administrative assistant

executive administrative assistant Jobs in New York

executive administrative assistant

administrative assistant (external agency staff) Jobs in New York

operations assistant

account coordinator

administrative assistant global obesity portfolio commercial development

Pfizer

<div>This role will report to Vicki Albrecht, Global Obesity Portfolio Commercial Development Lead.
ROLE SUMMARY 
General administrative, project management and leadership team coordination support for the Global Obesity Portfolio Commercial Development Lead and their team.
Given this team's global and cross-functional nature, this individual will interface with senior leaders across functions regularly and must be able to work with all levels in the organization. The role requires excellent communication skills, and strong judgement for prioritizing commitments (meetings, projects, work). In addition, the ideal candidate must have a team-based approach to work but also have the appropriate judgment and initiative to function with limited oversight.
ROLE RESPONSIBILITIES
Operational and Team Support<ul><li>
Provide project management support for defined ad hoc special projects</li><li>
Tracks decisions and outcomes from meetings, proactively follows up to ensure deliverables are met, prepares and drafts recommended agendas for key meetings, distributes meeting minutes</li><li>
Manages internal communications, coordinating with Communications, HR and other partners when needed, drafting talking points and distributing final communication to appropriate audience</li><li>
May be asked to participate in larger initiatives, such as strategic planning, cross functional meetings, global meetings, and aid with coordination, scheduling, and management of documents</li></ul>
Calendars, contact and meeting management (internal and external)<ul><li>
Maintain calendars anticipate conflicts and coordinates across the functions, leadership team members effectively to resolve problems in advance</li><li>
Assist with meeting scheduling and set-up for virtual or in-person meetings such as conference room reservations, teams meeting/webex set-up and associated meeting logistics (catering, supplies, etc.)</li><li>
Coordinate team core and extended meeting agendas, collection of topics from team members, other topic dependent attendees, planning time allocation and agenda communication</li><li>
Coordinate creating a Global Obesity Portfolio Commercial Development team calendar at a glance that highlights key dates, overlaps and travel schedules to enable advance planning and coordination for joint meetings, LT member participations</li><li>
Assist in setting up and coordinate meetings with potential and existing partner companies and stakeholders.</li><li>
Provide phone screening coverage; arrange for visitor passes and access</li></ul>
Support Team Building, Culture and Adopting Light Speed Behaviors
<ul><li>Assist with periodic off-site sessions (including medical congress meetings) including agenda, speaker and activity coordination and all other technical and logistical arrangements</li><li>
Support as needed adoption of specific team norms, communication through preferred channels and simplicity principles aligned across the obesity leadership team members</li></ul>
Travel and expenses<ul><li>
Coordinate detailed set of travel arrangements; prepare itineraries</li><li>
Prepare timely expense reports, track reimbursements and ensure correct AMEX credits/debits by ensuring full compliance with Pfizer T&amp;E guidelines</li></ul>
Project Management and process/systems support<ul><li>
Prepare Purchase Orders and Project Estimates and handle coordination as needed, ensure proper invoice routing and tracking. Manage all Ariba and other pertinent system requests</li><li>
Order supplies, equipment and other appropriate business purchases</li><li>
Support meeting documentation and minutes/actions summary and follow-ups as needed</li><li>
Ensure maintenance of important written and electronic communications, meeting minutes, reports, letters, forms, and up to date procedures</li><li>
Assist in presentation design and report generation as needed</li></ul>
BASIC QUALIFICATIONS<ul><li>
Applicant must have a bachelor's degree with at least 2 years of experience; OR a master's degree with more than 0 year of experience; OR an associate's degree with 6 years of experience; OR a high school diploma (or equivalent) and 8 years of relevant experience.</li><li>
Previous experience that demonstrates ability to carry out administrative functions proficiently and to complete quality work on a timely basis</li><li>
Excellent communication and interpersonal skills are required</li><li>
Demonstrated resourcefulness, with ability to anticipate needs, prioritize responsibilities and take initiative</li><li>
Proficiency in MS Teams, Outlook, MS Office programs are essential</li><li>
Ability to work well under pressure</li><li>
Strong organizational skills with a proven ability to prioritize and work independently</li><li>
Proficiency in Pfizer systems</li><li>
Based in the NY tri-state area</li></ul>
PREFERRED QUALIFICATIONS<ul><li>
Bachelor&rsquo;s degree highly preferred</li><li>
Demonstrated project management skills strongly preferred</li><li>
Experience with Pfizer R&amp;D and PGS systems and processes preferred</li></ul>
NON-STANDARD WORK SCHEDULE, TRAVEL OR ENVIRONMENT REQUIREMENTS
<ul><li>Ability to work flexible hours (early AM, overtime, weekends, etc.) when needed</li></ul> 
LAST DAY TO APPLY: 05/12/2026
Work Location Assignment: Hybrid
The salary for this position ranges from $33.12 to $55.19 per hour. In addition, this position offers eligibility for overtime, weekend, holiday and other pay premiums depending on the work schedule and the Company&rsquo;s policies. We offer comprehensive and generous benefits and programs to help our colleagues lead healthy lives and to support each of life&rsquo;s moments. Benefits offered include a 401(k) plan with Pfizer Matching Contributions and an additional Pfizer Retirement Savings Contribution, paid vacation, holiday and personal days, paid caregiver/parental and medical leave, and health benefits to include medical, prescription drug, dental and vision coverage. Learn more at Pfizer Candidate Site &ndash; U.S. Benefits | (uscandidates.mypfizerbenefits.com). Pfizer compensation structures and benefit packages are aligned based on the location of hire. The United States salary range provided applies only to the United States - New York - New York City location.
Relocation assistance may be available based on business needs and/or eligibility.

