Investment Advisor Jobs Near Me

At Equitable Advisors, your next chapter can start today. In the current economy, stability and financial freedom potential are two important factors that job seekers look for when searching for their ideal career. We are seeking highly motivated individuals to join our dynamic team in San Antonio, TX. The Financial Professional career is a relationship-driven position that provides an opportunity to build meaningful relationships and help people make financial decisions towards a fulfilled life. We believe in teamwork, collaboration, and rewarding work. That is why we offer so many ways to strengthen relationships with colleagues, invest in yourself, be a trusted resource to clients and give back to the community. We have branches across the country employing approximately 4,300 financial professionals - providing services of financial, retirement, estate planning strategies', asset allocation, annuities; life insurance and mutual funds as well as fee based managed accounts. Responsibilities Equitable Advisors is seeking entrepreneurial-oriented individuals to join our team as a Financial Professional. In that role, you will: • Provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high quality service • Build and maintain client base, keeping client plans up-to-date and acquire new clients on an ongoing basis • Contact clients periodically to determine if there have been changes in their financial status. • Incorporate Holistic Life Planning and Financial Planning strategies to provide recommendations and sell appropriate financial products and services. Individuals who excel at Equitable Advisors come from many different professional backgrounds including: • Law • Brokerage • Accounting • Banking • Management • Sales What it takes • A four-year college degree • You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus) • Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships • Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures Benefits and compensation • Compensation you control and a comprehensive benefits package for eligible individuals • Opportunity to work jointly with senior joint-work partners and to be coached by top performers • Personalized and comprehensive training and support in all areas important to building your business • A work-life balance and access to a full suite of remote-work technology solutions • Advancement and management opportunities You can build your career on your own terms. No one-track path. Note -- applicants must be authorized to work in the United States. Equitable Advisors, LLC, (NY, NY ************* member FINRA, SIPC (Equitable Financial Advisors in MI & TN) // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. Equal Opportunity Employers M/F/D/V. GE- 7221523.1 (10/24) (Exp.10/26)

Financial Advisors at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to: Financial Planning - Asset & Income Protection - Education Funding - Insurance Planning - Investment & Advisory Services - Trust Services - Retirement Solutions - Planning for Business owners Why NM in San Antonio? In San Antonio there is a huge opportunity for growth within Northwestern Mutual. In most major cities, Northwestern Mutual has a 8-10% market share in it's target client market. In San Antonio, NM is currently at less than 1%. Which leads to a MASSIVE opportunity for growth and to be able to make a impact on a community who needs our help! Leadership Growth Opportunities in San Antonio: Once you lead by example and have success as an advisor, there is a massive opportunity in San Antonio to build a team of advisors to develop under your guidance! There are currently around 30 advisors in San Antonio with our firm, but the market data says we should have over 300 advisors. So much opportunity for those with leadership aspirations! As a Northwestern Mutual Financial Representative/Planner: 1. Build-Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends. 2. Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans. NM will pay for additional education related to financial planning. 3. Influence- Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations. 4. Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients' needs. Compensation & Benefits · Commission structure to support early development · Recurring income stream · Bonus programs and expense allowances · Support for insurance licensing, SIE, Series 6, Series 7, Series 63, CFP , and more · Retirement Package and Pension Plan · Medical, Dental, Vision, Life Insurance and Disability Income Insurance · Family Planning You could be right for this opportunity if you have · Entrepreneurial ambitions · History of success in sales, athletics, military, client services, or client-facing roles · Excellent time-management skills · Desire for continuous learning and more than just a 9-5 role · Legal authorization to work in the US Are you ready to change your life and the lives of your clients? Apply now! About Us For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Why join Northwestern Mutual: · #90, Fortune 100 company (2022) · Forbes' Best Employers for Diversity (2018-2020) · Top 5 US Independent Broker-Dealers1 · #1 Amongst Life Insurers Most Admired Companies2 for Financial Soundness · Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) · $224 billion3 (retail investment client assets held or managed) _____________ Job Type: Full-time When you retire from the firm, you get to sell your book of business as well! Benefits: Employer funded pension AND deferred compensation plan Dental insurance Health insurance Life insurance Parental leave Disability insurance Vision insurance Matching gift program Tuition reimbursement Many other benefits on top of these as well Physical setting: Primarily in the office, with the ability to work remotely once established Schedule: Monday to Friday(you can work on weekends if you want to) Education: Bachelor's (Required) Ability to Commute: San Antonio, TX (Required) Work Location: In person

Bullet Point Network (BPN) works with venture capital, private equity, and credit investors and their portfolio companies. Our Collaborative AI Platform enables investors to quickly source, map, and vet key assumptions, transform any spreadsheet into a logical case model of cash flows and exit valuation for multiple scenarios, and produce a first draft investment memo with interactive charts & tables on Day 1. Our analysts direct and supervise BPN's AI agents, “own” the assumptions & results, and edit the memo. Our team includes software developers and fundamental analysts, based in New York and Silicon Valley, with flexibility for remote work. Role Description and Responsibiliites: As an Investment Analyst, you will use our software, conduct desk research, build models and prepare investment memos similar to those produced by venture capital and private equity funds, working closely with our CEO and Director of Research. You'll have the opportunity to collaborate on live venture capital and private equity deals, improve your financial and investment analysis skillsets, develop a deep understanding of the investment landscape across different industries and asset classes, and help improve our cutting-edge, AI-enabled software platform. Desirable Skills and Experience: We are looking for interesting, motivated, and collaborative people with: Strong analytical skills and finance knowledge Experience in Investment Analysis and Financial Modeling Willingness to embrace new software tools and use AI in a purposeful way Curiosity about ways to improve investment decision-making Ability to conduct in-depth desk research on companies, sectors, and trends Strong skill sets in analysis, communication, and presentation Proficiency with Google Sheets & Slides (or Microsoft equivalent) Strong experience and relevant skills Bachelor's degree or equivalent preferred Full-Time Role Compensation and Benefits: Competitive full-time salary and benefits, commensurate with experience. Please include your salary requirements with your application; we're open to entry-level, junior, and experienced candidates and have had several successful hires begin as paid consultants to gain a mutual sense of fit. Base Salary: $80,000 to $120,000 per year, based on relevant experience Annual Bonus: Performance-based Benefits: Comprehensive medical and dental coverage Equity Vesting & Profit Sharing: Potential additional compensation on specific projects and firmwide incentive plans

