Structurer Jobs Near Me

More energy for you. Arbor is an app that makes saving on energy easy while untangling the complex web of energy choices for consumers. With our recent $20M funding round, our mission has never been clearer: to simplify energy decisions, helping consumers save money, and ultimately reduce carbon emissions. Position Overview Arbor is looking for an experienced and strategic Pricing & Structuring leader to develop and execute our pricing strategies, optimize supplier relationships, and establish Arbor as a thought leader in retail energy markets. This role combines market intelligence, pricing optimization, and deal structuring expertise to maximize both consumer savings and Arbor's profitability. As the leader of Pricing & Structuring, you will be responsible for analyzing retail energy market trends, refining pricing segmentation, and structuring supplier partnerships that enhance our platform's capabilities. You will leverage AI-powered analytics to identify market inefficiencies, structure competitive deals, and create insights that influence Arbor's pricing models and supplier negotiations. Key Responsibilities Market Analysis: Monitor energy market trends, regulatory changes, and supplier pricing behavior to inform Arbor's strategy. Pricing Strategy: Develop dynamic pricing models that optimize the balance between customer savings and Arbor's commission margins. Segmentation: Enhance pricing segmentation strategies to maximize profitability based on customer load factors and supplier margins. Supplier Deal Structuring: Lead supplier pricing negotiations to secure competitive rates and improve Arbor's commission structures. AI-Enhanced Analysis: Leverage AI and machine learning models to analyze market data and optimize contract timing. Market-Facing Content: Create authoritative market insights to establish Arbor as an industry leader through white papers, LinkedIn content, and conferences. Competitive Intelligence: Track competitor offerings and supplier pricing structures to identify market gaps and opportunities. Data Products: Identify opportunities for supplier-facing data products that enhance Arbor's value to partners. Requirements Hard Requirements 5+ years of experience in retail energy pricing, deal structuring, or energy market analytics, preferably at a retail electric provider (REP) or sophisticated energy broker. Deep understanding of retail electricity markets, pricing structures, and supplier cost components (capacity, transmission, hedge costs, etc.). Strong background in energy deal structuring, including load forecasting, margin optimization, and pricing segmentation. Experience using Python, SQL, and Excel for data analysis, modeling, and automation. Excellent negotiation skills with a track record of improving supplier pricing and deal terms. Strong communication skills with the ability to translate complex pricing insights into actionable strategies for internal and external stakeholders. Optional Requirements Familiarity with ISO/RTO market dynamics and regulatory pricing considerations. Experience with wholesale energy pricing models, risk management, and hedging strategies. Knowledge of energy trading platforms and market intelligence sources (e.g., Genscape, S&P Global Platts). Experience developing market insights content (white papers, webinars, LinkedIn thought leadership). Comfort working with AI-powered pricing tools and large datasets. Success in this Role Success in this role means: Developing pricing models that increase margins while keeping customer savings competitive. Improving supplier deal structures to enhance Arbor's access to competitive pricing and commission structures. Enhancing Arbor's pricing intelligence to differentiate us from competitors and create value for suppliers. Positioning Arbor as an industry leader by driving market insights and supplier-facing analytics. Leveraging AI-driven analytics to uncover pricing opportunities that would be impossible to find manually. Location & Work Environment: While this position is fully remote, candidates should be located within a reasonable distance of our hub in Houston. At Arbor, we deeply value the relationships and camaraderie among our team. Therefore, we periodically gather at our hubs for special occasions such as team events or when welcoming new members. Why Arbor? 🌍 Purposeful Work: Make a tangible difference in how consumers engage with the energy landscape. 💡 Career Acceleration: Fast-track your career in a company where innovation sparks real change, and there's tons of autonomy and problem-solving. 🌟 Dynamic Team Culture: Join a community of driven professionals passionate about our shared vision for a cleaner, smarter energy future. Arbor is the ideal launchpad for those hungry to advance their skills and make an impact on the world. Immerse yourself in a challenging and rewarding environment where your work simplifies energy decisions and contributes to a sustainable future. If you're driven by meaningful work, and consumer-facing products, and are eager to shape the future of energy, Arbor is the place for you. Dive into the challenge and help us simplify energy for all, building the world's most loved energy experience.

Alignment Health is breaking the mold in conventional health care, committed to serving seniors and those who need it most: the chronically ill and frail. It takes an entire team of passionate and caring people, united in our mission to put the senior first. We have built a team of talented and experienced people who are passionate about transforming the lives of the seniors we serve. In this fast-growing company, you will find ample room for growth and innovation alongside the Alignment Health community. Working at Alignment Health provides an opportunity to do work that really matters, not only changing lives but saving them. Together. The Investor Relations Analyst, will work closely with the AVP of Investor Relations to support a best-in-class investor relations program. This role will involve assisting in the development of investor relations activities and materials, along with coordinating investor events and meetings. In addition to managing external investor messaging, the analyst will also monitor equity markets and economic events, stay abreast of key industry developments and potential stock catalysts, and conduct competitive analysis of industry peers. This role is well-suited for an individual with a strong interest in public equity markets and financial analysis. General Duties/Responsibilities: 1) Support the development of key messaging for earnings calls, investor meetings, and conferences 2) Maintain historical GAAP financial models and forward-looking consensus models 3) Track shareholder positions and changes in ownership, along with shifts in the composition of the shareholder base 4) Monitor and analyze key industry news and events, including public comments from managed care peers and hospitals 5) Summarize sell-side research and industry news on Alignment Healthcare and the managed care sector 6) Assist with preparation for investor conferences and non-deal roadshows, including the creation of investor presentation materials and investor targeting initiatives 7) Analyze financial performance valuation metrics of competitors and peer groups Supervisory Requirements: None Minimum Requirements: Required: Minimum 1-2 years of relevant work experience Demonstrated financial literacy, including knowledge of accounting, profitability measures, operating metrics, and a basic understanding of valuation and modeling techniques used by investors and analysts Strong proficiency in Microsoft Excel and PowerPoint required; proficiency in FactSet preferred Effective verbal and written communication skills, including the ability to present to senior leadership Great analytical, critical thinking and problem-solving abilities Excellent attention to detail Preferred: Public company investor relations experience preferred Education Required: Bachelor's degree required Licensure: Required: None Preferred: Progress toward CFA charter Essential Physical Functions: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1) While performing the duties of this job, the employee is regularly required to talk or hear. The employee regularly is required to stand, walk, sit, use hand to finger, handle or feel objects, tools, or controls; and reach with hands and arms. 2) The employee frequently lifts and/or moves up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus. Pay Range: $59,877.00 - $89,816.00 Alignment Health is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, age, protected veteran status, gender identity, or sexual orientation. *DISCLAIMER: Please beware of recruitment phishing scams affecting Alignment Health and other employers where individuals receive fraudulent employment-related offers in exchange for money or other sensitive personal information. Please be advised that Alignment Health and its subsidiaries will never ask you for a credit card, send you a check, or ask you for any type of payment as part of consideration for employment with our company. If you feel that you have been the victim of a scam such as this, please report the incident to the Federal Trade Commission at ******************************* If you would like to verify the legitimacy of an email sent by or on behalf of Alignment Health's talent acquisition team, please email ******************.