Candidates must be authorized to be employed in the U.S. by any employer.
U.S. work visa sponsorship (such as TN, O-1, H-1B, etc.) is not available for this role now or in the future.
<div><div><div><div><div><div><div><div>
Sunshine Act
Pfizer reports payments and other transfers of value to health care providers as required by federal and state transparency laws and implementing regulations. These laws and regulations require Pfizer to provide government agencies with information such as a health care provider&rsquo;s name, address and the type of payments or other value received, generally for public disclosure. Subject to further legal review and statutory or regulatory clarification, which Pfizer intends to pursue, reimbursement of recruiting expenses for licensed physicians may constitute a reportable transfer of value under the federal transparency law commonly known as the Sunshine Act. Therefore, if you are a licensed physician who incurs recruiting expenses as a result of interviewing with Pfizer that we pay or reimburse, your name, address and the amount of payments made currently will be reported to the government. If you have questions regarding this matter, please do not hesitate to contact your Talent Acquisition representative.</div></div></div></div></div></div></div></div>
<div><div><div><div><div><div><div><div>
EEO &amp; Employment Eligibility
Pfizer is committed to equal opportunity in the terms and conditions of employment for all employees and job applicants without regard to race, color, religion, sex, sexual orientation, age, gender identity or gender expression, national origin, disability or veteran status. Pfizer also complies with all applicable national, state and local laws governing nondiscrimination in employment as well as work authorization and employment eligibility verification requirements of the Immigration and Nationality Act and IRCA. Pfizer is an E-Verify employer. This position requires permanent work authorization in the United States.
Pfizer endeavors to make www.pfizer.com/careers accessible to all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process and/or interviewing, please email disabilityrecruitment@pfizer.com. This is to be used solely for accommodation requests with respect to the accessibility of our website, online application process and/or interviewing. Requests for any other reason will not be returned.</div></div></div></div></div></div></div></div>
Administrative</div>

Administrative Assistant: Global Obesity Portfolio Commercial Development

Kay Search Group

<div>
 
 
 Position:
 
 Administrative Assistant (Global Law Firm)
 
 
 
 Location:
 
 New York, NY (Hybrid)
 
 
 
 Company:
 
 Globally Recognized Consulting and Financial Firm
 
 
 
 Comp Package:
 
 Base salary to $110K, Paid Overtime, Full Benefits, Bonus, 401K, Health Club Discounts
 
 
 
 
 
 
 Summary for Administrative Assistant (Global Law Firm):
 
 
 
 We&rsquo;re seeking a Administrative Assistant (Global Law Firm) to support leaders within a global law firm. This role is ideal for a highly organized professional who thrives in a collaborative, hybrid workplace and enjoys operating at the center of a fast-moving, knowledge-driven firm. You&rsquo;ll handle complex administrative responsibilities, manage confidential information with discretion, and play a key role in keeping executives and project teams operating efficiently. A learning mindset, strong ownership, and exceptional attention to detail are essential.
 
