Investment Fund Managers

Job Description

Prepares and issues monthly and quarterly cash flow forecasts to the capital construction team

Prepare and issues monthly, quarterly and total project funding and commitment forecasts to the capital construction team

Manage and control capital project budget and spends at the work breakdown schedule (WBS) level

Create WBS codes and scope alignment

Validate and approve purchase requisitions / change orders

Review all spend for the project and ensure that junior technical staff codes the invoices where applicable and forwards them to the clients accounts payable department

Where applicable, overview and report to the client on contractor buyout of subcontract bid packages

Schedule and lead regular cost meetings to align on budget, spending and change order status with the contractors and engineering teams

Change order management, validation, and tracking

Monthly spend to forecast variance analysis and drive the forecast to spend within required acceptance range

Risk and opportunity analysis

Ad hoc reporting and analysis

Ensure compliance with reporting standards and corporate finance and accounting policies

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

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

Skills and Requirements

Minimum of three years of construction cost management experience

7 years for Sr. Position

Must have strong cost management, scheduling, and/or project planning skills

Must have experience working on or with construction projects.

Must have experience in developing budgets, cash flows and forecasts.

Working knowledge of industry standard software, including but not limited to SAP, PowerBI, and cost management applications.

Must thoroughly understand and utilize information technology in the performance of work including Internet, Intranet, Microsoft Windows OS, Adobe Acrobat, Microsoft Office Suite and Microsoft Project.

Advanced Excel skills are required null

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

**Position Overview**

At 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 our employees feel respected, valued, and have an opportunity to contribute to the company’s success.

This position is primarily based in a location within PNC's footprint. Responsibilities require time in the office or in a field on a regular basis. Some responsibilities can be performed remotely. Additional locations may be considered.

As a Security Analyst within PNC's Technology organization, you can be based in Pittsburgh PA, Strongsville OH, Birmingham AL, Dallas TX, or Phoenix AZ.

1. Technical Skills

• Scripting and Automation: Experience in automation and scripting (specifically PowerShell)

• Cloud Security: Familiarity with securing data in cloud environments (Azure, Microsoft 365, Purview, AWS etc.)

• Data Security: Expertise in Data Protection techniques and technologies.

• Database Security: Knowledge of securing databases, including role-based access control, auditing, and data masking are a plus.

• Endpoint Security: Skills in securing end-user devices and understanding endpoint protection tools are a plus.

• Network Security: Understanding of network security protocols, firewalls, VPNs, and intrusion detection systems are a plus.

• Power BI and Power Automate Experience: Skills in Data Virtualization and Automation are a plus.

2. Compliance and Regulatory Knowledge

• Data Governance: Familiarity with data governance frameworks and practices to ensure data quality, privacy, and security.

• Audit and Reporting: Ability to prepare for and respond to compliance audits, as well as generate necessary reports and documentation.

• Records Management Experience is a plus.

3. Soft Skills and Professional Qualities

• Delivery Oriented: The ability to deliver initiatives and Business as Usual (BAU) activities efficiently and effectively.

• Problem-Solving: Strong analytical and troubleshooting skills to identify and resolve data protection issues.

• Attention to Detail: Precision in configuring and monitoring data security tools and practices.

• Communication: Ability to explain complex technical concepts to non-technical stakeholders and work across different teams.

• Adaptability: Ability to stay updated with evolving security threats and technologies.

• Ethics and Integrity: Strong ethical principles to handle sensitive and confidential information responsibly.

4. Experience

• Practical Experience: Direct experience automating administrative tasks and reporting with PowerShell. Applying data protection controls, rules and policy with data security technologies like DLP, Purview Information Protection, Data Security Posture Management (DSPM), SIEM, antivirus etc.

• Incident Response: Experience in handling security incidents, breaches, and mitigating risks.

• Delivery: Proven track record in driving delivery for initiatives and BAU activities.

• Metrics Management: Experience in identifying and developing Metrics, KRIs to support data protection processes.

• Industry Experience: Experience in the industry or sector relevant to your business, such as finance, healthcare, or technology.

5. Tools and Technologies

• Data Protection: Familiarity with Data Protection solutions. (Purview Information Protection, DSPM, PowerShell, Microsoft 365 etc.)

• Scripting and Automation: Experience in automation and scripting development (PowerShell, Python)

• Power BI and Power Automate

PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

**Job Description**

+ Provides technical evaluation and analysis. Supports activities, process, and tools needed to improve overall security posture of the organization.

+ Applies security concepts, reviews information, executes defined tasks, analyzes requirements, reviews logs, and creates documentation. Performs investigation and data loss prevention, data manipulation, and coordination of activities. Performs actions to address or mitigate risks and vulnerabilities. Reviews and defines controls.

+ Advises on more complex security procedures and products for clients, security administrators and network operations. Participates in enforcement of control security risks and threats; potential of one more controls subject to manager discretion. Shares knowledge with staff.

