equity stock options package
This is the compensation range for the United States, actual compensation may vary based on individual candidate experience, location, or evolving business needs
Benefits
Comprehensive health, vision, and dental insurance with 100% employer-paid premiums for employees and their dependents on select plans
Company HSA, FSA, Dependent Care, 401k, and commuter benefits
Employer-funded life and disability insurance coverage
11 Observed Holidays & PTO plan
Up to 12 weeks paid family leave
Continuing education reimbursement
Depending on your residential location certain laws might regulate the way Figure manages applicant data. California Residents, please review our California Employee and General Workforce Privacy Notice for further information. By submitting your application, you are agreeing and acknowledging that you have read and understand the above notice.
Figure will not sponsor work visas for this position. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.
#LI-RF1 #LI-Remote
Financial Counselor
Remote or Camas, WA Job
Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe.
The Opportunity:
As an International Investment Counsellor, you are the voice of Fisher Investments to our clients in Canada. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Camas, WA.
The Day-to-Day:
As an International Investment Counsellor, you are the central voice of Fisher Investments Canada, working from the United States. You will:
Work with our Canadian clients to build a trusting and professional relationship
Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape
Rely on our sales team to gradually build your roster of high-net-worth clients within the first year
Qualifications:
CFA (passed any level) and Series 65 (we will help you obtain upon starting)
4+ years of experience with portfolio management and client relationship building
Bachelor's degree
A thoughtful consultative approach with an emphasis on client focus
Compensation:
$90,000 - $140,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience
Eligible for discretionary bonus based on firm and individual performance
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
100% paid medical, dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO, plus 10 paid holidays
Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Fulfillment Associate
Remote or Saint Petersburg, FL Job
Are you looking for a great place to work and grow your career? Come join our Fisher Investments Fulfillment team and support our rapidly growing global investment firm. Fulfillment Associates will be responsible for fulfillment marketing, office supply requests, maintaining client files, shipping and receiving functions and hospitality functions.
The Opportunity:
As a Fulfillment Associate, you will oversee a range of responsibilities differing daily. Reporting to a Fulfillment Team Leader, you will handle office supply requests, shipping and receiving, maintaining client file, different hospitality functions, and more.
The Day-to-Day:
Data entry of prospect and client information
Monitor office supply inventory
Sort and distribute incoming mail and packages
Process UPS, DHL and FedEx shipments
Help with office moves, mounting equipment and cleaning
Prepare marketing kits for prospective clients
Your Qualifications:
Proficient in desktop PC's, printers and scanners
Experience with UPS, FedEx and DHL
Proficiency in Microsoft Word, Exceland Outlook
Ability to lift and move packages up to 50lbs as needed
Comfortable sitting, standing, walking and performing repetitive tasks for extend periods
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
100% paid medical, dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO, plus 10 paid holidays
Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
By applying, you consent to your information being transmitted by snagajob to the Employer, as data controller, through the Employers data processor SonicJobs.
See Fisher Investments Privacy Policy at https://www.fisherinvestments.com/en-us/privacy/usa?_ga=2.135**********************108636-153************108636 and SonicJobs Privacy Policy at ******************************************* and Terms of Use at *********************************************
Technical Illustrator
Lake Forest, CA Job
Source One is a consulting services company and we're currently looking for the following individual to work as a consultant with our direct client, a global medical device manufacturer, in Lake Forrest, CA.
Candidates must be available to support west coast hours with the ability to work onsite occasionally.
No sponsorship or C2C
Title: Technical Illustrator
Location: Lake Forrest, CA
Remote must be available to support west coast hours with the ability to work onsite occasionally.
Contract Length: 12 months - likely to be extended
w2 Rate: $42-$50 per hour
Our client is looking for a technical illustrator with experience in technical illustration, image editing, CAD model illustration, and video creation to support printed and digital manuals or other guides with visual aids. An ideal candidate works with minimal supervision to create a library of reusable vector-based drawings of electromechanical hardware products as well as enhance user and service personnel comprehension of both hardware and software solutions.
The Technical Illustrator is responsible for developing compelling 2D illustrations and 3D projections based on engineering created Computer Aided Design (CAD) models. This individual collaborates as part of a team of writers and engineers and ensures that content adheres to brand guidelines and standards across multiple product lines and brands.
Key Responsibilities
Drawing vector-based, 3D projections (in particular, orthographic and isometric) of hardware products
Creating exploded-view drawings of parts and components
Drawing 2D diagrams and flow charts
Taking and manipulating screenshots (including text in screenshots)
Collaborating with technical writers and engineers
Must-have skills
Minimum 2 years of technical drawing and illustration experience
Strong expertise with Adobe Illustrator and Photoshop and aptitude to learn Creo Illustrate
Experience with manipulating CAD models
Strong organizational skills and attention to detail
Nice to have skills
Experience with Jira and Confluence
Experience with Creo View, Creo Illustrate and using Figma output
Experience with SnagIt
Knowledge of ophthalmic surgical concepts and practices
Experience with 3D rendering and animation
Portfolio of technical illustration samples
Technician, Telemetry
Greensboro, NC Job
Job Purpose
The Flight Test Telemetry Technician is responsible for maintaining Telemetry link between Flight test article and TM ground station.
Key Accountabilities
1. Plans, documents aircraft Flight test telemetry frequencies licenses for the Honda.
2. Actively participates during Test flights to support TM room and TM Van.
3. Review, process and Store Flight test data after each flight.
4. Support pre and post Flight briefings.
5. Assists Data FTE in data reduction as required
6. Prepare IAD's screens to support Aircraft and TM room.
7. Maintain TM room and TM Van equipment.
8. Support Off-site flight test as required. Approx. travel requirements 50%
9. Troubleshoot and repair TM related connections as required including TM tower.
Qualifications, Experience, and Skills
1. Associate degree or Technical Diploma in Electronics.
*Equivalent work experience and training may be considered in lieu of a degree.
2. 5+ years Previous experience direct related work experience
3. Previous Flight Test experience is preferred.
Knowledge, Skills and Abilities
1. Working knowledge of Systems & Avionics Flight test methods and FCC Regulations
2. Working knowledge of the Quasonix receiver and Antenna control unit.
3. Fire optics connection termination experience is preferred.
4. Skilled using IADS and engineering applications.
5. Understanding of S and C band frequency management
6. Good knowledge of Frequency modulation scheme
7. Ability to effectively communicate with all levels throughout and
Working Conditions
1. Incumbents may be routinely exposed to equipment operational noise heat-cold-dust, and/or aircraft equipment, parts, or fuel odors.
2. Incumbents may be required to stand, sit, squat, walk, bend, climb ladders, move, reach, or stretch for prolonged time periods with no restrictions, as required by job duties.
3. Work in a safe and professional manner while adhering to all regulatory requirements (FAA, OSHA, DOT, EPA, State, and Federal regulations, etc.).
4. Read, hear, speak, and see with no restrictions, as required by job duties.
5. Comprehend and adhere to management directions and/or safety instructions with no restrictions.
6. Effectively communicate in Business English language.
7. Pull, push, carry, lift, or move items up to 10 lbs. throughout the work shift without assistance, as required by job duties.