 
 
 
 
 
 Key Responsibilities for Administrative Assistant (Global Law Firm):
 
 
 <ul>
 <li>
 Provide high-level administrative support to multiple executives, including calendar management, travel coordination, and expense processing.
 </li>
 <li>
 Support monthly billing activities by reviewing narratives, preparing invoices, and tracking accounts receivable.
 </li>
 <li>
 Assist with client-engagement documentation, conflict checks, and the organization of correspondence and project files.
 </li>
 <li>
 Coordinate internal and client meetings, firm events, and business-development materials.
 </li>
 <li>
 Draft, proofread, and format correspondence and documents with precision.
 </li>
 <li>
 Mentor junior administrative staff and help lead training and development sessions.
 </li>
 <li>
 Maintain effective administrative systems and uphold confidentiality across all workstreams.
 </li>
 </ul>
 
 
 
 
 
 Requirements for Senior Executive Assistant:
 
 
 <ul>
 <li>
 5+ years of executive assistant or administrative experience; experience in law firm, consulting, financial services required.
 </li>
 <li>
 High school diploma or equivalent required.
 </li>
 <li>
 Excellent communication skills, professionalism, and sound judgment.
 </li>
 <li>
 Ability to manage competing priorities in a fast-paced, deadline-driven setting.
 </li>
 <li>
 Strong proficiency in Microsoft Office with the ability to learn firmwide tools quickly.
 </li>
 <li>
 Exceptional organizational skills and a detail-oriented, proactive approach.
 </li>
 <li>
 Demonstrated initiative, service orientation, and strong business acumen.
 </li>
 </ul>
 
 
</div>

Administrative Assistant (Global Law Firm)

Atrium

<div>
 
 Client Overview
 
 
 
 Our client, a reputable, fast-paced real estate and property leasing firm based in New York City, is seeking a sharp, organized
 
 Administrative Assistant
 
 to support internal operations and office management. Known for their hands-on approach and dynamic portfolio of residential and commercial properties, the firm offers a collaborative and fast-moving work environment ideal for early-career professionals looking to grow in the real estate space. If you are a highly organized Administrative Assistant with an interest in real estate and team operations, this is a great chance to work in a professional, high-energy environment with long-term potential.
 
 
 
 Salary/Hourly Rate
 
 
 
 $30/hr
 
 
 
 Position Overview
 
 
 
 The Administrative Assistant will play a key role in supporting brokers, leasing agents, and office staff with scheduling, internal communication, and document management. The ideal Administrative Assistant is detail-oriented, resourceful, and confident working in a client-facing environment. This is a strong opportunity for an Administrative Assistant looking to grow within a real estate or leasing firm.
 
 
 
 Responsibilities Of The Administrative Assistant
 
 
 
 <ul>
 <li>
 Provide administrative support to Brokers, Leasing Managers, and Operations staff.
 </li>
 <li>
 Coordinate internal meetings, manage calendars, and assist with scheduling property tours.
 </li>
 <li>
 Maintain databases of current listings, tenant inquiries, and property information.
 </li>
 <li>
 Assist with document preparation, lease paperwork, and filing systems.
 </li>
 <li>
 Track deadlines for lease renewals, applications, and follow-up items.
 </li>
 <li>
 Support office operations, ordering supplies, and managing vendor communication.
 </li>
 <li>
 Greet guests, clients, and tenants at the front desk and maintain a professional presence.
 </li>
 <li>
 Prepare materials for internal meetings, client presentations, and property tours.
 </li>
 <li>
 Communicate with tenants and clients to assist with inquiries and scheduling needs.
 </li>
 <li>
 Take on additional tasks and special projects as assigned by leadership.
 
 
 </li>
 </ul>
 
 Required Experience/Skills for the Administrative Assistant:
 
 
 
 <ul>
 <li>
 1 - 3 years of experience in an Administrative Assistant or front office role.
 </li>
 <li>
 Strong organizational, communication, and multitasking skills.
 </li>
 <li>
 Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).
 </li>
 <li>
 Comfortable working in a client-facing, deadline-driven environment.
 </li>
 <li>
 Ability to work independently and maintain a high level of professionalism.
 