+ Conducts security assessments and other information security routines consistently. Investigates and recommends corrective actions for data security related to established guidelines.

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 Skills**

Access Control (AC), Building Architecture, Customer Solutions, Disaster Recovery Planning, Information Security, Network Security, Physical Security, Risk Assessments, Security Technologies

**Competencies**

Analytical Thinking, Effective Communications, Information Assurance, Information Security Management, Information Security Technologies, IT Environment, IT Standards, Procedures & Policies, IT Systems Management, Problem Solving, Software Security Assurance

**Work Experience**

Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

**Education**

Bachelors

**Certifications**

No Required Certification(s)

**Licenses**

No Required License(s)

**Benefits**

PNC 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 pncbenefits.com > New to PNC.

_*For more information, please click on the following links:_

Time Away from Work (https://www.pncbenefits.com/timeaway.html)

_PNC Full-Time Benefits Summary_

_PNC Part-Time Benefits Summary (https://www.pncbenefits.com/pt-benefits-overview.html)_

**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 877-968-7762 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.

**California Residents**

Refer to the California Consumer Privacy Act Privacy Notice (https://content.pncmc.com/live/pnc/aboutus/HR/Onboarding/PNC\_CCPA\_Privacy\_Disclosure\_Employee.pdf) to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

**Job Title**

Capital Markets Senior Financial Analyst

**Job Description Summary**

The Capital Markets Senior Financial Analyst (“CMFA”) will support transactions generated by Cushman & Wakefield’s Industrial Advisory Group (IAG) focusing on industrial valuation analyses. Senior Analysts will primarily perform the more complex financial analysis activities of pricing, Excel valuation model creation, Argus Enterprise model creation and auditing, lease abstraction, due diligence collection and review, and will be responsible for translating analysis findings into high-level summaries for our Capital Market brokers.

The ideal candidate will be based in one of the following locations: Phoenix or Irvine/OC, and available to work on-site in a local Cushman & Wakefield office. Team members may be expected to travel and work outside normal operating hours depending on the product type and markets they service and to meet project deadlines.

**Job Description**

**Essential Duties**

+ Lead the execution of more complex Broker financial analysis/modeling requests, which may include serving as a project manager on high-value client opportunities and portfolio transactions

+ Prepare pro forma statements, discounted cash flow analyses, and Excel-based financial models with consideration of market conditions (both current and historical)

+ Conduct audits of existing financial models for accuracy of model inputs and validity of assumptions, identifying data gaps

+ Conduct market research to analyze property and market conditions; synthesize findings in a clear, concise manner

+ Communicate with Brokers and Broker teams to confirm request scope and review analysis findings; demonstrate ability to communicate findings in a clear, compelling manner, answer clarifying questions,and make timely, accurate revisions

+ Identify and communicate any missing information or unclear requests to ensure accurate analyses

+ Develop high-level analysis summaries by identifying transaction considerations (strengths/weaknesses), trends, outliers, and logical inconsistencies

+ Assist and mentor CMFA Analysts as they gain experience

+ Participates in the development of training resource tools and material in support of continuous Analyst development

+ Performs quality control reviews, ensuring work product is thorough, complete, and meets scope of work requirements, and identifying common themes for continuous development and actioning next steps to lead further training

+ Track and develop working knowledge of real estate fundamentals and industry trends

+ Support the CMFA Hub’s maturity by supporting process improvement and automation initiatives through communicating improvement opportunities and suggesting potential solutions, and participating in related project task teams anduser acceptance testing groups, as needed

+ Performs other related duties as required or requested

**Other Requirements & Administrative Duties**

+ Bachelor’s Degree (Business, Finance, Accounting, Real Estate, etc.) preferred

+ Combination of education without a degree and corporate work experience may be considered

+ 2-5 years of financial analysis and modeling experience; Capital Marketsexperience a plus

+ Strong knowledge of real estate financial concepts

+ Extensive experience with Argus Enterprise and other discounted cash flow tools required

+ Highly proficient in Microsoft Office Suite, especially in Microsoft Excel

+ Passion for client delivery, with strong emphasis on producing high-quality work, meeting deadlines, and motivated to exceed expectations

+ Exhibits critical thinking and strong analytical skills with high attention to detail and accuracy

+ Demonstrates strong time management and organization skills

+ Takes charge and is proactive in all aspects of role

+ Growth oriented mindset,desire to learn more and shares knowledgeto help others succeed

+ Ability to balance and prioritize multiple priorities in a high-volume, fast-paced environment, navigating challenges with a positive and solution-oriented mindset

The compensation for the position is: $85,000.00 - $100,000.00

Cushman & Wakefield provides equal employment opportunity. Discrimination of any type will not be tolerated. Cushman & Wakefield is an Equal Opportunity / Affirmative​ Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veteran status or any other characteristic protected by state, federal, or local law.

In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at **1-888-365-5406** or email **[email protected]** . Please refer to the job title and job location when you contact us.