BlueHub Loan Fund (BHLF), an affiliate of BlueHub Capital (BlueHub), seeks a Portfolio Analyst (PA) to support our community development lending program to a diverse set of borrowers. These include real estate developers, charter school and community health center operators, and non-profit and social enterprises serving low-income families and communities. BHLF currently has a loan portfolio of approximately 165 borrowers with aggregate outstanding balances of over $220 million. This person will join the Portfolio Management team, which is responsible for actively monitoring the financial performance of our loan portfolio, and report to the SVP of Portfolio Management. The PA will be responsible for proactively monitoring the financial performance of a portfolio of loans, as well as contributing to continual process improvements, enhanced training tools, and finding ways to streamline the Portfolio Management function. This position requires a highly motivated person with a strong background in financial statement and credit risk analysis, as well as credit administration and loan management experience for commercial and real estate lending. The candidate must be a self-starter, have the demonstrated ability to work independently and effectively on several tasks simultaneously in a fast-paced environment and have excellent written and verbal communication skills. The candidate must be able to work collaboratively across departments within the organization and externally with borrowers. The ideal candidate is someone who has solid financial and credit analysis skills combined with some administrative experience. Work Arrangements: BlueHub staff are working a hybrid schedule of three days of work in the office (Tu-Th) and two days of remote work (M & F). Background: BlueHub Capital is a mission-driven, nonprofit community development financing organization focused on building healthy communities where low-income people live and work. We use innovative financial tools and deploy capital to support projects that make communities more vibrant places to live. BlueHub has four distinct programs: BlueHub Loan Fund (community development financing), BlueHub SUN (foreclosure relief), BlueHub Energy (clean energy access) and One Percent for America (citizenship financing). Since our founding in 1985, BlueHub has invested over $3.1 billion (and leveraged over $16.1 billion) to finance: Affordable housing, school facilities, child and youth development programs, community-based health centers, grocery stores, and community gathering places Reducing financial barriers to US citizenship Clean energy enhancements that expand access to solar and other renewable sources for people with low incomes Mortgage lending for families facing foreclosure Increasing economic opportunity is at the heart of why BlueHub exists and why we do the work we do. Our investments focus on communities that have been systematically denied access to capital. Our offices are located in the Roxbury neighborhood of Boston, MA. To learn more about BlueHub Capital, please visit, *********************** Essential Duties and Responsibilities: Portfolio Management (35%) Monitor and ensure reporting requirements such as financial statements, covenant compliance certificates, insurance, rent rolls, and charter school reporting are current and up-to-date. Communicate effectively with borrowers and serve as one of the primary points of contact for post-closing loan management. Review and process funding disbursement requests, ensure proper documentation and compliance with loan funding conditions for non-construction loans. Collect financial statements and reporting requirements. Maintain working knowledge of loan policies and procedures. Diligently monitor and address loan delinquencies, loan maturities, and loan conversions. Maintain accurate and complete electronic credit files. Update Salesforce.com and other databases when necessary. Assist with responses and analysis needed for annual evaluation by Aeris and Standard & Poor's. Support work related to troubled assets and workouts. Contributing to continual process improvements through the development and updating of process manuals when appropriate. Credit and Financial Analysis (60%) Analyze financial statements and assess credit risk. Follow up with borrower and loop in loan officer regarding any inconsistencies and concerns identified. Calculate and test financial covenants. Underwrite all loan amendment requests with the exception of loan amount increases and new credit requests. Complete annual loan reviews. Assess accuracy of loan risk ratings and as appropriate; recommend risk rating changes. Analyze and monitor lending sectors and state and municipal budgets and trends. Loan Documentation & Closing (5%): Ad hoc support for loan closings when necessary in coordination with the loan officers, the Loan Operations & Servicing Manager, the Finance team, borrowers, loan participants, and legal counsel. Qualifications and Skills: Three to five (3-5) years of portfolio management or similar experience, preferably in the field of real estate lending and/or community development lending. Background in financial and credit risk analysis and solid loan administration a plus. Familiarity with and/or experience with commercial and construction loans. Understanding of real estate loan documents and basic legal terms. Experience with Salesforce a plus. Demonstrated proficiency in MS Office Suite (particularly Excel, Word and Powerpoint). Exhibits a high degree of professionalism demonstrating accuracy, timeliness, and teamwork. Excellent written and verbal communication skills and organizational skills. Superior judgment and prudent decision-making abilities. Able to build relationships internally and externally and elicit confidence by demonstrating reliability. Strong team player and ability to work effectively in a cooperative and diverse environment. Can proactively identify problems / opportunities for process improvement and offer relevant solutions. Additional Desired Qualifications: Enthusiasm for and a strong commitment to BlueHub's mission Familiarity and/or experience with New Markets Tax Credit program, low-income housing and historic tax credit programs, and charter schools. Knowledge and experience with community development real estate developers and nonprofit community-based organizations. Candidates who reflect the diversity of the communities we serve or have an interest in advancing economic development for those communities, are strongly encouraged to apply for this position. Salary and Benefits: Salary is competitive and commensurate with experience within the guidelines of BlueHub Capital's salary scale. As a “life cycle employer,” BlueHub invests in the benefits, training, growth opportunities and infrastructure that let you envision a career here. Benefits for full-time employees include: Generous insurance benefits: Health, dental, vision, life and disability insurance, including additional reimbursement for out-of-pocket healthcare expenses Retirement benefits: Competitive 401(k) matching Unique BlueHub benefits and stipends that support employee wellness, sustainable practices and charitable gift matching Excellent package of vacation time and paid leave, as well as generous roll-over policies Application: Please submit a resume and cover letter online via our application portal. You may direct your cover letter to Shannon Weiss, Talent Acquisition Consultant. No calls please. Due to the high volume of applications, BlueHub Capital cannot return phone calls about the position and, regrettably, cannot notify applicants of the status of applications unless an interview is requested. BlueHub Capital is an Equal Opportunity Employer. As an Equal Opportunity Employer, we do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender, gender identity, gender expression, age, national origin, ancestry, active military or veteran status, physical or mental disability, medical condition, pregnancy (which includes pregnancy, childbirth, medical conditions related to pregnancy and childbirth, and breastfeeding and expressing breast milk), genetic information, or other protected status in accordance with applicable federal, state and local laws. It is our goal to make employment decisions that further the principle of equal employment opportunity by utilizing objective standards based upon an individual's qualifications for a specific job opening.