 
 </li>
 </ul>
 
 Preferred Experience/Skills for the Administrative Assistant:
 
 
 
 <ul>
 <li>
 Previous experience in a real estate, leasing, or property management office.
 </li>
 <li>
 Familiarity with platforms like Yardi, AppFolio, or CRM systems.
 </li>
 <li>
 Interest in the NYC real estate market and property lifecycle.
 </li>
 <li>
 Ability to support multiple team members and adapt to shifting priorities.
 
 
 </li>
 </ul>
 
 Education Requirements:
 
 
 
 <ul>
 <li>
 Bachelor's degree is preferred.
 
 
 </li>
 </ul>
 
 Benefits:
 
 
 
 <ul>
 <li>
 Potential for a temp-to-perm Administrative Assistant opportunity.
 </li>
 <li>
 Access to company listings, training, and real estate networking events.
 </li>
 <li>
 Direct support from experienced leasing and property professionals.
 </li>
 <li>
 Atrium Care Package available, upon eligibility (including healthcare plans, discount programs, and paid time off).
 
 
 </li>
 </ul>
 By applying to this job, you agree to receive calls, AI-generated calls, text messages, and/or emails from Atrium and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to opt out on any message you receive. For more details, please review our Terms of Use and Privacy Policy .
 
 
 As a woman-owned firm, we value diversity. We are an equal opportunity and affirmative action employer and will consider all applications without regard to race, sex (including gender, pregnancy, sexual orientation and gender identity), age, color, religion or creed, national origin or ancestry, veteran status, disability (physical or mental), genetic information, citizenship or any other characteristic protected by law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Candidates who apply for roles through the Atrium website will be added to our candidate pool and may be considered for additional roles of a similar title. Please contact us to request an accommodation.
 
 
 EOE/M/F/D/V/SO
 
 
 Position ID: 392332
</div>

Administrative Assistant - 392332

Telly Health MD

*** MUST HAVE VALID NEW YORK LICENSE ***Location: Fully RemoteSchedule: Monday&ndash;Friday, 9:00 AM &ndash; 5:00 PMCompensation: Starting at $32+ per noteMust Have: NYS DEA---About the RoleSeeking a compassionate and skilled Nurse Practitioner to manage chronic diseases in geriatric patients through our Remote Patient Monitoring (RPM) program. In this role, you will oversee patients&rsquo; ongoing care, ensuring their chronic conditions are closely monitored, managed, and optimized for better health outcomes.---Key Responsibilities&middot; Manage patients&rsquo; chronic diseases, including hypertension, diabetes, congestive heart failure, COPD, asthma, and obesity.&middot; Maintain a daily schedule of approximately 30 geriatric patients.Patient Population&middot; Primarily geriatric patients managing multiple chronic conditions.&middot; Focused on improving health outcomes, quality of life, and disease management.Requirements&middot; Active New York medical license (required)&middot; DEA registration with a New York address (required)&middot; Florida license (preferred)&middot; Prior RPM or chronic disease management experience strongly preferred&middot; Reliable internet connection &mdash; full remote setup and equipment providedWhy Join Us&middot; Fully remote role with consistent Monday&ndash;Friday schedule&middot; Competitive per-note compensation&middot; Work in a supportive telehealth environment with administrative and technical assistance&middot; Make a meaningful impact by managing chronic diseases and improving the health of geriatric patientsBenefits:<ul><li>Health insurance</li></ul>Work Location: Remote

Nurse Practitioner (Remote)