**Description**

**You Lead the Way. We’ve Got Your Back.**

With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities and each other. Here, you’ll learn and grow as we help you create a career journey that’s unique and meaningful to you with benefits, programs, and flexibility that support you personally and professionally.

At American Express, you’ll be recognized for your contributions, leadership, and impact—every colleague has the opportunity to share in the company’s success. Together, we’ll win as a team, striving to uphold our company values and powerful backing promise to provide the world’s best customer experience every day. And we’ll do it with the utmost integrity, and in an environment where everyone is seen, heard and feels like they belong.

**Join Team Amex and let's lead the way together.**

As part of our diverse tech team, you can architect, code and ship software that makes us an essential part of our customers’ digital lives. Here, you can work alongside talented engineers in an open, supportive, inclusive environment where your voice is valued, and you make your own decisions on what tech to use to solve challenging problems. Amex offers a range of opportunities to work with the latest technologies and encourages you to back the broader engineering community through open source. And because we understand the importance of keeping your skills fresh and relevant, we give you dedicated time to invest in your professional development. Find your place in technology on #TeamAmex.

**How will you make an impact in this role?**

American Express Cloud Engineering Enterprise Cloud provides a comprehensive platform that enables business critical applications to have Faster Time-to-Market for American Express. The platform offers fast-paced rapid code-to-development models and services such as Platform-as-a-Service, DB-as-a-Service, Analytics-as-a-Service, Messaging-as-a-Service, CICD tools, etc. for application developers in a multi cloud environment. Amex Cloud Platform enables application developers to write modern scalable cloud native applications.

The Cloud Governance & Compliance Information Security Analyst I for the American Express Cloud Engineering organization will be responsible for supporting Cloud Compliance and Audit functions in support of Amex’s multi-cloud strategy. This role primarily focuses on ensuring that cloud engineering is meeting audit, compliance, and regulatory requirements, in partnership with various stakeholders throughout the company.

The ideal candidate will possess excellent thought leadership, strategic and critical thinking, ability to communicate effectively, relationship building skills, and the ability to work well under pressure. They will need to have a consistent track record of excellence operating independently and within a hard-working team environment.

**Responsibilities**

+ Support the establishment of an audit, compliance, and governance team within the Cloud Engineering organization in support of Amex's multi-cloud strategy

+ Oversee key elements of the Process Risk Self-Assessment (PRSA) process to help manage operational risk.

+ Partner with process and control owners on the development and implementation of internal policies and procedures (controls) and ensure activities are consistent with enterprise policies and requirements.

+ Support managers during internal and external audit-related activities for the Enterprise Cloud organization

+ Support adherence to IS/IT controls across public and private clouds

+ Act as a liaison between Enterprise Cloud, TRIS, and other business units to evangelize audit, compliance, and governance practices

**Minimum Qualifications**

+ BS in Computer Science, Business, or relevant experience

+ 1 years of Process Risk Self-Assessment (PRSA) experience

+ 1 years of internal and external audit exam experience

+ Experience working with policies, standards, and procedures

**Preferred Qualifications**

+ Demonstrates and encourages enterprise-wide thinking and collaboration

+ Understanding of Process Risk Self-Assessment (PRSA)

+ Experience with process controls and testing

+ Experience with internal and external audit exam management and closure processes

+ Understanding of policies, standards, and procedures

+ Excellent communicator - able to interact with people of all levels in a confident, professional manner

+ Proven problem-solving skills - ability to ask questions, analyze information, and take action

**Qualifications**

Salary Range: $73,000.00 to $110,000.00 annually bonus benefits

The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.

We back our colleagues and their loved ones with benefits and programs that support their holistic well-being. That means we prioritize their physical, financial, and mental health through each stage of life. Benefits include:

+ Competitive base salaries

+ Bonus incentives

+ 6% Company Match on retirement savings plan

+ Free financial coaching and financial well-being support

+ Comprehensive medical, dental, vision, life insurance, and disability benefits

+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need

+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy

+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)

+ Free and confidential counseling support through our Healthy Minds program

+ Career development and training opportunities

For a full list of Team Amex benefits, visit our Colleague Benefits Site .

American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law.

We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.

US Job Seekers/Employees - Click here to view the “Know Your Rights” poster and the Pay Transparency Policy Statement.

If the links do not work, please copy and paste the following URLs in a new browser window: https://www.dol.gov/agencies/ofccp/posters to access the three posters.

**Job:** Technologies

**Primary Location:** US-Arizona-Phoenix

**Schedule** Full-time

**Req ID:** 24018778

We’re looking for people who put their innovation to work to advance our success – and their own. Join an organization that ensures a more secure world through connecting and protecting our customers with inventive electrical solutions.

WHAT YOU WILL EXPERIENCE IN THIS POSITION:

High visibility, critical role primarily supporting our US plant within the Data Solutions - Enclosures Segment, being the Finance business partner to the cross functional leaders. You will be a key finance resource for our Tucson facility, leading financial support for multiple value streams and processes. You will play a key role in making sure that the site achieves their profitability and inventory related financial goals, while also leading core financial processes for the plant. You will proactively participate in key operations analysis and continuous improvement across multiple areas.