: Looking to elevate your practice and transition to a new firm? Baystate Financial is an award-winning financial firm that has been in operation since 1901. With headquarters in Boston, MA and 16 office locations throughout New England, we specialize in financial planning, business and estate planning, retirement planning, and a variety of protection and investment products. Our mission is to help clients gain clarity, leverage, and financial independence by providing informed and appropriate financial solutions. Role Description: This is a full-time hybrid role for a Senior Financial Advisor at our Bonita Springs, Florida location. As a Senior Financial Advisor, you will be responsible for providing comprehensive financial planning services to clients, including retirement planning, investment recommendations, and financial advisory. You will also collaborate with clients to integrate and coordinate their assets and income to build, protect, and distribute wealth. This role encompasses both in-office and remote work. Qualifications: Financial Planning and Retirement Planning skills Experience in Finance and Investment Advisory Strong knowledge of financial products and services Excellent communication and interpersonal skills Ability to build and maintain client relationships Attention to detail and strong analytical skills Relevant certifications (e.g., CFP, CFA) are a plus Bachelor's degree in Finance, Economics, or related field Compensation: TYPE Paid PAY RATE Fee based DURATION Permanent HYBRID MODEL Company Details: COMPANY SIZE 250 - 1,000 employees INDUSTRY Investment / Portfolio Management industry COMPANY TYPE Unknown HEADQUARTERS One Marina Park Drive, 16th Floor, Boston, MA 02210 WEBSITE **************************** SOCIAL MEDIA ************************************************************ WORK AUTHORIZATION REQUIREMENTS: US work authorization is required Contact Information: Ashley Harris *****************************

Lad Drago Insurance & Financial Services, Inc Financial Services Representative Financial Services Representative - Be the Game-Changer in Financial Planning!Location: Spanish Fort, AL Work Environment: Hybrid (Work from home + In-office collaboration) Why Join Us? At Lad Drago Insurance & Financial Services Inc., we don't just offer jobs-we offer careers. As part of our team, you'll work with a large existing book of business to deliver personalized financial solutions while building lasting relationships. We're not just another agency-we're a family of professionals committed to making a difference for our clients and our community. You'll join a team that celebrates success, fosters collaboration, and is dedicated to your personal and professional growth. We Provide: A warm book of business: No endless cold calling-we connect you with trusted customers who already value our reputation. A supportive culture: Benefit from mentorship, training, and collaboration with successful agents who are invested in your growth. Unlimited earning potential: Your success is rewarded with first-year compensation expected between $80,000-$140,000, plus bonuses and trails with no cap on earning potential. Your Role: Transform Lives Through Financial Expertise As our Financial Services Representative, you'll be at the forefront of empowering clients to achieve their financial goals. Your responsibilities will include: Delivering comprehensive financial planning and tailored advice to help clients secure their futures. Opening new brokerage and advisory accounts while assisting existing account owners. Uncovering opportunities for life insurance, disability insurance, and annuities. Offering small business retirement plans such as SEP, SIMPLE, 401(k), and Individual K. Building and strengthening client relationships through clear communication and personalized service. Showcasing expertise in financial markets, sound business judgment, and integrity, always prioritizing your clients' best interests. What We're Looking For We're searching for ambitious, driven professionals who are passionate about serving clients and growing their careers. If you have: Minimum of 2 years' experience in financial services or equivalent experience. Life and Health License (preferred, but we'll help you get there if needed). Experience in acquiring clients and fostering strong relationships. Bachelor's degree (preferred). Active certifications such as SIE Exam, Series 65, Series 66, or ChFC. Then we want to talk to you! Your Rewards When you join our team, you're not just starting a job-you're investing in your future. We offer: Access to top-tier investments like American Funds, BlackRock Funds, and Jackson Annuities. Comprehensive Benefits: Including accrued Paid Time Off (PTO), 401(k) match, medical, dental, and vision coverage. Additional Perks: Health Reimbursement Accounts, company paid life insurance, and more. Training & Development: Receive ongoing mentorship, training through Wealth Academy, and access to a large, warm book of customer households. Community Involvement: Participate in volunteer events and be part of a fun, growth-oriented culture. Ready to Take the Next Step? Don't stay stuck in a role that doesn't fulfill your potential. If you're ready to achieve your career goals while making a meaningful impact on clients' lives, we want to hear from you. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Equal Opportunity Employer: We are committed to hiring, retaining, and promoting talent based solely on qualifications and fit, without discrimination based on age, race, color, religion, sex, sexual orientation, gender identity, disability, veteran status, or genetic information.

Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime. Our people Our Financial Professionals come from a variety of backgrounds including recent college grads, career crossovers and experienced financial professionals, yet they all share several key traits: demonstrated patterns of success, values driven, entrepreneurial mindset, knack for networking and possess a desire to shape and protect their future as well as those they serve. · We value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment · Our Diversity, Equity, and Inclusion (DEI) initiatives thrive from opportunities to participate in activities such as employee resource groups to our much-anticipated celebration of cultures and accomplishments at the annual Diversity Summit · Social impact and community engagement prosper thru our programs such as “1,000 Hours of Giving Back” sponsored by our Women's Network and “Equitable Excellence” providing 200 college scholarships annually · Enjoy the flexibility for Work Life Balance enabling us to identify with our authentic selves Training and support To get started as a Financial Professional, Equitable Advisors will sponsor your pursuit of the FINRA registration requirements as well as help you navigate state licensing needs. Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, market development, role play and access to a full suite of remote-work technology solutions. You will also upskill from participating in local and national development programs as well as joint-work opportunities for a hands-on experience. Financial professionals at every level of experience are looking for continuing education and ways to expand their career by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP ) professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable Advisors offers a Holistic Financial Coach certification within our specialized Holistic Life Planning platform. We also have management opportunities for those wanting to advance into leadership or just try it on in our Leadership Development School. Benefits and compensation Compensation options you control and a comprehensive benefits package for eligible individuals: health and dental coverage options, vision care coverage, 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance; and Transportation Reimbursement Incentive Program (“TRIP”). Equitable Advisors' strategy begins with the needs, goals, and aspirations of those we serve. We strive to deliver amazing customer experience while building long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to our clients. Equitable Advisors, LLC, (NY, NY ************* member FINRA, SIPC (Equitable Financial Advisors in MI & TN) // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. Equal Opportunity Employers M/F/D/V. GE- 5929421.1 (9/23)(Exp.9/25) skills