8. Pull, push, carry, lift or move materials/people/items/equipment weighing up to 50lbs or more during the work shift, with the use of Company provided “reach assistance technology” or “movement assist technology” (fork-lifts, pallet jacks, pulleys, dolly's, robotics reach equipment, people movers etc.), as required by job duties.
Large Language Model Algorithm Engineer
Palo Alto, CA Job
Tencent Games was established in 2003. We are a leading global platform for game development, operations and publishing, and the largest online game community in China.
Tencent Games has developed and operated over 140 games. We provide cross-platform interactive entertainment experience for more than 800 million users in over 200 countries and regions around the world. Honor of Kings, PUBG MOBILE, and League of Legends, are some of our most popular titles around the world.
Meanwhile, we actively promote the development of esports industry, work with global partners to build an open, collaborative and symbiotic industrial ecology, and create high-quality digital life experiences for players.
Level Infinite is Tencent's global gaming brand. It is a global game publisher offering a comprehensive network of services for games, development teams, and studios around the world. We are dedicated to delivering engaging and original gaming experiences to a worldwide audience, whenever and wherever they choose to play while building a community that fosters inclusivity, connection, and accessibility. Level Infinite also provides a wide range of services and resources to our network of developers and partner studios around the world to help them unlock the true potential of their games.
Job Responsibilities:
1. Responsible for building LLMs for the gaming field, including pre-training, instruction fine-tuning, post-training, training and inference acceleration, evaluation, and more, to maintain a leading position in the industry;
2. Establish and improve the theoretical and engineering systems for large language models in games, exploring the application of LLM technology in game AI scenarios, providing intelligent model capabilities for game operations, NPC interaction experiences, and other aspects;
3. Track and explore the cutting-edge technologies and applications of large language models.
Job Requirements:
1. More than 5 years of research and work experience in the NLP field, with a background in computer science or related fields;
2. Familiar with the theoretical foundations of NLP, mastering statistical models and machine learning principles, with hands-on NLP experience and participation in related projects;
3. Familiar with the principles and training methods of leading industry LLMs (such as the GPT series, DeepSeek, LLaMA series, etc.);
4. Experience in fine-tuning large models, with familiarity in distributed training and debugging of large models preferred;
5. Experience in text generation, dialogue systems, and game AI preferred;
6. Academic achievements in top NLP conferences or journals preferred.
Bonus Points:
1. Experience in the gaming industry;
2. Experience with large models.
Investment Banking Associate Consumer & Retail Group
New York, NY Job
Group Description
The Consumer & Retail Group operates within BBVA's Corporate & Investment Banking (CIB) division, covering global clients in the U.S. and abroad. The team provides a full suite of advisory, capital markets, and global transaction banking solutions to Consumer & Retail companies with an international footprint. Our product offerings include M&A advisory, debt advisory, corporate lending, structured finance, bonds, FX/swaps, trade finance, working capital solutions, and cash management, among others.
Position: Associate - Consumer & Retail Group
The Consumer & Retail Group is seeking an Associate to join our New York office and support our coverage efforts. This position plays a key role in a client-facing team, working with colleagues across multiple geographies and supporting senior bankers on various sub-sectors and transactions.
Key responsibilities:
As an Associate in the Consumer & Retail Group, you will take on significant responsibilities in pitching and executing advisory, capital markets, and transaction banking deals for both public and private clients. Your role will include:
Preparing pitch materials and participating in presentations to existing and prospective clients
Conducting financial analysis, including valuation, M&A modeling, and broader financial modeling.
Performing company and industry research using sources such as company filings, equity and credit research reports, and industry databases, summarizing findings for client-facing materials
Managing internal approval processes, including credit requests and approval process for new transactions, amendments, annual reviews, among others.
Coordinating closely with bankers in the United States, Europe and Latin America, and Product groups to manage all aspects of transactions, including proposal preparation and liaising with risk and Portfolio Management, Legal, Operations and Finance teams.
Analyzing risk/return metrics on all stand-alone transactions and client relationships
Tracking key client and prospect activity and maintaining revenue budgets.
We are a flat and growing team, providing direct and frequent interaction with clients and BBVA's senior management.
Qualifications
Bachelor's degree with 2+ years of investment banking experience
Strong foundation in financial modelling and valuation analysis in a professional setting
Prior credit training, structured credit and / or M&A experience preferred
Demonstrated record of academic excellence
Strong analytical and quantitative skills
Team-oriented, self-motivated and entrepreneurial mindset
“Can-do / can-learn” attitude with a proactive approach to problem-solving and adaptability in a fast-paced environment
Detail oriented with a complete focus on quality results/deliverables
Strong communication skills, both verbal and written
Ability to work independently while thriving in a team environment
Ability to work under pressure and manage multiple projects under tight deadlines
Advanced proficiency Microsoft Office (Excel, PowerPoint, Word)
Experience with CapitalIQ (or Factset), Bloomberg, and Euromonitor is preferred
SIE, Series 7, and Series 63 licenses required (or ability to acquire within 6 months of hire)
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
With respect to this position in our New York Office, the expected base salary ranges from $120,000 to $130,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.
*Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions
Operations Assistant
Remote or Irvine, CA Job
Join our Team! We work in an environment where everyone's voice is heard We are one of the largest regional accounting firms headquartered in Orange County, California. We're accountants providing solid guidance, support & solutions to businesses, governments, and non-profits. Our outstanding employees are crucial to our unique, diverse culture and talent development, as well as our ability to attract clients successfully. At LSL, you will discover an atmosphere that motivates and encourages you to succeed personally and professionally. Operations Assistant: Assist the Partner, Manager, or department by handling administrative tasks. Support various departments effectively monitoring all tax, audit, or consulting work generated by the firm, and help with ordering necessary supplies and forms. Carry out scanning tasks for document storage as needed. What you will be doing: Essential Functions
Tax Return Assembly
Completes scanning requirements for document storage as defined or requested.
Maintains files of correspondence or other records, electronically or on paper.
Drafts, proofs, formats, foots, and PDFs financial statements for Assurance and Consulting Departments.
Maintains control file of all matters in progress for each assigned Partner and Manager.
Maintains procedures that implement operational and/or fiscal policies.
Interprets policies and procedures as established by Managers.
Compiles data based on research techniques and on statistical compilations involving an understanding of operating unit programs, policies, and procedures.
Answers routine questions, aids clients where possible or routes calls to appropriate staff members
Relieves receptionist as scheduled or requested
Other duties as assigned
Non-Essential Functions
Punctually enters time and expenses to support efficient billing processes.
Order/approve office supply orders.
Send out welcome cards as requested.
Order food for office meetings.
Oversee suite equipment repairs, maintenance, etc. fax machine, copier, postage, shredder, phone system, alarm system, misc. equip (i.e. non-It issues).
Preferred Qualifications:
High School Diploma or GED,
Bachelor's degree, preferred
2+ years of experience in a professional services environment, required
Previous experience in the accounting industry, preferred
Proficiency in Microsoft Office (Outlook, Word, Excel and Teams), required
Demonstrated ability to plan and organize projects
At LSL CPAs, we offer competitive compensation and benefits package along with a supportive team-focused environment. Our remote work environment allows you the freedom to manage your personal commitments while staying dedicated to serving our clients.