+ Drive both cost and cash productivity in the Tucson plant partnering with the leadership team to generate top line growth and EBITA levels.

+ Lead and improve the review of Excess and Obsolete analysis and process for Tucson and Hub locations.

+ Prepare reports on daily, weekly & monthly basis to assist in the tracking and improvement of safety, quality, delivery, cost and cash metrics.

+ Aid and lead the Annual physical Inventory and cogs reconciliation.

+ Drive the development of analytical tools and capabilities to better understand the plant's manufacturing cost structure. Types of analysis includes variance analysis for conversion and material cost, productivity results, and Value Stream production results.

+ Understand and show capability to summarize and communicate clearly plant financial and operating results in order to measure progress against objectives and to assess the effectiveness of decisions made by plant management team.

+ Clearly articulate the drivers of variance, including volume, mix, inflation and productivity.

+ Provide variance analysis of cost center spend vs budget, identifying trends and key cost drivers.

+ Participate in and able to lead cross-functional projects focused on driving operational improvements in the plant.

+ Lead the annual budget and forecasts for the US Tucson Plant.

+ Execute the annual cost roll for Tucson plant and Hub locations. Oversight/thought leadership of standard costing/ absorption accounting process.

+ Lead the Plant CAPEX process and financial analysis and prioritization of alternative investments, make vs. buy analysis, etc, maximizing ROI for the NA region.

YOU HAVE:

+ Bachelor's degree in Accounting or Finance related field is required.

+ 3+ years of experience in financial planning and analysis or plant finance leadership role.

+ Experience with plant standard costing systems.

+ Advanced Microsoft Excel skills.

+ Experience with Tableau, Sievo and / or OneStream XF an asset.

+ Proficient in ERP systems a plus.

+ Knowledge of US GAAP and International Accounting Standards (IAS).

+ Well organized and can prioritize multiple projects with competing deadlines.

+ Interpersonal skills that establish and maintain excellent relationships and credibility.

+ Demonstrate a high level of understanding of how key finance and manufacturing decisions impact the business units and forecasted operating results / cash flows.

+ Experience working in a manufacturing facility is preferred.

**WE HAVE:**

+ A dynamic global reach with diverse operations around the world that will stretch your abilities, provide plentiful career opportunities, and allow you to make an impact every day

+ At nVent, we believe safer systems ensure a more secure world. We connect and protect our customers with inventive electrical solutions. We design, manufacture, market, install and service high-performance products and solutions for mission-critical equipment, buildings and essential processes. Our solutions are helping build a more sustainable and electrified world.

+ We are a $3.3B company with a dedicated team of more than 11,000 employees around the globe. Our comprehensive portfolio of enclosures, electrical and fastening, and thermal management solutions dates back more than 100 years and includes nVent CADDY, ERICO, HOFFMAN, ILSCO, RAYCHEM and SCHROFF.

+ Commitment to strengthen communities where our employees live and work

+ We encourage and support the philanthropic activities of our employees worldwide

+ Through our nVent in Action matching program, we provide funds to nonprofit and educational organizations where our employees volunteer or donate money

+ Core values that shape our culture and drive us to deliver the best for our employees and our customers. We’re known for being:

+ Innovative & adaptable

+ Dedicated to absolute integrity

+ Focused on the customer first

+ Respectful and team oriented

+ Optimistic and energizing

+ Accountable for performance

+ Benefits to support the lives of our employees

At nVent, we connect and protect our customers with inventive electrical solutions. People are our most valuable asset. Inclusion and diversity means that we celebrate and encourage each other’s authenticity because we understand that uniqueness sparks growth.

\#LI-AW1

\#LI-Hybrid

\#INDOTH

At nVent, we are committed to equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by national, federal, state or local law.

Wealth Management Client Care- Client Service Representative

Chandler, Arizona

**Job Description:**

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

This job is responsible for providing exceptional customer service to clients in an inbound call center environment. Key responsibilities include receiving calls from clients, branch offices, banking centers, and various internal associates and adhering to the bank's policies and procedures, while thinking critically to determine the best course of action to resolve the issue at hand. Job expectations include providing appropriate account maintenance and resolving client requests in a timely and accurate manner, while demonstrating empathy.