About the Firm R.F. Wilkins Consultants, Inc. is a New York-based Business Development and Management Consulting firm. We partner with non-profits, small businesses, government agencies, and corporations to meet their development and expansion needs. Services under our umbrella include fundraising and capital sourcing, project management and technical assistance, marketing and branding, stakeholder engagement, and compliance. We are a growing and nimble firm working strategically to meet our clients' goals. We have a close-knit team working in a fast-paced environment. Our staff are our greatest asset, and we encourage flexible work and continuous growth opportunities. About the Role Our client, a large government agency, is seeking a skilled Transportation Economics Analyst to conduct economic research within the transportation sector with a focus on data modeling and visualization. The successful candidate will have deep experience in the transportation sector, solid background in economic modeling and econometrics, working knowledge of relevant programming languages and statistical packages, and excellent communication skills. In this role, you would join our team at R.F. Wilkins and enjoy all the support and resources made available to our staff while being fully dedicated to the client's transportation programs. This is the ideal opportunity for an experienced transportation sector professional who is seeking to learn and grow, take on a complex challenge, and work within a large government agency while benefiting from the teamwork, camaraderie, and support that we provide as a small consultancy of like-minded professionals dedicated to the development and growth of each of our team members. The Transportation Economics Analyst reports directly to the Project Director and works closely day-to-day with agency project sponsors. Key Responsibilities and Duties Access data sources that provide economic, demographic, and transportation data, such as Census, USDOT, BLS, and FRED Organize data following best practices, and present it clearly in Excel for knowledge transfer Identify relevant trends in economic, demographic, and transportation data to inform analyses like inflation analysis of a capital plan, remote work trends, etc. Contextualize results based on comparable analyses and knowledge of the transportation sector Determine appropriate metrics to convey trends related to current and emerging transportation and economic issues Automate data extraction using programming languages, including R and Python Examine market and industry behavior through targeted qualitative and quantitative research Perform literature reviews, and communicate results clearly Review and summarize reports to inform project decisions and outcomes Clearly and concisely communicate ideas in written reports, presentations, and correspondence We are looking for... Bachelor's degree in transportation, urban planning, economics, finance, statistics or a related field; Master's degree strongly preferred 5 years of experience in transportation, including at least 2 years of data modeling & visualization, economic analysis, and/or statistics within the transportation space Proficiency using Microsoft Excel, PowerBI, Word, PowerPoint, and Access Experience with analytical packages (R, Python, EViews, Stata, etc.) Demonstrated experience conducting quantitative, statistical, econometric, and/or qualitative analyses in the transportation sector Familiarity with key areas such as transportation activity analysis, benefit-cost analysis, economic impact analysis, and econometric forecasting Proven ability to work on multiple projects efficiently and independently Strong communication and collaboration skills, effective in both individual and team settings, especially in a hybrid work environment Ability to work at the office three days a week Capacity to adapt and perform a wide range of tasks as needed

The Portfolio Analyst role is responsible for conducting holistic assessments of proposed investments, monitoring the health of the portfolios and developing future work plans that support the safe, reliable and economical operations at Client. The analyst works as part of the Enterprise Portfolio Management Office and supports both the daily operational and financial needs of the organization, ensures compliance with all governance processes, and is involved in longer term strategic decision-making on assets. Job Functions & Responsibilities Assist in coordinating reviews of submitted project and program requests with stakeholders across the enterprise. Assist the Enterprise Portfolio Manager in coordinating meetings, tracking deliverables and updating business cases. Assist in reviewing that projects and programs progress from initiation to closeout and review that the investments and initiatives achieve enterprise goals, benefits and objectives. Work closely with the Enterprise Portfolio Manager to support capturing all future CAPEX/OPEX needs. Work with Enterprise Portfolio Manager in supporting the evaluation of the overall benefit to the organization. Help the organization understand which jobs are most critical to Client's success, ensure the right work is completed, and stay on budget. Analyze current performance and needs of all portfolios and look for resourceful ways to balance the portfolio when initiatives shift off course Think through - and make recommendations - regarding which jobs may be deferred, what resources are impacted, which jobs are at risk, or if other jobs are impacted from a scheduling perspective, etc. Prepare and distribute accurate and timely information regarding project/program performance, spending forecasts, portfolio spending trends, to Enterprise Portfolio Manager as required. Prepare spreadsheets documents, presentations, visual support aids, templates, etc. as required. Skills Proficiency with Microsoft Office products (MS Word, PowerPoint, PowerBI, Excel, Outlook) is required. Strong communication and persuasion skills - the ability to proactively engage and talk comfortably with anyone from immediate colleagues to remote working groups, and from recent graduates to upper management. Ability to think big and small - can think strategically from a corporate perspective, with the knowledge to dive into the details when necessary. Ability to work successfully and collaboratively in teams and independently. Extremely well-organized and self-driven. Possess a customer-centric mindset - extremely responsive to requests. • Ability to prioritize and plan work accordingly to deliver results in a timely manner. • Results driven - ability to hold team members accountable, by keeping team engaged and on task and working collaboratively. • Ensure clear and concise communication regarding task completion and project status.