Make an impact with NTT DATA Join a company that is pushing the boundaries of what is possible. We are renowned for our technical excellence and leading innovations, and for making a difference to our clients and society. Our workplace embraces diversity and inclusion - it's a place where you can grow, belong and thrive. Your day at NTT DATA The Portfolio Analyst reports directly to the Sr. Manager, Global Portfolio Management as part of the Global Portfolio Management team. This position gathers, analyzes, and summarizes data on the Data Centers to understand the profile of each building as it relates to client mix, lease types and terms, operational costs driven by equipment deployment and chosen vendors, along with property value driven by market factors and leasing. This position will work closely with Finance, Sales, and Operations to understand current activity and compile analyses to support strategic decisions during the life of the asset. These analyses may support repair or replace decisions for critical equipment and hold or sell decisions for the Data Center asset. What you'll be doing KEY RESPONSIBILITIES Work with other departments to understand revenue and operating expenditures of the buildings. Evaluate building performance against business cases with actuals, revised forecast assumptions and compare against original business case in partnership with Finance. Understand and calculate financial performance measurements including IRR, NPV & terminal value. Verify property level information for third party appraisers to perform annual valuations. Ability to update property valuations on an as needed basis utilizing Excel. Collaborate with Sales department to understand large deal commercial terms as it relates to inducements and operational expenditures which impact deal margin. Provide support for third party investor reporting and due diligence, this may include performing monthly analyses or providing building specific commentary. Prepare cost comparison analysis as requested for key vendor contracts. Prepare power point presentations to communicate drivers of building performance and to provide recommendations for Management based on results and metrics. Other projects as assigned to support the Global Portfolio Management department. Supervise Junior analyst on assigned projects and requirements Develop project plan and drive special projects, formal planning exercises Advise preparation and analyze various monthly actual vs. budget (vs. forecast) reports and produce variance analyses for operational management; effectively communicate key takeaways Monitor and report on key financial and operational metrics by department and site Provide general financial reporting and analytics for department and site level budget reporting Identify risks, opportunities, and other areas to improve business results Drive process improvement projects for reporting or ad hoc analyses with minimal supervision Update and/or enhance reporting templates and tools to capture critical financial metrics Lead efforts to capture forecasting assumptions and leverage them to produce short- and long-range financial projections for both budget cycles and ad-hoc reports. Drive the updates of assigned business case studies for new company ventures Other projects as assigned to support the Global Portfolio Management department. Calculate and track global cost allocations to different regions Performs other duties as assigned. KNOWLEDGE & ATTRIBUTES Basic understanding of commercial real estate or data centers. Strong analytical skills in comparing building specific information as it relates to P&L, Rent Roll, and market data Excellent communication and problem-solving skills Ability to work with different groups and levels across the company to capture/communicate key requirements AND build/influence a mutual agreement on the approach Expert at financial modeling and report development Project Plan Development Experience Proficient at identifying and championing analytics assignments and capturing key takeaways without supervision Able to be highly confidential. Proficient in Microsoft Suite of products (Outlook, PowerPoint, Word) Proficient with computers to include the utilization of Microsoft programs such as Word, Excel, PowerBI, and Outlook. Experience preferred working in financial software such as SAP or Yardi Strong ability to create context in Power Point is required Able to work in a team environment. Manages stress and/or fast-pace effectively. Excellent communication and problem-solving skills. Must possess a current, valid state-issued driver's license Able to work in a team environment. Manages stress and/or fast pace effectively. Problem solver with a “can do” attitude Effective communication skills, including the ability to present and communicate to internal and external stakeholders. ACADEMIC QUALIFICATIONS & CERTIFICATIONS BS/BA degree in accounting or finance CPA, CFA, and/or MBA Preferred Previous supervisory or leadership experience required PMP certification and/or Lean Six Sigma (Green/Black belt) certification preferred REQUIRED EXPERIENCE 5-8+ years of relevant financial portfolio experience PHYSICAL REQUIREMENTS Regularly moves equipment and other hardware up to 20 lbs. Frequently move about inside and outside of data center / facility Remain stationary for long periods of time. Ascend / Descend a ladder and perform duties atop a raised platform. Position self in small spaces. Operate computer, peripherals, and other office equipment. Perform work during US business hours and time zones. WORK CONDITIONS & OTHER REQUIREMENTS Exposure to varying temperatures and loud noises. Exposure to outdoor weather conditions. Travel required 10% of time. Perform work from a remote location with stable internet connection. This is a remote position that requires reliable internet connection and electricity. A monthly stipend is provided to cover expenses associated with working remotely and use of a personal mobile device, if applicable. NTT Global Data Centers Americas, Inc. offers competitive compensation based on experience, education, and location. Base salary for this position is $ 100,800.00 - $ 128,200.00. All regular full-time employees are eligible for an annual bonus; payout is dependent upon individual and company performance. Employees receive paid time-off, medical, dental, and vision benefits, life and supplemental insurance, short-term and long-term disability, flexible spending account, and 401k retirement plan to create a rich Total Rewards package. #GlobalDataCentersCareers Workplace type: Remote Working About NTT DATA NTT DATA is a $30+ billion trusted global innovator of business and technology services. We serve 75% of the Fortune Global 100 and are committed to helping clients innovate, optimize and transform for long-term success. We invest over $3.6 billion each year in R&D to help organizations and society move confidently and sustainably into the digital future. As a Global Top Employer, we have diverse experts in more than 50 countries and a robust partner ecosystem of established and start-up companies. Our services include business and technology consulting, data and artificial intelligence, industry solutions, as well as the development, implementation and management of applications, infrastructure, and connectivity. We are also one of the leading providers of digital and AI infrastructure in the world. NTT DATA is part of NTT Group and headquartered in Tokyo. Equal Opportunity Employer NTT DATA is proud to be an Equal Opportunity Employer with a global culture that embraces diversity. We are committed to providing an environment free of unfair discrimination and harassment. We do not discriminate based on age, race, colour, gender, sexual orientation, religion, nationality, disability, pregnancy, marital status, veteran status, or any other protected category. Join our growing global team and accelerate your career with us. Apply today.

Spinnaker Trust Investment Analyst Portland, Maine Spinnaker Trust is seeking an Investment Analyst, to be based in the Portland, Maine Office. Requirements of the Investment Analyst: 5+ years of investment research experience on the buy and/or sell side. Proficiency in using Microsoft Office programs (PowerPoint, Word, Excel, Outlook), Tamarac, and FactSet. Comfort utilizing artificial intelligence to increase the speed and efficiency with which information can be assembled and synthesized to make useful inferences and ultimately decisions. CFA and/or MBA Benefits of the Job: Free parking near office in Portland Generous annual bonus opportunity based on individual, team, and company performance Health coverage, dental and vision coverage through a flex plan Hybrid work schedule (3 office days, 2 work from home days per week) Two retirement plans (401k and ESOP) Cell phone reimbursement Business casual dress code Annual salary reviews A collaborative team and a fun work environment with plenty of autonomy and career growth Responsibilities of the Investment Analyst: Supporting the firm's Chief Investment Officer, Deputy Chief Investment Officer, and Senior Vice President/Portfolio Manager in overseeing all of the model portfolios of the firm. Complete robust macroeconomic research and reading across asset classes - essential for working on the global ETF models and contributing to robust investment debates. Follow and understand performance of sectors, themes, geographies, and market caps. Within fixed income, follow interest rate and credit spread trends. Research and monitor individual equities, preparing written recommendations and DCF and other valuation models as appropriate. Review possible third-party products and managers, meeting with managers, traveling to conferences and presenting possible investment opportunities to the investment committee. Discuss markets with clients and explain Spinnaker's investment strategies Spinnaker Trust was founded in 2001 and works with families and institutions offering financial planning, trustee services, investment management and administration of Employee Stock Ownership Plans (ESOP). Spinnaker Trust has been named to the list of Best Places to work in Maine for the past 5 years! KMA Human Resources Consulting has been engaged to manage this search. NO PHONE CALLS OR RECRUITERS PLEASE Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, ancestry, familial status, age, physical or mental disability, pregnancy, sexual orientation, gender identity, genetic information, veteran status, or any other characteristic protected by law.