Work Authorization:
Must be authorized to work in the United States permanently without the requirement of sponsorship at any point in the future.
Director, Relationship Management, Licensed Parterships
Remote Figure Job
Figure is maximizing the value of homeownership in ways that benefit consumers and the industry alike. We're helping homeowners tap their liquidity easily, efficiently and reasonably for purpose-driven, significant expenditures - everything from dream home renovations and debt consolidation to small business formation.
In seven years, we've become the country's #1 non-bank HELOC lender. As a financial technology firm operating at the intersection of regulation and transformation, we're a “unicorn” - a group of fewer than 1000 companies globally that is valued at $1B or more and has been in operation for less than ten years.
Our mission requires us to have a creative, team-oriented, and supportive environment where everyone can do their absolute best. We are motivated, innovative, collaborative, and curious. We value individuals who bring a problem-solving mindset to every task. Every day at Figure is a journey in continuous learning combined with a focus on getting work done that makes a difference. Join us!
Wealthfront Career-Launching Company
Figure Series D Announcement
About the Role
As the Director of Relationship Management, you will focus on maintaining strong relationships with key points of contact at our existing licensed (mortgage, bank, credit union) partners to enable upsells, growth, and retention. In this role, you will contribute to the build-out of Figure's lending partner relationship management function by engaging and selling key product and capability expansions, serving as a liaison between partners and internal Figure teams to promote additional features, services, or products our partners request, and strengthening partner relationships with the ultimate goal of retaining and growing recurring revenue. Internal cross-functional collaboration will be a pivotal part of the role in influencing the roadmap and delivering on high-priority/ROI requests from partners.
What You'll Do
Develop healthy client relationships with Figure's clients by building trust and transparency
Act as a client advocate, enhance client training/product education and promote client loyalty
Evaluate, analyze, and communicate client needs to appropriate internal stakeholders
Drive prioritization of client requests and execute them as they are prioritized
Assist in maintaining and organizing company data, systems, and databases for easy access and retrieval. (Salesforce, Notion, Tableau)
Deliver QBR and use these tools to drive engagement with wholesale and smaller partners. Assist with reports, presentations, and other documents to support business operations and management.
Support onboarding and upsell project management by assisting with planning, tracking, and execution of business initiatives as needed.
Perform general research, market analysis, or data collection to assist in decision-making processes
Develop strong relationships with Figure internal stakeholders across multiple departments to solve partner issues and requests
Make process improvement recommendations for Figure's products and services based on client feedback as applicable
Participate in new training and licensing programs to expand the team's capabilities
What We Look For
10+ years of experience in a client-facing role, preferably in the Financial Services / Lending industry
Strong drive to foster relationships and grow existing accounts
Demonstrated success at partnering, prioritizing and balancing needs cross-functionally.
Data and analysis driven in all business decisions
Incredibly responsive and solution-oriented
Resilience to drive in ambiguity
Strong communication skills - including both verbal and written
Strong relationship management experience; lending / financial services experience preferred
Ability to think outside the box and react to client needs
Strong organizational skills - proven ability to track and maintain all interactions and drive follow-up and next steps
Benefits
Comprehensive health, vision, and dental insurance with 100% employer-paid premiums for employees and their dependents on select plans
Company HSA, FSA, Dependent Care, 401k, and commuter benefits
Employer-funded life and disability insurance coverage
11 Observed Holidays & PTO plan
Up to 12 weeks paid family leave
Continuing education reimbursement
Depending on your residential location certain laws might regulate the way Figure manages applicant data. California Residents, please review our California Employee and General Workforce Privacy Notice for further information. By submitting your application, you are agreeing and acknowledging that you have read and understand the above notice.
Figure will not sponsor work visas for this position. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.
#LL-MB1 #LI-Remote
Senior Appliance Service Technician
Remote or New York Job
Benefits/Perks
Flexible Scheduling
Growth and Career Advancement Opportunities
Great Working Environment
iPhone and iPad
Company Vehicle
Uniforms
Health Benefits
401k Plan
PTO
Life Insurance
Dental and Eye Benefits
Bonus Program
Job Summary
Dan Marc Appliance, a Whirlpool Factory Service is looking for talented Senior Appliance Service Technicians to join our team! As an Appliance Service Technician, you are a team lead responsible for the maintenance and repair of Whirlpool Family Brand appliances. The ideal candidate has extensive appliance repair experience and follows all industry safety obligations. Excellent customer service skills are essential to be successful in this role. Responsibilities
Accurately diagnose and repair appliances in the customer's home
Provide cost estimates for repairs/installations and collect payment and/or payment information from customers for work performed
Perform other duties as needed which may include cross-training in related positions
Qualifications
Proficiency in navigating tablet-based technology
3-5 years experience as an Appliance Service Technician
We service all the boroughs of New York City, Partial Long Island, Westchester, Rockland, Orange, Partial Putnam counties. In New Jersey we service the counties of Bergen, Passaic, Essex, Morris, Sussex, Hudson, Union, Middlesex, Monmouth Mercer, Ocean, Somerset, Hunterdon, and Warren. In Pennsylvania, we service the Easton area up through the Eastern-most towns, along the Delaware River. We are seeking qualified techs in all of our coverage area.
This is a remote position.
Compensation: $57,000.00 - $85,000.00 per year
This business is independently owned and operated. Your application will go directly to the independent business, and all hiring decisions will be made by the management of said business. All inquiries about employment at this location should be made directly to the location.
Director, Corporate Development
Remote Job
Join a leading fintech company that's democratizing finance for all.
Robinhood Markets was founded on a simple idea: that our financial markets should be accessible to all. With customers at the heart of our decisions, Robinhood and its subsidiaries and affiliates are lowering barriers and providing greater access to financial information. Together, we are building products and services that help create a financial system everyone can participate in.
With growth as the top priority...
The business is seeking curious, growth-minded thinkers to help shape our vision, structures and systems; playing a key-role as we launch into our ambitious future. If you're invigorated by our mission, values, and drive to change the world - we'd love to have you apply.
About the team + role
Robinhood is looking for a Director of Corporate Development to accelerate Robinhood's strategic roadmap by identifying, vetting, and executing mergers, acquisitions, and a variety of other potential transactions. You will develop a detailed understanding of Robinhood's strategic objectives and market landscape, working to identify high-potential acquisition opportunities across existing and future market verticals and geographies. You will help build out Robinhood's network and develop relationships that may lead to acquisitions or strategic investments in the future. You will work closely with deal sponsors and cross-functional leaders across Robinhood on all aspects of M&A, including business case construction, valuation analysis, deal structuring, negotiation, due diligence, and deal execution. You will present acquisition opportunities to company leadership & the board of directors, facilitate key acquisition decisions, and provide post-acquisition performance updates. The ideal candidate is strategic, relationship-oriented, analytical, creative, and results-oriented.
We are also open to candidates at the Principal level for this role.
It is preferred that this role is located in one of the office locations listed on this job description which will align with our in-office working environment. This position is only eligible for remote work in limited geographies within the US where we do not have physical office locations. Please connect with your recruiter for more information regarding our in-office philosophy and expectations.