JPMorganChase

<div>JOB DESCRIPTION 
Team Summary: 
The candidate will join the Global Alternative Investment Solutions (GAIS) Product team. The GAIS Product team is responsible for developing industry-leading, differentiating capabilities, including end-to-end simplification and scaling of the Alternatives platform - by leveraging advanced technologies such as artificial intelligence (AI) and data analytics. The team&rsquo;s role spans the full lifecycle of transformation&mdash;vision, strategy, end-to-end operating models, business case development, roadmap planning, and execution.
Job Summary: 
GAIS is seeking a strategic and results-oriented Product Owner to lead the development, enhancement, and scaling of portfolio management capabilities for our Alternatives businesses, including Private Equity Group (PEG), JP Morgan Alternatives Asset Management (JPMAAM), and Wealth Management Private Investment Portfolio Solutions (PIPS). This role will focus on delivering innovative, AI-powered portfolio-of-fund solutions for institutional and private banking clients, partnering closely with business, technology, operations, and client-facing teams to drive product excellence and business growth.
Job Responsibilities: 
The ideal candidate leverages a commercial mindset, demonstrates superior analytical skills, and is an effective change leader.<ul><li>
Define Portfolio Management Product Vision &amp; Strategy<ul><li>
Set the product vision by aligning client needs with business objectives. Assess the current state&mdash;including product offerings &amp; capabilities, regional variations, and areas for improvement&mdash;and define the desired end state, target operating model, and product roadmap. Execute the plan.</li><li>
Develop and maintain a deep understanding of client needs, market trends, and the competitive landscape&mdash;including vendor, fintech and AI-driven offerings&mdash;to guide product direction and capability development.</li><li>
Develop robust business cases for new initiatives (including build vs. buy), including thorough cost-benefit analyses and present these cases to senior leadership and stakeholders to drive informed decision-making and optimal resource allocation.</li></ul></li><li>
Product Development &amp; Delivery<ul><li>
Deliver via agile/JPM disciplines, including annual and quarterly investment plans and execution of planned milestones; provide timely reporting of forecasted variances to plan with risk mitigation as required.</li><li>
Drive user-centric design by building and testing low-to-mid fidelity prototypes, ensuring technical requirements align with user workflows before moving into full-scale development.</li><li>
Leverage objectives and key results (OKRs) to drive understanding, agreement and realization of commercial benefits. Establish and track key performance indicators (KPIs) to measure product success, client satisfaction, and business impact.</li><li>
Lead and coach product managers, design, and technology team members to achieve results across the product development lifecycle: current state usage &amp; performance, feedback gathering, prioritization, execution, and communication of enhancements.</li></ul></li><li>
Client Focus<ul><li>
Champion the voice of the client, ensuring solutions meet the evolving needs of institutional and private banking clients.</li><li>
Partner with client-facing teams to support product positioning, training, and ongoing client engagement.</li></ul></li><li>
Stakeholder Management, Governance &amp; Risk<ul><li>
Serve as the primary point of contact for portfolio management capabilities across Alternatives lines of business, legal, risk, and compliance.</li><li>
Establish and lead governance cabinets to oversee product development, ensure alignment with strategic objectives, facilitate cross-functional decision-making, and maintain adherence to regulatory and risk management standards.</li></ul></li></ul>
Required qualification, capabilities and skills:<ul><li>
Bachelor&rsquo;s degree required</li><li>
10+ years of experience in asset/wealth management, alternatives, product management, or related fields.</li><li>
Deep understanding of alternative investment products, portfolio management, and fund-of-funds structures.</li><li>
Proven track record of leading product development initiatives in complex, matrixed organizations.</li><li>
Excellent interpersonal skills with the ability to build strong relationships, manage stakeholders effectively, and influence partners.</li><li>
Ability to grasp complex concepts and explain them to others in a clear and concise manner.</li><li>
Experience working with technology and data teams to deliver scalable solutions.</li><li>
Knowledge of regulatory and risk considerations in portfolio management.</li></ul>
Preferred qualification, capabilities and skills:<ul><li>
Advanced degree (MBA, CFA, CAIA) preferred</li><li>
Experience with private markets, hedge funds, real assets, or other alternative investment strategies.</li><li>
Familiarity with portfolio management platforms, data analytics, and digital client solutions.</li><li>
Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities.</li></ul>
ABOUT US 
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><div>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
<div>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans 
</div></div></div> 
 