**Responsibilities:**

+ Navigates through multiple applications, systems, tools, and resources to clearly articulate complete and accurate information on client inquiries around retail, retirement, and brokerage account information

+ Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in a timely manner and deliver exceptional customer service

+ Manages risk by accurately authenticating clients, fully adhering to policies and procedures, and proactively identifying/escalating potential risk

+ Communicates effectively while offering empathy and demonstrating professionalism during all interactions with clients

+ Navigates multiple systems to migrate clients to on-line and self-service delivery channels that enable constant account access

**Required Qualifications:**

+ Minimum one year experience verbally delivering complex information clearly, concisely and with empathy, while quickly establishing trust and exuding positivity and confidence

+ Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients’ financial lives

+ Fully understands how life events can impact a client’s financial situation and is prepared to actively advise solutions and analyze/resolve complex client problems through creative solutions

+ Commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule

+ Ability to handle confidential matters and sensitive information in a responsible manner

+ Dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays

+ Applies strong critical thinking and problem-solving skills to meet clients’ needs

+ Exhibits strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills

+ Ability to work under pressure

+ Can learn and understand technology to assist clients with the latest in Digital and Digital banking​

+ Ability to engage with clients while navigating multiple screens – begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport, and handle objections

+ Comfortable receiving ongoing performance feedback and coaching

+ Ability to learn and adapt to new information and technology platforms

+ Minimum of an intermediate level of proficiency with computers and current technology

+ Must be flexible to work various shifts; Monday – Sunday , 7:00 am – 11:00 pm EST; 40 hours per week

**1st and 2nd shifts **

**Desired Qualifications:**

+ Experience working in a client focused environment, call center or a financial/banking center

+ Customer service experience

+ Understands Retirement plans and products

+ Knowledge of financial terms and concepts

+ Bilingual Spanish

**Skills:**

+ Account Management

+ Customer and Client Focus

+ Issue Management

+ Oral Communications

+ Active Listening

+ Adaptability

+ Problem Solving

+ Risk Management

+ Attention to Detail

+ Business Acumen

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by diversity and inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health equity on a global scale. Join us to start **Caring. Connecting. Growing together.**

We create direct spending solutions driven by our extensive financial tech experience to help those we serve be healthier, happier and more productive. Our platform helps members manage their health plans, supplemental benefits and rewards all in one place. You’ll have the opportunity to make it easier for consumers to manage their own health by making healthier products more affordable and their purchases streamlined. If you are a driven individual that thrives in fast-paced environments, values diversity and wants meaningful work that impacts the lives of many, then this is the team for you.

Combine Fintech and Healthcare, two of the fastest-growing fields on the planet, with a culture of performance, collaboration, and opportunity and this is what you get – leading edge technology that is improving the lives of millions. Here, innovation is not about another gadget; it is about providing advanced, state-of-the-art payment solutions to help those we serve be healthier, happier, and more productive. Optum delivers simplified, world-class benefit solutions by putting them all on one card, one app and one website with our S3® network.

We are looking for someone to join our operations team that wants to drive excellence and efficiency across each consumer transaction. The ideal candidate will have solid analytical skills combined with extensive transaction processing and settlement expertise with the ability to establish new processes and infrastructure across our platform.

You’ll enjoy the flexibility to work remotely * from anywhere within the U.S. as you take on some tough challenges.

**Primary Responsibilities:**

+ Conduct daily reviews of transaction processing activity to identify gaps and ensure proactive measures are implemented

+ Act as first level point of contact for client and retailer teams to navigate network transaction escalations

+ Assist in development of transaction monitoring tools

+ Produce high quality documentation based on implemented methodology standards

+ Assist operational efficiency efforts by identifying process improvements to enhance the daily monitoring of transaction activities

+ Proven ability to drive results under pressure and in the face of ambiguity

You’ll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.

**Required Qualifications:**

+ 3+ years of experience in data analysis and ability to craft a narrative from data

+ 2+ years using data analysis tools and techniques

**Preferred Qualifications:**

+ Proven comfort and experience in SQL analysis or related tools

+ Knowledge of fintech industry; Visa and Mastercard card brands

+ Proven excellent written and verbal communication skills to communicate with non-technical and technical people inside and outside the organization

+ Demonstrated ability to work in a fast paced, high growth environment

+ Excel and PowerPoint experience

*All employees working remotely will be required to adhere to UnitedHealth Group’s Telecommuter Policy.

**California, Colorado, Connecticut, Hawaii, Nevada, New Jersey, New York, Rhode Island, Washington, Washington, D.C. Residents Only:** The salary range for this role is $70,200 to $137,800 annually. Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. UnitedHealth Group complies with all minimum wage laws as applicable. In addition to your salary, UnitedHealth Group offers benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with UnitedHealth Group, you’ll find a far-reaching choice of benefits and incentives.

**Application Deadline:** This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants.

_At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone–of every race, gender, sexuality, age, location and income–deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes — an enterprise priority reflected in our mission._

_Diversity creates a healthier atmosphere: UnitedHealth Group is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law._

_UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment._

**Description**

**You Lead the Way. We’ve Got Your Back.**

With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities and each other. Here, you’ll learn and grow as we help you create a career journey that’s unique and meaningful to you with benefits, programs, and flexibility that support you personally and professionally.

At American Express, you’ll be recognized for your contributions, leadership, and impact—every colleague has the opportunity to share in the company’s success. Together, we’ll win as a team, striving to uphold our company values and powerful backing promise to provide the world’s best customer experience every day. And we’ll do it with the utmost integrity, and in an environment where everyone is seen, heard and feels like they belong.