What you'll do
Analyzing Robinhood's strategic landscape, gathering competitive industry intelligence, developing the business case & rationale for key M&A opportunities, and advocating for them internally
Managing transactions from end-to-end, including sourcing, negotiating, diligencing, closing, and facilitating a seamless integration process.
Leading deal evaluation meetings, driving decision-making, and negotiating deals with objectivity, diplomacy, and effectiveness.
Cultivating external relationships that provide the opportunity for potential future acquisitions or investments
Building scalable processes and best practices for Robinhood's Corporate Development functions
What you bring
10+ years experience in investing (hedge fund, private equity, family office, venture capital), corporate development, or finance
A tendency to reason from first-principles, using data and analysis to draw conclusions
Familiarity with the fintech landscape
Exceptional interpersonal skills and ability to develop strong working relationships
Deep knowledge of digital/mobile business models and consumer technology
Resourceful, persistent and able to thrive in a fast-paced, entrepreneurial environment
Demonstrated ability to identify and prioritize key initiatives and related tasks
Exceptional written and verbal communication skills
What we offer
Market competitive and pay equity-focused compensation structure
100% paid health insurance for employees with 90% coverage for dependents
Annual lifestyle wallet for personal wellness, learning and development, and more!
Lifetime maximum benefit for family forming and fertility benefits
Dedicated mental health support for employees and eligible dependents
Generous time away including company holidays, paid time off, sick time, parental leave, and more!
Lively office environment with catered meals, fully stocked kitchens, and geo-specific commuter benefits
We use Covey as part of our hiring and / or promotional process for jobs in NYC and certain features may qualify it as an AEDT. As part of the evaluation process we provide Covey with job requirements and candidate submitted applications. We began using Covey Scout for Inbound on September 19, 2024.
Please see the independent bias audit report covering our use of Covey here.
Base pay for the successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is based on the location where the work will be performed and is aligned to one of 3 compensation zones. This role is also eligible to participate in a Robinhood bonus plan and Robinhood's equity plan. For other locations not listed, compensation can be discussed with your recruiter during the interview process.
Zone 1 (Menlo Park, CA; New York, NY; Bellevue, WA; Washington, DC)$216,750—$255,000 USDZone 2 (Denver, CO; Westlake, TX; Chicago, IL)$190,400—$224,000 USDZone 3 (Lake Mary, FL; Clearwater, FL; Gainesville, FL)$169,150—$199,000 USD
Click here to learn more about available Benefits, which vary by region and Robinhood entity.
We're looking for more growth-minded and collaborative people to be a part of our journey in democratizing finance for all. If you're ready to give 100% in helping us achieve our mission-we'd love to have you apply even if you feel unsure about whether you meet every single requirement in this posting. At Robinhood, we're looking for people invigorated by our mission, values, and drive to change the world, not just those who simply check off all the boxes.
Robinhood embraces a diversity of backgrounds and experiences and provides equal opportunity for all applicants and employees. We are dedicated to building a company that represents a variety of backgrounds, perspectives, and skills. We believe that the more inclusive we are, the better our work (and work environment) will be for everyone. Additionally, Robinhood provides reasonable accommodations for candidates on request and respects applicants' privacy rights. Please review the specific Robinhood Privacy Policy applicable to the country where you are applying.
Staff Product Designer, Crypto
Remote Job
Join a leading fintech company that's democratizing finance for all.
Robinhood Markets was founded on a simple idea: that our financial markets should be accessible to all. With customers at the heart of our decisions, Robinhood and its subsidiaries and affiliates are lowering barriers and providing greater access to financial information. Together, we are building products and services that help create a financial system everyone can participate in.
With growth as the top priority...
The business is seeking curious, growth-minded thinkers to help shape our vision, structures and systems; playing a key-role as we launch into our ambitious future. If you're invigorated by our mission, values, and drive to change the world - we'd love to have you apply.
About the team + role
We're looking for an exceptional Staff Product Designer to help shape the future of our crypto experiences. Crypto is one of the most dynamic and rapidly evolving spaces in technology, offering endless opportunities for innovation and creativity. As a designer in this field, you'll tackle complex challenges-like simplifying decentralized systems, building trust in a new financial paradigm, and making crypto truly accessible to all.
This is your chance to work with finance and technology, crafting products that empower people to interact with and understand crypto in intuitive, meaningful ways. You'll be designing solutions that break down barriers, foster financial inclusion, and redefine how people engage with our product, all while collaborating with a forward-thinking team passionate about transforming this space.
It is preferred that this role is located in one of the office locations listed on this job description which will align with our in-office working environment. This position is only eligible for remote work in limited geographies within the US where we do not have physical office locations. Please connect with your recruiter for more information regarding our in-office philosophy and expectations.
What you'll do
Lead with Vision: Drive the design strategy and execution for key crypto features and experiences, setting a high bar for design excellence.
Shape the Future: Collaborate with cross-functional teams to define how people interact with and understand crypto, simplifying complex systems for diverse audiences.
Champion Inclusion: Ensure our designs empower users of all backgrounds, building experiences that are accessible, equitable, and user-friendly.
Own End-to-End Design: From research and ideation to prototyping and delivery, you'll take ownership of crafting seamless, impactful designs.
Mentor and Inspire: Provide guidance and leadership within the design team, fostering collaboration, growth, and innovation.
What you bring
Proven Expertise: Extensive experience designing for complex, user-focused products at scale, with a strong portfolio that showcases your ability to simplify intricate workflows.
Crypto Curiosity: While deep crypto knowledge isn't required, an eagerness to dive in and understand the space is a must.
Inclusive Design Thinking: A strong commitment to creating equitable and accessible experiences that resonate with diverse user groups.
Systems Problem Solver: You excel at balancing micro and macro perspectives, creating cohesive design systems that scale.
Collaboration Skills: A proven track record of partnering with engineering, product, and research teams to bring ideas to life.
What we offer
Market competitive and pay equity-focused compensation structure
100% paid health insurance for employees with 90% coverage for dependents
Annual lifestyle wallet for personal wellness, learning and development, and more!
Lifetime maximum benefit for family forming and fertility benefits
Dedicated mental health support for employees and eligible dependents
Generous time away including company holidays, paid time off, sick time, parental leave, and more!
Lively office environment with catered meals, fully stocked kitchens, and geo-specific commuter benefits
We use Covey as part of our hiring and / or promotional process for jobs in NYC and certain features may qualify it as an AEDT. As part of the evaluation process we provide Covey with job requirements and candidate submitted applications. We began using Covey Scout for Inbound on September 19, 2024.
Please see the independent bias audit report covering our use of Covey here.
Base pay for the successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is based on the location where the work will be performed and is aligned to one of 3 compensation zones. This role is also eligible to participate in a Robinhood bonus plan and Robinhood's equity plan. For other locations not listed, compensation can be discussed with your recruiter during the interview process.
Zone 1 (Menlo Park, CA; New York, NY; Bellevue, WA; Washington, DC)$187,000—$220,000 USDZone 2 (Denver, CO; Westlake, TX; Chicago, IL)$165,000—$194,000 USDZone 3 (Lake Mary, FL; Clearwater, FL; Gainesville, FL)$146,000—$172,000 USD
Click here to learn more about available Benefits, which vary by region and Robinhood entity.