This iconic Australian brand has stayed true to its original vision: sophisticated femininity, a passion for detail and a love of colour and print. Sisters Nicky and Simone ZIMMERMANN founded their namesake brand in Sydney in 1991. Early in its evolution, ZIMMERMANN took the bold step of fusing fashion with swimwear and presented it to the world. It immediately found its following with the fashion elite, creating a new point of reference in flattering, feminine and stylish swimwear. While the swimsuit thrust ZIMMERMANN on to the international stage, it has been its optimistic, feminine and consistently desirable collections across its ready-to-wear and resort that have propelled it to greater global appeal. While based at home in Sydney, ZIMMERMANN present their ready-to-wear collections each season at Paris Fashion Week. Working with the highly acclaimed designer and long-time collaborator, Don McQualter, ZIMMERMANN maintains a number of stand-alone stores across Australia, UK & Europe, China, The US, and the Middle East. Position Purpose As a Client Advisor with Zimmermann, you will be a passionate brand ambassador, creating lasting memories for our clients. You will demonstrate exceptional client service, brand and product knowledge and relationship building skills to achieve the expectations of Zimmermann's global vision. Working within a dynamic and collaborative team culture, you will align yourself with Zimmermann's core values of integrity, creativity and passion. Role Responsibilities · Achieving sales targets and store KPI's whilst upholding Zimmermann's brand standards including store and visual presentation, stock and inventory · To ensure that an exemplary standard of client service is provided to Zimmermann's clientele in line with the brand's global vision. · Acquire and grow the Zimmermann client database through engaging and maintaining professional client relationships. · Ensure that a consistently high standard of visual presentation is achieved and reflective of the brand directives. · Have a thorough understanding of company policy and procedure relating to store operations, stock and loss prevention. · Engaging in team training and development initiatives including product and brand knowledge, sustainability, diversity and Work Health Safety. About You · Capability and drive to reach KPIs and Sales Targets · Demonstrates professionalism, optimism and team orientated approach. · Exceptional communication and interpersonal skills · Previous sales experience in luxury designer fashion · A passionate brand ambassador who embodies the Zimmermann values · Ability to cultivate Zimmermann's brand loyalty though positive client interactions. · Detailed orientated · Excellent organisational skills and problem-solving ability · A passion for exceeding customer expectations · Ability to build ongoing rapport with clientele · Ability to work independently and as part of a team Why join our team? · Bespoke career development plans and access to strong mentors and industry leaders. · Opportunity to grow within an Australian luxury fashion brand with opportunities to work globally. · Competitive package, seasonal uniforming and team member discount · Be part of a responsible fashion house with a focus in leading in sustainability Compensation Zimmermann utilizes the advertised salary and hourly range as a benchmark to offer candidates competitive compensation in the market. This approach also allows for flexibility to account for differing levels of experience and to reward both performance and tenure. Although the published salary range is a genuine estimate of the intended hourly pay for the role, Zimmermann maintains the discretion to offer compensation outside the specified range. In addition to hourly pay, Client Advisors are also eligible for commission on all sales. At Zimmermann, we believe in rewarding excellence. Our Client Advisor commission structure is designed to motivate and recognize your contributions to both personal and store sales performance. You'll earn a competitive commission on all personal sales for the month, providing you with the opportunity to significantly enhance your earnings based on your success. Diversity Statement Zimmermann is an equal opportunity employer and considers all applicants for employment on the basis of their individual capabilities and qualifications ensuring a strong corporate commitment to diversity and inclusion. If you have any support or access requirements, we encourage you to advise us at time of application to assist you through the recruitment process

Under the direction of the Director of Financial Planning and Analysis, the Grants and Sponsored Projects Financial Analyst will contribute to the support of breast and colorectal cancer research and the management of clinical trials by overseeing the financial pre- and post-award grant processes and gathering, compiling, analyzing and reporting of sponsored project financial information throughout the grant life cycle from proposal to closure. ESSENTIAL FUNCTIONS 40% OF TIME Pre- and Post-Award Grant Processes · Works with the Grants & Sponsored Projects Specialist to develop budgets and budget justifications for grant applications. · Maintains expense tracking files to monitor spending against the grant budget and update forecast projections. · Leads the annual progress report budget creation and financial reporting submission processes. 40% OF TIME Financial Planning & Analysis · Extracts financial data from various accounting and information systems to prepare complex federal and state grant projections and forecasts along with subsequent financial analysis and narrative analysis for management reviews and meetings. · Researches, interprets, and monitors relevant regulations, guidelines, and contract language to ensure accurate financial reporting and compliance of all grant expenditures from industrial, federal, state, and private sources. · Performs simple to complex analysis on budget performance, investigates variances, provides justification, and communicates to leadership as requested. · Prepares annual account closing reports by resolving outstanding charges against accounts and ensuring all charges are appropriate. 20% OF TIME Financial Management and Compliance · Reviews financial terms and conditions of NOAs (notice of grant awards) and/or industry agreements that have been awarded to NRG and/or NSABP Principal Investigators. · Ensures proper financial management of all sponsored awards by ensuring the integrity that all financial transactions agree with GAAP, Uniform Guidance, NIH Grants Policy Statements, CAS, and organizational policies. · Ensure all submitted grants and contracts are in compliance with the organization and/or agency regulations and restrictions. · Ensure that expenditures for budgeted grants and subawards are monitored and that reports are prepared to maintain accurate projections · Keep current on laws and regulations that apply in order to maintain up-to-date compliance with all sponsored accounts. OTHER RESPONSIBILITIES · Maintains professional knowledge by reviewing professional publications, attending professional meetings, and establishing personal networks. Able to travel to offsite meetings as required. · Understands and adheres to the policies, procedures, regulations, and practices necessary to conduct the normal function of this position. · Maintains confidentiality and performs duties in a responsible and ethical manner. · Performs additional duties as may be assigned. EXPERIENCE/SKILLS · Minimum Bachelor's degree in Finance, Accounting, or related field. · Three to five years of Finance or Accounting experience; Knowledge of grant funding policies and procedures. · Ability to analyze budgetary line items for compliance with budget guidelines. · PC proficiency in Microsoft Office Applications. · Strong attention to detail with high level of accuracy. · Ability to both lead and participate as a team member, and work independently within established guidelines. · Ability to manage multiple projects and to meet tight deadlines. · Ability to effectively communicate with co-workers and external collaborators. This position is located in Pittsburgh, PA. We offer a hybrid work schedule of 3 days in the office (Monday, Tuesday and Thursday) and 2 days remote work (Wednesday and Friday) per week. The NSABP Foundation, Inc. is an Equal Employment Opportunity and Affirmative Action Employer committed to the value of workforce diversity. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, gender identity, national origin, physical or mental disability, protected veterans, genetic information, and sexual orientation.

Bankers Life seeks professionals for a dynamic hybrid remote work environment. Start your insurance agent career and earn up to $5,000 in bonuses and commissions alone in the first four months. We offer award-winning training with the option for hybrid work schedule. As an Entry Level Insurance Sales Agent, you will: Schedule appointments to assess clients' financial needs Provide expert life and health insurance recommendations Deliver excellent customer service to clients Compensation: Commission and bonus-based position Paid* training for 4 weeks First-year agents typically earn $40,000 - $65,000 on average but, it is performance-based so the limit is up to you! New agents can receive up to $12,000 in production-based incentives in the first year Up to $5,000 bonuses available in the first four months Experienced agents earn $100,000+ in commissions and bonuses Support for your career: Flexible work environment after completing training (4-12 weeks) Set your own hours and work onsite, in the field, or in a blended capacity Training provided by successful field leaders Pre-licensing training provided free of charge; state exam fees are the individual's responsibility Management positions with benefits available within local branches Our entry-level agents come from diverse backgrounds and do not need prior sales experience What will set you apart: You have a sales-oriented mindset and willingness to connect with clients You are passionate for building sales relationships You are goal-oriented with a focus on sales success You have excellent time management and organizational skills Bankers Life , a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ********************************

We're Expanding in the U.S. & Looking for Motivated Individuals! I help run a fast-growing financial agency, Entheos Financial, We've just taken our business fully online, and this expansion means HUGE opportunities for the right people. We're actively looking for sharp, driven individuals who want to: ✅ Work 100% remote (part-time or full-time) ✅ Get fully paid training & licensing ✅ Potentially own their own agency in the future No experience? No problem-we provide everything you need to succeed!