Join Team Amex and let's lead the way together.

As part of our diverse tech team, you can architect, code and ship software that makes us an essential part of our customers’ digital lives. Here, you can work alongside talented engineers in an open, supportive, inclusive environment where your voice is valued, and you make your own decisions on what tech to use to solve challenging problems. American Express offers a range of opportunities to work with the latest technologies and encourages you to back the broader engineering community through open source. And because we understand the importance of keeping your skills fresh and relevant, we give you dedicated time to invest in your professional development. Find your place in technology on #TeamAmex.

**How will you make an impact in this role?**

The Information Security Analyst, IT Asset Management position is responsible for operating the IT Asset Management (ITAM) control processes and assisting the asset owners in navigating ITAM solutions and processes. The Information Security Analyst will work with technology and business partners to ensure alignment understanding and ongoing communication on ITAM controls, compliance, and risk management. The main focus is on operating the controls and processes which will include analysis, investigation, and follow up to deliver activities within the control framework. Additional responsibilities include consulting with asset owners proactively or reactively to remove roadblocks, solve problems and provide support. The successful candidate will work individually and with teams on both structured and unstructured assignments.

**Responsibilities may include, but not limited to, the following:**

+ Operate ITAM daily activities related to control processes and governance including:

+ Ensure all IT products are approved and registered appropriately in the IT Product Registry.

+ Manage inventory and compliance of hardware and software assets throughout their lifecycle.Ensure IT asset product, lifecycle, and install data is accurate.

+ Respond to requests and identified unauthorized products by investigating and managing through a defined workflow to result in a final product disposition of approved or not approved.

+ Research and maintain product end of life information using various sources.

+ Manage IT asset disposal or data erasure orders in compliance with regulations, standards, and data protection requirements.

+ Perform data analysis to validate quality, derive measures and ensure compliance.

+ Respond to requests from others including compliance and audit entities for specific IT Asset Management data information.

+ Engage with asset owners to educate and assist them in navigating tools and processes to facilitate a compliant and robust IT asset inventory.

+ Assist asset owners and organizations, as needed, in migrating non-compliant environments and processes to compliant environments to achieve targeted levels of information security, oversight, and controls.

+ Perform and monitor activities against key performance measures to meet or exceed expectations.

+ Partners with others to contribute to enhancements which ensure seamless, supportable capabilities are built for our customers while adhering to compliance and quality standards.

+ Maintain and share best practices and contribute to knowledge repositories.

+ Provide data analysis and documentation to support process and audit activities.

+ Communicate the status of issues, preventative solutions and resolution to the team and leader with an emphasis on risk awareness.

**Minimum Qualifications**

The successful candidate for this position must be a proven initiative-taker with the ability to manage multiple priorities. In addition, the candidate must possess the following qualifications:

+ Experience with one of the following: IT Asset Management, IT Product Registry and ServiceNow.

+ Conducts systematic and rational analyses to identify the root cause of problems.

+ Excellent skills in organizing and managing workload to ensure demands are met and targets are achieved.

+ Experience in data and information analysis, utilizing various sources to make sound conclusions and decisions.

+ Is clear when explaining ideas and concepts to others, communication is structured and easy to understand.

+ Demonstrates analytical thinking and adaptive communication.

+ Knows when to raise decisions and when to make on-the-spot decisions.

+ Identifies ways to do things differently that will continuously improve the business.

+ Embraces a customer-focused mindset.

+ Able to challenge the status quo and drive creative ideas and solutions.

+ Recognizes the importance of teamwork to achieve objectives.

+ Adapts to change quickly and easily.

**Preferred Qualifications**

+ Extensive Microsoft Excel experience

+ Experience with SQL in a relational database environment a plus

**Qualifications**

Salary Range: $70,000.00 to $135,000.00 annually bonus benefits

The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.

We back our colleagues and their loved ones with benefits and programs that support their holistic well-being. That means we prioritize their physical, financial, and mental health through each stage of life. Benefits include:

+ Competitive base salaries

+ Bonus incentives

+ 6% Company Match on retirement savings plan

+ Free financial coaching and financial well-being support

+ Comprehensive medical, dental, vision, life insurance, and disability benefits

+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need

+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy

+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)

+ Free and confidential counseling support through our Healthy Minds program

+ Career development and training opportunities

For a full list of Team Amex benefits, visit our Colleague Benefits Site .

American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law.

We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.

US Job Seekers/Employees - Click here to view the “Know Your Rights” poster and the Pay Transparency Policy Statement.

If the links do not work, please copy and paste the following URLs in a new browser window: https://www.dol.gov/agencies/ofccp/posters to access the three posters.

Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

**Job:** Technology

**Primary Location:** US-Arizona-Phoenix

**Schedule** Full-time

**Req ID:** 24019505

**Job Number** 24150916

**Job Category** Information Technology

**Location** Marriott International HQ, 7750 Wisconsin Avenue, Bethesda, Maryland, United States

**Schedule** Full-Time

**Located Remotely?** Y

**Relocation?** N

**Position Type** Management

**JOB SUMMARY**

The Application Security Analyst will assist in monitoring and assessing the security of web applications under the guidance of the Senior Application Security Manager. This role involves supporting the enforcement of security standards, participating in application security risk assessments, and aiding in the documentation and remediation tracking processes. The role is designed to provide hands-on experience in application security within a corporate environment, with a strong focus on learning and development.

**CANDIDATE PROFILE**

**Education and Experience**

**Required Education and Experience:**

+ Bachelor’s degree in Cybersecurity, Computer Science or related field or equivalent experience/certification

+ 2+ years of information technology experience

**Desired Capabilities and Experiences**

+ Strong understanding of basic programming concepts and principals (interpretation, compilation, loops, control structures, data types)

+ Basic understanding of security testing methodologies, tools, and approaches

+ Basic understanding of OWASP Top 10 and its implications to software security

+ Basic understanding of common software development practices and procedures (version control, testing, patching, CI/CD)

+ Basic understanding of the Software Development Lifecycle (SDLC).

+ Proficiency in Microsoft Word, PowerPoint, and Excel

+ Excellent communication skills.

+ Strong interest in cybersecurity and a willingness to learn on the job.

+ Current information security certification, including: GSEC, GSIF, CySA+, Security+, CEH, GRISC, CISA

+ Experience in software development (front end or backend developer)

+ Experience with software security testing

+ Experience working in a regulated environment (e.g., finance, healthcare, government).

+ Experience with conducting risk assessments and developing risk mitigation strategies.

+ Solid understanding ofGitHub operations (e.g., cloning, branching, merging, pull requests, issues)

**CORE WORK ACTIVITIES**

**Application Security Risk Management & Tracking**

+ Assist in monitoring compliance with security standards and regulatory requirements related to web application security.

+ Assist in tracking and documenting risk mitigation efforts, ensuring timely resolution of identified issues.

+ Support the Senior Manager in tracking and documenting application security risks and remediation efforts.

+ Learn and assist in the use of security tools such as GitHub Advanced Security for basic operations (e.g. Tracking & Reporting Issues).

+ Work closely with development teams to integrate risk management practices into the software development lifecycle.

+ Gain exposure to security frameworks and standards such as OWASP, under the mentorship of the Senior Manager.

+ Contribute to the development and maintenance of compliance documentation, including policies, procedures, and control frameworks.

+ Aid in the use of project management tools like JIRA to track tasks and projects.

+ Work closely with the Application Security Testing team to understand findings, their relevance and potential impact.

+ Conduct basic vulnerability research under the guidance of the Senior Manager.

+ File tickets with development and security teams, monitor ticket flow, volume, and remediation activities.

+ Participate in audits and assessments to evaluate compliance with internal policies and external regulations.

+ Review Security Researcher findings through the company Bug Bounty program and pursue remediation when issues are validated.

**Managing Work, Projects, and Policies**

+ Coordinates and implements work and projects as assigned.

+ Complies with Federal and State laws applying to procedures.

+ Generates and provides accurate and timely results in the form of reports, presentations, etc.

+ Analyzes information and evaluates results to choose the best solution and solve problems.

+ Manages the flow of questions and directs questions.

**Supporting Operations**

+ Works with team to put sustainable work processes and systems in place that support the execution of the strategy.

+ Establishes and maintains complete and up-to-date information to ensure accurate reporting.

+ Represents team in resolving situations.

+ Maintains and manages inventory and service operations.

**Additional Responsibilities**

+ Informs, updates, and provides information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person in a timely manner.

+ Attends and participates in all relevant meetings.

+ Presents ideas, expectations and information in a concise, organized manner.

+ Uses problem solving methodology for decision making and follow up.

+ Maintains positive working relations with internal customers and department managers.

+ Manages time effectively and conducts activities in an organized manner.

+ Performs other reasonable duties as assigned by manager.

The salary range for this position is $63,150 to $115,775 annually. In addition to the annual salary, the position will be eligible to receive an annual bonus.

Washington Applicants Only: Employees will accrue 0.04616 PTO balance for every hour worked and eligible to receive minimum of 7 holidays annually.

All locations offer coverage for medical, dental, vision, health care flexible spending account, dependent care flexible spending account, life insurance, disability insurance, accident insurance, adoption expense reimbursements, paid parental leave, educational assistance, 401(k) plan, stock purchase plan, discounts at Marriott properties, commuter benefits, employee assistance plan, and childcare discounts. Benefits are subject to terms and conditions, which may include rules regarding eligibility, enrollment, waiting period, contribution, benefit limits, election changes, benefit exclusions, and others.

Marriott HQ is committed to a hybrid work environment that enables associates to Be connected. Headquarters-based positions are considered hybrid, for candidates within a commuting distance to Bethesda, MD; candidates outside of commuting distance to Bethesda, MD will be considered for Remote positions.