We're looking for more growth-minded and collaborative people to be a part of our journey in democratizing finance for all. If you're ready to give 100% in helping us achieve our mission-we'd love to have you apply even if you feel unsure about whether you meet every single requirement in this posting. At Robinhood, we're looking for people invigorated by our mission, values, and drive to change the world, not just those who simply check off all the boxes.
Robinhood embraces a diversity of backgrounds and experiences and provides equal opportunity for all applicants and employees. We are dedicated to building a company that represents a variety of backgrounds, perspectives, and skills. We believe that the more inclusive we are, the better our work (and work environment) will be for everyone. Additionally, Robinhood provides reasonable accommodations for candidates on request and respects applicants' privacy rights. Please review the specific Robinhood Privacy Policy applicable to the country where you are applying.
Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative)
Remote or Saint Petersburg, FL Job
Do you have a passion for helping others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor - Wealthbuilder role.
The Opportunity:
The Investment Counselor - Wealthbuilder opportunity is designed to prepare qualified candidates for a lifelong career in the financial services industry. Through our specialized training, Fisher Investments offers an elevated finance and capital markets education program building a foundation and understanding of our unique approach.
Your journey will begin by obtaining the Series 65, where you will receive hands-on training from our dedicated training team. Once you have obtained the necessary license, the training doesn't stop there. You will work directly with your assigned mentor to further develop an understanding of the technology and platforms we use and how we service our clients.
This role is a jumping off point to a licensed service role within our Private Client Group. As you progress, and hit important milestones within the first two years, the opportunity for additional responsibilities will grow including the potential to work your way up to our Premier Wealth Management team where you will manage your own roster of our high-net-worth clients.
The Day-to-Day:
Work collaboratively with your team, serving clients at a team level while being the liaison between our Investment Policy Committee (IPC) and our US clients
Connect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goals
Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events
Respond and manage client communication while working directly with internal departments to fulfill client operational requests
Your Qualifications:
1+ years of experience in an Operational, Administrative, Client-Facing, or Finance setting
Bachelor's degree or equivalent combination of education and experience required
Required to pass the Series 65 (we provide robust training and support once you start)
A thoughtful consultative approach with an emphasis on client focus
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
100% paid medical, dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO, plus 10 paid holidays
Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Director of Internal Audit, Security and Engineering
Remote or New York, NY Job
Join a leading fintech company that's democratizing finance for all.
Robinhood Markets was founded on a simple idea: that our financial markets should be accessible to all. With customers at the heart of our decisions, Robinhood and its subsidiaries and affiliates are lowering barriers and providing greater access to financial information. Together, we are building products and services that help create a financial system everyone can participate in.
With growth as the top priority...
The business is seeking curious, growth-minded thinkers to help shape our vision, structures and systems; playing a key-role as we launch into our ambitious future. If you're invigorated by our mission, values, and drive to change the world - we'd love to have you apply.
About the team + role
The Internal Audit Team at Robinhood assists the company's Audit Committee of the Board with protecting assets, reputation, and sustainability of the organization. The Internal Audit function provides independent, objective, reliable, valued and timely assurance regarding the effectiveness of internal controls that mitigate current and emerging risks and help strengthen the internal controls ecosystem.
Robinhood Markets (RHM) is the parent company of various lines of business, including Brokerage, Crypto, and Cash services. We are looking for a Director of Internal Audit, Security & Engineering to join our dynamic team of auditors. You will be charged with specifically overseeing the execution of audits in the areas of Engineering, Security, Privacy, BCP/ DR and technologies leveraging artificial intelligence. Additionally, in this role you will be supporting integrated audits (i.e. underlying technology controls over business operations) across the various lines of businesses.
This position requires a leader with expert understanding of risks in a regulated Fintech setting. The successful candidate is a proven leader, collaborative, analytical, technical expert that can lead audits across multiple disciplines such as information security, software development privacy, cloud technology etc. The preferred location for this position is in or around Robinhood's offices in Menlo Park, CA or New York, NY with in-office work capabilities, as may be required by management, but remote work in limited geographies within the U.S. may be considered. Check with your recruiter for more information.
This position reports to the VP of Internal Audit and Enterprise Risk.
The role is located in the office location(s) listed on this job description which will align with our in-office working environment. Please connect with your recruiter for more information regarding our in-office philosophy and expectations.
What you'll do
Assist Audit leadership with the development of the Internal Audit plan and the overall strategic direction of the Internal Audit program
Be accountable for the achievement of Internal Audit objectives as they align to the internal audit strategy and company OKRs
Be responsible for the execution of end-to-end audit procedures in the audit lifecycle: plan, lead and execute audits to assess controls and processes in the areas of Engineering, Security, Privacy, BCP/ DR and technologies leveraging artificial intelligence
Operate with a hands-on and an attention-to-detail approach to managing the audit cycle, incl. the process of audit scoping, execution, quality reviews, reporting and remediation validation
Conclude on audit results and present ratings and recommendations to senior management, C-Team members and the Audit Committee as needed
Lead the discussion on enterprise-wide topics to various levels of management within Security & Engineering. Influence management to act on recommendations to strengthen the control environment and make process improvements
Establish and manage relationships with senior leaders and risk partners. Share perspectives including industry best practices, audit standards, regulatory requirements and global impact with key stakeholders
Support the creation of reports and presentations for the department, Robinhood entities, Audit Committee, regulators and external auditors
Partner on continuous development and enhancement of the Audit practice to align with the overall objective and goals of the Audit function (including development of frameworks, metrics, procedures, partnerships, communications and training programs).
Participate in special projects and perform other duties as assigned
What you bring
Master's degree in a relevant field of study (e.g. Computer Science, Information Systems, Data Science or Computer Engineering)
10+ years of technology auditing experience, including Technology and Operations auditing, risk management, Technology Compliance, Information Security, or software development
Financial Services knowledge and financial product knowledge is preferred
Ability to partner with business, engineering, data and product teams to strengthen controls environment using automated techniques
Experience in end-to-end project management, system evaluation, and cross-functional collaboration
Experience with information system lifecycle processes, including source code management, continuous integration, scalable architecture concepts, and decentralized software development governance.
Deep understanding of infrastructure components and corresponding relevant risk mitigation techniques.
Audit experience related to systems reliability, cloud computing, artificial intelligence design and usage, software development processes, database design, setup and administration, product design and configuration of complex financial and regulatory requirements with systems
Experience assessing environments for privacy/security risk using privacy/security fundamentals (i.e., cookies, encryption, anonymization, perimeter defense, etc.)
Experience auditing Cyber and Cloud Computing/AWS, data privacy, business continuity planning and disaster recovery
Experience conducting audits using frameworks such as COBIT, ISO, IT General Controls (ITGC), NIST, GDPR, NYDFS and/or other industry standard control frameworks to document and assess Cybersecurity & IT processes.
CISA, CISSP, CRISC, CDPSE or CISM certifications
What we offer
Market competitive and pay equity-focused compensation structure
100% paid health insurance for employees with 90% coverage for dependents
Annual lifestyle wallet for personal wellness, learning and development, and more!