Under general supervision, the Finance Analyst will lead the compilation and analysis of weekly expenses for reporting within the company and to the client. Prepares variance analyses and explanations through analytical procedures as well as discussions with management. Prepares senior leaders for weekly client financial reviews. Leads, develops, and prepares the forecasts and annual budgets by communicating with the operations leaders. Performs deep dive analyses on results to identify and resolve reporting errors. Computes, tracks, and reports various KPIs. Collaborates with the operations leaders to achieve KPIs, identify and pursue cost savings opportunities, and mitigate risks. Essential Functions: · Update weekly expenses and prepare forecasts by collaborating with the operations leaders to understand cost drivers, cost variances, and areas of risk and opportunity. Ensure complete understanding of volume, productivity, overtime, rate and other variances. · Lead discussions and present results with internal leaders and the client with robust explanations versus Budget and Prior Forecasts. Effectively communicate key concerns and issues. · Review weekly expenses to ensure costs are booked/reported properly and resolve with Accounts Payable, Payroll, and the Senior Finance Analyst. · Prepare various reports and analyses for internal and external customers. · Develop cash requirement forecasts for advanced billing to the client to ensure sufficient cash is on hand to meet operating needs. · Develop and enhance reporting capabilities focusing on improved accuracy, improved analysis, and workload reduction. · Lead the reconciliation of results between internal reporting and the client's books. Assist the client with accruals and journal entries to ensure reporting accuracy. Report and update metrics, forecasts, and results for internal reporting and within the client's systems. Recommend and implement changes to align internal and client accounting to streamline reporting and reconciliations. · Prepare annual budgets focusing on cost savings, and quality and service improvements. Lead discussions with internal leaders and the client with robust YoY explanations. · Lead the financial analysis for Continuous Improvement projects. · Prepare various internal journal entries as needed. · Assist and/or lead various audits and account reconciliations (e.g. payroll, 401K). · Meet all deadlines, complete work free of material errors and very few minor errors, submit completed staff work, and perform routine and complex tasks with little oversight. · Other duties as assigned Knowledge Skills and Abilities Required: · Ability to work in fast-paced, deadline-oriented environment. · Proficient in Microsoft Office Suite, particularly Excel · Good customer service skills · Ability to communicate effectively with variety of individuals, up to and including the CEO and owners · Detail oriented, but also able to communicate at a high level to management · Must be able to relate to other people beyond giving and receiving instructions: they must get along with co-workers without exhibiting behavioral extremes; perform work activities requiring reasoning, negotiating, instructing, persuading, or speaking with others; and respond appropriately to criticism from a supervisor. Preferred Tools and Technology: · Paycor (Company payroll and HR) · Quickbooks and Bill.com (Company accounting and AP systems) · Oracle and Dodeca (Client accounting systems) · Microsoft Office Suite · Teams, Webex, and other remote collaboration tools · Various internal and external systems (e.g. client WMS, Smartview) Educational and Experience Requirements: · 4-year college degree in Accounting is preferred. · Previous experience in Warehousing or Logistics is preferred. · 5+ years related work experience. Travel: Occasional travel is required; estimate 10%. Work Location: Preferred location on site in Forest Park, GA. Remote working options would be considered. Physical Requirements: · Requires the ability to sit for long periods of time, with frequent interruptions · Requires several hours per day of sitting, getting up and down from chairs, and reaching. · Requires manual dexterity with normal hand and finger movements for typical office work · Talking, hearing, and seeing are important elements of completing assigned tasks · May require travel by automobile and airplane for business · May require visiting facility operations in temperatures at or below freezing · May carry loads related to travel and occasionally lifts, carries, positions, or moves objects weighing up to 20 pounds · Requires the use of various electronic tools · Requires the ability to relate to others beyond giving and receiving instructions: must partner with colleagues without exhibiting behavioral extremes · Requires the performance of work activities including reasoning, negotiating, instructing, persuading, or speaking with others; and respond appropriately to constructive feedback from executive management To perform this job successfully, an individual must be able to perform the essential functions for this position and meet the physical requirements needed to perform them. Reasonable accommodations may be made for qualified individuals with disabilities. BGDC Distribution is an Equal Opportunity/Affirmative Action Employer. EOE/AA M/F/D/V DFW