The Institute of Free Technology is a startup studio with several internal startups laying the foundations for a freer internet upon which communities can evolve into network states. The team: IFT Investments protects & grows treasury assets across three strategies: Short-term ( Medium-term (1-3 years): Liquid Crypto Token trading Long-term (3+ years): Venture capital (crypto & related businesses) They Role & Key Responsibilities: Role: You will drive investment decisions across our liquid token portfolio. The ideal candidates combine strong analytical capability with a deep practical understanding of crypto markets i.e. you have used & invested in multiple protocols, across different chains/ecosystems. Responsibilities: Investment Analysis & Research Conduct comprehensive market analysis across global macro and digital assets Research macro trends, protocols, and emerging sector narratives Identify and evaluate high-potential investment opportunities Develop financial models and valuation frameworks Create detailed investment memoranda for committee review Portfolio Management Support Support trading & execution for approved strategies & deals Monitor portfolio performance and risk metrics with monthly performance reports Track investment objectives and rebalancing needs Maintain detailed investment documentation Strategic Development Build and maintain key industry relationships Serve as subject matter expert on market trends Support senior investment managers in strategy execution Participate in investment committee discussions Required Qualifications: Minimum 3 years crypto investment experience (using protocols & trading/investing) - only apply if you have this experience! Must write a concise cover letter, briefly describing crypto investment experience: Examples of past crypto investments (successes and lessons learned) Current market view/thesis and specific projects of interest Preferred approach/style of investing and focus areas (e.g. sectors: DeFi, infra. e.g. chains ETH, SOL etc) Applications without a cover letter as stated above will not be considered. Hiring process: Introduction call with the Talent team Interview with the Investment Analyst Interview with the CFO Paid project (2-3 hours of work) Compensation & Benefits: Competitive base pay $80-100k A discretionary team bonus, tied to the Teams outperformance of ETH benchmarks. Flexible & autonomous role with the space & support for you to build out your own strategy over 1 year If your strategy can demonstrably earn alpha: Discretionary capital allocation from 3-6months (based on demonstrated ability to outperform) A high level of freedom to implement your own trading strategies (within risk & operational limits) An opportunity to build your own track record, as an asset for your future career.

iCapital is powering the world's alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services, approximately $218 billion in global client assets invested in 1,760 funds, as of January 2025. iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron's Solutions Provider award (See link below). About the Role iCapital is looking to hire an Associate to join the International Investor Relations team with a focus on Latin America (“LATAM”). This individual will work closely with our Client Solutions department and help maintain and expand relationships across the region. This role will help to support banks, independent brokers, dealers, family offices and small institutions across LATAM and will primarily work in assisting them with their investments on iCapital's technology platform. The team's goal is to optimize the user experience and ensure our clients' overall success. Responsibilities Provide dedicated coverage of client accounts, working closely with internal relationship managers to support the clients' needs and objectives. Provide ongoing client support, answering a wide variety of questions timely and accurately, with the goal of ensuring overall client satisfaction. Support high-profile fund managers in their fundraising efforts by assisting their clients through the subscription process and managing fund closings, with a strong dedication to successful client outcomes. Work collaboratively with internal cross-functional teams and our partner in the region, Unicorn Strategic Partners, to ensure new and existing clients and advisors are properly trained to use the platform and are provided with adequate hands-on support during their first trades. Collaborate with the Technology team to optimize the user experience through enhancements to the company's proprietary technology platform. Qualifications Bachelor's degree with 2-6+ years of experience in financial services, preferably in client service or investor relations role in alternative investments Fluent Spanish speaker is required Fluency in Portuguese is a plus Experience with high-net-worth clients, financial advisors, and fund managers Excellent organizational skills and attention to detail Strong interpersonal, written, and verbal communication skills Able to meet deadlines and work effectively under pressure Proven ability to multi-task and work both independently and as a team player Proficient computer skills, specifically Microsoft Office applications (Word, PowerPoint, Excel) Benefits The base salary range for this role is $80,000 to $110,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide: Award-winning culture Inclusion and diversity as a priority Performance Based Incentive Plans Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability Generous PTO (including paid time to volunteer!) Up to 9.5% 401(k) employer contribution Mental health support Career advancement opportunities Student loan repayment options Tuition reimbursement Flexible work environments *All the benefits listed above are subject to the terms of their individual Plans . And that's just the beginning… With 10,000 employees helping more than 39 million people worldwide, every role at Unum is meaningful and impacts the lives of our customers. Whether you're directly supporting a growing family, or developing online tools to help navigate a difficult loss, customers are counting on the combined talents of our entire team. Help us help others, and join Team Unum today! General Summary:This position is responsible for researching taxable and tax-exempt municipal bond investments for a $5+ billion municipal credit portfolio. The individual will provide credit opinions and recommendations on municipal securities to Portfolio Managers, the Head of Research, and the Chief Investment Officer. These opinions and recommendations are utilized to evaluate risk and are the basis for buy/sell/hold decisions. There is flexibility in the opening, and we are evaluating individuals from entry to experienced levels. Principal Duties and Responsibilities Credit Review and Analysis Assess credit quality of various municipal bond offerings issued by the municipal sectors using a variety of research tools including but not limited to Bloomberg, rating agencies, third-party research, EMMA, etc. Assign/maintain formal ratings (e.g., outlook, trading, ESG, etc.) on taxable and tax-exempt municipal securities and their respective sectors Monitor and make recommendations regarding exposures to respective issuers and municipal sectors For assigned issuers/sectors, provide written research reports and timely updates when appropriate Credit Management and Trading Recommendations Maintain and develop research contacts and resources with a variety of street, and rating agency analysts Effectively communicate with and critically analyze comments of CEOs, CFOs and Investor Relations Officers within public finance Make investment recommendations on the purchase or sale of municipal bonds to the Head of Research and Portfolio Managers Monitor sector trends and developments such as legislative changes, rating agency outlooks, legal rulings, etc., which could impact the municipal market and/or municipal portfolio Assume responsibilities for special projects or other duties when required Job Specifications Minimum Bachelor's degree required; MBA and/or CFA credentials preferred 2+ years relevant work experience in investments; solid knowledge of fixed income markets, economics and credit research required Experience with municipal securities/public finance preferred Strong written and verbal communications skills, with the demonstrated ability to quickly and effectively communicate ideas and recommendations Proficiency with Bloomberg and Microsoft Office tools, especially Excel; ability to learn new software Strong financial research skills, producing and maintaining quantitative financial models Excellent problem-solving skills, documentation skills and ability to thrive in a fast-paced environment #LI-LR1 #LI-Onsite ~IN1 Unum and Colonial Life are part of Unum Group, a Fortune 500 company and leading provider of employee benefits to companies worldwide. Headquartered in Chattanooga, TN, with international offices in Ireland, Poland and the UK, Unum also has significant operations in Portland, ME, and Baton Rouge, LA - plus over 35 US field offices. Colonial Life is headquartered in Columbia, SC, with over 40 field offices nationwide. The base salary range for applicants for this position is listed below. Unless actual salary is indicated above in the job description, actual pay will be based on skill, geographical location and experience. $60,500.00-$123,400.00 Additionally, Unum offers a portfolio of benefits and rewards that are competitive and comprehensive including healthcare benefits (health, vision, dental), insurance benefits (short & long-term disability), performance-based incentive plans, paid time off, and a 401(k) retirement plan with an employer match up to 5% and an additional 4.5% contribution whether you contribute to the plan or not. All benefits are subject to the terms and conditions of individual Plans. Company: Unum