Lifetime maximum benefit for family forming and fertility benefits
Dedicated mental health support for employees and eligible dependents
Generous time away including company holidays, paid time off, sick time, parental leave, and more!
Lively office environment with catered meals, fully stocked kitchens, and geo-specific commuter benefits
We use Covey as part of our hiring and / or promotional process for jobs in NYC and certain features may qualify it as an AEDT. As part of the evaluation process we provide Covey with job requirements and candidate submitted applications. We began using Covey Scout for Inbound on September 19, 2024.
Please see the independent bias audit report covering our use of Covey here.
Base pay for the successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is based on the location where the work will be performed and is aligned to one of 3 compensation zones. This role is also eligible to participate in a Robinhood bonus plan and Robinhood's equity plan. For other locations not listed, compensation can be discussed with your recruiter during the interview process.
Zone 1 (Menlo Park, CA; New York, NY; Bellevue, WA; Washington, DC)$213,000—$250,000 USDZone 2 (Denver, CO; Westlake, TX; Chicago, IL)$187,000—$220,000 USDZone 3 (Lake Mary, FL; Clearwater, FL; Gainesville, FL)$166,000—$195,000 USD
Click here to learn more about available Benefits, which vary by region and Robinhood entity.
We're looking for more growth-minded and collaborative people to be a part of our journey in democratizing finance for all. If you're ready to give 100% in helping us achieve our mission-we'd love to have you apply even if you feel unsure about whether you meet every single requirement in this posting. At Robinhood, we're looking for people invigorated by our mission, values, and drive to change the world, not just those who simply check off all the boxes.
Robinhood embraces a diversity of backgrounds and experiences and provides equal opportunity for all applicants and employees. We are dedicated to building a company that represents a variety of backgrounds, perspectives, and skills. We believe that the more inclusive we are, the better our work (and work environment) will be for everyone. Additionally, Robinhood provides reasonable accommodations for candidates on request and respects applicants' privacy rights. Please review the specific Robinhood Privacy Policy applicable to the country where you are applying.
Senior International Tax Analyst
Remote Job
Join a leading fintech company that's democratizing finance for all.
Robinhood Markets was founded on a simple idea: that our financial markets should be accessible to all. With customers at the heart of our decisions, Robinhood and its subsidiaries and affiliates are lowering barriers and providing greater access to financial information. Together, we are building products and services that help create a financial system everyone can participate in.
With growth as the top priority...
The business is seeking curious, growth-minded thinkers to help shape our vision, structures and systems; playing a key-role as we launch into our ambitious future. If you're invigorated by our mission, values, and drive to change the world - we'd love to have you apply.
About the team + role
Robinhood is looking for a skilled Senior International Tax Analyst to join our rapidly growing team. We are seeking driven individuals who thrive in a fast-paced environment and can manage multiple priorities - a self-starter who can work independently but who is also a good team-player. This role will be reporting to the Senior International Tax Manager and support our international tax reporting, compliance and financial reporting processes.
It is preferred that this role is located in one of the office locations listed on this job description which will align with our in-office working environment. This position is only eligible for remote work in limited geographies within the US where we do not have physical office locations. Please connect with your recruiter for more information regarding our in-office philosophy and expectations.
What you'll do
Prepare and review U.S. international income tax compliance for foreign entities, including forms such as 5471, 8858, and 1118
Prepare and review foreign tax compliance including CIT, withholding taxes etc. across multiple jurisdictions.
Support monthly transfer pricing calculations and various transfer pricing documentation and intercompany agreements
Prepare quarterly and annual US GAAP income tax provisions for foreign entities.
Prepare various U.S. international tax calculations including, but not limited to, GILTI, BEAT, Sub F, Pillar 2, and foreign tax credits.
Support annual statutory financial audits and local tax provisions across various jurisdictions.
Assist with VAT/GST returns filings and related reports for multiple jurisdictions.
Research, analyze and draft technical memorandum on a variety of international tax issues
Support the tax department in managing international tax audits, payments and any ad hoc projects
Work with various departments to streamline data flow and processes
What you bring
Bachelor's degree in Accounting, MS in Tax or C.P.A. preferred
4+ years of international tax experience with public accounting firm and/or corporate tax department within a multinational organization
Possess an understanding of ASC740 principles, as well as in-depth knowledge of U.S. international and foreign tax compliance and provisions.
Strong computer skills utilizing MS Excel, Word and PowerPoint
Eagerness to learn
High attention to detail and can drive projects to completion in a deadline driven environment
Strong analytical and organizational skills
Inventive, resourceful and have remarkable analytical and problem solving abilities
Can communicate sophisticated tax concepts in ways that are meaningful to non-tax professionals
What we offer
Market competitive and pay equity-focused compensation structure
100% paid health insurance for employees with 90% coverage for dependents
Annual lifestyle wallet for personal wellness, learning and development, and more!
Lifetime maximum benefit for family forming and fertility benefits
Dedicated mental health support for employees and eligible dependents
Generous time away including company holidays, paid time off, sick time, parental leave, and more!
Lively office environment with catered meals, fully stocked kitchens, and geo-specific commuter benefits
We use Covey as part of our hiring and / or promotional process for jobs in NYC and certain features may qualify it as an AEDT. As part of the evaluation process we provide Covey with job requirements and candidate submitted applications. We began using Covey Scout for Inbound on September 19, 2024.
Please see the independent bias audit report covering our use of Covey here.
Base pay for the successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is based on the location where the work will be performed and is aligned to one of 3 compensation zones. This role is also eligible to participate in a Robinhood bonus plan and Robinhood's equity plan. For other locations not listed, compensation can be discussed with your recruiter during the interview process.
Zone 1 (Menlo Park, CA; New York, NY; Bellevue, WA; Washington, DC)$115,000—$135,000 USDZone 2 (Denver, CO; Westlake, TX; Chicago, IL)$101,000—$119,000 USDZone 3 (Lake Mary, FL; Clearwater, FL; Gainesville, FL)$89,000—$105,000 USD
Click here to learn more about available Benefits, which vary by region and Robinhood entity.
We're looking for more growth-minded and collaborative people to be a part of our journey in democratizing finance for all. If you're ready to give 100% in helping us achieve our mission-we'd love to have you apply even if you feel unsure about whether you meet every single requirement in this posting. At Robinhood, we're looking for people invigorated by our mission, values, and drive to change the world, not just those who simply check off all the boxes.
Robinhood embraces a diversity of backgrounds and experiences and provides equal opportunity for all applicants and employees. We are dedicated to building a company that represents a variety of backgrounds, perspectives, and skills. We believe that the more inclusive we are, the better our work (and work environment) will be for everyone. Additionally, Robinhood provides reasonable accommodations for candidates on request and respects applicants' privacy rights. Please review the specific Robinhood Privacy Policy applicable to the country where you are applying.
Global Corporate & Investment Banking 1Yr. Internship
New York, NY Job
Summary of Responsibilities:
A Corporate Banking Team Intern is a member of a client-facing team within BBVA's Corporate and Investment Bank. The Interns primary responsibility is to support Corporate Banking Clients USA Relationship Managers in developing, marketing, and delivering the bank's wide range of banking products and services to corporate clients within a defined set of core industries.