ABOUT THE TEAM 
 
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</div>

Asset Management - Alternatives Product Owner - Executive Director

Morgan Stanley

<div>Morgan Stanley (&ldquo;MS&rdquo;) is a global financial services firm that conducts its business through three principal business segments&mdash;Institutional Securities, Wealth Management (&ldquo;WM&rdquo;), and Asset Management. The WM network includes almost 16,000 Financial Advisors and Private Wealth Advisors - one of the world&rsquo;s largest networks of Financial Advisors (&ldquo;FAs&rdquo;). MS has expanded its suite of world-class banking and lending products exclusively for FAs and their clients. In addition to our comprehensive financial services, which include brokerage, investment advisory, financial and wealth planning, annuities, insurance and retirement, Morgan Stanley has enhanced its lending, mortgage, cash management and deposit capabilities. By combining our lending financial services business with private banking products built specifically to service the needs of Financial Advisors and their clients, we can tailor banking and lending solutions to client needs.
We are seeking a high potential Commercial Real Estate Lending Support Analyst &ndash; Analyst) to help grow and manage the Ultra High Net Worth (UHNW) Commercial Real Estate (CRE) lending platform serving UHNW clients (generally clients with a minimum net worth of at least $50 million) of WM. The role is for the New York area and will support and collaborate with the UHNW Senior Lending Transactors (&ldquo;SLTs&rdquo;) and Asset Managers (&ldquo;AMs&rdquo;) throughout the US.
<h2 class="jobSectionHeader">Position Summary
</h2><ul><li>Position goal is to support the UHNW Commercial Real Estate Lending team and its clients with procedural and administrative aspects of the UHNW Commercial Real Estate Lending closings and ongoing portfolio management.
</li><li>A successful candidate must be detail-oriented, organized, highly responsive to internal partners and clients, and have the ability to work independently while facilitating questions and requests from various stakeholders.
</li><li>Responsibilities will include the following:
Corresponding directly with clients to request reporting requirements including property and personal financial reporting, at least quarterly throughout the lifecycle of a loan. As deliverables are received, Lending Support Analyst will perform necessary internal procedures including preliminary analysis.
Order third party bids and reports to evaluate loan collateral and escalate any major issues identified in the reports to ensure they are addressed in a timely manner
Assist with loan closings, amendments, modifications and payoff requests by ensuring all operational requirements are met, disbursements are accurate, and all internal and external approvals are received.
Participate in ad hoc projects including IT, procedural, regulatory, audit as required
Engage in on-going portfolio maintenance including monitoring loan covenants, loan servicing, and ensuring accurate and timely update of loan portfolio metrics / reports.
Assist with annual relationship and loan reviews to monitor collateral performance during the term of the loan.
Contribute to the design and firmwide rollout of artificial intelligence tools supporting underwriting and asset management processes.
</li></ul>Experience
<ul><li>Bachelor&rsquo;s Degree required.
</li><li>Minimum 2-5 years experience in commercial real estate lending asset management, origination and/or credit analysis.
</li><li>Private Banking Lending experience is a plus
</li><li>Demonstrated proficiency in either Power BI, Tableau, or Dataiku is a plus.
</li><li>Experience designing automated process flows utilizing Python or SQL is a plus.
</li></ul>Skills/Abilities
<ul><li>Strong communication skills both in person and via electronic communication
</li><li>Proficient in Microsoft Word, Excel, Outlook, PowerPoint and database management
</li><li>Detail orientation with exceptional analytical skills
</li><li>Experience using firm-approved AI tools to enhance analysis and productivity within governance frameworks preferred.
</li><li>Accounting and finance knowledge
</li><li>Ability to meet deadlines and manage expectations
</li><li>Ability to multi-task
</li><li>Good collaboration skills in a team-oriented environment
</li></ul>WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients &ndash; helping them reach their goals. We do it in a way that&rsquo;s differentiated &ndash; and we&rsquo;ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren&rsquo;t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you&rsquo;ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There&rsquo;s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Expected base pay rates for the role will be between $85,000 and $140,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .</div>

Commercial Real Estate Lending Support Analyst – Assistant Vice President

Bank of America

<div>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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. 
 
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates&rsquo; physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. 
 
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. 
 