World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Position Objective World Investment Advisors is seeking a dynamic Investment Analyst to contribute to the Investment Team's ongoing growth and deliverables. This role requires strong communication skills to effectively collaborate with team members and stakeholders, ensuring compliance with industry standards while contributing to the continuous improvement of our research methodologies and client deliverables. Primary Responsibilities Investment Research Assist with or perform research on investment strategies, as directed by the CIO or Investment Team leadership, including but not limited to: Qualitative Strategy Research: Gather and review qualitative information about investment strategies from various sources. Interview investment strategy management teams to develop a deep understanding of their investment decision-making system, including key personnel, investment philosophy, decision processes, and portfolio construction. Quantitative Strategy Research: Evaluate investment strategy data, including but not limited to returns, risk metrics, holdings and allocation data, and other strategy-related data from Morningstar Direct and other sources. Initial Investment Recommendations: Formulate a recommendation on reviewed investment strategies by analyzing and synthesizing qualitative and quantitative research. Prepare a comprehensive written review report including analysis and a recommendation on the investment strategy. Verbally present the review report to the appropriate committee/stakeholders and respond to any questions from said committee/stakeholders. Ongoing Monitoring: Perform ongoing monitoring and due diligence of investment strategies within their assigned coverage, including an annual review report. Product Risk Assessment: Perform and document risk assessment of assigned investment products/strategies for various risks and then present findings to WIA Product Risk Committee. Assist with or perform research on other investment topics, as directed by the CIO or Investment Team leadership. Condense work results and/or recommendations into concise, relevant, and understandable deliverables and visualizations for the Chief Investment Officer (CIO), Investment Team members, and/or other audiences, including World Investment Advisors clients. Develop and maintain relevant documentation for research projects, tasks, and assignments. Portfolio Management Assist with various steps of the portfolio management process, as directed by the CIO or Investment Team leadership, including but not limited to: Prepare and present data, analytics, and research for Asset Allocation Committee meetings. Implement model portfolio changes in accounts subscribed to WIA model programs. Trade client accounts subscribed to model portfolios managed by the WIA Investment Team. Manage data inputs and outputs for the WIA model programs. Ensure all activities are in compliance with applicable rules, regulations, policies, and procedures. Perform additional related work and responsibilities as assigned by the CIO or Investment Team leadership. Required Qualifications Bachelors degree (or equivalent relevant industry experience of 4+ years) Minimum of 2+ years of professional experience in investment management, wealth management, or related field. Excellent analytical, problem solving, and decision-making skills. Strong written and verbal client communication skills, outstanding attention to detail, and excellent responsiveness to requests/questions in a professional setting. Ability to manage multiple tasks/projects simultaneously. Excellent accountability for deadlines and execution of tasks and follow-up. Strong aptitude for working collaboratively in a team environment while working in a fully remote capacity. Series 65/66 and Series 7 licenses, or willingness to get licenses within 12 months of start date. Preference Given to Candidates with the Following Qualifications: Professional experience researching investment strategies and investment managers. Professional experience implementing model portfolios in client accounts and/or trading client accounts. Professional experience using Morningstar Direct to gather and analyze investment strategy data. Progress or completion of advanced investment-related credentials, such as the Chartered Financial Analyst (CFA) designation or a Master's degree in a related field. Compensation The salary for this position generally ranges between $70,000-$100,000. This range is an estimate, based on candidate qualifications and operational needs. The firm also has a bonus program. Perks & Benefits 401(k) with Employer Match Health Insurance (with HSA option) Dental Insurance Vision Insurance Life Insurance Generous Paid Time Off Policy Flexible Spending Account (FSA) Healthy Work/Life Balance Maternity/Paternity Leave Policy Remote Work Opportunity About World Investment Advisors World Investment Advisors (formerly Pensionmark Financial Group) is a nationally recognized financial services firm dedicated to providing the industry's premier independent retirement plan and investment advisory services to employers, executives, and individual investors. Collectively, WIA supports $76B assets 1 across 65 offices and 310 team members. Stimulating Environment At WIA, we strive to provide a challenging, stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly, where professional growth is fostered and encouraged, and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants. Team-Oriented Professionals typically work together in teams with multiple people from different departments to meet our clients' needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities. Why World Investment Advisors? Great company culture with an awesome team-oriented atmosphere! Mentorship Opportunities Ability to serve on different internal steering committees (Charitable Giving, DEI, Social, etc.) Professional growth opportunities Friendly and collaborative work environment Employee perks including fun team building opportunities, yoga/wellness, charitable giving/volunteering Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. To Executive Search Firms and Staffing Agencies World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World's Human Resources Talent Department. 1 As of 12/31/2023, the WIA network of advisors and firms collectively provides support to over $55.4 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $24.5 billion. #LI-GP1 #LI-REMOTE

Where you'll work: Our flexible, hybrid work model offers the option to work remotely or in the office. How you'll contribute: As a Senior Portfolio Analyst, you'll be responsible for manager-of-manager due diligence and investment analysis, as well as producing Board reporting and effectively communicating information on a wide range of investment topics. The role will be responsible for monitoring, evaluating, and as the need arises selecting, external investment managers (Subadvisors) who have been delegated the day-to-day investment management responsibilities. Senior Portfolio Analyst will oversee Subadvisors who manage equity and fixed income investment strategies. This is a key position on the Investment Research and Analysis team which has overall responsibility for the investment oversight and monitoring of a ~$100 billion investment platform comprised of SEC registered investment companies which are governed by an independent Board of Trustees. In this role, you'll get to: * Provide investment oversight and evaluation of investment activities in assigned portfolios. Lead/assist in the manager search and selection process as necessary. * Conduct quantitative, qualitative and peer group analysis along with timely updates of assigned portfolios which include both equity and fixed income * Utilize investment-related software to aid in the evaluation of managers and in the formulation of recommendations and analysis * Run and analyze performance attribution analysis for assigned portfolios and document findings in written reports * Lead on-site meetings to evaluate and monitor external firms and portfolio management teams, including discussions with CEOs, CIOs, and key investment personnel platform (some travel required) * Lead quarterly and ad hoc meetings with assigned managers * Lead the coordination, preparation, and timely delivery of Board materials * Participate in the annual review of the Funds Registration Statement for assigned portfolios to ensure the principal investment strategies and principal risk disclosures remain appropriate and recommend changes as warranted * Participate in the annual review of Tailored Shareholder reports for assigned portfolios * Review, comment and follow up as necessary on the Subadviser responses to the Annual Contract Renewal questionnaire; review the peer groups created by an independent party and the associated performance and expense analysis * Support Derivatives Risk Management Group in administering the Derivatives Risk Management Program * Support and/or be part of committees related to liquidity risk management, and fair valuation as needed/appropriate * Support team's work with investment marketing to ensure prompt and accurate performance and other investment related communications for advisors, consultants and wholesalers requests as the need arises * Manage ad hoc requests as necessary We're looking for people who have: * Bachelor's degree and 5+ years of relevant investment experience * Strong attention to detail and excellent organizational skills are a must in order to manage competing priorities in a dynamic work environment * Being a proactive and engaged team player with strong work ethic is imperative for success on the team * Natural curiosity; consistent ability to formulate and articulate thoughts and ideas in a team setting as well as in communication with leadership * Proficiency with Microsoft Office suite required; and experience with Morningstar Direct strongly preferred * Strong interpersonal skills to collaborate with different stakeholders internally and externally * CFA/CAIA or progress towards and/or significant coursework in finance/investments is required * Knowledge of various investment managers / fund complexes, products and styles across all asset classes highly preferred Research shows some people may not apply for a role if they don't check all the boxes of a job description. If you don't check every box listed, that's okay. We would love to hear from you. What you'll receive: * Compensation - Base salary ranging from $105,000 - $135,000 plus competitive performance-based incentives determined by company and individual results. * Flexible Work Environment - Work remotely or in the office to better thrive in all areas of life. * Paid Time Off - Recharge with a minimum of 20 days of paid time off and 16 paid company holidays per calendar year plus paid volunteer time and paid study time. * Financial Health - Work toward achieving your financial goals through our 401(k) savings plan with company match (up to 6%) and annual company nondiscretionary contribution (3%), 15% employee stock purchase plan discount, and financial counseling services. * Health and Wellness - Enjoy competitive medical, vision, and dental plans plus tax-free health savings accounts with potential company contributions up to $1,000 per family. * Family Support - Care for loved ones with up to 16 weeks of paid leave for new parents, back-up dependent care, dependent care flexible spending account, and up to a $25,000 lifetime maximum during your adoption, infertility, or surrogacy journey. * Life and Disability Support - Gain access to company-paid basic life insurance and short-term disability insurance. The company and your department may occasionally gather in person throughout the year to foster a culture of belonging and promote team building. We'd love for you to join us during those company-wide and department-wide events to help you strengthen connections across the company. Why join us? Brighthouse Financial is on a mission to help people achieve financial security. Our company is one of the largest providers of annuities and life insurance in the U.S.,* and we specialize in products designed to help people protect what they've earned and ensure it lasts. We empower employees to collaborate, bring their passion to work, and make an impact. Our inclusive work environment fosters a culture that celebrates diverse backgrounds and experiences. You can find out more about our company culture by visiting brighthousefinancial.com/about-us/careers/. We're one of the largest providers of annuities and life insurance in the U.S.,* and our commitment to being a great place to work has earned us recognition from Forbes as one of America's Best Midsize Employers, from Newsweek as one of the Most Trustworthy Companies in America, and as one of the Healthiest Employers of Greater Charlotte. * Ranked by 2023 admitted assets. Best's Review: Top 200 U.S. Life/Health Insurers. AM Best, 2024. Nearest Major Market: Charlotte Job Segment: Risk Management, Equity, CFA, Finance