The Intern will coordinate closely with Relationship Managers in the United States, Europe and Latin America, and Product groups to manage all aspects of transactions, including proposal preparation and liaising with risk and Portfolio Management, Legal, Operations and Finance teams.
Major/Essential Job Duties:
Marketing and Deal Execution
Identify and understand client needs, promptly responding to all client requests
Coordinate transaction closings, including management of all documentation and follow-up
Prepare for client meetings, including presentation materials, background information and call plans
Research and evaluate potential new client relationships
Risk/reward Analysis and Decisions
Prepare transaction summaries and Risk-Adjusted-Return analysis for presentation to Credit Committee, including financial metrics such as pro-forma financial statements and cash flow projections, risk and mitigants, SWOT analysis, etc
Analyze global relationships, gathering credit facility and revenue data from BBVA subsidiaries, especially those in Latin America
Participate in Credit Committees jointly with Relationship Managers
Internal Coordination and Problem Solving
Conduct joint planning sessions with Product teams including Debt Capital Markets, Bank Syndications, Corporate Lending, Foreign Exchange, Cash management, etc
Coordinate internal procedures with the Credit, Operational and Legal departments
Resolve any financial, administrative and operational issues by working closely with Operations, Middle Office and Business Development
Information Management and Reporting
Perform research and summarize opinions of major equity analysts on products, industries, countries, and economic forecasts
Ensure integrity of domestic/global profitability information gathering for internal team reporting
Maintain the Customer Relationship Management system for pipeline and profitability reporting
Level of Complexity and Risk Involved:
The Intern position requires a high level of involvement and responsibility. Interns are responsible for substantial amount of in-depth analysis and research
For each client in the portfolio, the Intern plays a relevant role in identifying business opportunities that are in line with the capabilities and product and service offerings of the bank.
Scope of Duties
:
Interns play a critical and indispensable role as members of the Corporate Banking team. Interns support Global relationship managers in all day to day operations from client and industry analysis to working on live transactions and deal execution. Interns are also expected and encouraged to interact daily with product partners to enhance internal communication and accomplish deliverables
Additional expectations within the scope of the Intern role:
Ability to meet deadlines and prepare client presentations on time and with minimum errors (high attention to detail)
Successful interaction with the various product groups and colleagues
Effective communication skills
Develop solid knowledge of corporate banking products and services
Strong work ethic and high degree of proactiveness
Skills, knowledge, and abilities/Competencies:
Technical Skills
:
Bachelor's degree
Strong analytical and financial modeling skills
Advanced computer skills, particularly in Excel and PowerPoint; Reuters and Bloomberg a plus
Understanding of international economics and markets
Credit Training a plus
Performance Skills:
Excellent communication skills; ability to coordinate with people across different departments and regions (Product Specialists, Credit team, Corporate Banking, and local relationship managers)
Ability to work under pressure
Strong attention to detail
Strong interpersonal and teamwork skills
Management Responsibilities:
Interns work within an analyst pool and report to various senior bankers. Each Intern is responsible for a set number of client accounts within a given industry sector(s).
Interns are expected to learn the dynamics of the industries they cover and to take ownership of their accounts and might have substantial responsibility in identifying and following on opportunities with their portfolio of clients.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
With respect to this position in our New York Office, the expected base salary is $90,000.00. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.
*Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions.
Financial Counselor
Remote or Camas, WA Job
Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe.
The Opportunity:
As an International Investment Counsellor, you are the voice of Fisher Investments to our clients in the United Kingdom. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Camas, WA.
The Day-to-Day:
As a International Investment Counsellor, you are the central voice of Fisher Investments International, working from the United States. You will:
Work with our UK clients to build a trusting and professional relationship
Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape
Rely on our sales team to gradually build your roster of high-net-worth clients within the first year
Demonstrate knowledge of UK regulatory practices and adhere to associated operational responsibilities
Your Qualifications:
Bachelor's degree or equivalent work experience
2+ years of experience in asset management, financial and client services
Required to pass the Series 65 exam or equivalent
Achieve results and provide unparalleled service
A thoughtful consultative approach with an emphasis on client focus
Compensation:
$80,000 - $130,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience
Eligible for discretionary bonus based on firm and individual performance
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
100% paid medical, dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO, plus 10 paid holidays
Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Director of Internal Audit, Security and Engineering
Remote or Menlo Park, CA Job
Join a leading fintech company that's democratizing finance for all. Robinhood Markets was founded on a simple idea: that our financial markets should be accessible to all. With customers at the heart of our decisions, Robinhood and its subsidiaries and affiliates are lowering barriers and providing greater access to financial information. Together, we are building products and services that help create a financial system everyone can participate in.
With growth as the top priority...
The business is seeking curious, growth-minded thinkers to help shape our vision, structures and systems; playing a key-role as we launch into our ambitious future. If you're invigorated by our mission, values, and drive to change the world - we'd love to have you apply.
About the team + role
The Internal Audit Team at Robinhood assists the company's Audit Committee of the Board with protecting assets, reputation, and sustainability of the organization. The Internal Audit function provides independent, objective, reliable, valued and timely assurance regarding the effectiveness of internal controls that mitigate current and emerging risks and help strengthen the internal controls ecosystem.
Robinhood Markets (RHM) is the parent company of various lines of business, including Brokerage, Crypto, and Cash services. We are looking for a Director of Internal Audit, Security & Engineering to join our dynamic team of auditors. You will be charged with specifically overseeing the execution of audits in the areas of Engineering, Security, Privacy, BCP/ DR and technologies leveraging artificial intelligence. Additionally, in this role you will be supporting integrated audits (i.e. underlying technology controls over business operations) across the various lines of businesses.
This position requires a leader with expert understanding of risks in a regulated Fintech setting. The successful candidate is a proven leader, collaborative, analytical, technical expert that can lead audits across multiple disciplines such as information security, software development privacy, cloud technology etc. The preferred location for this position is in or around Robinhood's offices in Menlo Park, CA or New York, NY with in-office work capabilities, as may be required by management, but remote work in limited geographies within the U.S. may be considered. Check with your recruiter for more information.
This position reports to the VP of Internal Audit and Enterprise Risk.
The role is located in the office location(s) listed on this job description which will align with our in-office working environment. Please connect with your recruiter for more information regarding our in-office philosophy and expectations.
What you'll do
* Assist Audit leadership with the development of the Internal Audit plan and the overall strategic direction of the Internal Audit program
* Be accountable for the achievement of Internal Audit objectives as they align to the internal audit strategy and company OKRs
* Be responsible for the execution of end-to-end audit procedures in the audit lifecycle: plan, lead and execute audits to assess controls and processes in the areas of Engineering, Security, Privacy, BCP/ DR and technologies leveraging artificial intelligence
* Operate with a hands-on and an attention-to-detail approach to managing the audit cycle, incl. the process of audit scoping, execution, quality reviews, reporting and remediation validation
* Conclude on audit results and present ratings and recommendations to senior management, C-Team members and the Audit Committee as needed
* Lead the discussion on enterprise-wide topics to various levels of management within Security & Engineering. Influence management to act on recommendations to strengthen the control environment and make process improvements
* Establish and manage relationships with senior leaders and risk partners. Share perspectives including industry best practices, audit standards, regulatory requirements and global impact with key stakeholders
* Support the creation of reports and presentations for the department, Robinhood entities, Audit Committee, regulators and external auditors
* Partner on continuous development and enhancement of the Audit practice to align with the overall objective and goals of the Audit function (including development of frameworks, metrics, procedures, partnerships, communications and training programs).