IT'S TIME FOR A CHANGE, START 2024 OFF THE RIGHT WAY Maharaja Enterprises LLC - Creative Financing Experts Commision Based Pay: 2 points per funding secured Maharaja Enterprises LLC in Dallas, GA is looking for one Investor Relations Specialist to join our strong team. Our ideal candidate is attentive, ambitious, and hard-working. Investor Relations Specialist (Full-time/Part-time): As an Investor Relations Specialist at Maharaja Enterprises, your responsibilities will include: Investor Relations Sourcing: Identify and source potential equity capital partners, including individuals, institutional investors, private equity firms, and other sources of equity funding. Relationship Building: Cultivate and maintain strong relationships with equity capital partners, fostering trust, credibility, and long-term partnerships. Investment Analysis: Conduct comprehensive financial analysis and due diligence on potential equity capital investments, evaluating investment opportunities, risks, and potential returns. Investment Structuring: Develop and structure investment deals, including negotiating terms, equity stakes, investment amounts, and exit strategies, to optimize returns for both Maharaja Enterprises and equity capital partners. Deal Negotiation: Lead negotiations with equity capital partners, ensuring favorable terms, alignment of interests, and mutually beneficial agreements. Investment Presentation: Prepare compelling investment presentations and pitch materials to effectively communicate investment opportunities to equity capital partners, highlighting the value proposition, potential returns, and risk profiles. Investment Portfolio Management: Monitor and manage the performance of equity capital investments, tracking financial metrics, conducting periodic reviews, and making strategic adjustments as necessary. Risk Assessment: Evaluate and mitigate investment risks by conducting thorough market analysis, industry research, and financial modeling. Compliance and Regulation: Stay informed about relevant laws, regulations, and compliance requirements related to equity capital investments, ensuring adherence to legal and regulatory standards. Reporting and Documentation: Prepare regular reports, presentations, and documentation to provide updates on equity capital investments, performance metrics, and investment portfolio status. Collaborative Teamwork: Collaborate closely with other team members, including executives, legal counsel, and investment professionals, to ensure seamless coordination, alignment, and execution of equity capital strategies. Market Research: Continuously monitor market trends, industry developments, and investment opportunities to identify potential equity capital sources and stay informed about emerging market dynamics. As an Investor Relations Specialist, you will play a crucial role in securing equity capital for Maharaja Enterprises' real estate ventures, fueling growth, and optimizing investment opportunities. Your expertise in equity capital sourcing, deal structuring, and relationship management will contribute to the overall success of the company's equity capital strategies. Experience: - Experience in finance, economics, or a related field - Strong knowledge of investment banking, financial planning, and investment management principles - Proficiency in financial concepts and analysis techniques - Excellent analytical and problem-solving skills - Strong attention to detail and accuracy in data analysis - Effective communication skills to explain complex financial concepts to clients - Ability to work independently and as part of a team Imagine a vibrant and dynamic environment where countless leads await you. Our system is brimming with potential opportunities, and we continue to add more each day. But that's not all. We believe in setting you up for success. You will have access to a plethora of leads, receive comprehensive sales training on a daily basis, experience personal growth as an investor (as we grow, so do you), and have the incredible opportunity to earn while you learn the intricacies of real estate. And let's not forget our exceptional disposition team, passionately selling deals nationwide! However, here's the reality: Compensation: Commission based. Earning potential is unlimited! This business only thrives if you are willing to put in the work. Our motto is simple, yet powerful: EAT WHAT YOU KILL. If you lack self-motivation, hunger for success, and the willingness to learn and collaborate with like-minded individuals, then we are not the right fit for you. Please do not fill out the application if you cannot commit to this level of dedication. But if this resonates with your entrepreneurial spirit and you are ready to put in the effort to master this business and achieve remarkable financial rewards, then look no further! Take that first step towards an extraordinary future by filling out our application We are looking forward to reading your application. Job Types: Full-time, Part-time, Pay: Commission Benefits: Employee assistance program Employee discount Flexible schedule Professional development assistance Work from home Experience level: experience needed Schedule: Choose your own hours Monday to Friday Weekend availability Experience: work (Preferred) Work Location: Remote Note: This job description is not exhaustive and may be subject to change or modification at any time. Job Types: Contract, Part-time, Full-time Benefits: Professional development assistance Schedule: 10 hour shift 12 hour shift 4 hour shift 8 hour shift Choose your own hours Monday to Friday Supplemental pay types: Commission pay Work Location: Remote Job City Dallas,GA. State Georgia Country USA Job Name Investors Relations Specialist

Einstein AI is one of the most unique Crypto companies in the World, a Binance Partner and currently one of the top trading Algorithm's in the world. Our AI software algorithm, risk management software and top traders monitoring the market are seeing a minimum monthly trading ROI of 20%. We are looking for a very select team of Brokers, worldwide to work closely with Einstein and Binance to onboard clients investing in Cryptocurrency. A Einstein AI Sales Broker is one who loves to close and is passionate about cryptocurrency. You will be working with an elite group of people and can use our Global office facilities via WeWork. You wake up thinking about the coolest industry where you can work from anywhere, Cryptocurrency!! As an Einstein AI Broker you will yearn to satisfy your inner thirst for accumulating sales and building partnerships at the best trading firm in the industry with some of the most elite partners in the world. Our software is transparent and Investors can follow every trade by the second keeping their funds in their own custody safely, and allowing you to focus on new clients. If you recognise the possibility for investors to achieve profitability and efficiency improvements - and you believe you can onboard investors into the cryptocurrency market come join us! Experience within the Cryptocurrency space is great - but not an absolute necessity. Experience in Trading/Investing in Cryptocurrency would be awesome, but again - not required. The primary pre-requisite is that you believe you can educate High Net Worth Individuals/ Institutional clients and are willing to bet your time and future on it. We'll be happy to train you on the Einstein AIPlatform so that you can understand Einstein AI and see the opportunity in front of us. We are looking for Cryptocurrency Sales Brokers to focus on business development globally. We are looking for entrepreneurial, intuitive individuals capable of developing and establishing a pipeline of Investors around the world. Salespeople will be required to develop a working understanding of the Crypto markets along with technical expertise across the life cycle of client relationships, from initial on-boarding through account management. You would be working closely with the Einstein AI trading team and be responsible for developing an intricate knowledge of the services that we offer along with their suitability for various types of clients. Our culture is work hard - play hard. We are working on a game changing way to transparently create a trading engine for Crypto Investors to profit in a manner that is as high as any other within the industry. We are also building a close knit team and believe in having an "all for one, one for all" environment in which we can learn from and support each other. We hope you can be a part of it. In terms of compensation - we are a startup that is offering a commission structure per investment so that excellent performers exceed 100k USD per year. Einstein AI has some deep partnerships formed that is currently driving our company into a Fortune 500 model. We offer sales closing bonuses - which are obvious for any sales position - however I wanted to mention it specifically that top performers will be rewarded significantly. This is a leadership position - you will be open to heading business development within your territory or globally and are free to market with our material across the world. Remote work - We are remote most of the time and utilize WeWork for an office environment, but you can work from wherever you like as we have a virtual office model while using Wework for meetings. We have offices in London, Paris, Hong Kong, Singapore, Tokyo, New York, San Francisco, and many other cities. After you have established yourself with our company you can work from wherever you like. We are looking for individuals capable of raising 25k or more per month investment and will pay a generous percentage residual through bitcoin as a pay structure and a bonus for each signup. All brokers must have their own business/financial portfolio or network of high net worth individuals/Institutional clients when applying, Einstein AI no longer provides leads due to excessive signups. We are happy to assist your existing clients or potential clients on a conference call to explain how to get started and begin investment. Minimum investment is 20k USD in BTC equivalent. We do not accept less than 20k investment on HNW/Institutional and we recommend 1 BTC. The average investment made on Einstein AI is 2 BTC currently and we have 50 million in assets under management projected to 250 million by year's end. As a broker when you bring a client into the system they will be assisted in setting up a Binance account and connecting to Futures, Margin and Spot accounts. Currently our trading algorithm is 87% win percentage.. All Brokers will receive residuals from the leverage trading and all accounts are set up on our proprietary leverage algorithm. Einstein AI does not have wallets on our system, they are on the exchanges we trade on themselves so the funds are as safe as being in the bank and we guarantee the safety of the funds 100% insured. Your funds never leave your trading account on Bitmex or Binance unless you request a withdrawal which can be done directly or through Einstein AI depending on your account setup. Responsibilities Requirements Source new client relationships while educating them on the Einstein AI Opportunity and Bitcoin Maintain strong relationships with existing clients Work closely with trading and operations teams to successfully onboard new Investors Build a working understanding of crypto, its ongoing development and history Required Skills 3+ years in sales (preferably in the financial sector) or an established network of potential investors Demonstrated ability to establish a pipeline of Investors, prospect development and ability to close deals Fluent in English Ability to understand the crypto sales and trading environment Genuine curiosity/passion for the crypto industry Benefits Bonus is extensive for large portfolios, also with quota met you will be given access to our private group inside Einstein AI USA Office 415 Mission Street San Francisco, CA 94105 Europe Office 71-91 Aldwych London WC2B 4HN SE Asia Office 8 Cross Street Singapore 048424 Website *****************

Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As an OCIO Senior Investment Advisor within PNC's Institutional Asset Management organization, you will be based in Houston, TX. This position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at manager's discretion. Reporting to the Institutional Asset Management Regional Managing Director, you will deliver OCIO (Outsourced Chief Investment Officer) solutions to non-profit organizations, defined benefit pension plans, and corporations. Responsibilities include relationship management with existing clients, managing portfolios in accordance with the investment policy statement, providing recommendations for strategic and tactical changes in allocation based on each client's unique needs, and supporting the development of new business opportunities. The CFA designation is strongly preferred.Job Description Manages accounts in accordance with investment objectives that have been developed with the client. Depending on line of business, may provide specialized advice on planned giving, as well as analyzing program health and strategies. Responsible for delivering the PNC investment experience to clients, providing actionable advice, market insight and reporting on investment results. Responsible for maintaining and growing assets under management. Additionally supports and may lead the sales efforts of the business through the introduction and expansion of financial services to the client. Executes risk management practices through the adherence to PNC's policies and procedures. Supports the Functional Director in the oversight, performance management, and coaching of investment professionals. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred SkillsAccountability, Budget Management, Competitive Advantages, Decision Making, Finance Strategy, Financial Modeling, Investment Management, Relationship ManagementCompetenciesClient Relationship Management, Decision Making and Critical Thinking, Effective Communications, Investment Consulting, Portfolio Management, Products and Services, Value SellingWork ExperienceRoles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry relevant experience is typically 8+ years. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationBachelorsCertificationsNo Required Certification(s) LicensesNo Required License(s) BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at [email protected]. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Token Metrics is seeking a Head of Investment Research responsible for investment transaction-related efforts, and sourcing/leading blockchain investments, including developing financial models, performing primary and secondary market research, meeting with entrepreneurs, and attending relevant conferences and networking events. The Head of Investment Research will be expected to source a growing number of investment opportunities and formulating proactive investment theses on areas of interest. This position will provide all facets of analysis and assessment of potential venture capital investments and portfolio management activities, and should show the ability to establish "go-to" relationships with prospective company management teams when leading investment processes. ResponsibilitiesDevelop financial models relating to VC financing transactions, restructurings, valuation analyses and liquidity events. Perform due diligence such as customer and management references, industry research (e.g. market sizing and mapping and competitive landscape analyses), while demonstrating the ability to form a viewpoint on investment opportunities. Craft investment memoranda and presentation materials for the partnership, and in a lead investor capacity, to include developing and refining presentation themes, data gathering and synthesis, and constructing professional presentation materials. Work with portfolio companies to enhance operations and performance, report on portfolio company's performance and supporting them on ad hoc projects. Create processes and infrastructures to ensure long-term scalability of Token Metrics investment process. Demonstrate an ability to leverage an existing network of relationships that can enable the professional to source a growing number of compelling investment opportunities. Show a maturing ability to present investment opportunities to Token Metrics' Executive Investment Committee. Remain up to date on all blockchain and cryptocurrency news RequirementsExtensive investing experience in the blockchain and cryptocurrency space.MBA or Degree in FinanceAn outstanding performer with years of experience at a top tier venture capital, accelerator, investment bank, consulting firm, corporate venture capital / private equity firm or active M&A corporate development group.Demonstrated experience leading the strategic alliance and M&A process for opportunities focused on technology spaces that align with corporate clients focus. The ideal candidate will have managed transactions that range in size and complexity; proven ability to drive from start to finish (or know when to walk away from a deal) Expert level knowledge of startup financial corporate and deal modeling as well as quantitative analysis.Strong ability to think strategically and direct others in solving complex business problems under pressure.Excellent communication skills, including strong writing and the ability to create top-notch presentations and materials that provide business insight that is relevant and digestible to executive decision makers.Proven ability to lead, recruit, retain and mentor high performing teams of Venture Partners and Principals. 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.