About this role GAAPS Alternatives | Analyst Client Services Elevate your career by joining the world's largest asset manager! Thrive in an environment that fosters positive relationships and recognizes outstanding performance! We know you want to feel valued every single day and be recognized for your contribution. At BlackRock we strive to empower our employees and actively engage your involvement in our success. With over USD $10 trillion of assets we have an outstanding responsibility: our technology and services empower millions of investors to save for retirement, pay for college, buy a home and improve their financial well-being. BlackRock is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified individuals without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law. Team Overview: The successful candidate will join the Alternatives Client Services team in providing timely and accurate information to our clients and prospects that is consistent with the established BlackRock brand and messaging, as well as Transfer Agency oversight on our third party providers. The Alternatives Client Services (ACS) team support all of BlackRock's privately placed alternatives products, including hedge funds, fund of hedge funds, private credit, private equity, special opportunity and real asset funds. Responsibilities for this position will involve a heavy concentration in day-to-day communications, reporting and data entry focusing on BlackRock's alternative product platform. Your daily tasks may include: Servicing as the liaison with clients and 3rd parties, fielding inquiries, researching requests, and coordinating appropriate responses Assisting and handling the document review process ensuring efficient processes are instituted and implemented while maintaining a consistent focus on the client experience. Eliminating rework loops and adhering to department standards. Coordinating and tracking document updates with BlackRock Legal and outside counsel Leading and maintaining electronic and hard copy filing systems Overseeing account level reporting and distributions to clients (i.e. monthly, quarterly, and annually) Coordinating cash flow management with clients and portfolio managers (e.g. contributions, redemptions, and product updates with clients / 3rd parties). Tracking and handling client cash flow activity within proprietary trading system Assisting the transfer agent with client on-boarding, account set up, and data management. Building client profiles and investor attribute universe Ensuring integrity of communications tools through data entry and maintenance. Deploying exception reporting within client data universe and performing regular analysis to ensure integrity/preservation. Transfer Agent oversight and quality control. Work with our 3rd parties to create transparency between BlackRock and vendors and ensure a positive client experience. Guiding team members as needed in successful completion of Alternative Client Support processes, deliverables and or improvements You have: 1-5 years' experience (desired but not required) working within a financial services or banking platform, with financial securities, private placements, and limited offerings a plus. Confirmed acumen for financial concepts, ability to speak thoughtfully and confidently while using applied financial reasoning. Highly attentive, ability to focus, excellent follow-through, flexibility and stellar grammar and English skills. Self-motivated, dedicated, able to change directions quickly, and capable of working well with strong personalities. Strong background in Word and Excel. Excellent communication skills, both orally and in writing Capacity to multi-task, balance multiple priorities and meet deadlines in a dynamic and changing environment Ability to support cross-functional projects and teams Business, Financial, and Legal competence Facility to grasp complex concepts and details quickly Proven ability to work independently and as part of a team Analytical problem-solving and troubleshooting skills Working knowledge of administrative fundamentals #EarlyCareers For Seattle, WA Only the salary range for this position is USD$71,250.00 - USD$90,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including heath care, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. Our benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. Our hybrid work model BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement. BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our . BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.

This position is responsible for timely, accurate, and efficient processing, existing account maintenance, incoming and outgoing correspondence and transfers, and other account requests. This position must fulfill regulatory and internal obligations as well as all deadlines. Perform loan servicing functions for the Commercial Mortgage and Real Estate business unit of Ameritas Investment Partners with a focus towards tax, insurance, and UCC renewal monitoring, escrow disbursements, and asset surveillance functions in accordance with policies, procedures, and contractual obligations. Position Location: * This is a hybrid role working partially in-office (Cincinnati, OH or Lincoln, NE) and partially from home. What you do: * Monitor and review to ensure that real estate taxes are paid. * Monitor and review insurance for timely renewals and compliance. * Monitor and track delinquent taxes and delinquent insurance renewals with Correspondents. * Follow up on any non-compliant insurance in a timely manner. * Monitor and review UCC continuations. * Participate in the annual operating statement and inspection review process for loans assigned by Manager by performing analysis of annual operating statements, rent rolls and inspection reports. Add appropriate data to the portfolio management system. Follow up with management regarding issues documented by inspections or operating statements. As needed, provide written rationale and recommendations for loans to be added to or removed from portfolio monitoring reports. * Review, recommend for approval, and process loss claims and reserve/holdback disbursement requests ensuring all proper documentation is received and related work is complete in collaboration with the Correspondent. * Perform post-closing setup functions on newly funded loans. Onboarding loans into the portfolio management system. Ensure that all legal documents are saved appropriately on electronic loan files. Track the receipt of legal loan documents with Lender's closing counsel and file in the electronic loan files. Update the Legal Document Tracking Report as needed. Perform quality control on electronic loan file set up. Monitor receipt of post-closing items and completion of promise letter items. Manage the return of the borrower's good faith deposit. * Update loan servicing system in accordance with applicable procedures for above Essential Functions. What you bring: * Associate degree or equivalent combination of education and experience required. * Bachelor's degree in business, real estate, finance, economics, or related areas desired. * 2 years prior experience in the investment, insurance, or financial services industries desired. * Previous loan servicing, title company, or property insurance knowledge desired. * Intermediate to strong working knowledge of Microsoft Office product including Excel required. * Strong written and oral communication, reasoning, analytical, and time management skills required. * Demonstrated ability to operate independently and execute independent judgment required. What we offer: A meaningful mission. Great benefits. A vibrant culture Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life. At Ameritas, you'll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don't: Ameritas Benefits For your money: * 401(k) Retirement Plan with company match and quarterly contribution. * Tuition Reimbursement and Assistance. * Incentive Program Bonuses. * Competitive Pay. For your time: * Flexible Hybrid work. * Thrive Days - Personal time off. * Paid time off (PTO). For your health and well-being: * Health Benefits: Medical, Dental, Vision. * Health Savings Account (HSA) with employer contribution. * Well-being programs with financial rewards. * Employee assistance program (EAP). For your professional growth: * Professional development programs. * Leadership development programs. * Employee resource groups. * StrengthsFinder Program. For your community: * Matching donations program. * Paid volunteer time- 8 hours per month. For your family: * Generous paid maternity leave and paternity leave. * Fertility, surrogacy, and adoption assistance. * Backup child, elder and pet care support. An Equal Opportunity Employer Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.