* Participate in special projects and perform other duties as assigned
What you bring
* Master's degree in a relevant field of study (e.g. Computer Science, Information Systems, Data Science or Computer Engineering)
* 10+ years of technology auditing experience, including Technology and Operations auditing, risk management, Technology Compliance, Information Security, or software development
* Financial Services knowledge and financial product knowledge is preferred
* Ability to partner with business, engineering, data and product teams to strengthen controls environment using automated techniques
* Experience in end-to-end project management, system evaluation, and cross-functional collaboration
* Experience with information system lifecycle processes, including source code management, continuous integration, scalable architecture concepts, and decentralized software development governance.
* Deep understanding of infrastructure components and corresponding relevant risk mitigation techniques.
* Audit experience related to systems reliability, cloud computing, artificial intelligence design and usage, software development processes, database design, setup and administration, product design and configuration of complex financial and regulatory requirements with systems
* Experience assessing environments for privacy/security risk using privacy/security fundamentals (i.e., cookies, encryption, anonymization, perimeter defense, etc.)
* Experience auditing Cyber and Cloud Computing/AWS, data privacy, business continuity planning and disaster recovery
* Experience conducting audits using frameworks such as COBIT, ISO, IT General Controls (ITGC), NIST, GDPR, NYDFS and/or other industry standard control frameworks to document and assess Cybersecurity & IT processes.
* CISA, CISSP, CRISC, CDPSE or CISM certifications
What we offer
* Market competitive and pay equity-focused compensation structure
* 100% paid health insurance for employees with 90% coverage for dependents
* Annual lifestyle wallet for personal wellness, learning and development, and more!
* Lifetime maximum benefit for family forming and fertility benefits
* Dedicated mental health support for employees and eligible dependents
* Generous time away including company holidays, paid time off, sick time, parental leave, and more!
* Lively office environment with catered meals, fully stocked kitchens, and geo-specific commuter benefits
We use Covey as part of our hiring and / or promotional process for jobs in NYC and certain features may qualify it as an AEDT. As part of the evaluation process we provide Covey with job requirements and candidate submitted applications. We began using Covey Scout for Inbound on September 19, 2024.
Please see the independent bias audit report covering our use of Covey here.
Base pay for the successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is based on the location where the work will be performed and is aligned to one of 3 compensation zones. This role is also eligible to participate in a Robinhood bonus plan and Robinhood's equity plan. For other locations not listed, compensation can be discussed with your recruiter during the interview process.
Zone 1 (Menlo Park, CA; New York, NY; Bellevue, WA; Washington, DC)
$213,000-$250,000 USD
Zone 2 (Denver, CO; Westlake, TX; Chicago, IL)
$187,000-$220,000 USD
Zone 3 (Lake Mary, FL; Clearwater, FL; Gainesville, FL)
$166,000-$195,000 USD
Click here to learn more about available Benefits, which vary by region and Robinhood entity.
We're looking for more growth-minded and collaborative people to be a part of our journey in democratizing finance for all. If you're ready to give 100% in helping us achieve our mission-we'd love to have you apply even if you feel unsure about whether you meet every single requirement in this posting. At Robinhood, we're looking for people invigorated by our mission, values, and drive to change the world, not just those who simply check off all the boxes.
Robinhood embraces a diversity of backgrounds and experiences and provides equal opportunity for all applicants and employees. We are dedicated to building a company that represents a variety of backgrounds, perspectives, and skills. We believe that the more inclusive we are, the better our work (and work environment) will be for everyone. Additionally, Robinhood provides reasonable accommodations for candidates on request and respects applicants' privacy rights. Please review the specific Robinhood Privacy Policy applicable to the country where you are applying.
International Investment Counsellor (US Based) - Canadian Clients
Remote or Garland, TX Job
Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe.
The Opportunity:
As an International Investment Counsellor, you are the voice of Fisher Investments to our clients in Canada. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Plano, TX.
The Day-to-Day:
As an International Investment Counsellor, you are the central voice of Fisher Investments Canada, working from the United States. You will:
Work with our Canadian clients to build a trusting and professional relationship
Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape
Rely on our sales team to gradually build your roster of high-net-worth clients within the first year
Qualifications:
CFA (passed any level) and Series 65 (we will help you obtain upon starting)
4+ years of experience with portfolio management and client relationship building
Bachelor's degree
A thoughtful consultative approach with an emphasis on client focus
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
100% paid medical, dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO, plus 10 paid holidays
Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Associate, Healthcare Investment Banking
New York, NY Job
Job Title: Associate, Healthcare Investment Banking
Cantor Fitzgerald is a diversified company primarily specializing in financial and real estate services for institutional and corporate customers operating in the global financial and commercial real estate markets. Since 1945, we have successfully built a well-capitalized business across multiple business lines, with numerous market-leading financial services and commercial real estate businesses. We have been at the forefront of financial and technological innovation in our industries while developing new markets and providing superior service to thousands of customers globally. At Cantor, our employees are our greatest asset. We look for individuals who are driven, intellectually engaged, team oriented and have a real desire to make an impact.
Responsibilities:
The Healthcare Investment Banking Group of Cantor Fitzgerald is seeking highly motivated, successful candidates with investment banking (or related) experience for the associate position in New York. The Investment Banking Group of Cantor Fitzgerald offers associates the exceptional opportunity to work on small client teams with direct exposure to clients and senior bankers. Associates play an essential role in developing and managing our client relationships. The associates are an integral part of our client teams, taking an active role in developing, structuring and executing a broad range of advisory assignments and financial transactions for our clients.
• Coordination of various processes, including capital raises and advisory transactions
• Preparation of offering memoranda, proposals and other written materials for meetings with clients
• Perform research and various analyses in support of new business generation
• Organize and participate in marketing and client meetings
• Leading and participating in drafting sessions for underwriting assignments
• Conducting industry and company-specific due diligence related to transactions
• Interact with corporate clients, private equity firms, venture capital firms and senior bankers
Qualifications:
• Bachelor's degree
• MBA or equivalent graduate degree in a financial discipline
• Current or recent experience in an investment banking role or equivalent position
• Current or recent healthcare industry experience
Preferred Qualifications:
• Outstanding academic record
• Exceptional communication skills, both verbal and written
• Strong analytical orientation, with experience performing financial and valuation analysis in Excel or comparable spreadsheet tools
• Demonstrable commitment to and experience with working in teams
• Demonstrated interest in finance and financial markets
• Demonstrated interest in healthcare / medical field through professional and/or academic experience
• Series 63 and 79 certified
Educational Qualifications:
• Bachelor's degree PLUS minimum 3 years of experience in an investment banking analyst
• MBA or equivalent graduate degree in a financial discipline
Salary: $ 175,000 - $225,000
The expected base salary for this position ranges from $175,000 to $225,000. The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package, this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.).