Qureos Mentor

Broadridge

<div><p>At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you&rsquo;re passionate about developing your career, while helping others along the way, come join the Broadridge team.</p><p></p><p>
The Financial Analyst will join the FP&amp;A team supporting the Wealth business within the GTO Segment of Broadridge. This position will work closely with the finance team and key business leaders in managing, forecasting and delivering financial results that meet and are aligned with business requirements. The successful candidate will need to provide advanced level of financial guidance and validates key assumptions, model outcomes, conclusions, risks, opportunities and recommendations to finance and business executives. Additionally, high level of systems proficiency using Oracle Financials, IBM TM1, and the Microsoft Office suite of applications is required. This is a highly visible position requiring a solid understanding of the business and its key drivers along with strong communication and presentation skills, both written and verbal. This is an individual contributor role, working within the Wealth Finance team.</p><p></p><p><b>
Responsibilities:
</b></p><ul><li><p>Create management reports for monthly, quarterly, and yearly financial results and prepare commentaries for senior management.</p></li><li><p>
Develop annual Plans, quarterly Forecasts, and long-term strategic plans.</p></li><li><p>
Advise department leadership on revenue and expense management through identifying key performance drivers, problem areas, and providing financial support / measurement of key initiatives. Deliver thoughtful and defendable recommendations (i.e., suggested future courses of action, strategies and/or policy changes) to achieve desired results/financial targets in a timely manner</p></li><li><p>
Proactively identify and drive improvement opportunities for the Finance organization and work closely with the larger finance organization to ensure improvement opportunities are implemented effectively and timely</p></li><li><p>
Develop and build strong partnerships with key points of contacts</p></li><li><p>
Lead projects and initiatives that span across financial and business areas with BU Finance teams, as well as Corporate FP&amp;A and Financial Reporting</p></li><li><p>
Other ad hoc analyses around pricing renewals and sales opportunities</p></li></ul><p></p><p><b>
Qualifications:</b></p><ul><li><p>
Bachelor's Degree in Accounting, Finance, Economics, related field or equivalent experience required</p></li><li><p>
1+ years financial analysis experience required</p></li><li><p>
High level of proficiency in Microsoft Office, especially in Excel and PowerPoint</p></li><li><p>
Experience with Power BI, TM1 and Anaplan is a plus</p></li><li><p>
Self-starter who can work in a fast paced, quickly changing, and high-pressure environment</p></li><li><p>
Demonstrated experience in continuous improvement initiatives, root cause analysis and project management</p></li><li><p>
Ability to work independently, communicate effectively and concisely, demonstrate high level of personal accountability, lead collaboratively, and apply critical thinking and sound judgment when faced with unstructured situations</p></li><li><p>
Experience implementing AI initiatives is a plus.</p></li></ul><p></p><p><i>
Salary range $75,000.00- $82,000.00 USD . Bonus Eligible.</i></p><p><i>
Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.</i></p><p><i>
Please visit </i><i>www.broadridgebenefits.com</i><i> for more information on our comprehensive benefit offerings</i>.</p><p></p><p>
We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company&mdash;and ultimately a community&mdash;that recognizes and celebrates everyone&rsquo;s unique perspective.</p><p></p><p><b>
Use of AI in Hiring</b></p><p>
As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.</p><p></p><p>
US applicants: Click here to view the EEOC &quot;Know Your Rights&quot; poster.</p><p></p><p><b><i>
Disability Assistance</i></b></p><p>
We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws.</p><p></p><p>
If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to BRcareers@broadridge.com.</p></div>

Financial Analyst (Hybrid)

<div><div>At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you&rsquo;re passionate about developing your career, while helping others along the way, come join the Broadridge team.</div><div></div><div>
Broadridge is hiring! We&rsquo;re seeking an Operations Associate to join our stellar team. In this role, you will have the opportunity to support our high-profile clients by delivering exceptional service and operational support for Alternative Investment transactions</div><div>
Responsibilities:</div><ul><li><div>
Provide phone support to high profile Financial Advisors and their support staff regarding Alternative Investment transactions, including subscriptions, transfers, redemptions, and document revisions/amendments.</div></li><li><div>
 Field and document anywhere from 30-50 phone calls per day on the Morgan Stanley Service Network via Genesys phone routing system</div></li><li><div>
 Maintain detailed call log documentation utilizing Salesforce CRM software.</div></li><li><div>
 Partner with various teams within Morgan Stanley Client Solutions &amp; Investment Solutions organizations such as Reg D, Transactional Processing, Product Management, Product Development, Platform Solutions, etc. on processing requests</div></li><li><div>
Engage in Ad Hoc projects that supports various Alternative Investment Operations teams.</div></li><li><div>
Provide World Class Service to Financial Advisors and their support staff.</div></li><li><div>
 Participate in continuous educational training sessions to maintain knowledge of Alternative Investment products and systems.</div></li><li><div>
Follow professional telephone etiquette on all calls and handle interactions in a professional manner to maintain caller satisfaction.</div></li><li><div>
Ensure high service quality during interactions on inbound/outbound calls.</div></li><li><div>
Adhere to required schedule adjustments across the day.</div></li><li><div>
Ability to work efficiently and effectively in a hybrid environment (in-person &amp; remote).</div></li></ul><div></div><div>
Qualifications</div><ul><li><div>
0-3 years of relevant experience</div></li><li><div>
Ability to handle time effectively and clearly prioritize tasks</div></li><li><div>
A self-starter with experience utilizing the Microsoft Office tools</div></li><li><div>
Ability to stay calm and logically work through problems/issues as they arise, often under tight deadlines</div></li><li><div>
Customer service oriented, able to handle multiple tasks at a time</div></li></ul><div></div><div>
Compensation Range: The salary range for this position is between $23/hr to $25/hr. Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.</div><div>
Bonus Eligibility: Bonus Eligible</div><div>
Benefits Information: Please visit <div>www.broadridgebenefits.com</div> for more information on our comprehensive benefit offerings</div><div>
#LI-PP1</div><div></div><div>
We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company&mdash;and ultimately a community&mdash;that recognizes and celebrates everyone&rsquo;s unique perspective.</div><div></div><div>
Use of AI in Hiring</div><div>
As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.</div><div></div><div>
US applicants: Click <div>here</div> to view the EEOC &quot;Know Your Rights&quot; poster.</div><div></div><div><i>
Disability Assistance</i></div><div>
We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws.</div><div></div><div>
If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to <div>BRcareers@broadridge.com</div>.</div></div>

Operations Associate

Join Broadridge and explore 2   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Broadridge

About Company

Financial Analyst (Hybrid)

Operations Associate