Are you interested in gaining real-life experience in a professional business setting? ServiceLink, one of the top providers in the mortgage services industry, is in search of an action-oriented individual with excellent communication and organizational skills to work as a Financial Analyst Intern. The ideal candidate will be self-motivated and possess the ability to proactively manage a varied set of responsibilities in a fast-paced, high-performance culture. This experience will allow the intern to develop the skills necessary for job placement and advancement in the mortgage and financial services industries. The intern will integrate academic theories and principles with practical job experience and professional development, reinforcing and expanding classroom learning while preparing for postgraduate employment. If you are eager to maximize new experiences, master new challenges, and grow with a dynamic organization, we encourage you to apply today. **It is anticipated that the internship program this year will be primarily Remote/Work from Home. However, we hope to be able to have some opportunities for in-office and in-person activities as well. As such, candidates within commuting distance of ServiceLink's corporate headquarters in Moon Twp., PA may be given preference. A DAY IN THE LIFE In this role, you will… Assist the Corporate Finance team with special projects across ServiceLink's business units and corporate operations Perform income statement analysis, tracking, and reporting Research and analyze business opportunities and industry/company trends Benefit from a variety of professional development opportunities that will allow for networking and learning about the company WHO YOU ARE You possess … Undergraduate Junior, Senior or Graduate Student; Finance majors preferred The proven aptitude to learn quickly. You can handle a fast-paced, fluid workload. The ability to multitask in a fast-paced environment and in multiple systems at once. Excellent verbal and written communication skills. Responsibilities Assist the Corporate Finance team with special projects across ServiceLink's business units and corporate operations Perform income statement analysis, tracking, and reporting Produce ad-hoc analysis and reports as required Research and analyze business opportunities and industry/company trends Perform all other duties as assigned Qualifications Undergraduate Junior, Senior or Graduate Student; Finance majors preferred Must be detail-oriented Must possess problem solving, analytical, and interpersonal skills Excellent written and verbal communication skills Working knowledge of Microsoft Office Suite Ability to keep information confidential Ability to work in a fast-paced environment Ability to work independently with minimal supervision as well as with a team We can recommend jobs specifically for you! Click here to get started.

At the Center for Health Information and Analysis (CHIA), we serve as stewards of Massachusetts health data, employing multifaceted datasets and cutting-edge analytics to ensure transparency in our health care system. By joining CHIA, you'll dive into health care data, revealing invaluable trends and insights, and play a pivotal role in evidence-based decision-making. Our work directly impacts the health care system, supporting the development of data-driven policies that aim to improve the quality and equity of care, while keeping costs affordable for Massachusetts families. We foster a flexible, collaborative environment, offering a hybrid model that balances in-person and remote work. Our hybrid approach allows you to work alongside your colleagues in our vibrant Boston office at 501 Boylston Street for at least two designated days per week, with the flexibility to work remotely on others. Join us at CHIA and be a driving force in health policy impact! We seek a Health Care Financial Analyst Intern to lead projects, share content expertise, and provide technical oversight within our dynamic Provider Finance team. The Center's staff is currently working in a hybrid work model. All staff are expected to work in the Center's office at 501 Boylston Street, Boston, on at least two designated days per week. As a Health Policy Financial Analyst Intern at CHIA, you will have the opportunity to: Assist with the agency's dedication to healthcare financial transparency: Assist with financial performance analysis, including reporting on the performance of Massachusetts hospitals, hospital health systems, and related providers Collaboration with other state agencies and CHIA departments: Work with MassHealth on analysis to support its payment initiatives for hospitals. Additionally, the unit assists other CHIA teams to present comprehensive publications of the Massachusetts provider landscape. Sharpen project management and editorial skills: Assist with documentation of unit processes, review of financial data (including financial statements and cost reports), and developing graphics, dashboards, and charts for publications. Hone your skills using statistical software (Excel, Tableau): Create data subsets and summaries for use by other staff and provide support to those staff in the use of the data This position will remain open until filled; however, first consideration will be given to those applicants that apply within the first 14 days. The expected hourly rate is $22.00 to $27.00 /hour. Preferred Qualifications: Educational Foundation: Possess a bachelor's degree in social sciences, public policy, public health, or a quantitative field, providing the necessary foundational skills for success in this role. Experience with financial documents: (e.g., audited financial statements) and knowledge of financial accounting concepts Effective Communication: Demonstrate excellent written and verbal communication skills, with an ability to articulate complex technical issues clearly and persuasively. Engage stakeholders and foster collaboration through compelling communication Flexible Work Style: Ability to work as part of a team and as an independently: Support the unit's commitment to improving analytic approaches by identifying national best practices An Equal Opportunity / Affirmative Action Employer. Females, minorities, veterans, and persons with disabilities are strongly encouraged to apply. An Equal Opportunity / Affirmative Action Employer. Females, minorities, veterans, and persons with disabilities are strongly encouraged to apply. The Commonwealth is an Equal Opportunity Employer and does not discriminate on the basis of race, religion, color, sex, gender identity or expression, sexual orientation, age, disability, national origin, veteran status, or any other basis covered by appropriate law. Research suggests that qualified women, Black, Indigenous, and Persons of Color (BIPOC) may self-select out of opportunities if they don't meet 100% of the job requirements. We encourage individuals who believe they have the skills necessary to thrive to apply for this role. Information submitted by applicants is collected through the JazzHR Platform, your submission of application materials constitutes your express consent for this information to be provided to JazzHR for processing. Please do not include any personally identifiable information with your application materials other than that specifically requested by CHIA. CHIA requests basic information such as name, address, telephone number, and email address. You may also self-identify with your race/ethnicity, gender, disability and/or veteran status. However, you should not provide more detailed personal information such as your date of birth or Social Security Number with your application materials.

As a global leader in cybersecurity, CrowdStrike protects the people, processes and technologies that drive modern organizations. Since 2011, our mission hasn't changed - we're here to stop breaches, and we've redefined modern security with the world's most advanced AI-native platform. Our customers span all industries, and they count on CrowdStrike to keep their businesses running, their communities safe and their lives moving forward. We're also a mission-driven company. We cultivate a culture that gives every CrowdStriker both the flexibility and autonomy to own their careers. We're always looking to add talented CrowdStrikers to the team who have limitless passion, a relentless focus on innovation and a fanatical commitment to our customers, our community and each other. Our University Recruiting program is dedicated to attracting and cultivating the future leaders of this industry. This program offers paid positions for students and recent grads, designed to provide exposure to work that makes an impact while being supported through a structured experience with seasoned professionals. Ready to join a mission that matters? The future of cybersecurity starts with you. About the Role: This position will report to the Head of CrowdStrike Financial Services (CFS). The CFS team is responsible for supporting our customers, partners and sales teams by providing flexible and cost effective payment options to our end user customers. What You'll Do: Updating and maintaining an opportunity pipeline Conducting benchmarking analysis and industry research (working with CFS sales and business development) Support the pre-screen and credit approval process Develop, updating and maintaining CFS weekly activity reports Gain and strong understanding of our end-user documentation Support Phase 2 of our financing system implementation, specifically supporting the UAT Assisting with ad hoc projects What You'll Need: By the beginning of the internship, interns must have completed at least 2 years at a 4-year undergraduate university. An eagerness to learn through hands-on experience and collaborative projects specific to investor relations. Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and/or Google Suite (Pages, Sheets, Slides) Highly organized and detailed-oriented Excellent interpersonal and communication skills Strong financial acumen with basic understanding of the concept of time value of money Bonus Points: Prior internship experience Interest in finance and cybersecurity #LI-Remote #LI-BV1 What You Can Expect: Remote-friendly and flexible work culture Market leader in compensation and equity awards Paid holidays (including birthday holidays) and 401k matching (where applicable) Professional development opportunities including workshops, tech talks, and Executive Speaker Series Assigned mentors from across the company for continuous support and feedback Participation in companywide initiatives including ERGs, FalconFIT, Wellness Programs, and Employee Assistance Program Employee Resource Groups, geographic neighbourhood groups and volunteer opportunities to build connections Vibrant office culture with world class amenities Ownership of impactful projects that move the company forward Great Place to Work Certified™ across the globe CrowdStrike is proud to be an equal opportunity employer. We are committed to fostering a culture of belonging where everyone is valued for who they are and empowered to succeed. We support veterans and individuals with disabilities through our affirmative action program. CrowdStrike is committed to providing equal employment opportunity for all employees and applicants for employment. The Company does not discriminate in employment opportunities or practices on the basis of race, color, creed, ethnicity, religion, sex (including pregnancy or pregnancy-related medical conditions), sexual orientation, gender identity, marital or family status, veteran status, age, national origin, ancestry, physical disability (including HIV and AIDS), mental disability, medical condition, genetic information, membership or activity in a local human rights commission, status with regard to public assistance, or any other characteristic protected by law. We base all employment decisions--including recruitment, selection, training, compensation, benefits, discipline, promotions, transfers, lay-offs, return from lay-off, terminations and social/recreational programs--on valid job requirements. If you need assistance accessing or reviewing the information on this website or need help submitting an application for employment or requesting an accommodation, please contact us at ************************** for further assistance. Find out more about your rights as an applicant. CrowdStrike participates in the E-Verify program. Notice of E-Verify Participation Right to Work CrowdStrike, Inc. is committed to equal pay for equal work in its compensation practices. The hourly rate for this position is $22 - $30