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
At Bank of America, each day brings innovation and opportunity. We are dedicated to turning technology advances into treasury solutions for our clients globally - across all segments and industries. We are looking for highly motivated, self-starters who can advocate for our clients in providing liquidity management, payments and receipts globally, FX, and commercial card services by complementing technology with a personalized touch. Challenge the status quo and influence peers with diverse points of view. Forward thinkers willing to embrace technology and see what's next in treasury management. The future of treasury management is here at Bank of America. Powered by people. Driven by Technology.
Job Description:
This job is responsible for leading product experts supporting Global Transaction Services in client engagements, account management, closing complex and high dollar deals, and/or emerging solution opportunities with strategic clients. Key responsibilities include participating as the product sales or industry expert in client calls, identifying opportunities and influencing solutions, and driving collaboration between product, sales, and client relationship teams to package marketing leading solutions that address client challenges
Responsibilities:<ul><li>
The Treasury Sales Officer (TSO) is responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of Commercial Real Estate Clients.</li><li>
The Treasury Sales Officer (TSO) is held responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolios. In some cases the TSO will also pursue client prospect opportunities outside of the portfolio. The TSO works closely with several partners such as Client Managers, Treasury Sales Analysts, Credit Officers, FX Trade Advisors, Global Investment Advisors, Card Managers, Trade/SCF Advisors, Liquidity Specialists, and others across the enterprise to provide US and sometimes International treasury solutions that best suits the clients&rsquo; needs.</li><li>
Act as digital ambassador driving mobile, digital and real time payments adoption, manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning.</li><li>
Accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP or RFI responses, call preparations, and leading client-facing treasury presentations. This individual will also need to identify and evaluate treasury solutions based on a client focused cost/benefit analysis and bank focused profitability analysis</li><li>
Maintains a strong client focus while also understanding the operational aspects of the bank. A strong bank and industry awareness of various treasury products and services used by clients will also aid in the success. Manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning The TSO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves with performance metrics.</li></ul><ul><li>
Drives and is accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal and presentation development and delivery.</li><li>
Focuses on client relationship development, from growth of new client relationships to deepening existing relationships through the thoughtful identification of client needs.</li><li>
Ensures responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leads client facing treasury presentations</li><li>
Partners with bankers and product specialists across the enterprise to develop customized treasury solutions by identifying solutions based on client-focused cost and benefit analysis and bank-focused profitability analysis</li><li>
Leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growth</li><li>
Coaches and mentors Treasury Analysts and works with Servicing and Implementation teams to support client needs and deliver solutions.</li></ul>
Required Qualifications:<ul><li>
3 years of Treasury Sales Officer Experience</li><li>
Fluency with the suite of treasury services relevant to commercial clients</li><li>
Ability to Travel between up to 20% of time in normal environment</li><li>
Successful track record in treasury management sales. Broad and deep familiarity with global treasury management products, services and trends</li><li>
Proven business development and relationship management skills with a complex clients.</li><li>
Excellent verbal and written communication and presentation skills.</li><li>
Proven negotiation and active listening skills. Strong executive presence.</li><li>
Adept at critical and strategic thinking and problem resolution.</li><li>
Strong business/financial acumen.</li><li>
Ability to successfully maneuver through the enterprise, engage partners and escalate as needed.</li><li>
Demonstrates the ability to foster strong partnerships within the core team.</li><li>
Effectively manages competing priorities in an organized fashion while maintaining a consistent high level of client satisfaction.</li><li>
Able to effectively work as an individual contributor as well as a close team member in a fast paced environment.</li><li>
Effectively manages risk while balancing the needs of the client, the team, and the bank.</li></ul>
Desired Skills:<ul><li>
B.S. or B.A. in finance, accounting, management, or another undergraduate degree</li><li>
Certified Treasury Professional Certification (CTP) or equivalent</li><li>
Experience in the treasury sales officer role or a role with similar, primary responsibility for managing growth of a book of commercial real estate treasury clients is preferred.</li><li>
Inclusive and Inspiring: Seeking motivating team players who value collaboration, hard work, and celebrating shared success</li><li>
Authentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align with the work we are doing for our clients and in our communities</li><li>
Innovative and Curious: Seeking teammates with out-of-the box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quo</li><li>
Confident and Agile: Seeking strong, clear communicators who value giving and receiving feedback, easily build relationships, act decisively while being flexible and continuing to learn in the role.</li></ul>
Skills:<ul><li>
Account Management</li><li>
Business Development</li><li>
Client Management</li><li>
Client Solutions Advisory</li><li>
Customer and Client Focus</li><li>
Critical Thinking</li><li>
Portfolio Analysis</li><li>
Presentation Skills</li><li>
Relationship Building</li><li>
Sales Strategy</li><li>
Coaching</li><li>
Collaboration</li><li>
Oral Communications</li><li>
Prioritization</li><li>
Prospecting</li></ul>
Minimum Education Requirement: Bachelor&rsquo;s Degree or Equivalent Work Experience
For internal employees; participation in a work from home posture does not make you ineligible to post.
Shift:
1st shift (United States of America)
Hours Per Week:
40</div>

Treasury Sales Officer I - Commercial Real Estate

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