The application deadline for this position is 49 days after the date of this posting, August 28, 2024.

_Marriott International is an equal opportunity employer. We believe in hiring a diverse workforce and sustaining an inclusive, people-first culture. We are committed to non-discrimination on any protected basis, such as disability and veteran status, or any other basis covered under applicable law._

Marriott International is the world’s largest hotel company, with more brands, more hotels and more opportunities for associates to grow and succeed. **Be** where you can do your best work,​ **begin** your purpose, **belong** to an amazing global​ team, and **become** the best version of you.

**Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.**

Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk.

**Job Overview**

Position Schedule: Full-Time

**Team Overview:**

Revenue Reporting, Planning and Analysis is responsible for the Firm's revenue accounting, management reporting, and revenue planning and analysis. We exist to uphold the financial integrity of our Firm's financial statements, provide the right information and analysis to the right people at the right time, and champion Financial Stewardship throughout the Firm.

The Revenue Reporting team is responsible for our monthly revenue financial close process, firm-level management reporting and analysis and firm revenue planning.

**What You Will Do:**

In this position, you will work in a variety of different capacities, including (but not limited to) the monthly close cycle, creation of financial statements, financial reporting, financial planning, modeling and analysis, general ledger account reconciliations, special projects, and more.

The successful candidate will be a self-starter with an outstanding work ethic and looking to advance their career to the next level. This role delivers financial integrity through recording and accounting for the firm's revenue. Further, it partners across the firm to proactively identify and deliver revenue trends and insights that influence and impact business decisions.

**Responsibility** **Summary:**

While associates in a Sr Financial Analyst III role work in multiple different capacities to support the team up through senior firm leaders, responsibilities typically include the following:

+ Advanced financial analysis, forecasting, and complex financial modeling of various revenue streams and products. Ability to understand and identify opportunities to apply different types of statistics and advanced analytical concepts.

+ Inform and educate business areas as to the financial impact of decisions, as well as recommending an optimal or preferred solution to influence strategic direction.

+ Manage and optimize data; extract, cleanse and transform data to support the needs of reporting and analyses while applying critical thinking to pressure test and validate logic and outputs against known sources and understanding of business.

+ Develop divisional/functional and Firm-level measurements to create awareness of and accountability for results.

+ Preparation (including concept development) of customized executive-level management financial reports; review and provide feedback on reporting prepared by other associates.

+ Presentation of financial reports and written analysis as well as frequent verbal presentation of firm financial information and financial insights to senior Firm leaders.

+ Proactively identify efficiency, data integrity, and control improvements opportunities with moderate to broad impact and visibility, propose solutions to relevant parties and drive implementation of solutions.

+ The ability to obtain the right information, make connections, and optimize processes to improve capacity to contribute and support the division in transformation to systems of the future.

+ Develop and manage business relationships with senior leaders and executive-level management across the organization. Participate in and frequently lead cross-functional teams responsible for implementing projects in support of divisional or firm-wide business objectives.

+ Takes constructive action with little or no direction from others.

At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:

Hiring Minimum: $82140

Hiring Maximum: $139860

**Skills/Requirements**

**What Experience You Need:**

+ Bachelor's degree is required with emphasis in Accounting or Finance strongly preferred (or relevant work experience).

+ Minimum of 7 years of experience with increasing levels of responsibility. This includes experience in accounting, reporting and financial planning.

**Knowledge, Skills, and Abilities You Need:**

+ Advanced financial analysis, forecasting, and complex financial modeling skills, incorporating multiple variables and financial analysis of business decision alternatives.

+ Ability to think strategically. Seeing through complex ambiguous situations from multiple perspectives. Deliver change in support of a strategic vision.

+ Ability to prioritize and execute on multiple tasks/projects and independently adjust to changing priorities.

+ Works effectively both independently and in a team environment.

+ Intermediate to advanced understanding of accounting processes and financial statements required.

+ Ability to influence associates and leadership up to the Executive Management level using verbal, written, and presentation skills.

+ Ability to summarize complex financial information and concepts and clearly communicate to executive-level Firm leadership.

+ Ability to build and maintain solid relationships with internal and external business partners.

+ Proven ability to effectively drive change initiatives and exercise influence.

+ Advanced Microsoft Excel, Word and PowerPoint required including working ability to utilize pivot tables, advanced charting, advanced formulas, and conditional formatting.

**What Could Set You Apart:**

+ Proficiency using PeopleSoft Financials, Oracle (by PeopleSoft), OneStream, or another financial planning tool is considered a plus.

+ Experience with SQL, Tableau, Power BI, or other data visualization tools is also a plus.

+ In-depth knowledge of the brokerage industry is preferred. Industry experience or licensing (SIE or Series 7) is a plus.

+ Advanced Degree (MBA / MSF) / Comparable Certifications (CFA, CPA, etc.) preferred.

**Please note: Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.**

**Awards & Accolades**

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

**About Us**

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report.

1Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.