At LMI, we're reimagining the path from insight to outcome at The New Speed of Possible™. Combining a legacy of over 60 years of federal expertise with our innovation ecosystem, we minimize time to value and accelerate mission success. We energize the brightest minds with emerging technologies to inspire creative solutioning and push the boundaries of capability. LMI advances the pace of progress, enabling our customers to thrive while adapting to evolving mission needs. Our existing operational framework accommodates remote work with the ability to work onsite in Tysons, VA as needed. Responsibilities Support LMI's ARDAP Program Management Team in organizing documents in structured share point site; establishing file naming conventions; review, refine, and create standard operating procedures (SOPs), and establish briefing and reporting templates. Conduct research and provide findings in support of program's needs. Identify opportunities for continuous process improvement. Support the development and coordination of briefing packages and program newsletters Be an integral member of a program management team and, in successive rotations, accept increasing responsibility. Qualifications Clearance: Not required, but preferred Secret Must be a candidate for an undergraduate or graduate degree in business administration, finance, corporate communication, economics, or a related major. Must be a student enrolled at university. Availability to work full-time for at least 10-12 weeks starting June 2025 Must have a 3.0 GPA or better. Strong skills with Excel and Powerpoint Strong written and verbal communication skills, including the ability to compose and write a variety of internal and external documents, reports, and presentations. Strong interpersonal and listening skills required, with ability to develop and maintain professional relationships within LMI and with its clients. Strong problem solving, time-management, and organizational skills. Strong planning skills and the ability to coordinate and prioritize assignments with minimum supervision. Must be self-directed and detail oriented in completing assigned tasks and projects. Other Information: All intern positions at LMI are paid positions.

Token Metrics is looking for a Financial Analyst intern to join our team. You will spend your day analyzing huge amounts of financial data and preparing various accounting and financial reports. To excel in this role, you need proven knowledge of various financial forecasting and corporate finance models. The duration of the Token Metrics internship program is 3 months. It is an evaluative unpaid internship with the possibility of return offers, depending on the company's needs. ResponsibilitiesAnalyzing financial data.Researching macroeconomic and microeconomic conditions.Preparing accounting and other required reports and projections based on the analysis performed.Evaluating capital expenditures and asset depreciation.Establishing and evaluating records, statements, and profit plans.Identifying financial performance trends and financial risk, and making recommendations.Providing recommendations for improvement based on trends.Coordinating with other members of the finance team, such as a risk analyst when required to review financial information and forecasts.Providing financial models and making financial forecasts. RequirementsKnowledge of US Generally Accepted Accounting PrinciplesBachelor's degree in business, accounting, finance, economics, or related field.Proven experience in the financial industry.Proficiency with spreadsheets, databases, and financial software applications.Outstanding presentation, reporting, and communication skills.Proven knowledge of financial forecasting and diagnosis, corporate finance, and information analysis.Proficient in G-Suite.Proven leadership abilities.Deep understanding of the financial system and institutions. About Token Metrics Token Metrics helps crypto investors build profitable portfolios using artificial intelligence based crypto indices, rankings, and price predictions. Token Metrics has a diverse set of customers, from retail investors and traders to crypto fund managers, in more than 50 countries.

Requirements Must be enrolled in or recently graduated from a 4-year university majoring in Finance, Business, Accounting, or a related field. Proficiency in NetSuite, Excel, and Google Suite. Strong analytical and problem-solving skills. Excellent attention to detail and organizational skills. Ability to work independently and as part of a team. Strong written and verbal communication skills. * This role offers remote flexibility and invites external candidates located in the Southeastern United States, encompassing Florida, North Carolina, and Texas to apply. Spectrio offers a wide range of benefits for our team members, including Medical, Dental, Vision, Paid Parental Leave, 401k, HSA, FSA, Dependent Care FSA, Short and Long Term Disability, Life Insurance, EAP, Paid Time Off, Paid Sick Time, Paid Holidays, and Education Reimbursement. Spectrio is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to, and will not be discriminated against based on age, race, gender, color, religion, creed, marital status, pregnancy, disability, national origin, sexual orientation, gender identity, veteran status, or any other protected category.

Overview: Cvent is a leading meetings, events, and hospitality technology provider with more than 4,800 employees and ~22,000 customers worldwide, including 53% of the Fortune 500. Founded in 1999, Cvent delivers a comprehensive event marketing and management platform for marketers and event professionals and offers software solutions to hotels, special event venues and destinations to help them grow their group/MICE and corporate travel business. Our technology brings millions of people together at events around the world. In short, we're transforming the meetings and events industry through innovative technology that powers the human connection. The DNA of Cvent is our people, and our culture has an emphasis on fostering intrapreneurship - a system that encourages Cventers to think and act like individual entrepreneurs and empowers them to take action, embrace risk, and make decisions as if they had founded the company themselves. At Cvent, we value the diverse perspectives that each individual brings. Whether working with a team of colleagues or with clients, we ensure that we foster a culture that celebrates differences and builds on shared connections. In This Role, You Will: • Gain hands-on experience with financial business processes by collaborating closely with the IT Financial Systems team. • Assist Functional Analysts with testing and validating functional setups to support system enhancements. • Create and maintain comprehensive IT/User test plans to ensure system integrity and reliability. • Partner with system users and analysts to gather, document, and analyze business requirements. • Collaborate with cross-functional teams to support various initiatives and projects. • Develop and maintain clear, detailed process documentation. • Other duties as assigned Here's What You Need: • Pursuing a degree in Finance, Accounting, or a related field. • Eager to learn, adaptable, and enjoys working in a team-oriented environment. • Strong problem-solving and analytical skills with a proactive approach to challenges. • Excellent communication skills with the ability to interact effectively with a diverse group of business users and team members. • Students with graduation date of December 2025 or May 2026 • Ability to work remotely and in the office, following Cvent's hybrid work policy, with 2 in-office days on Wednesdays and Thursdays at our Headquarters in McLean, Virginia. • PLEASE NOTE: This position cannot offer any sponsorship, relocation/Summer housing, or exception to the graduation dates listed. At Cvent we celebrate, support and are committed to creating a diverse and inclusive environment. We're proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status or any other legally protected characteristics.