Selene Holdings is a multiple-lines business financial services firm with a mortgage servicing company, a loan diligence company, a title company, an insurance brokerage, and a real estate owned company. We have office locations in Dallas, TX, Jacksonville, FL, and Salt Lake City, UT. Founded in 2007 to address needs in the mortgage industry, Selene strives to provide amazing client and borrower experiences. A positive attitude coupled with proven creative thinking and actions are all attributes we seek in every one of our employees. If you want to make a difference, then Selene is the place for you! Position Summary: The Senior Investor Reporting Analyst Ensures that activities, balances, payments and reporting are carried out in a controlled, timely and accurate manner while working with all Investor portfolios, including private and government sponsored enterprises. Essential Duties and Responsibilities include the following. Other duties may be assigned. Prepares accurate reporting and remitting in accordance with the Investor's guidelines (includes daily, monthly, and interim reporting and remitting obligations). Reconciles actual activity to reported activity. Compares loan resolution data reports against the modification agreements to ensure accuracy of adjustments reported on the interim and monthly remittance reports. Prepares reports and remit funds associated with payoffs, short sales and all other interim events to Investors. Performs pool to security reconciliation and test of cash. Establishes and maintains pool headers in the MSP servicing system. Ensures advances are made in a timely and accurate manner. Processes monthly fees of interest loss from payoffs and curtailments and guaranty fees charged by the Investor. Researches, resolves and documents all variances in the Investor Reporting application (e.g., MSP system, internal reporting systems, Freddie Mac Portal, Fannie Mae Portal, Ginnie Mae Portal). Maintains copies and tracks all trailing adjustments from various sources to report to the Investor within the given month. Assists bank reconciliation staff with balancing of custodial accounts. Monitors P&I custodial accounts to ensure that no overdrafts occur. Establishes and manages effective relations with the Investors' reporting and remitting counterparts. Compiles and reconciles remittance reports of loans serviced by prior servicer during transition of loans to Selene. Prepares and maintains detailed written procedures for each investor. Reviews new servicing agreements to ensure compliance with reporting and remitting requirements. Prepares reports required by regulatory agencies. Assists with internal and external audit requests for information and related audits. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily with the ability to prioritize and maintain a large volume of multi-faceted work. Also required is the ability to be flexible and adapt to a fast-paced and changing business environment. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education/Experience: Requires a high school diploma or general education degree (GED); Bachelor's degree (B. A.) in Accounting or Finance from four-year college or university a plus. Three to five years pertinent experience in investor reporting and remitting, with preferred experience with in government sponsored enterprises reporting and remitting obligations (e.g., Ginnie Mae, Fannie Mae, Freddie Mac). A demonstrated understanding of various remittance methods which includes Actual/Actual, Schedule/Schedule and Schedule/Actual. Hands-on experience within most major areas of residential mortgage servicing using the MSP servicing system, including payment processing, bank reconciliations, and loan resolution (e.g., loan forbearance, loan modifications, short sales, bankruptcy, foreclosure, real estate owned (REO). Language Ability: Ability to read, analyze, and interpret investor guidelines, financial reports, and legal documents. Ability to respond to common inquiries or complaints from Investors, regulatory agencies, or members of the business community. Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Computer Skills: Microsoft Office; the MSP servicing system; strong knowledge of modeling and analysis spreadsheet software (Excel). Why Selene? Benefits Selene Finance LP is committed to the total wellbeing of its employees and therefore offers one of the best benefits packages available in the industry today, which includes: Paid Time Off (PTO) Medical, Dental &Vision Employee Assistance Program Flexible Spending Account Health Savings Account Paid Holidays Company paid Life Insurance Matching 401(k) Plan The job requirements listed above are representative of the knowledge, skills, and/or abilities required. This job description is not an inclusive list of all duties and responsibilities of this position. Incumbents will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. Selene reserves the right to amend and change responsibilities to meet business and organizational needs. Privacy Policy - Selene (seleneadvantage.com)

Level: Consultant: (7-10 years), Sr. Consultant: (10+ years) Consultant vs. Sr. Consultant level will be determined dependent on qualifications and experience Location: Flexible (West Coast, preferably San Francisco but, open to remote work in other areas of California. Candidates in Portland or Denver would also be considered. Please include your current address on resume. Job Summary: NEPC is seeking an experienced Public Fund Consultant to join our growing practice on the West Coast. We are seeking an accomplished investment consultant with a minimum of 7 years of solid investment experience in both traditional and alternative asset classes. Experience servicing public fund relationships is required. This requires strong presentation, verbal communication and writing skills and a solid technical background. Experience servicing institutional investment relationships required. An advanced degree and/or the CFA and/or CAIA designation are strongly preferred. In depth knowledge of asset allocation and strong knowledge of alternative investments required. Ability to handle multiple, unique client relationships (alone or on a team basis) is an inherent job requirement. Job Qualifications: Ability to develop new business relationships, present NEPC's unique market brand to prospects and bring new clients to the firm. Ability to manage and service 7-12 complex client relationships. Provide consulting advice on investment fund design, structure, and governance. Meet client needs and objectives and be responsive and accessible to clients, consistent with NEPC's client centric philosophy. Participate in marketing and new business development opportunities on a regular basis. Develop new leads and ask for referrals to enrich the pipeline of new business opportunities. Back up other Sr. Consultants/Partners on complex accounts as needed. Guide/train analysts and other associates as needed. Assist in the preparation of “white papers” on topics of current or prospective interest to clients. Participate in appropriate conferences and networking events becoming a known NEPC entity in the marketplace. Maintain current knowledge of investment trends and challenges, including best practices and communicate these effectively with clients. Partner with NEPC's team of Research professionals to stay current on market trends Specific Responsibilities: Act as a lead or secondary consultant on NEPC client teams. Strengthen NEPC's public fund brand on the West Coast by attending conferences, speaking on panels, and building a reputation as a top tier NEPC consultant. Provide consulting advice to clients on trends in the capital markets and NEPC's recommended actions. Determine the appropriate asset mix and fund structure for each client. Develop/review investment policy statements and update appropriately. Oversee/conduct manager searches for traditional and alternative assets. Prepare and/or review quarterly reports for client investment performance. Educate clients as to their investments and to general topics of interest in the investment industry especially as it relates to the specific needs of their institution. Benefits: NEPC features competitive salary, bonus, and full benefits, including health and welfare, profit sharing and 401(k) plans. In addition, we offer tuition reimbursement and financial support towards the CFA and CAIA designations. We also have a very flexible work environment with both remote and hybrid options. Company Background: NEPC, LLC is a full service investment consulting firm based in Boston, Massachusetts. NEPC was founded in 1986 and now has approximately 375 employees and over 425 clients. We provide a variety of consulting services such as asset allocation, performance measurement, policy formulation, investment manager research, and discretionary portfolio management. NEPC is a strong advocate of promotion from within, so excellent potential exists for professional growth. Our clients include defined benefit, defined contribution, endowments, foundations, trusts, public, corporate, Taft-Hartley, health & welfare, high net worth, insurance, and private plans. NEPC's mission is to help our clients build successful investment programs, using diverse and proven strategies to enhance returns while minimizing risk. We're a fun (but demanding) company with excellent working conditions, great benefits and a very supportive team-oriented environment. NEPC is an Affirmative Action/Equal Opportunity Employer (January 2025)